How do I create ad hoc corrections?

Corrections are used to make payments or deductions in a current period but apply tax/ni calculations according to the periods in which they should have been earned. In general any back dated payments will occur automatically. You can make a correction for the maximum of a two year period.

 

  Create Input Correction

The Create Input Correction button within Cintra iQ is a useful tool to use if an employee hasn’t been paid correctly and wants an advance paid prior to the next pay period. You may also want to use this in order to record everything in the correct pay period so that it is subject to the correct NI and tax in that period. Or, you may want to input some overtime hours that were missed, or amend some hours that were inputted for a period.

  Amendments

You can make amendments of direct input directly into the current period if there are no tax/NI implications.

To make an ad hoc correction for a previous period

 

Step One - Set up the period

1. Navigate to the Payments and Rates tab on the employee's Payroll Period Input and Corrections form.
   Go to Cintra iQ: Employment record> Forms> Payroll Period Input
2. Select the Payroll Period for the month you wish to make a correction.
   

     Note:

   If no correction has been made, the Period Input tabs are greyed-out.

3. Click the Create Input Correction button. Note: A list of correction periods only appears if previous corrections were made.
4. Click the Create button. The Create Correction form appears.
   
5. Enter the Oldest date of correction required.
   

     Note:

   This date is used to generate the required input forms for the periods to which you want to apply corrections.

6. Click the OK button. A message appears stating the Correction is created and the correction periods are added to the Create/Delete Corrections Periods form for reference purposes only.
7. Click the Cancel button to exit. You are returned to the employee's Payements and Rates tab of the Payroll Period Input and Corrections form.
8. Toggle between the Show Original Period... option and Show Current Period... option to refresh the pane. 

Step Two - Add the ad hoc correction to the period

1. Right-click: New in the pane. The New Payment Record dialogue appears.
2. Select the desired Ad Hoc Payment heading from the drop-down list. 
   

     Note:

   These headings are created under the Addition Headings' Ad Hoc Payments section.

3. Click the Next button. The New Payment Record form appears with the Paid from and Paid to dates defaulted to the correction period you have already selected. 
4. Select a Post, if necessary.
5. Enter the Input Amount.
6. Enter any Notes, if applicable.
7. Click the OK button. The record appears in the Payment and Rates tab. 
8. Click the OK button to exit the form.
9. Navigate to the employee's Gross to Net Summary tab on the Payslip_Period Summary form.
   Go to Cintra iQ: Employment record> Forms> Payslip
10. Click the Calculate button. A message appears stating that the employee has been calculated.
11. Click the OK button.
    • The payments are recalculated and display what has been corrected, on the Gross to Net Summary tab. 
    • The tax, NI and pension contributions are adjusted accordingly to reflect the earnings in the pay period and display what has been corrected.
      

        Note:

      Student loans are not affected during a correction.

12. Click the OK button to exit the Payslip form.

  Early Year Updates

If you want to influence tax for a previous year, you usually need to perform an Early Year Update, which is done through the Inland Revenue tools. This is useful if you want to correct a large amount of money and place the employee into the next tax and/or NI threshold band e.g. 20% to 40 %.  But, if you just want to make a correction for a small amount that does not require an EYU, then you can do it directly in Cintra iQ by applying the correction to the previous date. The tax deduction does not get corrected, it goes through in real time, within the current year.

 

To create an ad hoc correction directly to the payroll in the current month

1. Navigate to the Payments and Rates tab on the employee's Payroll Period Input and Corrections form.
   Go to Cintra iQ: Employment record> Forms> Payroll Period Input
   
2. Right-click: New in the pane. The New Payment Record dialog appears. 
3. Select the desired Ad Hoc Payment Heading from the drop-down list.
   

     Note:

   These headings are created under the Addition Headings' Ad Hoc Payments section.

4. Click the Next button. The New Payment Record form appears for the selected heading.
5. Enter the desired Input Amount that is to be deducted from the payslip. e.g. -500.00.
6. Click the OK button. The record appears in the Payments and Rates tab.
   
7. Click the OK button. 
8. Navigate to the employee's Gross to Net Summary tab on the Payslip_Period Summary form.
   Go to Cintra iQ: Employment record> Forms> Payslip
   
9. Click the Calculate button. The correction is calculated and the payslip is updated accordingly, including the deductions.
   

How do I report on an employee's ad hoc corrections?

You can report on the corrections made to an individual employee's payslip by clicking the View Corrections button on the employee's Payslip_Period and Summary form. Go to Cintra iQ: Employment record> Forms> Payslip