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 [2025/07/09 15:07] mclement |
spay:hrmsprocguide:yearlyproc_procedure [2026/07/02 17:54] (current) mclement |
||
|---|---|---|---|
| Line 1: | Line 1: | ||
| ====== 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 2025 (June 2024-July 2025), use the same steps by simply replacing 2024 with 2025 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 may 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. | ||
| Line 69: | Line 69: | ||
| {{: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 89: | 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 2024 with 2025)</fc> | + | * **Year** choose __2023__ activate ON <fc #ff00ff>(replace 2023 with 2026)</fc> |
| * **Month** choose __June__ activate ON | * **Month** choose __June__ activate ON | ||
| Line 113: | 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 2024 with 2025, the grid will display figures from July 2024 to June 2025. 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 124: | 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 2024 with 2025)</fc> | + | * **Year** choose __2023__ activate ON <fc #ff00ff>(replace 2023 with 2026)</fc> |
| * **Month** choose __June__ activate ON | * **Month** choose __June__ activate ON | ||
| Line 153: | 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 2024 with 2025, the grid will display figures from July 2024 to June 2025</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 171: | 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 2025, select the criteria Jul 2024 - Jun 2025)</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 179: | 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 2024 - Jun 2025, the report will display PAYE figures from July 2024 - June 2025</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|}} | ||