{"id":194,"date":"2020-05-24T02:18:29","date_gmt":"2020-05-24T02:18:29","guid":{"rendered":"https:\/\/phoenix-payroll.com\/kb\/?p=194"},"modified":"2021-06-01T00:33:40","modified_gmt":"2021-06-01T00:33:40","slug":"payroll-manual-wizards-tools","status":"publish","type":"post","link":"https:\/\/phoenix-payroll.com\/kb\/payroll-manual-wizards-tools\/","title":{"rendered":"Using Phoenix Payroll Wizards & Tools"},"content":{"rendered":"\n
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13th<\/sup> Month Pay Wizard<\/a><\/h2>\n\n\n\n

This will assist you prepare the 13th month payroll. Each step is described hereunder:<\/p>\n\n\n\n

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The user can set coverage for the 13th<\/sup> month pay period. After selecting the coverage proceed to next page.<\/p>\n\n\n\n

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Select type of computation for the 13th<\/sup> month payroll based on the company policies and procedure. After setting the computation proceed to next page<\/p>\n\n\n\n

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Select the employee\u2019s payroll type to be processed by the wizard<\/p>\n\n\n\n

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Preview the list of employees with 13th<\/sup> month payroll<\/p>\n\n\n\n

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The user can generate 13th<\/sup> month payroll reports such as pay slips and summary report.<\/p>\n\n\n\n

Annual Reports Preparation Wizard<\/a><\/h2>\n\n\n\n

This will assist you prepare the annualization for the year end payroll process. Each step is described hereunder.<\/p>\n\n\n\n

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Select appropriate year for annualization report.  Default year is the previous year unless the current month (from the system date) is within July to December.<\/p>\n\n\n\n

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Re-categorization for each Recurring Entry allocated to employees. All recurring entries descriptions found in the history are displayed here. This step is very critical since this will be the basis of annualization process in computing the year-to-date taxable income of employees.<\/p>\n\n\n\n

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Preview of Tax Exemption per Tax Code<\/p>\n\n\n\n

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Review of Withholding Tax table<\/p>\n\n\n\n

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Review for Maximum Non-taxable 13th<\/sup> month pay and selection of month\/year to which the Annual Tax Adjustments will to be posted.<\/p>\n\n\n\n

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Phoenix has a wide range of annualization reports ready for printing in just a one click away, simply select and highlight the scheduled report and click preview to generate the report viewer.<\/p>\n\n\n\n

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In here, you can also generate 2316 BIR Form and generate Alphalist Validation Text file.<\/p>\n\n\n\n

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The Annual Tax Adjustments of each employee is displayed. You can post these adjustments as recurring entries and apply them in succeeding pay period as Tax Adjustment<\/strong>.<\/p>\n\n\n\n

Employee Attendance Monitoring Wizard<\/a><\/h2>\n\n\n\n

This will assist the user to monitor employee attendance. Each step is described hereunder.<\/p>\n\n\n\n

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Select pay period date range to be generated.<\/p>\n\n\n\n

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Select filter option.<\/p>\n\n\n\n

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User can now select which employees to be processed by placing a check mark beside the employee\u2019s name.<\/p>\n\n\n\n

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The user is provided to select which attendance types to be included in the report.<\/p>\n\n\n\n

Custom Report Builder<\/a><\/h2>\n\n\n\n

This wizard can create user-defined reports with employees 201, attendance and payroll data. Existing report templates list will appear.<\/p>\n\n\n\n

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The user may select which fields from employee master file.<\/p>\n\n\n\n

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Can create dynamic fields on selected attendance type and\/or recurring entries.<\/p>\n\n\n\n

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The user can arrange the order of columns.<\/p>\n\n\n\n

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