Overview

The Emp 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 Employee entity of the User’s Security Profile.

Grouping and sorting

Default

Employment Obligations are grouped by Employer. Within each employer the obligations are ordered by Creation Date ascending.

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

However if companies have the same creation 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

Employee Name

This references the employee's name for their most recent role they took up at the company. e.g. "Smith, John"

Employee IRD #

Employee Code

Start Date

This refers to the employment start date

End Date

This refers to the employment termination date

Company (name)

Employer IRD #

Type

This refers to the event that is being reported to the IR e.g. an employee joining your organization displays 'Create'

Period end (date)

Pay Period (code)

(Obligation) Status

The Todo list only displays obligation items 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”.

These errors include data validation errors such as invalid or unrecognised Kiwi Saver setup at employment start.

Wrench

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

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