Employee Updates- When To Recalculate or Synchronise a Payslip
If a pay run has been started or is complete, you may need to recalculate or synchronise a payslip if you make any changes to an employee record.
Top Tip! Ocerli takes a snapshot of employee data once a pay run has been started. We recommend making any updates to employee records before starting your pay run.
See the guide below on when to recalculate, synchronise or delete and regenerate a payslip.
Employee Fields
|
Employee Jurisdiction Fields |
|
|
Add/Remove/Edit |
Do I need to recalculate or synchronise the payslip? |
| Employee Name | Recalculate |
| Employee Address | Recalculate |
| Marital Status | No |
| Employee Number | Recalculate |
| Occupation | Recalculate |
| Working hours | Recalculate |
|
Pay Method |
Recalculate |
| Employment Type | No |
| Employment Contract Type | No |
| Organisation | No |
| Organisation Department | Recalculate |
| Organisation Pay Schedule | No |
| Accounting Employee Contact | No |
| Pension Provider | Recalculate |
| Employee Reference Fields | |
| Tax Reference Number | No |
| CER TIN Reference Number | No |
| Tax Ref Number | Recalculate or Synchronise |
| Social Reference Number | Recalculate or Synchronise |
|
National Insurance Number |
Recalculate or Synchronise |
| Date of Birth | Recalculate or Synchronise |
|
Occupation Code |
Recalculate or Synchronise |
| Opted Out Until | No |
| Deferred Until | No |
| Director Start Date | No |
| Director End Date |
No |
| Employee Icons Fields | |
| Salary Record | Delete & Generate Payslip |
| Tax & Social Record | Recalculate Payslip |
| Tax Adjustment Record | Recalculate Payslip |
| Bank Account Record | Recalculate Payslip |
| Benefit In Kind Record | Recalculate Payslip |
| Pay Template Record | Delete & Generate Payslip |
| Exclude Buttons | |
| Exclude from Social Submission | Recalculate Payslip |
| Exclude from Tax Submission | Recalculate Payslip |
| Exclude from CER Submission | Recalculate Payslip |