Employee details not saved error every time I try to set up new employee

crewmark

If I try to create a new employee via the Reckon or Payroll windows, I get as far as leave entitlement and then can't go further… can't save, or anything… the first step where we put in the employee details works but doesn't save.

I had support on for the first time and we finally got one employee entered. When i tried the same this morning we got the same error "Employee details not saved" with no way of going further.

If the obvious way of adding an employee isn't working, how should we be adding an employee?

Rav

Hi @crewmark

Is there any more detail on that error message that appears when you try to move forward in the setup of this employee?

Can you post a screenshot of the error here just for our reference.

crewmark

https://community.reckon.com/discussion/comment/20650651#Comment_20650651

Wouldn't more detail be handy :) But alas no… the detail is: ErrorCode occurred while creating employee from the pay run.

Rav

Hmm ok, yes that's certainly not an overly helpful error message, we'll need to do better there.

Is this a brand new Reckon Payroll book? ie. have you just started off recently? If so, can I get you to hop into the Settings menu and check if you have your Account Defaults setup. In particular the liability account for withholding (example below). If you don't currently have one selected, please add one.

Once that is done, try again and let me know how you get on.

crewmark

Did that, and yes, we needed to add that. We had reckon one and have just added Payroll. I managed to set up one employee but none other.

Still getting the same error when trying to move on from Leave Entitlement screen… no other errors :(

Rav

@crewmark Would you mind if I jumped into your book and tested out a couple of things? Specifically just want to go through the employee setup process. I'll delete any test employees I create.

I'll wait for you to confirm before doing anything.

Tanvi_kataria

Morning @crewmark

In addition to what @Rav mentioned, while saving the employee details, can you please try changing the Display Name while adding a New Employee.

Display Name usually comes up as First Name and Last Name and is Default when you add Name to the Details as below -

Changing the Display Name to a different Name (Not Default) will allow you to save the details and move to the next step.

Please let us know how you go, Thank you!

Regards

Tanvi

crewmark

Sure… please do so…..

crewmark

Hi Tanvi… that screen wasn't the problems as per this discussion… thanks.

Rav

Thanks @crewmark

I've just gone in and was able to successfully setup a test employee in your book (screenshot below).

I've deleted that test employee now so it won't appear in your book.

Can I get you to logout of Reckon Payroll (use the logout option) and then go back in and try one more time.

Let me know if you still run into the same error.

crewmark

Same problem, same place. Even when I remove the leave entitlements it still errors out at the same place.

I am adding the employee from the Payroll screen and going to the blue "Add new" button and selecting "Employee". Is that the correct way to do it?

Tanvi_kataria

Hi @crewmark

Apologies for the inconvenience.

If you can please share the screenshot of the error message including the screen where error appears. You can hide any sensitive information. Thank you!

Regards

Tanvi

crewmark

@Rav & @Tanvi_kataria I think I've worked it out.

I had to go into Reckon One first, create the Employee there, under Contacts, and then that allowed me to complete setting up the new employee in Payroll.

It would be good it the error message said something like "Make sure you've set up the Employee in ReckonOne / Contacts centre / Employees"

Thanks for your prompt help :)

Rav

That's an interesting find @crewmark

To be honest, I don't believe you should have to do that as employee creation directly within Reckon Payroll should just 'work' and its also odd that I was able to create an employee successfully there whereas you weren't.

When you created the employee in Reckon One first, did it flow into Reckon Payroll as well or did you have to create the employee again in Reckon Payroll as well?

crewmark

@Rav

"When you created the employee in Reckon One first, did it flow into Reckon Payroll as well or did you have to create the employee again in Reckon Payroll as well?"

Originally I tried to set up the Employee from the Payroll / Payroll menu within ReckonOne. This opened Payroll and I tried to add an employee there… that didn't work.

What worked was going to ReckonOne then the Contacts centre / Employees menu. When I click the "Add" button I can fill in the Employee form within ReckonOne. When I save, this adds an employee and took me to another screen within the Payroll app and asks to complete the Employee details… all good.

An interesting thing that happened also was that the "Display name" that I used when trying to set up an employee within Payroll, was not allowed when setting up the Employee via the Contacts menu. It stated the Display name already exists but setting up those employees didn't work and were cancelled. Seems there's some kind of bug that believes the employee has been set up when none display.

Rav

Thanks so much for the detailed info @crewmark. We'll need to keep a pretty close eye on this I think.

If you have the need to create another employee soon, can I get you to try to do so in Reckon Payroll directly first and let us know if you still continue to run into trouble.

Cheers!