Audits are a regular activity undertaken by businesses to measure the difference if at all between projections and actuals.
Here is how you can get on with this audit.
- Expand System Tools
- Select Audit
- Select Audit Detail
- Status should be C – Created, A – Acknowledged, I – Investigation
- Table Name should be – Payroll Analysis Layout
- Select the Date Range you want the selection for the Audit
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This guide will help you to adjust an employee’s leave balances within the Sage 300 People system.
Employee’s Leave Balances for the current period can be adjusted manually on the employee’s Leave Detail screen or by means of a batch.
From the Main Navigation pane:
Expand Employee Management, Double click on Employees, Select applicable Employee and Click on Leave Detail. When you need to adjust the leave balances, click in the Adjustment column and enter the applicable value. A positive value will increase the leave balance carried forward and a negative value will decrease the leave balance carried forward.
Balance Brought Forward + Adjustment + Accrued this Period – Taken this Period = Balance Carried Forward
If you refer to the print screen above MD Annual leave balance this period is 5.25 + 2.00 + 1.75 – 0.00 = 9.00
Click on Save.
You can run a User Defined Batch should you need to update leave balances in bulk. This is a time-saving utility that allows you to do leave adjustment input for a number of employees without going to each employee’s screen individually.
From the Main Navigation pane:
Expand Employee Leave
Expand the applicable Leave Definition
Double click on Adjustment
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Here is a step by step checklist to help you take the DB backup of your Sage 300 People installation. Please note, you will need access to SQL login credentials for this. Also, if this is your first time, keep our contact details handy, just in case.
Step 1: Open SQL Server Management Studio.
Step 2: Complete SQL Login credentials.
Step 3: Expand Databases and select the database that you want to backup.
Step 4: Right-click on the Database you wish to backup
Step 5: Select Tasks, make sure the backup type is set to full, set to disk and then Back Up
Step 6: Click Remove and then Add.
Step 7: Click the Browse button to select a required backup location and add a Backup name.
Step 8: Complete the backup by pressing the Ok button
If the backup is successful, you will see the notification.
Here are the steps you need to take to print history payslips on Sage 300 People for an employee.
Expand Employee Management Double-click History Payslips > Select History Period for the relevant Company Rule > Click Search > Click on the employee > Click Payslip Detail
To print the payslip for the specific employee for the selected period
Click Print Payslip button
Printing a History Payslip of all employees
Expand Reports > Double-click All Reports > Expand Payroll > Expand Payslip > Select Payslip > Click Open Print Form
Report Selection screen > Click Custom Period > Add Filter on the Company Rule if needed > Add Filter on Pay > Period and select the relevant Pay Period for the selected Company Rule > Click Preview