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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:

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:

resizedimage550295 IPP EmpAEHis 1 | Employee AE History

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:

resizedimage550296 IPP EmpAEHis 2 | Employee AE History

For a full AE Pension guide:

Earnie users, Click Here

Earnie IQ users, Click Here

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