Overview

The Todo List tab page is where you see a list of all outstanding or pending reporting obligations.

This is also the only page where you tell PayGlobal to send your data to IR.

Reporting obligations displayed respects Security Queries on the Periods entity of the User’s Security Profile.

Grouping and sorting

Default

Pay Obligations are grouped by Employer. Within each employer the obligations are ordered by Due date ascending.

Employers are also ordered by oldest Due date, e.g. if Company A's oldest due date is 10/10/2019 and Company B's oldest due date is 2/10/2019. Company B will be the first company listed.

However if companies have the same due dates, the employers are then ordered by Main Company and then Internal Company Code ascending.

Custom Sorting

The column header data is sorted by is highlighted and includes an arrow pointing up (ascending) or down (descending).

Clicking the current highlighted column header will change the order.

Clicking a different column header changes what the data is sorted by.

Custom Grouping

Above the column headers is dark grey bar. This bar is where you control how you want your obligations grouped. It it is referred to as the Grouping control bar.

To apply grouping hold the SHIFT key down then click/drag the column header into the into the Grouping control bar.

Columns

(Obligation) Description

This references the pay sequence number, pay period code and pay sequence header description.

e.g. "Pay 140 (W) - Standard Pay # W/1"

Due by (date)

Given you must send your data to IR within 2 business days of the payment date. The due date shows what this date is. Sending data after this could result in a late filing notice from IR or financial penalties (if its the 3rd time you've filed late)

Pay Sequence

IRD Number

Company (name)

Payment date

Period end (date)

Pay Period (code)

(Obligation) Status

The Todo list only displays obligations with the following status:

• Outstanding
• Pending
• Submitted
• Redundant

Blank column

Displays a green process bar when you click Send or Refresh

Icons

Magnify glass icon

Provides the link to access obligation details and related submission history.

Cross inside circle

Indicator to show the submission was unsuccessful due to either an “Error” or a “Rejection”

Wrench

Indicator to show that the Gateway solution cannot be used to submit this pay obligation to IR.

When this indicator is present to remove the obligation from the "To do" list, you need to use the Discharge feature.