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Employee AE History

Article ID
11932
Article Name
Employee AE History
Created Date
6th April 2018
Product
IRIS Payroll Professional, Earnie, IRIS Earnie IQ
Problem

Use this screen to view and/or print the AE history for all pay periods in the current or previous tax years providing assessment data is available for the selected period

Resolution

For a full AE Pension guide:

IRIS Payroll Professional users,  Click Here

Earnie users, Click Here

Earnie IQ users, Click Here

Where can I access the Employee AE History

The Employee AE History is accessed from the “Pension” menu


Viewing the AE History of an employee

The go to “Pension” and click on “Employee AE History“. Select the employee you wish to view.  You will then see a list of the employee AE status per pay period for the current year:

If there is history present, you can check previous tax years information by selecting it from the options in the top left-hand corner.

To drill into and check the information the software has used for the assessment at any of the displayed periods, click on it in the list to highlight, then click “View” along the bottom of the window.

You will then be presented with all the information the system has used to come to assessment status, including Pay dates, Pay reference periods, Qualifying and pensionable earnings, age, etc:


For a full AE Pension guide:

IRIS Payroll Professional users,  Click Here

Earnie users, Click Here

Earnie IQ users, Click Here

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