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Configuration

The setup and customization of system settings, rules, and parameters.

Portal: Grant pay group access to a userUnable to view a pay group or an employee within a pay group.
Back Office: Grant pay group access to a userUnable to view a pay group or an employee within a pay group.
Back Office: Update personnel number for an employeeSteps to change a personnel number for an employee in CorePay.
White listing IP addressesGuidance on whitelisting IP addresses within a company to enable access. Updating existing addresses and adding new ones to the whitelist.
Set employee P60 to printP60 file is blank, steps to set or update an employee P60 to print.
Load position rates of paySteps on how to load, view, delete and carry out bulk updates for employees on a position rate.
Configure payslip parametersSteps to configure payslip parameters.
Update to SEPA modeSteps to update the SEPA mode for one company or for all companies
Configure pay scalesAdd a pay scales, create scale points, and add rates.
Error: 'ERRMESS :ORA-01403: no data found on the SOURCEREF:s26500_council_tax'When reviewing the PAY140 trace file, the following error appears
Cannot see AI chat box at the bottom right of the screenUnable to view the Access Evo chatbox at the bottom right of the screen.
Turn on PAYE reference number on payslipSteps to switch on the PAYE reference number in payroll.
Enable parameter for payroll messagesSteps to switch on parameter to enable payroll messages.
Unable to download P60s from the Report CentreUnable to download P60s from the Report Centre due to large file size.
Load personal rates of paySteps to perform bulk updates for employees, load new personal rates of pay, view updated rates, and delete incorrect uploads.
Error: 'Authentication Failure - The supplied user credentials failed validation for the requested service'An RTI has been generated and transferred, but the XML Response file contains the following error:
Error: 'Pay Code is Unit based. No Hours/Day Limit can be specified'When attempting to amend the 'Hours/Days Limit' field, one of the below error messages is received.
Configure the payroll calendarSteps to set up a new payroll calendar.
Error: '...ERRMESS :ORA-01403: no data found'When the validation for PAY140 has failed or is stuck in portal, the following error appears.
Bulk update salary recordsAmend salary records in bulk and correct errors in the bulk upload.
Portal: Update personnel number for an employeeSteps to change a personnel number for an employee in Portal.
NIC/PRSI category not changing when employee reaches SPANIC Category not changing to table C when employee becomes state pension age(SPA). PRSI Class change when employee becomes state pension age
Java Requirements for running Core Pay, People Management, WFM in Back OfficeGuidance on how to check what version of Java we need to be running.
Adding pay group access to PORTALADM - INTERNALSteps to add a pay group access to the portal user.
Configure pay codesSteps to create a new pay code.
Portal: Amend payroll calendar datesSteps to adjust the dates on a payroll calendar.
Update a companies payroll period settingsSteps to update a companies payroll period and number of pay periods after adding additional weeks to a payroll calendar.
Error: 'ORA-01400: cannot insert NULL into ("COREHR"."PSOFT_NON_TIMESHEET"."START_DATE") ORA-06512: at "SYS.DBMS_SQL")'When loading a PeopleHUB file, the following error appears.
Set up a cycle to or bike to work pay codeSteps to set up a cycle to or bike to work pay code.
Update pay scales using the pay increase moduleSteps to update all pay scales and positions by a certain percentage using the pay increase module.
Error: 'Problem With Record 1 On File'When uploading the employee rates of pay, the following error appears:
Configure Auto Enrolment parametersSet up parameters for Auto Enrolment into the pension scheme.
Configure pay groupsSteps to create a new pay group.
Configure pay dates for Important Dates Pay Day widgetSteps to configure pay dates for Important Dates Pay Day Widget on the Employee Dashboard in portal.
Configure Enhanced Reporting Requirements (ERR)Steps to set up PeopleXD Payroll to generate the ERR report.
Enable Java console on a user's computerJava Console is a simple debugging aid that redirects any System.out and System.err to the console window.
Overview of Insight views for PayrollOverview of the functions of the key Payroll views within Insight.
