Naming conventions

Naming conventions apply to documents that can be sent to employees. It is used to give the document a unique name. These include eP60’s, eP11d’s and eP45’s.

  1. Go to System set up > Company > eCentre.

  2. Select either eP60, eP11d or eP45 from the tabs. The setup is the same for each of the modules.

  3. There are two options to define; one for PDFs generated for individual employees and one for when a single file of PDF document is generated.

  4. Click Define and select up to five elements to include in the PDF file name.

  5. For each element you wish to add to the filename, select an item from the drop-down list:

    A typical set up might be:

    • Payroll Number – Tax Year – Employee Number (if you are aiming to print individual files)

    • Payroll Number – Tax Year – System date (if you are aiming to print one company file)

  6. Once you have selected the required filename elements, click OK to return to the main tab.