Sage Pastel Payroll Tip: How to update employee payslips with leave from ESS

Posted on Posted in Sage Pastel Payroll

Keep your employee payslips updated with the correct leave amounts

Your Sage Pastel Payroll Advantage has the useful function of ESS (Employee Self-Service), empowering your staff to manage and apply for leave online – which saves you a lot of time and paperwork. While ESS is a fantastic tool, it can happen that the leave days do not reflect correctly on the employees’ payslip. This can cause confusion for the staff member and a lot of manual work for you to correct it. Don’t worry – we have the solution for this problem! Simply follow the easy steps below to get it sorted.

Before you start: On Self Service please ensure that all leave for the current period has a status ‘Posted to Batch’ before proceeding with the steps below.

1. In Payroll, the Administrator (User 00) will go to Process > Self service > Create batch > Leave

2. The below screen will show all leave downloaded from ESS.

3. Select the leave to be included in the leave batch for the current period. Then select create batch.

Important: Please do not include any future dated leave. This leave will remain in this create batch screen to be updated in a future period.

4. Go to Process > Process Batches > Batch Transactions. The Self Service leave batch will now appear in the Batch Transactions screen.

5. The below screen will display

6. Select Update Payslip

Special Note: You can Export this batch before updating payslips by going to Batch > Export Batch

7. Select Yes

8. The below message will display once the once the batch has been updated to the payslip successfully.

9. Select OK

10. Go to Process > Payslips

11. Select the Leave tab

12. The Self Service leave will display in a new line

 

Still stuck with the problem?

You are welcome to give the Preferred Solutions Helpdesk a call on 021 945 1279 or email support@prefsol.co.za and we will have you sorted in a jiffy. Please note, service charges may apply but will be communicated to you before-hand.

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