STP2 Setup asking for details on inactive employees

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In "Prepare Employees", the STP2 setup is asking for Income and Employment type for every employee we have ever employed - and there a many that are no longer employed. The only options are full time/casual etc, there is no option for "no longer employed" (apart from the time that inputting this info is going to take!).

Do we really have to input all that info for ex-employees (who were all marked as "inactive for STP1)?

Thank you in advance.

Answers

  • Tanvi_kataria
    Tanvi_kataria Reckon Staff Posts: 199 Reckon Staff
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    Hi @Catherine Sinnott

    Yes, that's right. If the employee is added to any of the pay run in any of the FY and is there in your software, details are necessary no matters, if they are no longer working, terminated etc.

    It's the ATO requirement, that they need the record for every employee that has been paid in previous years.

    To clarify, the terminated employees will remain terminated, when you complete any new pay runs after completing the checklist, only data for employees included within the pay run will be sent as part of the submission (as normal). The terminated employees will remain as they are.

    Please find the attached for your reference - Archived employees and transition to phase 2 — Reckon Community. I hope this will make the things clearer.

    Please feel free to let us know for any concerns/issues. Thank you!

    Regards

    Tanvi

  • Lucas
    Lucas Reckon Staff Posts: 164 Reckon Staff
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    Hi @Catherine Sinnott,

    When you are completing the ready checklist, it's due to the ATO requiring information for all employees employed at your business and must be kept for a minimum of 7 years I believe.

    When you are entering the information for the employees, please select the last employment type whether it be Full/Part time or casual. Hopefully this clears up any confusion in regard to the ready checklist.

    Thank you and have a lovely day.


    Kind regards,

    Lucas

  • Catherine Sinnott
    Catherine Sinnott Member Posts: 42 ✭✭
    edited September 2023
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    @Tanvi_kataria , @Lucas , thank you for your replies - but oh man that is a nightmare!

    I have no idea how most of these people were employed as it was way before my time. Most of them would not have been reported on for STP1 - there are a lot of them and most of them have been gone for several years, some for 10 years! Is there any workaround possible?

    I have done STP2 transitions for Myob and Xero, and have not had to enter details for anyone that does not still work at the business.

  • Tanvi_kataria
    Tanvi_kataria Reckon Staff Posts: 199 Reckon Staff
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    Unfortunately, there is no workaround apart from entering the details in there.

    However, the easiest way that can be opted here is -

    • Select the employees - Click on Edit Details
    • Select the type - Click apply edits - It should update the details for all the employees you have selected as in the screenshot attached -

    Please let us know for any concerns. Thank you!


    Regards

    Tanvi

  • Catherine Sinnott
    Catherine Sinnott Member Posts: 42 ✭✭
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    ok thank you @Tanvi_kataria , Reckon is indeed very frustrating! I guess I will just make the info up and do it in bulk. Thank you for your reply.

  • Tanvi_kataria
    Tanvi_kataria Reckon Staff Posts: 199 Reckon Staff
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    Sorry to hear that.

    I understand your frustration, but finalizing the checklist with all the details for all the employees is ATO Requirement, that we have to follow to be Phase 2 Complaint.

    However, if you have any concerns related to the software and its performance. There are some features to be released in upcoming weeks which will help you with the smooth experience of the software.

    Tanvi

  • Catherine Sinnott
    Catherine Sinnott Member Posts: 42 ✭✭
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    Hi Tanvi

    I do appreciate your fast replies, but I disagree about having to give details for all previous employees being an ATO requirement.

    I have done STP2 rollovers for several other companies, using Myob and Xero, and none of them have required info to be input for former employees. This is purely a Reckon bug, but your hint on doing them in bulk is helpful.

    Thank you.

    cheers Cath

  • Tanvi_kataria
    Tanvi_kataria Reckon Staff Posts: 199 Reckon Staff
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    Hi @Catherine Sinnott

    Apologies for the inconvenience.

    I checked with the team regarding your concern, and they confirmed that it's actually not ATO requirement. What you mentioned was correct about Xero and MYOB.

    I missed to provide you with the correct info and I do apology for that. Reckon Dev team is currently working on it to remove the feature of adding the info for archived/former employees.

    As soon as we have some update on that, will let you know. Thank you!


    Regards

    Tanvi

  • Catherine Sinnott
    Catherine Sinnott Member Posts: 42 ✭✭
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    Hi @Tanvi_kataria , thank you for your reply again. Your help on sorting them in bulk was great and I have now been able to transition. Changes to ways of doing things always cause unforeseen issues, I am glad that Reckon is working on fixing that bug.

    thanks again

    Cheers Cath

  • Rav
    Rav Administrator, Reckon Staff Posts: 15,698 Community Manager Community Manager
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    Hi @Catherine Sinnott

    Awesome to hear you've made the transition over to STP Phase 2! 👏🎉

    Just wanted to add a quick update, we've pushed out an update which no longer requires information for archived employees to be completed when actioning the STP Phase 2 Checklist 🙂

    ℹ️ Stay up to date with important news & announcements for your Reckon software! Click HERE for more info.

  • Catherine Sinnott
    Catherine Sinnott Member Posts: 42 ✭✭
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    Legend, great work @Rav !