You are here: SKB Home » HRMS Payroll » hrmsprocguide » Verification before printing SOE and exporting ROE
Differences
This shows you the differences between two versions of the page.
|
spay:hrmsprocguide:yearlyproc_procedure [2024/07/04 17:46] mclement |
spay:hrmsprocguide:yearlyproc_procedure [2026/07/02 17:54] (current) mclement |
||
|---|---|---|---|
| Line 1: | Line 1: | ||
| - | ====== Compulsory verification before printing SOE and exporting ROE ====== | + | ====== Verification before printing SOE and exporting ROE ====== |
| - | **<fc #ff00ff>Note: The below illustrations are related to fiscal year 2023 (June 2022-July 2023) however, for fiscal year 2024 (June 2023-July 2024), use the same steps by simply replacing 2023 with 2024 where applicable as shown below</fc>** | + | **<fc #ff00ff>Note: The below illustrations are related to fiscal year 2023 (June 2022-July 2023) however, for fiscal year 2026 (June 2025-July 2026), use the same steps by simply replacing 2025 with 2026 where applicable as shown below</fc>** |
| - | Before printing the Statement of Emoluments and exporting the Return of Employees (MNS/MRA Yearly Returns), you must verify some information. | + | Before printing the Statement of Emoluments and exporting the Return of Employees (MNS/MRA Yearly Returns), you may want to verify some information. |
| - | Also, you may want to check figures appearing on the SOE through payroll historic figures using the statistics module. Finally, you may want to view PAYE and/or Solidarity Levy figures for the fiscal period through the Income Tax Reconciliation Statement. To do so, see further below. | + | Also, you may want to check figures appearing on the SOE through payroll historic figures using the statistics module. Finally, you may want to view PAYE figures for the fiscal period through the Income Tax Reconciliation Statement. To do so, see further below. |
| ===== How to verify Company details and assign payroll items to SOE and ROE groups ===== | ===== How to verify Company details and assign payroll items to SOE and ROE groups ===== | ||
| Line 39: | Line 39: | ||
| * Step 4: Click the **MRA Return Column** section on the left-hand side of the screen | * Step 4: Click the **MRA Return Column** section on the left-hand side of the screen | ||
| - | * Step 5: Click each group to verify the list of payment & deduction which is included for the ROE | + | * Step 5: Click each ROE group to verify the list of payment & deduction which has been assigned to the group |
| - | * The below illustration shows the payroll items which are included in the ROE grouping for | + | * The below illustration shows the payroll items which have been assigned to the ROE group Salary/Wages/Allowances/Bonus |
| {{:spay:hrmsprocguide:pd_mra_return_column.png|}} | {{:spay:hrmsprocguide:pd_mra_return_column.png|}} | ||
| Line 49: | Line 49: | ||
| * Step 4: Click the **SOE Grouping** section on the left-hand side of the screen | * Step 4: Click the **SOE Grouping** section on the left-hand side of the screen | ||
| - | * Step 5: Click each group to verify the list of payment & deduction included for the SOE | + | * Step 5: Click each SOE group to verify the list of payment & deduction which has been assigned to the group |
| + | |||
| + | * The below illustration shows the payroll items which have been assigned to the SOE group Salary, wages, leave pay, fee, overtime, perquisite, allowance, gratuity, commission or other reward or remuneration | ||
| {{:spay:hrmsprocguide:pd_soe_grouping_1.png|}} | {{:spay:hrmsprocguide:pd_soe_grouping_1.png|}} | ||
| - | **<fc #ff0000> Below is an illustration of the SOE and ROE groups for PAYE:</fc>** | + | * To view the ROE and SOE group of a payroll item |
| + | |||
| + | * Click the payroll item in the list | ||
| + | |||
| + | * Scroll down to the PAYE block | ||
| + | |||
| + | * PAYE return column represents the ROE group | ||
| + | |||
| + | * PAYE SOE row represents the ROE group | ||
| + | |||
| + | **<fc #ff0000> Below is an illustration of the PAYE return column (SOE) and PAYE SOE (ROE) groups for the payroll item PAYE:</fc>** | ||
| {{:spay:hrmsprocguide:soe_roe_paye.png|}} | {{:spay:hrmsprocguide:soe_roe_paye.png|}} | ||
