Old Mutual Retirement Fund Administration

Size: px
Start display at page:

Download "Old Mutual Retirement Fund Administration"

Transcription

1 Old Mutual Retirement Fund Administration Data-i User Guide Payroll Servicers Payroll Authorisers Enquiry Viewers

2 Content 1. Introduction Objective of the User Guide Document History Roles and Responsibilities Contact Numbers Scheme Data and Contribution Process Process and Activities Rules Process Rules Contribution Rules Special Notes Security National ID/Passport Number Members exiting the fund Statuses Reports Accessing the System Step 1 Notification Step 2 Login PART 1 Payroll Servicer: Updating Data SECTION 1 Updating via Payroll / Excel File Step 1: Upload a Payroll File Step 2: Results of the Payroll File Upload Step 2.1: Payroll File Failed Step 2.2: Payroll File Processed with Errors Step 2.3: Fixing the Errors on the Payroll File Step 2.4: Payroll File Processed Step 3: The Payroll File Summary Screen SECTION 2 Update Date Manually Step 1: Select the applicable Billing Group Step 2: Update Member Data Step 2.1: Update Member Data Personal Details Step 2.2: Update Member Data Update Salaries and Contributions Step Update Salaries and Contributions Individual Members Step Monthly Paid Step Weekly Paid Step Update Salaries and Contributions Bulk Update Step 2.3 Update Member Data Exit Member Page 2 of 83

3 Step Cancel an Exit Step 2.4 Update Member Data Add a New Member Step Cancel a New Entrant Step Rehired and Reinstated Members Step If Rehire is selected Step If Reinstatement is selected Step 2.5 Transfers Step Transfer In Step Transfer Out SECTION 3 Reports Available Standard Reports Generate Reports Save Reports User Defined Reports SECTION 4 Payment Advice Step 1 Generate the Payment Advice Step 2 Confirm the Payment Advice PART 2: Payroll Authoriser: Authorise the Payment Advice Step 1 Login Step 2 Select the Billing Group Step 3 Authorise / Reject the Data PART 3: Enquiry Viewer: Access Reports Step 1 Login Step 2 Access and Save Reports PART 4: Member Procedures Prior claims by Employer Withdrawal (Resignation, Retrenchment, Redundancy, Dismissal) Retirement Death Reinstatements Evidence of Health Page 3 of 83

4 1. Introduction We, at Old Mutual Retirement Fund Administration aim to provide an efficient and cost effective service to the Employer Administrators and the Members of your Scheme. To achieve these objectives, accurate data and billing are essential. Data Accuracy is the key element to the updating of data and the administration of your Scheme. This has a direct impact on the quality of delivery to Members such as benefit payments, quotes, member benefit statements and financials. The Employer owns the monthly data, which is updated on the Old Mutual Retirement Fund Administration system, and is thus responsible for all the member update functions. Payroll Servicers log on through Old Mutual Secure Services to access the Web Enabled Application. DATA-i will perform validations on the data. Any invalid data will be rejected and the Payroll Servicer will be required to amend the data. The DATA-i capability, with its focus on data accuracy, enables: On-line data validation Balancing of contributions deducted to contributions paid Correct and timeous investment of contributions received Payment of Benefit Claims Producing of Financial Accounts Issuing of Member Benefit Statements Reporting to Trustees Page 4 of 83

5 1.1 Objective of the User Guide The objective of this guide is to assist with the monthly on-line submission of your payroll extract and subsequent payment of contributions. For ease of reference, the following icons have been used throughout the User Guide. Icon Description Action to be taken Supporting information Important information take note 1.2 Document History Version Date updated Author Approved by 1.0 September 2008 Desireé Naldrett Amanda Schmidt 1.1 October 2009 Leon Matthee Leon Matthee 1.2 February 2012 Amanda Schmidt Take-on Team 1.3 May 2012 Amanda Schmidt Take-on Team 1.3 Roles and Responsibilities The following roles are performed on the DATA-i web. The same person may perform these roles. Role Role Functionality Responsibility Payroll Servicer The update of Member data Payroll office/hr/finance Payroll Authoriser Payment Advice Authorisation Payroll office/hr/finance Enquiry Viewer Viewing of Scheme and Member data Broker / HR Page 5 of 83

6 1.4 Contact Numbers Payroll Support Services Payroll Servicers Shared Number address (South Africa only) Operating hours Mon Fri 08h00 17h00 Old Mutual Retirement Fund Administration Service Centre For General Member enquiries/scheme information Telephone Number (South Africa only); (International) Fax Number /1 Postal Address PO Box 728, Cape Town, address Operating hours Mon Fri 08h00 17h00 Self Service Support Centre Online Registration / password support Telephone Number address Operating hours (South Africa only) (International) help-secure@oldmutual.com Mon Fri 08h00 17h00 Page 6 of 83

7 2. Scheme Data and Contribution Process 2.1 Process and Activities Each month the Payroll Servicer will be required to process the monthly Scheme contributions of employees by submitting payroll data to Old Mutual, via the web enabled DATA-i Application. This process is called the Scheme Data and Contribution Process and the activities in this process are named Monthly Activities. These are explained step by step in the pages following the Scheme Data and Contribution Process Overview. The Monthly Activities are: Access the data Amend the data Generate Reports Generate and view Payment Advice Confirm the Payment Advice 2.2 Rules Process Rules The Scheme Data and Contribution Process is governed by the following Process Rules: The Scheme is governed by the Rules, which have been registered with the statutory authorities, and when clarity on any particular point is required, reference should be made to the Rules. Scheme data is to be submitted to Old Mutual via the DATA-i Web Application, i.e. electronically, to ensure successful administration of the Fund and timeous and accurate monthly updating of the member data. Old Mutual Retirement Fund Administration Administrators may not change any data identified as Employer-owned on the Old Mutual Retirement Fund Administration systems. If the incorrect data has been submitted, the data can be reset to enable corrections to be made. Validations will be done on the data online. No negative contributions are to be entered on the web application. These will be handled by exception processing. Page 7 of 83

8 2.2.2 Contribution Rules Contribution amounts are Scheme specific, for example: member groups (categories), percentage deductions and employer contributions. Payment of contributions by Employer (Republic of South Africa only): Please be aware of the stipulations according to Section 13(A) of the Pension Funds Act: Payment In terms of Section 13(A) of the Pension Funds Act, payment must be received in the Old Mutual bank account by the 7th of the month following the month in which it was due. Should the 7th fall on a weekend or public holiday, payment is due on the previous business day. The amount deposited must equal the amount reflected on Payment Advice on DATA-i. Should the payment be received later than 7th, we are required by law to charge late payment interest. Data In terms of Section 13(A) of the Pension Funds Act, Old Mutual must receive the data by the 15 th of the month following the month in which it was due. Should the 15 th fall on a weekend or public holiday, the data is due on the previous business day. Ideally the data should be submitted on the same day, as the deposit is made, but not later than the 15 th as mentioned above. Should the data not be received by the 15 th, Old Mutual is required to advise the Financial Services Board. Special note: if the contributions are paid by debit order, the data should be received by Old Mutual no later than the 1 st to allow the debit order to be lodged by the 7 th. 2.3 Special Notes Security As a security measure, only specific Schemes that have been assigned to a user will be available for selection, by that user National ID/Passport Number A valid South African national ID number, Passport number or other identification number (e.g. foreign national ID number, work permit number, etc.) must be supplied for each member before Data-i will allow you to submit data Members exiting the fund As per SARS requirements, Old Mutual cannot apply for tax clearance, and as a result pay members, without certain mandatory information. When populating the Date of Exit on Data-i for a member, the following must be supplied: A valid South African national ID number, Passport number or other identification number (e.g. foreign national ID number, work permit number, etc.); A current residential address; A valid SARS income tax number; At least one valid member contact number (home or cell number); An active bank account number in the name of the member. Page 8 of 83

9 2.3.4 Statuses Different statuses indicate the different stages of the Update process. Below is the list of the main statuses. Additional statuses are used if the data is being updated via payroll file. These additional statuses are explained under Section 1, which deals with Payroll Upload. Status Unprocessed Client Updating Processed Additional Processing Required Meaning New data has been made available for update by the Payroll Servicer Payroll Servicer has begun updating Updates have been completed and the data is with Old Mutual for processing Old Mutual has reset the data for further updating by the Payroll Servicer Reports Reports generated when the status is Unprocessed and Client Updating, is based on data from the previous month. Reports generated when the status is Processed, is based on updated data because the Payroll Servicer has completed the updates for the new month and updated data is available for viewing. Reports generated when the status is Additional Processing Required is based on the data as it was when the status was Processed. After the additional updates have been made the status will change to Processed again and the revised data is available for viewing. Page 9 of 83

10 3. Accessing the System Step 1 Notification An will be sent when the data is available for update. Step 2 Login Go to and click on Login Select Login Page 10 of 83

11 Enter your Usernumber or Username, ID Number and Password and click on Login. Usernumber is the 8 digit number received during registration ID numbers: Non RSA residents should use the numbers that they used during the registration process Select Retirement Scheme Administration Transact Click on EB Data-i Payroll Servicer to update the scheme data. EB Data-i Payroll Authoriser must be selected if you need to authorise the data before it is released to Old Mutual. Select EB Data-i Enquiry Viewer if you need to view scheme data. Page 11 of 83

12 PART 1 Payroll Servicer: Updating Data Click on Accept to accept the Terms and Conditions of Use. Click on Update Data to retrieve the data. Before updating commences for the month, the effective date and status fields will be blank. Once the billing group has been selected and either the Update Data or the Upload Payroll File buttons are selected, the system will retrieve the data. The status will change to Fetching Data. This screen will list all the bill groups that are in an updateable status to which the user has access. Page 12 of 83

