How to review STP employee information in the portal?

The review screen allows you to view the data in a grid style. Errors and warnings will also be highlighted within the grid. Once all the errors have been resolved select the Next button. If you have no matching exceptions or validation issues within the file you will be taken directly to this page. Screenshot–Remove Delete Errors and Add Member.

Errors/Warnings

Any fields which contain invalid data will be highlighted in the review grid as above. The user can hover over a cell in the review grid to view the error/warning message. Users can also click the View Warnings and Errors Action icon on the left side of each employee record which will cause a pop-up list of validation issues for that employee to appear. Note the users cannot edit data from within the review grid. It must be corrected from within the payroll system and a new file must be loaded.

Tabs

At the top of the review grid, there are tabs which contain columns from different sections of the STP file. These include: Submission, Employer, Intermediary, Employee, Payment Summary, Deductions & Allowances, ETP, Onboarding, Declarations and All. The user can click on these tabs to view the data relating to that section of the file.

Filter and Search

There are two filters which can be toggled on/off. Enabling these filters will only display the employee records which contain errors, warnings or both. There is also a search box for filtering employee records which contain specified key words. Hover over the question mark icon next to the search box for guidance on how to use wildcards in a search.

Data Field Lookups

When editing column data, the grid is context sensitive when there is a lookup field and allows the user to pick from a lookup list. The lookup list is only shown when the user clicks into the cell, and that cell is editable (ie. contributions file that hasn't been submitted and field is not read only).