| - | * **<fc #ff0000>If your SOE or ROE grouping needs modification, send an email to hrms@uniconsults.mu with email title "Assistance SOE/ROE column"</fc>** | + | * **<fc #ff0000>If your SOE or ROE grouping needs modification, use "Contact SICORAX Support" to send an email with email title "Assistance SOE/ROE group".</fc>** |
| * **<fc #ff0000>Payroll items should NOT be assigned to Tax(ROE)Column “Exempt Emoluments (MUR)”</fc>** | * **<fc #ff0000>Payroll items should NOT be assigned to Tax(ROE)Column “Exempt Emoluments (MUR)”</fc>** | ||
| Line 77: | Line 89: | ||
| * Step 4: Set the necessary selection, filtering and grouping as illustrated below: | * Step 4: Set the necessary selection, filtering and grouping as illustrated below: | ||
| - | * **Year** choose __2023__ activate ON <fc #ff00ff>(replace 2023 with 2024)</fc> | + | * **Year** choose __2023__ activate ON <fc #ff00ff>(replace 2023 with 2026)</fc> |
| * **Month** choose __June__ activate ON | * **Month** choose __June__ activate ON | ||
| Line 101: | Line 113: | ||
| * Step 5: Below is an illustration of the detailed payroll historic figures from July 2022 to June 2023. | * Step 5: Below is an illustration of the detailed payroll historic figures from July 2022 to June 2023. | ||
| - | <fc #ff00ff>as indicated above, after replacing the criteria Year 2023 with 2024, the grid will display figures from July 2023 to June 2024. You are requested to verify the data</fc> | + | <fc #ff00ff>as indicated above, after replacing the criteria Year 2023 with 2026, the grid will display figures from July 2025 to June 2026. You are requested to verify the data</fc> |
| {{:spay:hrmsprocguide:hrms_stats_last12mth_3.jpg|}} | {{:spay:hrmsprocguide:hrms_stats_last12mth_3.jpg|}} | ||
| Line 112: | Line 124: | ||
| * To display the breakdown of the PD Group set the necessary selection, filtering and grouping as illustrated below | * To display the breakdown of the PD Group set the necessary selection, filtering and grouping as illustrated below | ||
| - | * **Year** choose __2023__ activate ON <fc #ff00ff>(replace 2023 with 2024)</fc> | + | * **Year** choose __2023__ activate ON <fc #ff00ff>(replace 2023 with 2026)</fc> |
| * **Month** choose __June__ activate ON | * **Month** choose __June__ activate ON | ||
| Line 141: | Line 153: | ||
| * Below is an illustration of the detailed break down of the PD Groups appearing on the Statement of Emoluments from July 2022 to June 2023. | * Below is an illustration of the detailed break down of the PD Groups appearing on the Statement of Emoluments from July 2022 to June 2023. | ||
| - | <fc #ff00ff>as indicated above, after replacing the criteria Year 2023 with 2024, the grid will display figures from July 2023 to June 2024</fc> | + | <fc #ff00ff>as indicated above, after replacing the criteria Year 2023 with 2026, the grid will display figures from July 2025 to June 2026</fc> |
| {{:spay:hrmsprocguide:hrms_stats_last12mth_breakdown.jpg|}} | {{:spay:hrmsprocguide:hrms_stats_last12mth_breakdown.jpg|}} | ||
| Line 159: | Line 171: | ||
| {{:spay:hrmsprocguide:hrms_income_tax_recon22_3.png|}} | {{:spay:hrmsprocguide:hrms_income_tax_recon22_3.png|}} | ||
| - | * Step 4: Select the criteria Jul 2022 - Jun 2023 <fc #ff00ff>(For fiscal year 2024, select the criteria Jul 2023 - Jun 2024)</fc> | + | * Step 4: Select the criteria Jul 2022 - Jun 2023 <fc #ff00ff>(For fiscal year 2026, select the criteria Jul 2025 - Jun 2026)</fc> |
| * Step 5: Click Preview | * Step 5: Click Preview | ||
| Line 167: | Line 179: | ||
| The following illustrates the Income tax reconciliation statement for PAYE: | The following illustrates the Income tax reconciliation statement for PAYE: | ||
| - | <fc #ff00ff>as indicated above, after replacing the criteria Fiscal Year Jul 2022 - Jun 2023 with Jul 2023 - Jun 2024, the report will display PAYE figures from July 2023 - June 2024</fc> | + | <fc #ff00ff>as indicated above, after replacing the criteria Fiscal Year Jul 2022 - Jun 2023 with Jul 2025 - Jun 2026, the report will display PAYE figures from July 2025 - June 2026</fc> |
| {{:spay:hrmsprocguide:hrms_reconcilation_statement_2022_report_payeonly.jpg|}} | {{:spay:hrmsprocguide:hrms_reconcilation_statement_2022_report_payeonly.jpg|}} | ||