This instruction explains how to create and send earning payment reports to the income register as part of the payroll process. The instruction covers checking the required settings, previewing the reports, and performing the payment and sending of the reports.
Separate instructions for sending travel expense reports to the income register: Matkalaskut tulorekisteriin
1) Check settings
2) Create payslips
3) Preview earning payment reports
4) Handle payroll process normally
5) Pay salaries and send notifications simultaneously
6) Completed earning payment reports
User rights
Frequently asked questions
1) Check settings
Ensure that the settings affecting reporting are made so that the earning payment reports to be created and reported are as correct as possible in terms of data. Make sure, among other things, that the salary type income type allocations are in order.
You can open the view or perform the function by selecting Pay > Payroll > Salary model management > Company-specific salary types > click on the name of the salary type > Income type.
Define the salary type income type allocating as follows:
Ensure that the salary type income type allocations are in order. The salary type income type allocation is defined in the company-specific settings of the salary type.
Also ensure that all the necessary information that should be transmitted to the income register is saved in the employee's basic information.
Please note that mandatory information on the earning payment report includes the name, phone number, and email address of the contact person (salary payer). These can be added to My basic settings: Omat asetukset
You can read more about preparing for the income register and reporting here: Tulorekisteriin valmistautuminen
2) Create payslips
Create payslips for employees in the payroll process as follows:
Complete the "Check selected salary bases" step (1.).
Press the Save and create payslips button (2.).
The calculations move to the "Unprocessed payslips" phase.
You can read the actual payroll process instructions here: Palkanlaskentaprosessi
3) Preview earning payment reports
The payslip rows also show the Earning payment report and Notification status. The actual earning payment report is only created during payment, but the report to be created can be previewed immediately after the calculation is created. This way, you can see what the notification will look like and have time to make corrections and changes during the process before payment.
Errors and notices (orange triangle)
Proceed with errors and notices as follows:
If deficiencies or errors are detected in the preview, an orange triangle appears after the Preview link.
Click the Preview link to open the earning payment report details and see what errors the notification contains.
If there are errors in the notification and they are not corrected, the notification will not pass through the income register but will be returned as rejected.
However, a payslip containing errors can still be transferred to payment if desired.
NOTE! The notification cannot be edited from this view, as it is only a preview, so any missing or incorrect information must always be corrected in Netvisor's basic settings.
If you change/correct basic settings for salary types or employee information during the payroll process, the information does not automatically update on the payslip. To update changes, on the Payslip row information tab press the "Restore payslip initial values" button (note that all manually made additions on the calculations will be reset).
Preview
Below is an example of an earning payment report with errors visible in the preview.
Detailed instructions on errors and their correction are on their own help page: Palkkatietoimoitusten virhetilanteet ja korjaaminen
Notification status
The status of previewable notifications from 1.1.2019 onwards is "Waiting for payment", as only payment creates the actual notification
If the payment date is in 2018 or earlier, the status is exceptionally "Not reported", as the salary payment date is before 1.1.2019, and thus no notification will be created, and the information of the calculation will not be reported to the income register
4) Handle payroll process normally
Calculate salaries as usual.
5) Pay salaries and send notifications simultaneously
In the "Unpaid payslips" phase of the payroll process, you can either transfer salaries to payment or mark salaries as paid.
If you mark salaries as paid, proceed as follows:
Select "Mark selected as paid". You will access a view where you can select the appropriate option for the earning payment report.
Select from the dropdown menu either:
Mark as paid and send notification to the income register
Mark as paid, but do not send notification
If you transfer payslips to payment, proceed as follows:
You can open the view or perform the function by selecting Pay > Payroll > Pay salaries.
Transfer the payslips to the "Transfer to payment" phase.
Continue the payroll process to the end.
To pay salaries, go to Pay > Payroll > Pay salaries.
Select the payslips to be paid from the Payment view.
Select "Continue to confirmation view". In the confirmation view, you can still view the earning payment report.
Select one of the following options from the Pay dropdown menu:
Pay and send earning payment reports
Pay (do not send notifications)
If the user does not have access rights to the payroll process but goes to the payment view to pay salaries, they cannot view earning payment information from the "Show earning payment report" button.
6) Completed earning payment reports
The earning payment reports created for paid (or marked as paid) salaries are visible in the payroll process, but their actual management/reporting view is in the Pay section's earning payment reports listing at:
You can open the view or perform the function by selecting Pay > Payroll > Earning payment reports.
The actual instructions for the earning payment reports listing are on their own help page: Palkkatietoilmoitusten listausnäkymä
User rights
No additional rights are needed to view earning payment reports in the payroll process. The payroll accountant automatically sees the information of the income register's earning payment reports in the process.
Frequently asked questions
What mandatory information must the earning payment report contain?
Mandatory information includes the name, phone number, and email address of the contact person (salary payer). These can be added to My basic settings.
When is the actual earning payment report created?
The actual earning payment report is only created during payment, but the report to be created can be previewed immediately after the calculation is created.
What does it mean if there is an orange triangle after the Preview link?
It means that deficiencies or errors have been detected in the preview. If the errors are not corrected, the notification will not pass through the income register but will be returned as rejected.
Can the earning payment report be edited directly in the preview view?
No, it cannot. The notification cannot be edited from the preview view; missing and incorrect information must be corrected in Netvisor's basic settings.
How are changes made to the basic settings updated to an in-progress payslip?
Go to the Payslip row information tab and press the "Restore payslip initial values" button. Note that all manually made additions on the calculations will be reset.
Can a payslip containing errors be transferred to payment?
Yes, a payslip containing errors can be transferred to payment if desired.
Why is the notification status shown as "Not reported"?
The status is shown if the salary payment date is before 1.1.2019, in which case no notification is created and the information is not reported to the income register.
Where are completed earning payment reports managed?
The actual management and reporting view can be found at Pay > Payroll > Earning payment reports.
Are additional rights needed in the payroll process to view earning payment reports?
No additional rights are needed. The payroll accountant automatically sees the information of the income register's earning payment reports in the process.
Can a user see the earning payment report in the payment view without access rights to the payroll process?
No, they cannot. If the user does not have access rights to the payroll process, they cannot view earning payment information from the "Show earning payment report" button.
Keywords: earning payment report, income register, payroll, payslip, payroll process, income type, salary type, preview, payment, user rights
This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.