Why can’t I capture take-on balances for an employee? (pre-2019)

Take-on balances are only possible if the appointment date for an employee is before the first pay period end date that you capture on SimplePay.

Example:

If you start using SimplePay on 1 November, but you indicate that the first pay period end date is 30 June, this means that you will be using SimplePay to create payslips from 30 June onwards, not 1 November onwards. Therefore, if you have an employee who has an appointment date that is later than 30 June, you will not be able to capture take-on balances as they are employed after the date that you start using SimplePay for payslips.

To see the first pay period end date:

1. Go to Settings > Pay Frequencies
2. Click on a pay frequency that is already set up e.g. Monthly, ending on the 31st.
3. Take note of the first payroll period end date.

For more information about Pay Frequencies, go to:

• Pay Frequencies

To view the appointment date of an employee:

1. Go to Employees and select the relevant employee.
2. Click on Edit Info > Basic Info.
3. Take note of the employee’s appointment date.

For more information about employee setup, go to:

• Employee Setup