13 The screen displays a maximum of ten billing groups. If you need to update data for a billing group that is not displayed, use the Search facility by inserting either the scheme code or the billing group number and click on the button or use to view all billing groups linked to the Payroll Servicer. Fields displayed are: Compass fund code, scheme code, billing group (a scheme may have more than one billing group), billing group name, effective date of update and the status Click on your Internet browser s refresh button until the status changes to Unprocessed. Page 13 of 83

14 Once the data is available, the effective date and status of Unprocessed will be displayed. Follow Section 1 if you are updating data using a payroll extract or excel file. Follow Section 2 if you are updating data using manual capture via keyboard. Page 14 of 83

15 SECTION 1 Updating via Payroll / Excel File Step 1: Upload a Payroll File Select the Billing Group to be updated by clicking the radio button. Click on Upload Payroll File. Note: National ID/Passport Number A valid South African national ID number, Passport number or other identification number (e.g. foreign national ID number, work permit number, etc.) must be supplied for each member before Data-i will allow you to submit data. Country of Origin must be supplied if the ID number is not a valid South African national ID number. New entrants Must be captured on the payroll file without an Old Mutual member (reference) number. An Old Mutual Reference Number will be allocated by the system and an will be sent to the payroll Servicer informing them of the Old Mutual member (reference) number. This new Old Mutual member (reference) number must be captured in the appropriate field on the payroll file before the next upload. Page 15 of 83

16 Click on the Browse button to find the payroll file to upload. Select the payroll file in the location where it is saved. Click on the button Click on the button Page 16 of 83

17 The status field is updated to reflect Processing Payroll File because the payroll file is being processed by the System. An is sent to the Payroll Servicer informing them of the status of the upload. Step 2: Results of the Payroll File Upload The status of the upload will either be: Invalid Payroll File see Step 2.1 Processed with errors see Step 2.2 Payroll File Processed see Step 2.3 Page 17 of 83

18 Step 2.1: Payroll File Failed The status field will be updated to reflect Invalid Payroll File. This means that the upload was unsuccessful and the payroll file must be corrected and re-uploaded. The upload was not successful for one of the following reasons: The format of the file is incorrect The scheme code is blank or incorrect The effective date of the salaries is not the same as the effective date of the cycle If any of the above conditions cause the file to fail, an will be sent to the Payroll Servicer. Below is an example of the . Page 18 of 83

19 Step 2.2: Payroll File Processed with Errors The status field will be updated to reflect Payroll File Processed With Errors. This occurs when the format of the file is correct but information in the file is incorrect or missing. An will be sent to the Payroll Servicer. Below is an example of the . The payroll file does not have to be re-uploaded because these errors can be fixed online. Page 19 of 83

20 Note: Ideally, the data should be corrected on the payroll or excel file and loaded again, but this is not a pre-requisite as the errors can be corrected online. If the decision is made to correct the errors manually online, then the information that is changed must be updated on the payroll system or data source, or the information will be incorrect again in subsequent months. The process for fixing the data online is exactly the same as if the data is being updated manually via keyboard capture. Therefore, if this method is chosen to correct the errors, refer to Section 2 on page 25. Step 2.3: Fixing the Errors on the Payroll File Click on Update Data. Page 20 of 83

21 The system displays what the errors are. Click on the error messages to see what must be corrected. Once you have established what all the errors are, correct them on the payroll file. Click on Cancel Payroll File. A warning message will be displayed. Click on OK to cancel the file. The status field will be updated to display Payroll File Cancelled. Load the amended file. Refer to Step 1. Page 21 of 83

22 Step 2.4: Payroll File Processed The status field will be updated to reflect Payroll File Processed. This status means that the payroll file loaded successfully. To continue processing, click on Update Data. The Data Update screen will appear. Page 22 of 83

23 The Data Update screen displays the Payroll File Summary page and the other menu items available for processing to continue viz. Edit Member Data Reports Payment Advice Step 3: The Payroll File Summary Screen This screen reflects the results of the payroll upload. Unmatched Members are members who have an active status on the database but who were not on the payroll file. There are three reasons for unmatched members viz. Members have left the company s employ and must be exited. An Exit Member hyperlink is available to exit the member, if applicable. Members who are in the company s employ but are not being paid and therefore not reflected on the payroll file e.g. members on temporary absence. Note: members on Temporary absence are still covered for Risk benefits and should therefore be included on the payroll file and contributed for. A Match Member hyperlink is available so that the member can be included in the monthly update process. Members who have been transferred to another billing group within the Scheme. A Transfer Out hyperlink is available to transfer the member out of this billing group. Matched Members are members who have an active status on the database and whose memberships match to the payroll file (this should apply to the majority of members). You can add exit details and edit payroll changes that were submitted via the payroll load for a matched member. Page 23 of 83

24 New Entrants are members who are on the payroll file for the first time because they are joining the Scheme. A new entrant can be cancelled online if the member was added in error to the payroll. Details can also be changed online for a new member. If the system determines that a member on the payroll was previously exited from the scheme, the member must be rehires or reinstated. A rehired member is someone who was previously exited from the Scheme, been paid a benefit and who is subsequently re-employed by the Company. This member will be allocated a new Old Mutual reference (member) number A reinstated member is someone who was previously exited from the Scheme and whose exit must be cancelled and the benefit paid returned (if applicable). This member must have the original date of joining company and scheme. This member must be allocated the original Old Mutual reference (member) number. Member Exits are members who have exit details on the payroll file. An exit can be cancelled online if the member was exited in error on the payroll. Exit details can also be changed online for an exit. Details Update will reflect how many members details have been updated via the payroll file. Ignored Members appear when more than one record is found on the payroll file for the same member. The first record on the file is processed but the second record is ignored. If the correct record is the one that is ignored, the payroll file must be cancelled, corrected and re-uploaded. Earnings Update will reflect how many members earnings have been updated via the payroll file. Transfers will reflect how many members have been transferred into this billing group. They were existing members on other billing groups and are now on this billing group s payroll file. Members with Unreconciled Contributions will reflect how many members contributions (employer and / or employee contributions) do not correspond to what is expected for the Scheme. The payroll section is now complete. Proceed to Section 3 Generating Reports and Section 4 Payment Advice. Page 24 of 83

25 SECTION 2 Update Date Manually Step 1: Select the applicable Billing Group Select the Billing Group to be updated by clicking the radio button. Click on Update Data. Once data is selected for update, the status will change to Client Updating and the Data Update screen will be displayed. The Data Update screen is used to navigate between the various menu items available for processing to continue viz. Edit Member Data Reports Payment Advice Page 25 of 83

26 Step 2: Update Member Data The Edit Member Data screen is used to update individual members: Earnings via the Earnings hyperlink Personal details via the Details hyperlink Exit details via the Exit hyperlink The Edit Member Data screen also enables the: Adding of New Entrants Updating of members earnings in bulk Transfers In Transfers Out The Edit Member Data screen has an information bar that explains what various indicators mean viz. E, N, U, I and O A Search facility is available whereby members can be found based on search criteria selected from a drop down box, viz. Member Number Payroll Number Branch Member Name Birth Date Page 26 of 83

27 Step 2.1: Update Member Data Personal Details Click on the Details hyperlink Page 27 of 83

28 The Update Member Data: Details screen is used to update a member s personal details. Member Status Members can have one of 3 statuses viz. Active, Temporary Absence or Disability Income Pending. The status displayed is the status that is stored on the Administration system and it can be updated to reflect changes in the members employment lifecycle. The most common status is Active. Temporary Absence applies when a member is not receiving a salary due to being on unpaid leave (as an example). This means that retirement funding contributions are not paid, while the risk premiums must be paid. Temporary absence is governed by the Rules of the Scheme. Disability Income Pending applies when the member has been injured and a claim has been submitted. If the member is not being paid for the duration of the Page 28 of 83

29 assessment, retirement funding contributions are not paid, while the risk premiums must be paid. When the member status is changed, it affects the contributions due and a pop message is displayed to inform the user that the system will automatically recalculate the contributions to either include or exclude retirement funding contributions. Member group A scheme will have more than one member group where different members are covered for different benefits. The applicable list of member groups will be displayed from the dropdown list. Select the appropriate member group. Where the Scheme provides Disability Income benefits and a member has been approved for this benefit, Old Mutual will: o o o o o Create a Disability Income Billing group. Create a Disability Income Member group (to keep track of the benefits the member was entitled to at the time of disability). Place the member in the new Disability Income Member group within the new Billing group. Change the member status from Disability Claim Pending to Active. Old Mutual will be responsible for the updates on this new Billing group. Note: The Payroll Servicer will not be able to place members in the Disability Income Member groups Pay Frequency There are two choices viz. monthly and weekly from the dropdown list. The choice made here will determine what is displayed on the Earnings screen i.e. for weekly paid members provision is made for weekly earnings to be captured. Company Branch Number If the branch required is not on the dropdown list of available branches, insert a new branch code in the field provided. Page 29 of 83

30 Remarks Remarks applicable for Old Mutual Update all required information on this screen in the appropriate fields. Click to save the changes made or click to clear the changes made and to escape from the Update Member Data: Details screen. Once a member s record has been updated, that particular hyperlink on the Update Member Data screen changes to red. Page 30 of 83

31 Step 2.2: Update Member Data Update Salaries and Contributions Salaries and contributions can be updated for members by: Clicking on the Earnings hyperlinks for these individual members or Clicking on the Bulk Earnings menu option if the earnings and contributions have changed for the majority or all of the members. Step Update Salaries and Contributions Individual Members To update salaries and contributions for an individual member, click on the Earnings hyperlink Page 31 of 83

32 The Update Member Data: Earnings screen is displayed. Note: The input on this screen depends on whether the member is monthly paid or weekly paid. The screen for weekly paid members displays different fields representing the paydays in the month, based on each week s earnings. Earnings Details The earnings fields are based on the monthly salary of the member. Provision is made for Risk and Retirement Funding (Pensionable) Earnings to be different. Provision is also made for Additional Pensionable Earnings to be reflected separately, should this apply. Page 32 of 83

