Static Data screens

The screens in this category contain fixed information that will not necessarily change from month to month.

Screen	Information
Actions	Are actions you have inserted open or completed?
Bank	Do all employees have a sort code and account number?
Car & Fuel	All car information (if this exists in Payroll)
Court Orders	Order amount, amount paid and period amount
Future Payments	Future dated parental leave payments
General Ledger Splits	Percentage of costs split over multiple departments
Home Address	Employees’ address details
Main	All static data (for example, gender, NI number, date of birth)
Manual Tax & NI	Have automatic tax and NI calculations been overridden?
National Insurance Changes	Employees’ new NI category
NI Details	Gross NIable YTD, Directors NI Flag and calculation method
NI Records	Earnings between thresholds, total year to date (YTD) contributions
P45/Checklist	Tax code, total pay and tax to date, week/month number
Pay Elements	Elements assigned to employees, loan amount and loan paid amount, fiscal YTD and user YTD, start and end dates, rate values and standard values
Pay Record	Department, FTE, grade, spinal point, general ledger (GL) template
Payment Calendar	Active pay periods (where relevant)
Pensions	Scheme name, date joined, percentages, values, amount to date
Real Time Information	Pay ID (HMRC), seconded employees, BACS hash code
Shared Parental Pay	Average weekly earnings (AWE), partner’s details, expected week of childbirth (EWC), amount to date, weeks paid etc
Split Payment	Details of the bank account that part of the salary is to be paid into
Statutory Adoption Pay	AWE, EWC, amount to date, weeks payable, weeks paid, date of birth etc
Statutory Maternity Pay	AWE, EWC, amount to date, weeks payable, weeks paid, date of birth etc
Statutory Paternity Pay	AWE, EWC, amount to date, weeks payable, weeks paid, date of birth etc
Statutory Sick Pay	Qualifying days, SSP amount to date, weeks this PIW
Tax Details	Gross pay, taxable pay, tax code, tax code changed date, tax to date, this employment figures and previous employment figures

Static Data example query 1: Employee Actions

As part of the CPMS process you can add actions against employees, to be processed through Payroll during specific pay periods. When the CPMS team action the requests, they are marked as Completed. This query is designed to show you any items that have not been actioned, so that you have full visibility.

 

When you have selected the fields and criteria, click Run Query at the bottom of the screen. You will see the Query Results screen.

If you cannot see all the results clearly on the Query Results screen, you can click Excel Export at the bottom of the screen to export them to a Microsoft Excel spreadsheet.

To save the query, click Save Query at the bottom of the New Query screen. You will see the Save Query screen.

Type a name for the query, and then select the catalogue category for the query, from the drop-down menu.

 

 

 

 

If you want other users to be able to run this query, you need to publish it to the appropriate role. To do this, find the query in the catalogue, and then click Properties in the Actions column of its entry.

On the Properties screen, click the Publish tab, and then tick the appropriate role.

Static Data example query 2: Court Orders

The query shown in the screenshot below returns results for any employee who has a court order that is being processed through Payroll.

Static Data example query 3: General Ledger Splits

The query shown in the screenshot below shows you which employees’ costs are split across multiple departments, and the corresponding percentages.

Static Data example query 4: Pensions

Some pensions are calculated to more than two decimal places, but Payroll Query Builder shows the percentage amounts to two decimal places by default. You can use the following steps to add a formula function to bring more than two decimal places into the query.

1. At the bottom of the screen, click New Query

2. At the left-hand side of the screen, select Pensions from the drop-down menu

3. Add the Employees Value field to the query

4. At the right-hand side of the screen, click fx to add a formula field to the query

5. In the formula box:

   1. Select Reference a field from the query from the dropdown menu in the I want to field.

   2. Change the field name from Formula 1 to, for example, EE Decimal Places.

   3. Add the description [Employees Value], which is part of the description of the Employees Value in Pensions field. Adding this field ensures that the system:

• Extracts the correct date

• Looks at the Employees Value in Pensions field and returns the full value, which may be to more than two decimal places