Check and correct the year-end work configuration

You check the configuration of the year-end work at the agency, employer and employee levels.

can initiate this check at any desired point during the year and you can execute this check as often as you like.

After completing the check, Profit reports any errors found. After you resolve these errors by adjusting the year-end work configuration, you re-execute the check. You continue this way until the check no longer produces any errors.

Profit will also perform the check function when you are going to actually generate the year-end work. As long as the check produces errors, you cannot generate the year-end work.

Check the year-end work configuration

You can check the configuration of the year-end work in Profit.

To check the year-end work configuration:

  1. Go to:HR / Payroll / Year-end work / Check year-end work.
  2. Click on: New.
  3. Select the year for which you want to start up the year-end work check
  4. Click on: Next.
  5. Select the agency.
  6. Click on: Next.

    The check is started and you can monitor its progress via a progress screen. Once the check is completed, an information window is displayed with the components that were checked.

  7. Click on: Close.

    If any data related to the configuration of the year-end work is missing, or if the year-end work configuration is incorrect, Profit will display this. The system displays a brief description of the message and the level at which the configuration is incorrect (agency, employer or employee).

    If Profit does not display any messages after the check of the year-end work’s configuration has been completed, then the year-end work configuration is complete.

Correct the year-end work configuration

When the year-end work check has been executed and alerts were generated, this means that the configuration of the year-end work is not complete or that it was not configured properly.

You can correct the year-end work’s configuration on the basis of the generated alerts. The alert will tell you at which level the configuration is inaccurate or incomplete.

The agency is displayed, but not the employer or the employee.

  1. Go to: HR / Organisation / Configuration / Agency.
  2. Open the properties of the agency.
  3. Correct the data.
  4. Click on: OK.

The agency and employer are displayed, but not the employee.

  1. Go to: HR / Organisation / Employer.
  2. Open the employer’s properties.
  3. Go to the tab: Agency.
  4. Open the properties of the agency.
  5. Go to the tab: Taxpayer.
  6. Correct the data.
  7. Click on: OK.

The agency, employer and employee are displayed.

  1. Go to: HR / Employee / Employee.
  2. Open the properties of the employee.
  3. Go to the tab: Agency.
  4. Open the properties of the agency.
  5. Go to the tab: General.
  6. Correct the data.
  7. Click on: OK.