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<h3>Leaving if settlement status exists in the following year</h3>
<div>You can use the function "Leaving" to record leavings in the current or a following year. You cannot use the function "Leaving" to record leaving for a previous payroll year. <br><br>What should be done if the employee already has a settlement status in the following year and the leaving must still be recorded for the previous year? These configurations occur especially for advance calculators or if the leaving is reported very late. <br><br>Depending on the activities already carried out in the following year, several steps may have to be taken back. <br><br> <strong>Delete settlements in the following year</strong> <br>In general, all settlements in the following year must be deleted for the employee. To do this, use the program "Delete settlements" provided that the settlement status of the month to be deleted is 0 or (L). <br> <br> <strong><font color="#ff0000">Caution!</font></strong> &nbsp;&nbsp;</div><div>Please make sure that you are in the payroll base settings in the correct year, i.e. the following year. Enter the concrete employee in the "Delete settlement" program in the "Employee" field. <br><br>If the settlement of a month that has already been finalised must be deleted, the program "Reset finalisation" must first be carried out.<br><br>If necessary, set these steps repeatedly for several affected months. <br> </div><div><br></div><div><br> <strong>mBGMs and other ELDA notifications<br></strong> Already sent mBGMs are cancelled in the course of executing the program "Delete settlements". You will find the cancellation notifications in the ELDA data hub.<br><br>If the mBGMs have not yet been sent, no cancellation notification is created. <br><br>Make sure that ELDA notifications that are no longer required and can still be sent are deleted. <br><br><br> <strong>Transfers</strong> <br>If the transfer to the employee has already taken place, it should be processed back. Please contact the employee. The same applies to transfers to the creditor. <br><br>Please note for transfers to corporations that the resulting credit note is charged manually with the next payment. For this, the field "Transfer in dialogue" is available in the program "Transfer municipalities", which opens the window "Online banking proposal" when the program is executed.<br><br>If the transfer has been prepared but has not yet been carried out, for example, but an online banking file has not yet been created for the transfer, the status of the respective month must be set to "No" in the transfer program and the transfer should be prepared again. Please note that this cannot only affect transfers to the employee but also transfers to the corporations or creditors. <br><br></div><div><br></div><div> <strong>Evaluations</strong> <br>You have to create new monthly evaluations, such as the posting document, the payment journal or individual payroll evaluations. The status of the respective evaluation programs must be set to "No" and the evaluation must be carried out again. <br><br>The updated posting document must be posted. This is immediately possible in combination with BMD NTCS FIAC, since a second PYRL document of a month overwrites the previously posted one. For other accounting programs, a previously posted old posting document may have to be removed so that the updated one can be posted.<br></div><div><br></div><div><br> <strong>Record resignation</strong> <br>As soon as the settlement status has been removed from all months of the following year, you can record the leaving of the employee in the previous year in a recalculation month 13-24 standing via the gross entry. <br><br>Please note that recording the leaving also leads to changes in evaluations in the year. You might still have to settle termination claims or create new evaluations regarding the previous year, such as the salary statement, the annual salary statement, payroll accounts, municipal tax return, etc. <br><br><br> <strong>Presentation of employee in the following year<br></strong> In the following year, you will find the employee under the combo box option "Irrelevant employees" and under "All". If the employee joins again later, please use the function "Rejoining" in the tab "All". <br><br></div>
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