Worker arrears (form)

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2

 Click Payroll > Inquiries > Worker arrears.

Use this form to review and adjust arrearage amounts for benefits.

Vigtigt

Sensitive personal information is displayed in this form. Be sure to set up security permissions for this form in a way that does not put your workers’ personal information at risk.

Arrears are recovered only if the Recover arrears check box in the Benefit elements form is selected for the benefit plan.

You must adjust the amount in arrears manually in the following situations:

• When you reverse a pay statement that created or recovered an arrearage.

• When a worker repays an arrearage outside of the payroll system.

• When you choose to forgive an arrearage amount.

When you delete or modify pay statements, the amounts in arrears are automatically adjusted as necessary.

Bemærk

This topic describes functionality that is available only if the Payroll - USA configuration key is selected.

Form-level controls

Buttons	Information
Adjust arrearage	Create a transaction that increases or decreases the amount of the arrearage. Any amount that you reduce an arrearage by will not be recovered from the worker. To delete an adjustment transaction, click the Delete button on the Arrearage recovery and adjustments FastTab.

Grid headings	Information
Worker Personnel number	To view arrears for a specific worker, press CTRL+G, click in the Worker filter field, type a first name followed by an asterisk, and press Enter. For example, enter diane*. For more information, see Indstillinger for avanceret filtrering og forespørgsler.
Pay Statement Pay period	The pay statement and the pay period when the deduction for the benefit went into arrears.
Benefit	The benefit that the arrearage was created for.
Original amount	The original amount of the arrearage.
Amount remaining	The amount of the arrearage that has not yet been recovered.

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Arrearage recovery and adjustments controls

When you select an arrearage line in the upper grid, details of the transactions that recover all or parts of the arrearage amount are displayed on the FastTab.

Button	Information
Delete	Delete the selected adjustment transaction. To delete a recovery transaction, you must delete the pay statement that created it.

Grid headings	Information
Arrears change type	The method that was used to change the amount in arrears. Recovery – The amount was recovered from the worker in a pay statement as part of the regular payroll process. Adjustment – The amount was changed by a manual adjustment.
Pay Statement	The pay statement that the transaction was created in.
Created date Created by	The date when the transaction was created, and the ID of the user who created it.
Amount in transaction currency	The amount of the recovery or adjustment transaction.

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See also

Fordel elementer (form)

Benefit setup tasks

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