Add sheets for a company year
A person starts with the current month’s sheet only. If they have claims from earlier in the company year, for example from before you started using MileageSheet, an Administrator can add all the sheets for that company year in one step. You no longer add them month by month.
Before you begin
Section titled “Before you begin”- You hold the Administrator role.
- The person’s Employment start is set. No sheet is created before it. If the employment start is later than the start of the company year, the sheets begin in the employment start month.
- A company year starts in the company’s own start month (January for most Irish companies, April for most UK companies).
Add the year
Section titled “Add the year”-
Open People, choose Open on the person, and select the Sheets tab.
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Below the sheets, under Add sheets for a company year, find Current company year. It says how many sheets it will add and which months.
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Choose Add this year.
The sheets appear under Monthly sheets with the status Draft, from the first eligible month to the current month. A month that already has a sheet is left as it is.
What happens next
Section titled “What happens next”- The new sheets follow the same rules as any other, including order within the company year: a sheet can only be submitted when every earlier sheet in the same company year is Approved, Processed or Expired.
- Months that have already ended have no submission deadline, so they are not expired. The current month keeps its normal deadline.
- Claims are priced with the official rates in force on each claim’s date. A journey also needs a vehicle that was in effect on that date, so record the earlier vehicle first if the person’s current vehicle started later. See Record a vehicle, workplace and scheme.
- A month after employment ended, or before the employment start, is not created.
Earlier company years
Section titled “Earlier company years”Earlier company years, back seven full years, are a paid add-on for each person and each year. They are listed on the person’s Sheets tab when the person was employed in them. Buy the year first, then choose Add this year on it. See Buy an earlier company year.