Using Reset Payments

You don't need to run the wizard each pay period, only when you need to. For example, if your employee's pay is generally consistent you don't need to use it on a regular basis, but if one pay period was quite different, you may find it useful to reset payments before you start the next period.

You have three options:

• Clear existing payments for selected employees
• Return to the default payment levels you set up in the employee's record
• Retain the existing payments from the last processing period

If you don't reset payments, values are retained in the Enter Payments window from the last pay period. You can only reset the 'Hours/No' value for fixed payment types. If you need to, you can Set up and assign payments. Global payment types contain values applicable to all employees and can't be reset.

The Clear All option

If you select the Clear All option, it has the following effect:

• Variable pay elements - Hours and rates are set to zero in Enter Payments
• Fixed pay elements - Hours are set to zero in Enter Payments
• Global pay elements - These aren't affected. The hours and rates are retained as they're fixed at company level
• Salary - The hours and rate are set to zero
• Attachments - These aren't affected. The normal deduction rate is retained, or tables are used to calculate the deduction
• Statutory payments - Any manually entered values are set to zero. Any values automatically calculated by Sage 50 Payroll are retained as they're based on your process date for the pay period
• Pension - Any manually entered values are set to zero, otherwise the default amount or percentage from the employee's record is retained
• Loans - These aren't affected. The default rate in the employee's record is retained

Clear all hours, multipliers and rates

1. Select the relevant employees then click Payroll.
2. Click Reset Payments then click Next.
   

   If you don't want to reset payments for one or more of the employees listed, clear their selection.

3. To clear all hours, multipliers and rates, select Clear All then click Finish.

You can now use Enter Payments to enter the correct values for your current pay period.

Selectively reset payments

1. Select the relevant employees then click Payroll.
2. Click Reset Payments then click Next.
    TIP: If you don't want to reset payments for one or more of the employees listed, clear their selection. 
3. To selectively reset payments and deductions, select Selectively Reset then click Next.
4. You can either:
   
   
   • For all payments - If you want to apply the same action to all payments, use the Hours, Multiplier and Rates boxes across the top to select Retain, Clear or Default as required
   • For individual payments - If you want to reset each payment individually, use the Hours/No, Multiplier and Rate columns in the table to specify Retain, Clear or Default as required for each payment
     
     

     Clear	Clears the value of the selected item from the Enter Payments window. Multipliers - This also clears the value from the employee's record so it must be re-entered.
     Retain	Retains the value of the selected item in the Enter Payments window.
     Default	Resets the value of the selected item to the default held in the employee's record.

5. Click Next then either:
   
   
   • For all deductions - If you want to apply the same action to all deductions, use the Hours and Rates boxes across the top to choose Retain, Clear or Default as required
   • For individual deductions - If you want to reset each deduction individually, use the Hours/No and Rate columns in the table to specify Retain, Clear or Default as required for each deduction

     Clear	Clears the value of the selected item from the Enter Payments window.
     Retain	Retains the value of the selected item in the Enter Payments window.
     Default	Resets the value of the selected item to the default held in the employee's record.

6. Click Next then to reset the values of any of the miscellaneous items, from the Action column select either Retain or Clear as required.
   Statutory payments automatically calculated based on dates entered, pension contributions set in employee records and attachments where tables are used to calculate the deduction are not affected by the Reset Payments Wizard.
7. Click Next then click Finish.

You've successfully reset your payments and deductions, within Enter Payments, for the selected employees. You can now use Enter Payments to enter the correct values for your current pay period.