Harvester Payroll Help Centre

For any import or update process that involves dates, please make sure that your computer system settings on windows are correct before you even open excel and do the download or the upload for Harvester online files. Note with this setting, you can also easily enter the date directly into the date field on Harvester without having to use the drop down calendar. How do I set my region date format to English UK or Zambia? Go into Control Panel then Clock then Language then and Region. In the Formats tab, check that the: Format is set to English (United Kingdom). Short date format in Date and time formats is set to dd/MM/yyyy. The Zambia default also works on dd/MMM/yyyy. You can check your Excel Standard-Date-Format by clicking on format cells and then checking the Date is for example English(UK). It should not be a Date Format that has the Month before the Day. (like the American version)

To delete ALL PAYMENTS within a particular pay period, click on Settings and then 'Delete and Move Payroll Options'. There are three different options you can choose from: 1) DELETE any payroll entries that might be present in this CURRENT Pay Period. 2) Move the payroll FORWARD one Period and DELETE. 3) Move the payroll BACKWARD one Period and DELETE. Be sure that you want to delete ALL payments for the particular pay period. In normal payroll use you should not need to delete all payments. Remember you have the option to delete any employee's payment already processed for the pay period by using the standard 'Payroll Entry by Individual' option.

If you have already terminated or deleted an employee, you notice there is no record of the payment for the current month. By default when you delete an employee (after payment is processed in the same month you have deleted), the payment itself will also be deleted. To redo the payment you need to re employ the employee: Go to the normal payments page(Payroll Individual) from the home page. On the top right is the Status drop down box. Click on Terminated and then find the recently terminated employee after you press "Search", then click on Edit and you will be taken to the Edit-employee page. On this page, change the status field from "Terminated" to "Employed" and then press Submit. You will then be able to redo the payment. Wait until the following month to Delete the employee so as not to remove the current payment.

Note: You should not normally need to delete. You may simply edit the current payment of an employee and make the changes. eg if you change the pay rate after you have already processed pay, then you may edit the actual payment in order to recalculate. See help on "Payroll Edit Current Payment". You may still Delete a payment for an employee's pay on the most recent month's pay. Use payroll-entry-by-Individual and then click on the edit payment for the particular employee and then click edit on the most recent payment you would like to delete. Click the Delete button. Then you may re capture the payment from afresh. If for some reason you can not find the payment to delete, you may also Reset the payment. This will completely reset the current month for that particular employee. To "reset" a current months payment: Go to edit employees and look on the bottom left of the edit payment screen and tick the check box called "Reset Current Payment for this employee?" Then you can select the pay employee icon on the home page and for the particular employee you will be able to select "Pay me" to pay afresh. Note: Make sure all custom extras are applied to all under settings if one of your custom company wide extras is not appearing for a particular employee.

On the home page look for: Offline Pay Input in Excel(the man on the skateboard) Click on Step 3 which is "Upload Offline Template file for processing". If you already have an existing file added (from a previous month or upload attempt), you will see the last file you uploaded. Click on the "Completed" icon which says "Click to remove file". Then you will see the Delete button. This can easily be deleted without fear of losing work. If you are not happy with your import you can simply redo the upload or you may go to any employee online and and edit any individual, current-payroll entry.

To add a department, simply go to settings and then click on Departments. Then click "add" for adding a new Department. Tip: Try keep department names short eg Gen for General. this makes things look better on reports and payslips. On the edit employee page is the option to allocate or change the department to which each employee belongs. Make sure you have first added the departments you would like (as described above). Most reports are sorted by department and then the employee name or employee number. Reports will have department totals which can be used to allocate Labour costs according to your custom departments. If no employee is left in a department then you can delete the department. Only then will the 'Delete' button become visible so that you can delete the department(Click on Settings and then Department-Settings). So a way to delete a department where you still want to keep the employees on record is to terminate the employees and then put them in a department called for example, 'Historic'(using Edit-employees). Then you can delete the Department they were from as you would have changed their Department setting to 'Historic' using Edit-employees. Note: If any employee is terminated then you will have none of them visible or active when you search etc on department or process the payroll. In order to actually remove or delete a department, you need to go back into the terminated employees and look for any within the department and move them to employed and change the department. Then when no employee is left within the department, you will be able to delete the department.

For summary Totals by Department, go to the Print Reports page and then choose the normal Summary basic report. It shows all the department totals and the number of employees worked in each department. On the summary reports print section, at the top left of the Summary Report is a search box called "Other options" where you can enter the option to: Include Summary Totals or Hide Summary Totals. Once you select your choice, simple click search and then export to excel to get an excel version of the report.

To find out how many employees were paid in each department: Go to the print reports page and then on the summary reports print section, you will see two different summary reports, the Detailed-Summary and the Basic-Summary Reports. Once you select your choice, simple click the export-to-excel icon to get an excel version of the report. On the left hand side you will see a field called 'Count' for the total number of employees in each department who have received a pay packet. It can be seen on both the Summary report and the Summary Detail report once you export the report to Excel.

Directors Tax is used for an employee who is receiving two or more salaries. Only the salary from the first employer can make use of the tax credit and standard PAYE computations. The second salary is therefore taxed at the maximum tax band of the current tax year and therefore on the second salary, PAYE will be a flat percentage amount. eg 37.5 percent for the 2017 tax year. The way to tell Harvester to compute this Director's tax is to mark the employee as paying Director's tax on edit employee details. Look for "Director's Tax?" on the bottom right of the edit employee form. If an employee has been mistakenly assigned directors tax, remove the "Director's Tax?" tick on edit employee details. Then redo the payment for the current month by either editing the current payment or deleting it and then redoing it. Remember that if you put an employee on directors tax after you have already processed the payment for the employee for the current month, the effect will only take place for the next month, unless you simply edit the existing payment and re submit it for the current month.