Before you start
To Enter or Edit Historical Data
- Open
- To find the historical data for an existing employee, use the navigation buttons or the Finder next to the Employee Transaction History field.
To create historical data for an employee, enter the employee number in the Employee field, or use the Finder (next to the Employee field) to select one.
- At the Date field, enter the date through which you want to enter balances.
These amounts can be for any period of time you choose: quarterly, monthly, year-to-date, and so forth.
For example, you can enter each historical payroll check by entering the check date and then entering the earnings, deductions, taxes, and so forth, associated with that check.
Or you can enter all historical pay by entering the date of the last historical check and then entering the employee's earnings, deductions, taxes, and so forth from the first of the year up to conversion to Sage HRMS Payroll.
Or you can use any combination of the two methods above.
To edit transaction history already entered, you can select the transaction date for a given set of transactions from the Finder.
- At Province of Employment field, enter the province in which the historical amounts were paid, deducted, withheld, and so forth. If the employee worked in more than one province, enter the data appropriate for each province of employment. Historical and current data are associated with the province of employment for T4s, T4As, Relevé 1s, and other reports.
- After completing the fields that apply to all the historical amounts you will add for one transaction date, you move to the Earnings/Deductions tab or the Taxes tab, or if applicable, the Optional Fields tab.
Notes:
- To reduce an employee’s historical total for a particular earning/deduction or tax, enter the extended amount as a negative number.