33 Retirement Funding Details (Contributions) These are contribution fields and they are grouped into Employer Contributions and Employee (Member) Contributions Employer Contributions Employer Contributions essentially these are retirement funding contributions, but can include expenses, depending on the Rules Additional Employer Contributions these are contributions based on the Additional Pensionable Earnings, if applicable. Employer Past Service Contributions these are Voluntary Contributions that the Employer is paying on behalf of the member. Note: All contributions, retirement funding and expenses, are governed by the Rules of the Scheme. Embedded Funding o o This occurs where the Rules state that some or all Scheme expenses are to be included in the retirement funding (Employer) Contributions. The Employer pays a gross contribution and the administration system automatically splits this contribution into the applicable percentages due for retirement funding and expenses Insert the Gross Employer contribution. The Over & Above Funding amount will be The gross contribution will automatically be populated in the Employer Contribution field. Page 33 of 83

34 Over and Above Funding o o This occurs where the Rules state that some or all expenses are to be paid in addition to the retirement funding (Employer) Contributions. The Employer pays a gross contribution and Data-i displays these over and above contributions separately on this screen Insert the Gross Employer contribution The Over & Above Funding amount will be calculated automatically. The difference between the gross contribution and the over & above contribution will automatically be populated in the Employer Contribution field. The Gross Employer Contribution must always be more than the Over & Above Funding. The Employer Contributions may not be zero. Member Contributions Member Contributions these are retirement funding contributions. Additional Member Contributions these are contributions based on the Additional Pensionable Earnings, if applicable. Member Voluntary Contributions these are Voluntary Contributions that the member is paying. For Risk Only Schemes, the Earnings screen is different, in that there are no input fields for contributions. The system calculates the premiums automatically once the earnings are saved. Page 34 of 83

35 Unreconciled Contributions If contributions do not correspond to the expected contribution amounts, as defined in the Rules of the Scheme, the contributions are unreconciled. A remark is mandatory. Select the applicable remark from the dropdown list. If Other is selected, another field will appear to capture additional remarks. Note: If the contributions are not supposed to be unreconciled, click on the button and the system will recalculate the correct contribution amounts based on the funding rates of the Scheme. After updating the earnings and the contributions, click the button to save the changes made or click the button to clear the changes made. The member will be indicated with a U on the Update Member Data screen. Page 35 of 83

36 Step Monthly Paid Update the Monthly Retirement Funding Earnings, if applicable. Click on the button. Click on the button. If the Scheme is embedded, the Gross Employer Contribution and the Employer Contribution fields will be correctly populated. If the Scheme is Over & Above, the Gross Employer Contribution, the Over & Above Funding and the Employer Contribution fields will be correctly populated. Page 36 of 83

37 Step Weekly Paid This screen displays a field for each payday in the month. This payday is based on the payday supplied by the Employer. The system calculates how many paydays there are in a given month and populates the earnings in each of these fields, based on the weekly wage supplied the previous month. Update the earnings fields, if applicable. The system will sum the weekly wages and automatically display it as a monthly salary. Click on the button. Click on the button. If the Scheme is embedded, the Gross Employer Contribution and the Employer Contribution fields will be correctly populated. If the Scheme is Over & Above, the Gross Employer Contribution, the Over & Above Funding and the Employer Contribution fields will be correctly populated. Page 37 of 83

38 Step Update Salaries and Contributions Bulk Update The Bulk Earnings Update screen can be used if many or all of the members have received a salary increase in the month being updated. Click on the Bulk Earnings menu option A member listing is displayed and information can be updated per screen. Click on the button. The system will recalculate and save the contributions. A Search facility is available whereby members can be found based on search criteria selected from a drop down box. There is a Recalculate facility on this screen for member and employer contributions Update the earnings for all the applicable members, click the recalculate box and click on the button. If all the contributions must be recalculated for all the members on this screen, click on the Select All button. This will result in all the Recalc fields being ticked This screen displays a maximum of 20 member records. If there are >20 members in the billing group, click on the button and repeat the process. To exit this screen, click on the button. Page 38 of 83

39 Step 2.3 Update Member Data Exit Member Select this function when a member is leaving the Scheme and must be paid a benefit. Completing the claim on Data-i initiates the payment of the claim on Old Mutual s administration system. It also notifies us not to expect ongoing contributions for that member. Do not use this function if: A member is being transferred to another Billing Group within the Scheme. Use the Transfer Out menu option. A member is going on Temporary Absence. Use the Member Status option. Click on the Exit hyperlink Page 39 of 83

40 Although not all the fields are mandatory, provide as much information as possible to prevent delays in missing information being queried. If the following information is not supplied as per the SARS requirements, Old Mutual cannot apply for tax clearance, and as a result pay the member. A valid South African national ID number, Passport number or other number (e.g. foreign national ID number or work permit number) Where a passport or other number is supplied, the country of origin must be populated. A current residential address. Page 40 of 83

41 A valid SARS income tax number. Tax numbers are validated to ensure that they match to a valid tax payer i.e. number is validated using a SARS algorithm. At least two valid member contact number (home or cell or facsimile number or address). An active bank account number in the name of the member. Input exit date and all other required information. Page 41 of 83

42 Exit Date The last date that the member is employed. Exit Reason The following Exit reasons are available from the dropdown list: Resignation Retrenchment Involuntary Retrenchment Dismissal Ill Health Retirement Death Retiral Lump Sum Disability Section 14 Transfer Note: Pure Risk Schemes - If the Exit Reason is anything other than Death and Lump Sum Disability, payee details and banking details are not required as no benefit is payable. Method of Payment This refers to what the member is electing to do with the benefit payable i.e. must the benefit be paid in cash or must the benefit be transferred to another insurer. The following options are available: Preserve to Protektor Old Mutual Cash (Benefit paid in cash via EFT) Transfer (Benefit paid to another underwriter) No election Note: If no election is provided within 60 days of submitting the claim to Old Mutual, the member s benefit will be transferred to a Preservation Fund of the Trustee s choice. The benefit will remain in the Preservation Fund until such time as the member comes forward with his payment instructions. Residential Address The address detail fields must be completed as follows: Address Line 1 Enter the street name Where the address contains a complex name and number, enter the complex name and unit number in this field. Address Line 2 Enter the street number Where the address contains a complex name and number, enter the street name and number in this field. Address Line 3 Enter the suburb name City Enter the city in uppercase Country Enter the country Postal Code Enter the applicable postal code Click on the button, after the exit details have been captured. Page 42 of 83

43 Click on the button to cancel information captured and to escape from this screen. Once a member has been exited, the member will be indicated with an E and the Exit hyperlink on the Update Member Data screen changes to red. Step Cancel an Exit An exit can be cancelled during the cycle in which it was initiated, if a member was exited in error, prior to the data being passed to Old Mutual. Once the data has been passed to Old Mutual, an exit cannot be cancelled on Data-i. Old Mutual must be notified, in writing, to re-instate the member. Click on the Details hyperlink Page 43 of 83

44 Click on the UNDO EXIT button. Page 44 of 83

45 The E indicator is removed and the Exit hyperlink has changed back from red to green Step 2.4 Update Member Data Add a New Member Click on the New Entrant menu option. Page 45 of 83

46 Mandatory fields for new entrants: Member Group Date of joining Company Date of joining Scheme Surname Initials Date of Birth National ID/Passport Number Identification Type must be selected when a Passport Number or non South African ID number is populated Country of Origin must be selected when a Passport Number or non South African ID number is inserted Gender Marital Status Company Branch Number Monthly Earnings Monthly Risk Earnings Page 46 of 83

47 Scheme Details Member Group select the appropriate member group from the dropdown list. Pay Frequency defaults to Monthly. Select Weekly if applicable from the dropdown list. Date of joining Company insert the applicable date. Date of joining Scheme this date is validated against the date of joining company. The date joined fund must be the same as the payroll effective date and may not be backdated. Personal Details Title - select the title from the dropdown list First Name Surname Initials Date of Birth National Identity Number/Passport Number Section 13A of the Pension Funds Act specifies that an ID number must be supplied for all new and existing members of a retirement fund. South African ID numbers are checked to ensure that: o They have 13 digits; o The first 6 digits correspond to the member s date of birth; o The 7th 10th digits correspond to the member s gender (e.g. above 5,000 is male and below 5,000 is female). Identification Type - select from the dropdown list, i.e. o RSA National ID o Passport o Other, e.g. Foreign National ID number, Work permit number Country of Origin complete if Identification type is Passport or Other Gender Marital Status Contact Details mandatory for exits only Corporate Details Branch Number Payroll Number Occupational Code select from the dropdown list Earnings Details Monthly Risk Earnings Monthly Retirement Funding Earnings Additional Monthly Retirement Funding Earnings Click on the button to save the information. Click on the button to cancel the information captured and to return to the Update Member Data screen. Page 47 of 83

48 Once the new entrant information has been saved, the member will be indicated with an N and a Member Number will be allocated. Step Cancel a New Entrant If a new entrant was captured in error, the new entrant can be cancelled during the cycle in which it was captured. Once the data has been passed to Old Mutual, the membership cannot be cancelled in Data-i but will need to be exited in the subsequent monthly update process. Click on the Details hyperlink. Page 48 of 83

49 Click on the Undo New Entrant button Page 49 of 83

50 The N indicator and the new entrant s details are removed. Step Rehired and Reinstated Members A rehired member is someone who was previously exited from the Scheme, been paid a benefit and who is subsequently re-employed by the Company. This member must be allocated a new Old Mutual reference (member) number. A reinstated member is someone who was previously exited from the Scheme and whose exit must be cancelled and the benefit paid returned (if applicable). This member must have the original date of joining company and scheme. This member must be allocated the original Old Mutual reference (member) number. When new entrants are captured, the system does a validation on surname, initials, date of birth and ID number. If these details of the new entrant match to those of members who are exits in progress or finalized exits, a warning message will appear, to alert the Payroll Servicer that this person was previously a member of the Scheme. The Payroll Servicer must select Rehire or Reinstatement (whichever is applicable) from the dropdown list. Page 50 of 83

