When working with payroll in Access UBS, you may encounter situations where specific payroll items, such as second-half payroll (SBKK), bonuses, or commissions, are not displayed in reports or payslips. This guide explains how to customize your reports and payslips to include these items.
Overview of Report and Payslip Customization
Access UBS allows users to customize report and payslip layouts to display specific payroll items. By selecting the appropriate layout or format, you can ensure that all relevant payroll details are included in your documents.
Steps to Include Specific Payroll Items in Reports
To include items like SBKK (second-half payroll, bonuses, commissions, and extras) in your Management Report:
Navigate to the Management Report settings in Access UBS.
Switch the report format to the layout that includes SBKK-related figures. For example, use the SMRL #91 format.
Save your changes and generate the report. The SBKK-related figures should now appear in the report.
Steps to Include Specific Payroll Items in Payslips
If certain payroll items, such as SKBBK (second-half/bonus/commission), are missing from your payslip:
Identify the payslip layout that includes the desired payroll items. Customized layouts often include SKBBK, while default layouts may not.
In the report navigator, go to the "Reports" section (not via the company name shortcut).
Select the customized payslip layout that includes SKBBK.
Use the Preview/Print option to generate the payslip with the correct layout.
Troubleshooting Common Issues
Missing Payroll Items: Ensure you are using the correct report or payslip layout. Double-check the settings to confirm that the layout includes the desired items.
Navigation Errors: Always access reports and payslips through the designated "Reports" section in the navigator to avoid layout discrepancies.
By following these steps, you can customize your reports and payslips in Access UBS to include all necessary payroll items, ensuring accurate and comprehensive documentation.