Significant Dates allows you to define significant dates and add them to employee records. These are reminders for events and won't automatically trigger changes in MicrOpay. The events can be either recurring, e.g., birthdays or anniversaries, or one-off, e.g., end of probation, expiry of contract. These dates can be reported on as required. When you produce the Significant Date Report, you will have the option to clear one-off events or to roll dates that have been set up to repeat.
If you use Pay Classes for employee rates and you want to automatically change the Classes on a certain date, e.g., the employee's anniversary or birthday, refer to the article Pay Class Auto Increments.
Note: If you are copying your new employee from an existing employee that has Significant Dates attached, once you say ok to the copy and open the new employee, the new employee will have no Significant Dates attached.
Add a Significant Date
Go to Payroll, Maintenance, General, Significant Dates.
Enter the Code. This is an 'alpha-numeric' field. It will display in dropdown lists, and once defined, it cannot be changed.
Enter the Description. This is the title for the significant date. For example, Birthday, Anniversary, End of Probation, 20th Anniversary. The descriptions can be edited.
Select Repeat.
No, for a one-off event, e.g., 5th anniversary date or End of Contract.
Yearly for events that occur on the same date each year, e.g., Birthday, Anniversary.
Monthly for events that occur each month, e.g., Commission payments.
Allow Clear on Print for dates that you want to remove from the employee record after the report is printed or previewed.
Click OK to save.