51 Step If Rehire is selected The following confirmation message will be displayed. Select the SAVE button to confirm or the BACK button to cancel the rehire. The member will be allocated a new Old Mutual reference (member) number. Step If Reinstatement is selected The following confirmation message will be displayed. Select the SAVE button to confirm or the BACK button to cancel the reinstatement. This member must be allocated the original Old Mutual reference (member) number. Page 51 of 83

52 Step 2.5 Transfers A Transfer occurs when a member moves from one Billing Group to another Billing Group, within the same Scheme. Changing a member from one branch to another branch within the same Billing Group is not a transfer. It is a branch code change and is covered in Section 2 Step 2.1 Update Member Data Personal Details. Do not use this function if a member is exiting the Scheme and must be paid a benefit. To exit a member, refer to Section 2 Step 2.3. Step Transfer In Use this menu item when a member who was being paid by another Billing Group has transferred into this Billing Group. Click on the Transfer In menu option. Page 52 of 83

53 The system will display all the members from the other Billing Groups within the Scheme from which members could be transferred. If there are many members to choose from, the Search facility can be used to locate the member. Select the member to be transferred and click on the Transfer In hyperlink. Page 53 of 83

54 Complete mandatory information Click on the button. Page 54 of 83

55 The member will be indicated in red with an I indicator. The Update Member Data screen also indicates the member as transferred in. Page 55 of 83

56 Step Transfer Out Use this menu item to transfer a member out of this Billing Group if they are being paid by another Billing Group. Click on the Transfer Out menu option. All the members on the Billing Group are displayed for selection. If there are many members to choose from, the Search facility can be used to locate the member. Select the member to be transferred and click on the Transfer Out hyperlink. Page 56 of 83

57 Select the new Billing Group that the member is being transferred to, from the dropdown list. Click on the button. Note: This is the only mandatory field on this screen. Page 57 of 83

58 The member will be indicated in red with an O indicator. The Update Member Data screen also indicates the member as transferred out and no update functions are available for the member. Page 58 of 83

59 SECTION 3 Reports Perform this function after all updates for the month have been completed. The Reports highlight discrepancies in the data and they assist with balancing the data because all reports are exportable to excel where calculations can be done, based on funding rates for the Scheme. The Reports are accessed via hyperlinks. Click on the hyperlinks to access the Reports. The process of accessing the Reports is the same regardless of the type of Report. There is a scroll bar at the bottom of the screen that can be used if all the information cannot be displayed on the screen simultaneously. Where there are no records to display, the message below will be stated on the screen. Note: There are 15 standard reports. If customized reports are required, they can be created via the User Defined Reports menu option. 3.1 Available Standard Reports New Entrant Report All New Entrants added in the current month of update will be reflected. Member Exits Report All members exited in the current month of update will be reflected. Earnings Detail Changes Report All earnings and contribution changes made in the current month of update will be reflected. This Report provides a Before and After view of the data so that a comparison can be made. Member Detail Changes Report Personal detail changes made in the current month of update will be reflected. This Report provides a Before and After view of the data so that a comparison can be made. Members with unreconciled adjustments Report All Members whose contributions do not correspond to the pensionable earnings in the current month of update will be reflected. This Report provides an Actual versus Expected view of the contributions so that a comparison can be made. The differences should be noted. The remark that was inserted on the Earnings screen will be reflected on this report. If the contributions are incorrect, they must be amended. Member Contribution Breakdown Report This Report provides a breakdown of all earnings and contributions, per member, grouped into branch codes with subtotals. Page 59 of 83

60 Members with Negative Contributions Report Negative contributions are not allowed. If some payroll systems include negative contributions, the system will zerorise that negative amount and reflect it in this report. ID Number Discrepancies Report This Report lists all the members whose ID numbers in the current month of update do not tie up with their date of births. Earnings Variances Report If a member s earnings are increased/decreased by 20% or more, the system prompts for a remark to be captured to ensure that the increase applied is correct. The details are stored on this Report. Potential Duplicate Members Report The system does a check on all members surnames, initials, dates of birth and ID numbers. If the same combination is found for more than one member, these members are displayed on the Report. An investigation must be done to double check the information. Where there are errors, these must be corrected. No two people can have the same ID number. Normal Retirement Dates Report This Report lists all the members along with their normal retirement dates and is used to determine which members are close to retirement so that retirement planning can commence. Deferred Retiral Report This Report lists all the members who have passed their normal retirement. Transfers In and Out Report All members who have been transferred into or out of this billing group will be reflected with an In or Out indicator. Contribution Summary Report This report details the contribution and expense rates, per member group. It also indicates whether the expenses are included in the Employer Contribution (embedded) or whether they are in addition to the Employer Contribution (over & above). Refer to Step Update Salaries and Contributions Individual Members Members with no Occupational Codes Report This Report lists all the members who do not have an occupational code on their record. Page 60 of 83

61 3.2 Generate Reports Click on the Reports menu option A list of all the standard Reports is displayed. Click on the hyperlinks to access the Reports. 3.3 Save Reports The process of saving the Reports as excel files is the same regardless of the type of Report. Access the report by clicking on the hyperlink. The applicable Report will be displayed on the screen. See example below. To open and save the Report, click on the Save to CSV File button. Page 61 of 83

62 Click on the button to open the file or on the button to save the file. If the file is opened, the report is displayed in spreadsheet format. See example below. This file can now be closed or renamed and saved as an excel file. Click on the button to save the file. This file can now be renamed and saved as an excel file. Page 62 of 83

63 3.4 User Defined Reports If the standard reports are insufficient, use this function to create a customised report. Click on the User Defined Reports menu option Click on the button Create a report by: Inserting a description Selecting the required information from the dropdown list provided. The maximum amount of fields for this report is 40. Page 63 of 83

64 Once the selection is complete, click on the button. Once a report has been created, it can be amended or deleted, by selecting the report and then clicking on the applicable buttons. Multiple User Defined reports can be created. The report created will appear on the User Defined Reports menu option. All users who have access to the Billing Group can access the report created. Page 64 of 83

65 SECTION 4 Payment Advice Step 1 Generate the Payment Advice Perform this function after all updates for the month have been completed and all relevant Reports have been generated and saved. The figures reflected on the Data-i Payment Advice must balance to the amount that must be paid to Old Mutual in respect of Scheme contributions and expenses. If these figures do not balance, then the Data-i Reports produced in the previous section can be used to assist in finding the discrepancies. Click on the Payment Advice menu option. Page 65 of 83

66 The Reports displayed on the screen prompts the Payroll Servicer to ensure that all data that could cause mismatches in the amount to be paid, have been actioned. If something is amiss and further updates must be done, click on the button. If no further updates are required, click on the button. Page 66 of 83

67 The Data Summary Section This section reflects a summary of the movements on the membership for the cycle month being updated and provides hyperlinks to the applicable Reports viz. New Entrants the number of new entrants added Earnings the number of changes made to earnings Member Details Changes the number of changes made to personal details Member Exits the number of exits captured Members with Unreconciled Retirement Funding the amount of members whose contributions do not correspond to the expected contributions according to the Rules of the Scheme. Member Transfer In and Out the summary of members who were either transferred into out of this billing group during this cycle month. Member with no Occupational Codes Click on the hyperlinks to access the Reports, if required. Note: These Reports display the same detail as displayed under the Reports menu. Page 67 of 83

68 Earnings Totals This is the sum of all the members Monthly Risk Earnings, Monthly Pensionable (Retirement Funding) Earnings and Additional Retirement Funding Earnings (as reflected on the earnings screen). The amounts are displayed separately to assist with the balancing process. Contribution Totals based on Earnings This is the sum of all the members retirement funding contributions. This section displays the contributions separately, depending on whether contributions are being paid on Monthly Pensionable (Retirement Funding) Earnings or Additional Retirement Funding Earnings. Contribution Totals based on Additional Earnings Other Retirement Funding Totals This is the sum of all the members Voluntary Contributions. Total Additional Voluntary Retirement Funding refers to Member Voluntary Contributions Total Past Service Retirement Funding refers to Employer Voluntary Contributions Total Loan Repayments Late Payment Interest Applies only to South African Schemes In terms of Section 13(A) of the Pension Funds Act, payment must be received in the Old Mutual bank account by the 7th of the month following the month in which it was due. If the total amount deposited is less than the billed amount, late payment interest is calculated from the first of the month following the payment due month, up to the day prior to the day the shortfall is deposited in the Superfund bank account. If late payment interest in respect of a previous month is being charged, it will be included on the Payment Advice for the current cycle so that the total amount due is displayed to facilitate the correct payment. Total for Scheme This is the total amount due to the Scheme for the current cycle month, including any late payment interest due (if applicable) in respect of previous months. This amount is not updateable on this screen. If there is an imbalance that must be corrected, the changes must be made on the individual member s records (via Bulk Earnings) and the system will recalculate the values based on the updated amounts. The total amount due must correspond to the amount that is to be paid to Old Mutual. The total amount will default to zero where the amount is calculated to be a negative value. The could happen where a previous overpayment (amount due to the client) exceeds the total amount due for the current month. Click on the button to print this screen. Click on the button if the amounts are not correct. The system will navigate back to the Edit Member Data menu option and updates can be made from there. Click on the button if all the data and monetary amounts are correct. Page 68 of 83

69 Note: For Direct Debit Schemes this is the end of the Update Process. The data will no longer be available from process on the Payroll Servicer screen. For Direct Deposit Schemes, one last screen must be completed. Refer to Step 2. Page 69 of 83

