Summary: This instruction explains how to enter salary history information into Netvisor during implementation. The instruction covers entering information, taking withholding tax and the tax card into account, history information to be entered for calculation formulas, and recording paid holiday pay.

CONTENT

Enter salary history information in connection with Netvisor implementation for those pay periods whose calculation has not been performed in Netvisor. The information behaves like regular payslips, meaning they are included in payroll reports, cumulative earnings on the payslip, and can be used as salary information in salary type formulas, for example, in holiday calculation or average hourly earnings calculation.

Note that the salary history information table does not automatically sum the entered values. Give only a value for each individual column.

History information must always be entered targeted to a specific month so that it can be used in tax card calculation and salary type formulas as earnings information, e.g., in holiday calculation and KTA/KPA calculation.

Add to salary history information all earnings belonging to the "calculatory" group of salary types, such as "salary in money", "gross pay", and "withholding tax", which affect the cumulative earnings of the tax card.

All salary types of the employee's salary model are displayed in the salary history information. It is not mandatory to give a value for all salary types. However, salary information should be added at least to those salary types that you want to report, that you want to be visible in the cumulative earnings of the payslip, and that are used in the average hourly earnings calculation.

Entering salary history information for the whole year

If the employee has only one tax card valid from 1.1.20xx, the earnings for the whole year can be added at once with the "no monthly breakdown" option per employee. This facilitates, for example, the addition of the whole year's history information for multiple companies into Netvisor. Salary history information can be imported in bulk with "Import history information" Excel.

When the tax card is valid from 1.1.20xx and earnings have been added with the "no monthly breakdown" option, these earnings affect the tax card earnings and are included in salary reports.

Note that these saved earnings are not displayed in the cumulative earnings of the tax card nor in the cumulative earnings of the payslip.

Entering information

Pay > Settings > Payroll settings > Salary history information

  1. Select Employee, Year and Month.
  2. Click Show.
  3. Information is saved in rows by salary type. The view does not have calculation automation, so all numbers are entered manually. The quantity and unit price fields are not mandatory; information can also be entered directly only in the "amount" field.
  4. Save.

NOTE! Do not enter salary history information both with monthly breakdown and without monthly breakdown. If information is entered without monthly breakdown and then added with monthly breakdown, previous information will be cleared from the program.

Withholding tax and tax card

Save a tax card in the employee's information so that the history information is saved to the tax card information. Enter history information according to the validity period of tax cards for different months based on earnings. Withholding tax entered in history information affects tax card calculation.

 

History information to be entered for calculation formulas

When history information is to be used, for example, in KTA calculation, the history information must be entered targeted to the correct month. History information is entered for the original salary types (e.g., time work earnings, evening allowance, etc.) that affect KTA calculation in the salary type formula. The ready KTA value cannot be entered directly to the KTA salary type.

Example of entering history information

Payroll with Netvisor starts in July 2019. Salaries for the period January–June 2019 are entered into history information. The employee's tax card became valid on 1.2.2019, and KTA calculation is used quarterly by calendar year.

January's history information is entered at the monthly level for January so that tax card calculation works correctly. The tax card valid in January is saved for the employee with the correct type.

Information for February–March can be entered each on its own month or collectively in March so that the KTA calculation formula automation gets the first quarter's information from the history information.

Information for April–June can be entered similarly each on its own month or collectively in June so that KTA calculation can pick up the quarter's earnings.

Recording paid holiday pay

Paid holiday pay can be entered into salary history information on their own rows. Paid holiday pay, holiday bonuses, and holiday compensations become visible through history information in holiday calculation reports and cumulative earnings on the payslip.

Include paid holiday pay, bonuses, and compensations in the amount of Salary in money and Gross pay saved in history information.

Save other earnings in salary history information on their own salary type rows and add the euro amount of paid holiday pay, bonuses, and compensations to the sum of Salary in money and Gross pay rows.

In the example, the earnings are as follows: Monthly salary 8,000 euros, Holiday pay 1,000 euros, and Holiday bonus 500 euros. Total earnings 9,500 euros.

Frequently asked questions

How can I import history information for the whole year at once?
Import salary history information in bulk with the "Import history information" Excel and add the earnings for the whole year at once with the "no monthly breakdown" option per employee.

Can I enter history information both with monthly breakdown and without monthly breakdown?
No, you cannot. Do not enter salary history information both with monthly breakdown and without monthly breakdown. If you do so, previously entered information will be cleared from the program.

How do I get withholding tax and the tax card to work correctly in history information?
Save a tax card in the employee's information and enter history information according to the validity period of tax cards for different months based on earnings.

Keywords: Salary history information, Netvisor, payroll, tax card, withholding tax, KTA calculation, paid holiday pay, Excel, bulk import, cumulative earnings, salary types.

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.


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