Portal: Pay group accessSteps to copy pay group access from one employee to another
Back Office: Pay group accessSteps to copy pay group access from one employee to another
Error: 'You do not have access to "Get Payroll Unprocessed" in the Web Services system. Please contact your system administrator'When utilising the Payroll Dashboard, the following error appears.
Auto Enrolment emailsSteps to check if auto enrolment emails are generated.
Grant access to Enhanced Reporting Requirements (ERR)Steps to give users access to the ERR screens in PeopleXD Payroll.
Pro Rata indicators on an allowanceGuidelines on how to apply Benefits In Kind (BIK) for only the days an employee is available, focusing on the pro-rata BIK deduction. Also, gain an understanding of the pro-rata…
Create a new companySteps to create a new company and a new tax-registered company that falls under our same organisation.
Adjust the age range for NI class changesSteps to update the age parameters for National Insurance (NI) class transitions
Portal: Load a medical deduction fileSteps to upload a VHI medical deduction file and update the instalments of an employee's deduction.
Back Office: Load a VHI fileSteps to upload a VHI medical deduction file in Back Office.
Access to Load New Position Rates screenSteps to provide access to the Load New Position Rates screen.
Early pay do not have balance from XDReasons why EarlyPay (PayWise+) does not receive balance information from PeopleXD, preventing employees from accessing their earned wages through the early payment system.
Configure statutory pay parametersSet up the statutory pay parameters from the Payroll Dashboard
Group pay codes on the payslipSteps to group pay codes to display in one line on the payslip.
Amend payroll message settingsSteps to customise payroll messages.
Configure the Payroll DashboardSteps to grant full access to the Payroll Dashboard.
Error: 'Invalid Code Type && Letter Not Set up on Table PAYE_Codes'When trying to update the employee tax code the following error appears : Invalid Code Type &&Letter Not Set up on Table PAYE_Codes
Portal: Change company bank detailsSteps to adjust the company bank details in Portal.
Back Office: Change company bank detailsSteps to adjust the company bank details in Back Office.
Configure 3rd Party Payment Pay CodesCreate a new third party payment pay code on the Payroll dashboard.
Amend basic rate on new allowance scale rateA new allowance scale rate has been created with an incorrect basic rate.
Configure organisationsCreate a new organisation or company from the Payroll dashboard.
Update personnel number for an employeeSteps to change personnel number for an employee in Back Office.
Delete or hide payscalesSteps to delete or hide payscales.
GL parameters ER statutory recovery costs not showing on General LedgerThe SPP and SMP pay codes have been configured correctly, reflected in the General Ledger, but they are not displaying since the upgrade.
Set up an hourly rate pay code with set rate of paySteps to Set up an hourly rate pay code with set rate of pay.
Back Office: Amend payroll calendar datesSteps to adjust the dates on a payroll calendar.
Portal: Amend the description on a position referenceSteps to update the description of a position reference that needs to be changed.
Back Office: Amend the description on a position referenceSteps to update the description of a position reference that needs to be changed.
Payslip customisationGuidelines on how to reset payslip settings to ensure all pay codes are fully displayed, including the screen used to configure the payslip view.
Pay code categoryGuidance on how to add, edit and delete a pay code category groups in Portal.
Edit a pay codeSteps to alter an existing pay code.
Portal: View payments on payslip by appointmentA guide to switching between payment grouping by appointment or by person on payslips.
Cost Centre in payrollSteps to grant employee access to the Cost Centre screen and manage assigned cost centres, including configuring, adding, editing, and disabling them.
Payroll filtersOverview of payroll filters, its types and how to add, edit, and delete payroll filters.
Back Office: View payments on payslip by appointmentA guide to switching between payment grouping by appointment or by person on payslips.
Error: 'You do not have access to "Get company client" in the Web Service system.'When generating a third Party EFT file, the following error appears: You do not have access to "Get company client" in the Web Service system.
Error: 'You do not have access to "Get employee pension irishpensionscheme" in the Web Services system'When accessing an employee's pension scheme record, the following error appears: You do not have access to "Get employee pension irishpensionscheme" in the Web Services system.