70 Step 2 Confirm the Payment Advice The amount payable is reflected. As an additional check, if this figure is not correct, click on the button. The Deposit Amount, Date of Deposit and Deposit Reference are mandatory fields. If the deposit amount entered here is different to the expected amount, an error message will be displayed and the process cannot continue. If the Date of Deposit is not entered, an error message will be displayed and the process cannot continue. Click on the button to print this screen. Click on the button to exit this screen and to return to the Payment Advice screen. Click on the button to complete the data update process. Once the button is clicked, the data is automatically made available to Old Mutual for processing. If the data is confirmed in error, contact Old Mutual s Payroll Support Services and request a reset of the data. The previous updates will not be lost, but the same cycle month s data will be made available to the Payroll Servicer for further updates. The process will begin again the following month when an is received stating that the data is available for update. Page 70 of 83

71 PART 2: Payroll Authoriser: Authorise the Payment Advice This role only applies if Old Mutual Payroll Support Services is requested to apply this Role to the Billing Groups. Step 1 Login Select Retirement Scheme Administration Transact Log onto the Old Mutual Secure Services website and select the EB Data-i Payroll Authoriser role. Step 2 Select the Billing Group Select the billing group number and click on the Authorise button. Page 71 of 83

72 A summary of all the data is displayed along with hyperlinks to all the Reports. The Reports can be used to verify the data viz. check that the correct new entrants have been added and that the correct members have been exited, etc. To obtain a summary of the members salaries and contributions, access the Member Contributions Breakdowns report by clicking on the View Additional Reports hyperlink. Refer to Section 3 Generate Reports for the detail on how the Report can be accessed and downloaded. Page 72 of 83

73 Step 3 Authorise / Reject the Data If the data is correct, click on the button. If the data is incorrect, click on the button. Note: if the data is rejected, the data will automatically be made available to the Payroll Servicer again for update. PART 3: Enquiry Viewer: Access Reports Step 1 Login Select Retirement Scheme Administration Transact Log onto the Old Mutual Secure Services website and select the EB Data-i Enquiry Viewer role. Page 73 of 83

74 Select the Billing Group by clicking the radio button. Click on Select. Only specific Schemes that have been assigned to an Enquiry Viewer will be available for selection. Page 74 of 83

75 Select the Effective Date. Click on View Reports. Different statuses indicate the different stages of the Update process. Blank Status Meaning Data for the new month has not been made available for update as yet Unprocessed Client Updating Processed Additional Processing Required New data has been made available for update by the Payroll Servicer The Payroll Servicer has begun updating Updates have been completed and the Payroll Servicer and the data is with Old Mutual for processing Old Mutual or the Payroll Authoriser (if applicable) has reset the data for further updating by the Payroll Servicer Page 75 of 83

76 ADMIN: Out ADMIN: In Finalised Authorisation in Progress Authorised Old Mutual is updating the data Old Mutual has completed the updating Old Mutual has checked the data to the money receipted and the data is ready to be authorized Old Mutual has authorized the data and the data is in the process of being updated on the Administration System The Administration System has been updated Note: There are other statuses that are specific to the update process if payroll or excel files are being used. The important point to note is that until the status is Processed, the data is with the Payroll Servicer. After the status is updated to Processed, the data is with Old Mutual. Reports generated when the status is blank, Unprocessed or Client Updating, are based on the data of the previous month. Reports generated when the status is Processed, is based on updated data because the Payroll Servicer has completed the updates for the new month and updated data is available for viewing. Reports generated when the status is Additional Processing Required is based on the data as it was when the status was Processed originally. After the additional updates have been made the status will change to Processed again and the revised data is available for viewing. Page 76 of 83

77 A summary of all the data is displayed along with hyperlinks to all the Reports. The following reports are available under the View Additional Reports hyperlink. Page 77 of 83

78 All customised reports created under the particular billing group will appear under User Defined Reports. Step 2 Access and Save Reports The detail of this process is specified in Section 3 of PART 1. Page 78 of 83

ufiling system user guide

ufiling system user guide ufiling system user guide Table of Contents Table of Contents... 2 Introduction... 5 Background... 5 Purpose... 5 Quick Links... 6 ufiling Activation Process... 7 Domestic Activation Process... 8 Commercial

More information

Members Online User guide

Members Online User guide Members Online User guide Members Online login To log into Members Online, follow the steps below: On the Members Online Login page, enter your Member number and Password. Click the Login button. Note

More information

eapp Express Online Application User Guide

eapp Express Online Application User Guide eapp Express Online Application User Guide October 2012 aia.com.au Life s better with the right partner eapp Express Online Application User Guide 2 Contents 1. Background.................................................................................................................................................................3

More information

Payco, Inc. Evolution and Employee Portal. Payco Services, Inc.., 2013. 1 Home

Payco, Inc. Evolution and Employee Portal. Payco Services, Inc.., 2013. 1 Home Payco, Inc. Evolution and Employee Portal Payco Services, Inc.., 2013 1 Table of Contents Payco Services, Inc.., 2013 Table of Contents Installing Evolution... 4 Commonly Used Buttons... 5 Employee Information...

More information

BulkSMS Text Messenger Product Manual

BulkSMS Text Messenger Product Manual BulkSMS Text Messenger Product Manual 1. Installing the software 1.1. Download the BulkSMS Text Messenger Go to www.bulksms.com and choose your country. process. Click on products on the top menu and select

More information

Introduction to Client Online. Factoring Guide

Introduction to Client Online. Factoring Guide Introduction to Client Online Factoring Guide Contents Introduction 3 Preparing for Go live 3 If you have any questions 4 Logging In 5 Welcome Screen 6 Navigation 7 Navigation continued 8 Viewing Your

More information

Employee Self-Service Training Manual

Employee Self-Service Training Manual Employee Self-Service Training Manual Introduction 1 Contents Introduction... 4 Purpose of the Training Manual... 4 Contacts... 4 Introduction to Oracle Self-Service... 5 How to Sign on to sun-e-hr...

More information

Mass Announcement Service Operation

Mass Announcement Service Operation Mass Announcement Service Operation The Mass Announcement Service enables you to automate calling a typically large number of contacts, and playing them a pre-recorded announcement. For example, a weather

More information

Employer Access Program

Employer Access Program Employer Access Program Table of contents Note: To link to and view a specific topic, select the appropriate heading within the table of contents. Getting started... 4 Enrolling in the program... 4 Standard

More information

PaymentNet Federal Card Solutions Cardholder FAQs

PaymentNet Federal Card Solutions Cardholder FAQs PaymentNet Federal Card Solutions It s easy to find the answers to your questions about PaymentNet! June 2014 Frequently Asked Questions First Time Login How do I obtain my login information?... 2 How

More information

LetMC.com Training Support Part 2 Issue 5.1 18/05/09 Accounting Irish Edition

LetMC.com Training Support Part 2 Issue 5.1 18/05/09 Accounting Irish Edition LetMC.com Training Support Part 2 Issue 5.1 18/05/09 Accounting Irish Edition (Tantum eruditi sunt liberi) Page 2 INTRODUCTION... 8 Payments and Deposits... 10 Taking Payments... 10 Make a Bank Deposit...

More information

Employer Portal User Guide Last Updated: October 2015

Employer Portal User Guide Last Updated: October 2015 Employer Portal User Guide Last Updated: October 2015 San Francisco City Option PO Box 194367 San Francisco, CA 94119-4367 Phone: 1(415) 615-4492 Fax: 1(415) 615-4392 Email: employerservices@sfcityoption.org

More information

HE Gateway User guide for colleges and universities

HE Gateway User guide for colleges and universities HE Gateway User guide for colleges and universities HE Gateway 1 Student Loans Company Ltd Contents Section 1 Definitions & Related Documents...3 Definitions... 3 Related Documents... 3 Section 2 Purpose

More information

User Guide for Atlas HR eservices - My Leave

User Guide for Atlas HR eservices - My Leave User Guide for Atlas HR eservices - My Leave This guide is for training in the HR eservices My Leave module. The HR eservices module is located in the Atlas HCM - the HR module in Atlas. This document

More information

Supply Chain Finance WinFinance

Supply Chain Finance WinFinance Supply Chain Finance WinFinance Customer User Guide Westpac Banking Corporation 2009 This document is copyright protected. Apart from any fair dealing for the purpose of private study, research criticism

More information

In my.ielts Essentials a user account must be created to save your booking and register you within the system.

In my.ielts Essentials a user account must be created to save your booking and register you within the system. Registration In this section: Creating a new user account. In my.ielts Essentials a user account must be created to save your booking and register you within the system. 1. Register as a new user and create

More information

P U B L I C R E L E A S E

P U B L I C R E L E A S E P U B L I C R E L E A S E Document Classification: Official Publication South African Revenue Service 2012 Page 1 of 57 Revision History Date Version Description Author/s 13 July 2010 V1.0.0 Published

More information

e@syfile TM Employer USER GUIDE

e@syfile TM Employer USER GUIDE e e@syfile Employer User Guide e@syfile Employer User Guide e@syfile Employer User Guide e@syfile Employer User Guide 2012 e@syfi e@syfile TM Employer USER GUIDE MAY 2012 I r User Guide e@syfile Employer

More information

goaml PILOT STAKEHOLDER USER GUIDE REGISTRATION

goaml PILOT STAKEHOLDER USER GUIDE REGISTRATION goaml PILOT STAKEHOLDER USER GUIDE REGISTRATION FINANCIAL INTELLIGENCE CENTRE REPUBLIC OF SOUTH AFRICA Private Bag X177, Centurion, 0046 https://gostage.fic.gov.za/goamlweb_uat www.fic.gov.za/secure/queries.aspx

More information

Daily Traffic Control Log

Daily Traffic Control Log Daily Traffic Control Log User Instructions Name: FAP&A940/3.2 Property of Ford Motor Company GIS: 37.01 S+3T Proprietary Printed December 2012. This Instruction manual has been written to accompany the

More information

HR21 Employee & Manager Self Service. Employee User Guide

HR21 Employee & Manager Self Service. Employee User Guide West Lothian Council HR21 Employee & Manager Self Service Employee User Guide HR Services January 2015 Version 8 Data Label: Public Page 1 of 23 Contents 1. WHAT IS HR21... 3 2. PASSWORD PROTECTION...

