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spay:hrmsprocguide:yearlyproc_procedure [2024/07/04 22:33] mclement |
spay:hrmsprocguide:yearlyproc_procedure [2026/07/02 17:54] (current) mclement |
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| - | ====== 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 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. | ||
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| {{: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>** | ||
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| * 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 | ||
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| * 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|}} | ||
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| * 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 | ||
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| * 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|}} | ||
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| {{: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 | ||
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| 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|}} | ||