Select employees to correct - Additional information

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Select employees to correct - Additional information

Introduction

The Select employees to correct function allows you:

•to obtain a summary view of your employees’ information as well as the number of year-end adjustments for each of them.

•to apply different filters and sort orders to the List of employees and related adjustments for the current company.

•to directly access employee year-to-date adjustment data entry using the hyperlink on their last name and first name.  

The year displayed in the screen title corresponds to the current company’s previous fiscal year.

On your first attempt to access the YTD adjustments function (Year-end > Transactions) during a work session, you will automatically be redirected to the Select employees to correct screen. You must first select an employee before accessing this function.

Employees are selected by company. The number of the current company is indicated on the top right of the screen. If the business has more than one company, the Change hyperlink allows you to select another company.

The List of employees and related adjustments adheres to the order defined in the parameters and also takes into account access rights (User management > User profile). Navigation from one employee to another in the YTD Adjustments - Year-end function is always done according to this list. Refer to the Navigating per employee section below.

Additionally, the Hire an employee link launches the hiring process. Refer to the Hiring an employee procedure.

Things to remember

▪Employees whose employee status is “Active”, “Inactive”, “Terminated”, “Vacation” or “Holiday” are displayed in the list.

▪“Archived” employees from the previous year only are also in this list.

hmtoggle_plus1 Navigating per employee

Navigation by employee is used to switch from one employee to another. It also allows you to quickly return to the employee selection function. The navigation by employee buttons are displayed at the top right of the YTD adjustments - Year-end screen.

▪a_next and a_previous: To switch from one employee to another.
Note that the order in which employees are presented is based on the selection and sort order of the Select employees to correct screen.

▪imgListLarge: To return to the Select employees to correct screen.  

▪Change: to display the list of employees from another company.

What do you want to do?

Hiring an employee

Selecting employees

 

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