More information

Bank OnLine Commercial Administrator User s Guide

Bank OnLine Commercial Administrator User s Guide Bank OnLine Commercial Administrator User s Guide Rev12-15 P.O. Box 6469 Corpus Christi, Texas 78466-6469 Cash Management E-mail: CashManagement@AmericanBank.com Support Team: (361) 653-5296 Sales Team:

More information

Table of Contents. Access this document and other HRIS information at http://ai.catholic.net.au/hris Page 1

Table of Contents. Access this document and other HRIS information at http://ai.catholic.net.au/hris Page 1 Table of Contents 1. Introduction... 2 2. General... 3 2.1 What is a Secret Question and Answer... 3 2.2 Set up Secret Question and Answer... 4 2.3 General Questions... 6 3. Home Portal... 7 3.1 Mail Inbox...

More information

EXTERNAL GUIDE GUIDE FOR TAX PRACTITIONERS ON EFILING

EXTERNAL GUIDE GUIDE FOR TAX PRACTITIONERS ON EFILING GUIDE FOR TAX PRACTITIONERS ON TABLE OF CONTENTS 1 PURPOSE 3 2 INTRODUCTION 3 3 LEGISLATION BACKGROUND 3 4 OFFENCES 3 5 REGISTRATION PROCESS 4 6 TAX PRACTITIONER USER FUNCTIONALITY 10 6.1 REGISTER NEW

More information

User Manual. for. OrangeHRM & OrangeHRM Live

User Manual. for. OrangeHRM & OrangeHRM Live User Manual for OrangeHRM & OrangeHRM Live Table of Contents 1.0 Audience...6 2.0 Foreword...6 Admin Module...6 PIM Personal Information Module...7 ESS - Employee Self Service...7 Leave Module...7 Time

More information

User Guide: Web Recruitment

User Guide: Web Recruitment User Guide: Web Recruitment Contents: Introduction... 3 How to get started... 4 1. New User Registration... 6 2. Completing the Online Application Form... 7 2.1. Application Summary Page... 7 2.2. Personal

More information

How To Use Transact Online Pension Fund Online

How To Use Transact Online Pension Fund Online IOOF Transact User guide Table of Contents What is Transact? 3 Navigating Transact 3 Employee maintenance 6 Member data remediation 12 Remediating the data 14 Contributions 18 General functions & notifications

More information

account multiple solutions

account multiple solutions Quick Start Guide 1 Our easy to use guide will get you up and running in no time! The guide will assist you with: Generating your Sage Pay login Navigation Creating contacts Creating system users Setting

More information

Online Banking User Guide

Online Banking User Guide Online Banking User Guide Page 1 of 14 Set Up and Access to Online Banking How do I set up Online Banking? To enroll in Online Banking, complete the following: 1. Go to https://www.cobnks.com. 2. Under

More information

BT Online Employer Easy User Guide. November 2010

BT Online Employer Easy User Guide. November 2010 BT Online Employer Easy User Guide November 2010 Contents I Introduction 3 Getting started 3 Register for BTOE 3 Login to BTOE 3 If you forget your password 4 Where to get help in BTOE? 4 Manage your BT

More information

USER MANUAL FOR INTERNET BANKING (IB) SERVICE

USER MANUAL FOR INTERNET BANKING (IB) SERVICE USER MANUAL FOR INTERNET BANKING (IB) SERVICE Content: Introduction and General questions. Accessing and using Internet Banking. 1. Log In, Log Out and Printing screen/transaction information 2. Inquiries

More information

Basic Online Banking. User s Guide. Version 3.0

Basic Online Banking. User s Guide. Version 3.0 Basic Online Banking User s Guide Version 3.0 OVERVIEW General Navigation Information: Supports backward and forward browser navigation Print and Help buttons are available from most pages Single-clicking

More information

1 INTRODUCTION... 5 1.1 WHAT IS AUSTRAC ONLINE?... 5 1.2 WHO IS EXPECTED TO USE AUSTRAC ONLINE?... 5 2 HELP... 6

1 INTRODUCTION... 5 1.1 WHAT IS AUSTRAC ONLINE?... 5 1.2 WHO IS EXPECTED TO USE AUSTRAC ONLINE?... 5 2 HELP... 6 Contents 1 INTRODUCTION... 5 1.1 WHAT IS AUSTRAC ONLINE?... 5 1.2 WHO IS EXPECTED TO USE AUSTRAC ONLINE?... 5 2 HELP... 6 2.1 THE HELP ICON... 6 2.2 WHO CAN HELP ME WITH AUSTRAC ONLINE?... 6 2.3 WHAT IF

More information

mf online Quote Process

mf online Quote Process mf online Quote Process Brokers Corner In order to log into our system, user needs to first open up our Internet website www.mf.co.za and scroll down to the screen below. Click on the Broker Login under

More information

User Guide for Atlas eservices - My Leave. Contents

User Guide for Atlas eservices - My Leave. Contents User Guide for Atlas eservices - My Leave This guide is for training in the Atlas eservices My Leave module. The Atlas eservices module is located in the Atlas HCM - the HR module in Atlas. This document

More information

Transactions User Guide (Internet)

Transactions User Guide (Internet) Version Oct 2011 Pg 1 of 256 Table of Contents Purpose...5 1. Transaction Flow Overview...5 2. Bulk Import...6 2.1. Import...6 2.2. Batch Instructions...8 3. Create Transaction From Template...10 4. Copy

More information

ONLINE SERVICE FOR AUTO ENROLMENT. Data standards guide for schemes operating contractual enrolment. Workplace pensions For scheme administrators

ONLINE SERVICE FOR AUTO ENROLMENT. Data standards guide for schemes operating contractual enrolment. Workplace pensions For scheme administrators Workplace pensions For scheme administrators ONLINE SERVICE FOR AUTO ENROLMENT Data standards guide for schemes operating contractual enrolment INTRODUCTION Good data management is critical to the smooth

More information

USING THE STUDENT RECORD SYSTEM A GUIDE FOR PERSONAL TUTORS

USING THE STUDENT RECORD SYSTEM A GUIDE FOR PERSONAL TUTORS USING THE STUDENT RECORD SYSTEM A GUIDE FOR PERSONAL TUTORS I II II III IV INTRODUCTION TO STUDENT RECORDS ACCESSING A STUDENT'S RECORD PRINTING A STUDENT'S RECORD CARD CHANGE OF ADDRESS AUTOMATIC EMAIL/PHOTO

More information

UFiling Bulk employee Registration

UFiling Bulk employee Registration Systems user guide and operational process flow for: UFiling Bulk employee Registration Bulk registration User Guide Page 2 Table of Contents Introduction...3 Purpose...3 Downloading the bulk employee

More information

Online Scheduling Instructions

Online Scheduling Instructions Online Scheduling Instructions 1. First, you will need to create a user account. Go to: https://emsweb.ad.siu.edu/virtualems/ a. Click on My Account, then scroll down to create an account. b. Fill out

More information

Internet Banking. Getting Started Guide Australia

Internet Banking. Getting Started Guide Australia Internet Banking Getting Started Guide Australia 2 Rabobank Internet Banking Welcome to Rabobank Internet Banking Access with peace of mind With Rabobank Internet Banking, you can control your money anywhere,

More information

Starwood Careers Platform User Guide (2011)

Starwood Careers Platform User Guide (2011) Starwood Careers Platform User Guide (2011) http://careers.starwood-cares.com/ Copyright 2011 Starwood Asia Pacific Hotels and Resorts 1 of 116 Introduction... 3 Introduction to Toolbar... 4 ROLE: PROPERTY

More information

How To Create An Overseas Telegraphic Transfer

How To Create An Overseas Telegraphic Transfer VELOCITY@OCBC 2.0 BUSINESS INTERNET BANKING USER GUIDE 1 of 131 1 Contents 1. Log in to Velocity@ocbc 2.0 4 2. View Trade Finance portfolio 12 3. View and download a bank statement 15 4. Create a Letter

More information

Getting Started. Powerpay Version 4.1

Getting Started. Powerpay Version 4.1 Getting Started Powerpay Version 4.1 Contents Opening Powerpay... 5 Before you open Powerpay... 5 Opening Powerpay for the first time... 5 Log on to Powerpay for the first time... 6 Password restrictions

More information

DarwiNet Client Level

DarwiNet Client Level DarwiNet Client Level Table Of Contents Welcome to the Help area for your online payroll system.... 1 Getting Started... 3 Welcome to the Help area for your online payroll system.... 3 Logging In... 4

More information

Business Online Banking Quick Users Guide

Business Online Banking Quick Users Guide Business Online Banking Quick Users Guide Business Online Banking Quick Users Guide Table of Contents Overview 2 First Time Login 2 Security 4 Contact Points 4 Registering your Browser / Computer 5 Adding,

More information

Council of Ontario Universities. COFO Online Reporting System. User Manual

Council of Ontario Universities. COFO Online Reporting System. User Manual Council of Ontario Universities COFO Online Reporting System User Manual Updated September 2014 Page 1 Updated September 2014 Page 2 Table of Contents 1. Security... 5 Security Roles Defined in the Application...

