Employee has a YTD amount in MYOB but is not included in this STP Report
When loading payroll data, STP Creator detected that an employee who has a YTD amount (meaning they have been paid since 1 July) however in this Data Set file they are set as 'Excluded' from this STP Report. There are several reasons why this might be the case. These include:
- a new employee has not yet been set to be Included in STP
- you may have terminated the employee and no longer wish to include them in each Report (see Terminate a Payee)
- you might be reporting on this employee in a different Data Set file (for example if you have 2 Data Set files, one for employees paid weekly and one for employees paid monthly)
This screen comes from Check Payees > Align Payees in Data Set with MYOB File.
The 'Employee has YTD amount in MYOB but is not included in STP' Fix button on the Align Payees in Data Set with MYOB file screen will bring up this screen:
This screen will list the affected employee(s). Decide how each employee should be treated in this Data Set file. Select the Payee ID of the employee(s) you want to update and then click:
- 'Include selected Payees in this STP Report' - this will include this Payee in this and subsequent STP Reports
- 'Ignore YTD amounts for the selected Payees for this session' - STP Creator will ignore these Payee YTD amounts and will not include these employees in this STP Report, however they will appear on this list again next time you use this Data Set file. Use this option if you are unsure, or you are deliberately excluding them for this report only
- 'Ignore YTD amounts for the selected Payees Permanently' - STP Creator will change a setting on the Payee Details screen to ignore these Payee YTD amounts and will not include these employees in this STP Report or subsequent STP Reports. Use this if you report these employees in a different Data Set file, or if you have terminated these employees AND have set a Final Indicator = TRUE in the last STP Report where they were included. See see Terminate a Payee
These changes are specific to this Data Set file only.
Once updated the Employee will be removed from this list. When the list is empty, click Close. This should return you to the Align Payees in Data Set with MYOB file screen and the cross next to 'Employee has YTD amount in MYOB but is not included in STP' should now be a tick.