More information

Online Registrations and Awards System User Guidance

Online Registrations and Awards System User Guidance Online Registrations and Awards System User Guidance Including: Qualifications Unit Achievement Gateway Quality Assured Provision Functional Skills and Access to Higher Education Gateway Qualifications

More information

THE GHC FOUNDATION SIPP

THE GHC FOUNDATION SIPP THE GHC FOUNDATION SIPP APPLICATION FORM GHC Foundation SIPP is operated by Intelligent Money, authorised and regulated by the Financial Conduct Authority FCA number 219473 and registered in England and

More information

Bank Accounts and Net Pay Distributions

Bank Accounts and Net Pay Distributions edupay User Guide Version 1.5 30 June 2010 Bank Accounts and Net Pay Distributions Audience: School / Central operators Table of Contents 1 About Bank Accounts and Net Pay Distributions...3 1.1 Entering

More information

BZWBK24 Internet. How to access the Bank? Logging on to BZWBK24 Internet: Step-by-step instruction

BZWBK24 Internet. How to access the Bank? Logging on to BZWBK24 Internet: Step-by-step instruction BZWBK24 Internet BZWBK24 Internet is a service which offers quick and easy access to bank accounts using a personal computer connected to the Internet. This service ensures the most comprehensive access

More information

DISCOVER LOCAL TALENT WITH JOBS BANK

DISCOVER LOCAL TALENT WITH JOBS BANK www.jobsbank.gov.sg USER GUIDE FOR EMPLOYERS DISCOVER LOCAL TALENT WITH JOBS BANK The portal that links you to local individuals CONTENTS PREFACE PART I : NAVIGATING THE JOBS BANK MAIN PORTAL A. ACCESS

More information

Mobility Tool Guide for Beneficiaries

Mobility Tool Guide for Beneficiaries EUROPEAN COMMISSION Directorate-General for Education and Culture Lifelong Learning: policies and programme Coordination of the "Lifelong learning" programme Mobility Tool Guide for Beneficiaries Version:

More information

Royal Holloway, University of London Online Purchasing Card Manual

Royal Holloway, University of London Online Purchasing Card Manual Royal Holloway, University of London Online Purchasing Card Manual 1 General Information... 3 1.1 About Purchasing Cards... 3 1.2 Use of Purchasing Cards at Royal Holloway Outlets... 3 1.3 Purchase of

More information

Timetable Manager School Timetabler User Guide

Timetable Manager School Timetabler User Guide Timetable Manager School Timetabler User Guide IT Services November 2013 Contents 1. Getting Started... 3 1.1. Introduction... 3 1.2. Logging In... 3 1.3. Home screen... 3 2. Timetable Status... 4 3. Course

More information

COINS User Guide: Human Resources Training Manual

COINS User Guide: Human Resources Training Manual Construction Industry Solutions 6 Airport Park Blvd. Latham, NY 12110 2009 Construction Industry Solutions 2009 Construction Industry Solutions The contents of this documentation and all other documentation

More information

Prerequisite: Bank statement file loaded from bank.

Prerequisite: Bank statement file loaded from bank. Module File Name Version 1.0 Accounts Payable Document Generation 8/7/2006 Date Date Modified 10/15/2009 2_11_1 Automatic Reconciliation Process_BUSPROC.doc Prerequisite: Bank statement file loaded from

More information

NEWPORT CITY COUNCIL EMPLOYEE SELF SERVICE (ESS) USER GUIDE VERSION 2.0 (APRIL 2015)

NEWPORT CITY COUNCIL EMPLOYEE SELF SERVICE (ESS) USER GUIDE VERSION 2.0 (APRIL 2015) NEWPORT CITY COUNCIL EMPLOYEE SELF SERVICE (ESS) USER GUIDE VERSION 2.0 (APRIL 2015) INTRODUCTION Employee Self Service (ESS) is a module of the itrent integrated HR and Payroll system that is managed

More information

Broker Online User Guide

Broker Online User Guide Broker Online User Guide Index 1 What is Broker Online?...3 1.1 Overview...3 1.2 Products Available...3 1.3 Glossary of Terms...3 1.4 Advantages of using Broker Online...4 2 Log in Processes...5 2.1 Broker

More information

MPCB E-Banking CORPORATE USER MANUAL

MPCB E-Banking CORPORATE USER MANUAL MPCB E-Banking CORPORATE USER MANUAL - 1 - LOGIN TO MPCB E-BANKING o How do I access to MPCB E-Banking? Connect to our MPCB Website: www.mpcb.mu Upon click on Corporate Sign-in, MPCB E-Banking login page

More information

Priority Income Protection Headline Quote & e-app Quick Start Guide

Priority Income Protection Headline Quote & e-app Quick Start Guide Mutual of Omaha Insurance Company Priority Income Protection Headline Quote & e-app Quick Start Guide SM SUBHE AD 79508 For producer use only. Not for use with the general public. quick start guide The

More information

Europcar.biz Normal User Guide

Europcar.biz Normal User Guide Europcar Group UK Limited Europcar.biz Normal User Guide Contents Landing Page Europcar.biz Main Log-in Page - 2 Homepage Europcar.biz Home Page 3 Reservation Placing a Reservation 4 New Reservations 5

More information

Āku Mahi My Employment Details

Āku Mahi My Employment Details Āku Mahi My Employment Details Human Resource Management Division Te Wāhanga Whakahaere Pūmanawa Tangata Contents Introduction to Āku Mahi... 2 Navigating in Āku Mahi... 2 Changing to another Job... 3

More information

Direct Earnings Attachment

Direct Earnings Attachment Direct Earnings Attachment A Guide for Employers Publication Date: XX XXXXX 2015 1 What this Guide is about This guide explains what you, as an employer, need to do if DWP Debt Management (part of the

More information

account multiple solutions

account multiple solutions Start Guide Salary Payments for Sage Pastel Payroll & HR 1 Our easy to use guide will get you up and running in no time! Sage Pay allows you to seamlessly transfer your salary payments from Sage Pastel

More information

GETTING STARTED CAF DONATE. Your guide to setting up. Making it easy for your charity to fundraise online. Registered charity number 268369

GETTING STARTED CAF DONATE. Your guide to setting up. Making it easy for your charity to fundraise online. Registered charity number 268369 GETTING STARTED Your guide to setting up CAF DONATE Making it easy for your charity to fundraise online Registered charity number 268369 CONTENTS Introduction...3 Upgrading to CAF Donate...4 Setting up

More information

mywcb Online User Guide

mywcb Online User Guide WCB REV NOVEMBER, 2014 mywcb Online User Guide for Employers ebusiness Support Team Phone: 780-498-7688 Fax: 780-498-7866 Email: ebusiness.support@wcb.ab.ca Hours: 8:00 a.m. to 4:30 p.m., Monday through

More information

business online plus payments user guide

business online plus payments user guide business online plus payments user guide 1 payments What s included pg 4 pg 5-6 pg 7 pg 8-13 pg 14 pg 15 pg 16 pg 17 pg 18 pg 19 pg 20 pg 21 pg 22 pg 23 Payments : Home menu Payments : Transaction types

More information

BidCentral Online Bidding for Subcontractors (BOBS) Trade Contractor User Guide

BidCentral Online Bidding for Subcontractors (BOBS) Trade Contractor User Guide BidCentral Online Bidding for Subcontractors (BOBS) Trade Contractor User Guide Table of Contents 1.) Getting Started... 3 2.) Submit Bid... 3 2.1.) Select Form... 4 2.2.) Bidder Information... 5 2.3.)

More information

DIRECT ADMISSIONS SYSTEM

DIRECT ADMISSIONS SYSTEM 1/24/2013 UNIVERSITY OF GLASGOW DIRECT ADMISSIONS SYSTEM Postgraduate Taught Application User Guide Online Application Guide Table of Contents Introduction... 1 Technical support... 1 1. Creating your

More information

Online Group Life Policy for Registered Schemes Technical Guide

Online Group Life Policy for Registered Schemes Technical Guide For commercial customers and their advisers only Online Group Life Policy for Registered Schemes Technical Guide Reference BGR/5576/SEP13 Contents Page Its aims Employers your commitment Risk factors How

More information

COMPLETE SOLUTIONS COMPANY PENSION PLAN

COMPLETE SOLUTIONS COMPANY PENSION PLAN PENSIONS INVESTMENTS LIFE INSURANCE COMPLETE SOLUTIONS COMPANY PENSION PLAN APPLICATION DETAILS PLEASE READ THE QUESTIONS CAREFULLY BEFORE ANSWERING THEM AND USE BLOCK CAPITALS. If any item is blank or

More information

Munis Human Resources/Payroll

Munis Human Resources/Payroll Munis Human Resources/Payroll Major Enhancements Version 10.1 March 9, 2012 For more information, visit www.tylertech.com. TABLE OF CONTENTS Munis Human Resources and Payroll... 4 Munis Ribbon... 4 Human

More information

PPS RETIREMENT ANNUITY

PPS RETIREMENT ANNUITY PPS RETIREMENT ANNUITY APPLICATION FORM PROFESSIONAL PROVIDENT SOCIETY INVESTMENTS PROPRIETARY LIMITED ( PPS INVESTMENTS ) CLIENT SERVICE CENTRE CONTACT DETAILS TEL: 0861 777 723 (0861 PPS RAF) FAX: 021

More information

10X Living Annuity TERMS AND CONDITIONS WHY SETTLE FOR LESS? 086 110 9109 La@10x.co.za www.10x.co.za

10X Living Annuity TERMS AND CONDITIONS WHY SETTLE FOR LESS? 086 110 9109 La@10x.co.za www.10x.co.za 10X Living Annuity TERMS AND CONDITIONS WHY SETTLE FOR LESS? 086 110 9109 La@10x.co.za www.10x.co.za 1 10X Living Annuity TERMS AND CONDITIONS Contents 10X Living Annuity... 2 Terms and Conditions... 2

More information

People Manager. User Guide. Click HERE to log in BUSINESS SYSTEMS TEAM. Contact us: ihrsys@essex.ac.uk http://www.essex.ac.uk/staff/hr_organiser/

People Manager. User Guide. Click HERE to log in BUSINESS SYSTEMS TEAM. Contact us: ihrsys@essex.ac.uk http://www.essex.ac.uk/staff/hr_organiser/ People Manager User Guide BUSINESS SYSTEMS TEAM Click HERE to log in Contact us: ihrsys@essex.ac.uk http://www.essex.ac.uk/staff/hr_organiser/ 1 P a g e Contents Introduction... 2 Navigating People Manager...

More information

B&NES Web Recruitment User guide for Applicants

B&NES Web Recruitment User guide for Applicants B&NES Web Recruitment User guide for Applicants Bath and North East Somerset The place to live, work and visit Contents Getting Started... 3 Introduction... 3 How to view current vacancies... 4 How to

More information

REGISTRATION & LOGIN... 3 Security Image and Questions... 3 Memorizing Card Numbers... 6 AUTHORIZE USERS (DELEGATES)... 6 Delegate Manager...

REGISTRATION & LOGIN... 3 Security Image and Questions... 3 Memorizing Card Numbers... 6 AUTHORIZE USERS (DELEGATES)... 6 Delegate Manager... Revised March 2014 REGISTRATION & LOGIN... 3 Security Image and Questions... 3 Memorizing Card Numbers... 6 AUTHORIZE USERS (DELEGATES)... 6 Delegate Manager... 6 Adding a Delegate... 7 Editing a Delegate...

More information

REGISTER OF COMPANIES, ENTERPRISES AND BUSINESS

REGISTER OF COMPANIES, ENTERPRISES AND BUSINESS RWANDA BUSINESS REGISTRY PROJECT REGISTER OF COMPANIES, ENTERPRISES AND BUSINESS NAMES USER MANUAL Online user Version: 1.0 March 9 th 2010 NORWAY REGISTERS DEVELOPMENT AS TABLE OF CONTENTS 1 INTRODUCTION...

More information

Dubai Financial Services Authority EPRS User Guide v3.docx Page 1 of 42

Dubai Financial Services Authority EPRS User Guide v3.docx Page 1 of 42 Page 1 of 42 Table of Contents 1 Introduction... 3 1.1 Objective of the User Guide... 3 1.2 About EPRS... 3 1.3 Security... 3 1.4 Overview of EPRS Submission Process... 4 1.4.1 Data Entry... 4 1.4.2 Validation...

More information

Overview. Table of Contents. Enter HR Expense Adjustment Non-Approver

Overview. Table of Contents. Enter HR Expense Adjustment Non-Approver Enter HR Expense Adjustment Non-Approver Overview The HR Expense Adjustment process is used to correct funding for salary expenses that appear on LCD reports. This business process guide demonstrates how

More information

BUSINESS ONLINE BANKING CASH MANAGEMENT USER GUIDE

BUSINESS ONLINE BANKING CASH MANAGEMENT USER GUIDE BUSINESS ONLINE BANKING CASH MANAGEMENT USER GUIDE TABLE OF CONTENTS LogIn Process...1 Company Login... 1 Cash User Login... 3 Cash Management User Single Sign On... 4 Navigation...5 Account Listing Page...6

More information

Attaché Payroll End-of-Year Processing 2013/14. Notes accompanying the Attaché EOY Training Payroll

Attaché Payroll End-of-Year Processing 2013/14. Notes accompanying the Attaché EOY Training Payroll End-of-Year Processing 2013/14 Notes accompanying the Attaché EOY Training Payroll June 2014 Publication Number Publication Date Product Version A001269.00 May 2014 version 1.12 (Feb. 2014) 2014 Attaché

More information

Job Streaming User Guide

Job Streaming User Guide Job Streaming User Guide By TOPS Software, LLC Clearwater, Florida Document History Version Edition Date Document Software Trademark Copyright First Edition 08 2006 TOPS JS AA 3.2.1 The names of actual

More information

HBZ Bank Internet Banking (HBZBankweb) guidelines

HBZ Bank Internet Banking (HBZBankweb) guidelines HBZ Bank Internet Banking (HBZBankweb) guidelines Internet Banking with HBZBankweb 3 Fees 4 Apply for HBZBankweb Access 5 New HBZBankweb users 5 Existing HBZBankweb users 5 Logging in 6 Changing your password

More information

USING THE ADMIN MENU SELECTION IN THE MY MEMBERSHIP RECORD ONLINE

USING THE ADMIN MENU SELECTION IN THE MY MEMBERSHIP RECORD ONLINE USING THE ADMIN MENU SELECTION IN THE MY MEMBERSHIP RECORD ONLINE Moose International (MI) has developed special access for Administrators, Recorders, and Moose Legion Secretaries within the My Membership

More information

Employer s Guide to Salary Sacrifice (Scheme Rules) Salary Sacrifice Childcare Voucher Scheme

Employer s Guide to Salary Sacrifice (Scheme Rules) Salary Sacrifice Childcare Voucher Scheme Employer s Guide to Salary Sacrifice (Scheme Rules) Salary Sacrifice Childcare Voucher Scheme The following guide provides employers with the necessary information to set up and operate a salary sacrifice

More information

Zenith Bank Corporate Internet Banking User Guide. Zenith Bank Corporate Internet Banking User Guide

Zenith Bank Corporate Internet Banking User Guide. Zenith Bank Corporate Internet Banking User Guide Zenith Bank Corporate Internet Banking User Guide 1 STEP-BY-STEP USER GUIDE The following information will help you make the most of your Corporate Internet Banking (CIB). Table of Contents i. Brief on

More information

User Guide for Payroll Service (APS+)

User Guide for Payroll Service (APS+) User Guide for Payroll Service (APS+) Sept 2015 No part of this document may be reproduced, stored in a retrieval system of transmitted in any form or by any means, electronic, mechanical, chemical, photocopy,

More information

Sage HRMS Sage 100 ERP Payroll Link User Guide. February 2015

Sage HRMS Sage 100 ERP Payroll Link User Guide. February 2015 Sage HRMS Sage 100 ERP Payroll Link User Guide February 2015 This is a publication of Sage Software, Inc. Document version: January 30, 2015 Copyright 2015. Sage Software, Inc. All rights reserved. Sage,

More information

Guide for Agents* *Please note that agent refers to anyone authorized by the homeowner to represent them during the short sale process

Guide for Agents* *Please note that agent refers to anyone authorized by the homeowner to represent them during the short sale process Equator for Short Sales: Guide for Agents* A self guided tour of our Equator system with tips on optimal use and a view into the Homeowners portal, positioning you to confidently assist your clients through

More information

peoplesbancorp.com 800.374.6123 Option 6 Business Online Banking User Guide

peoplesbancorp.com 800.374.6123 Option 6 Business Online Banking User Guide peoplesbancorp.com 800.374.6123 Option 6 Business Online Banking User Guide BUSINESS ONLINE BANKING USER GUIDEQuickBooks Windows 2009-2011 OVERVIEW The information in this User Guide will concentrate on

More information

HOW TO efile YOUR INCOME TAX RETURN (ITR12)

HOW TO efile YOUR INCOME TAX RETURN (ITR12) 2012 HOW TO efile YOUR INCOME TAX RETURN (ITR12) STEP 1: REGISTRATION FOR efiling 1. NEW USERS You will need to register as an efiler before you can file your income tax return electronically. To register,

More information

Vodafone Bulk Text. User Guide. Copyright Notice. Copyright Phonovation Ltd

Vodafone Bulk Text. User Guide. Copyright Notice. Copyright Phonovation Ltd Vodafone Bulk Text User Guide Copyright Notice Copyright Phonovation Ltd Important Notice: The Information contained in this document is subject to change without notice and should not be construed as

More information

SAP Business Intelligence ( BI ) Financial and Budget Reporting. 7.0 Edition. (Best Seller At Least 43 copies Sold)

SAP Business Intelligence ( BI ) Financial and Budget Reporting. 7.0 Edition. (Best Seller At Least 43 copies Sold) SAP Business Intelligence ( BI ) Financial and Budget Reporting 7.0 Edition (Best Seller At Least 43 copies Sold) November 2011 Table of Contents Log In... 3 Initial Variable Screen... 5 Multiple / Single

More information

Business e-cash Manager Plus Automated Clearing House (ACH)

Business e-cash Manager Plus Automated Clearing House (ACH) Business e-cash Manager Plus Automated Clearing House (ACH) 1 Welcome to the Business e-cash Manager Plus WebEx training on Business ecash Manager Plus s ACH Module. 1 Table of Contents i. Add ACH Profile

More information

Online Banking Business Payments Guide

Online Banking Business Payments Guide Online Banking Business Payments Guide Version 6.3 3/2015 The Bank that Service Built Member FDIC Table of Contents Benefits, Terms and Definitions... 4 Administration... 5 Adding A New Business User...

More information

Sage Micropay. Payroll Year End 2014 User Guide

Sage Micropay. Payroll Year End 2014 User Guide Sage Micropay Payroll Year End 2014 User Guide This guide covers the Payroll Year End 2014 process. You can read it onscreen or print it out. For additional PYE advice, select the Year End Tax Year End

More information

Online Payroll System Bureau Manual

Online Payroll System Bureau Manual Table of Contents Introduction... 2 Setting Up A New Company... 3 View Company Status... 5 Reset A Company... 8 Bureau Maintenance... 9 Select A Company... 10 Bureau Contacts... 12 General Messages...

More information

User s Guide for the Texas Assessment Management System

User s Guide for the Texas Assessment Management System User s Guide for the Texas Assessment Management System Version 8.3 Have a question? Contact Pearson s Austin Operations Center. Call 800-627-0225 for technical support Monday Friday, 7:30 am 5:30 pm (CT),

More information