Overview
At the end of each year, or when an employee is terminated, employers are obliged to give their employees an FS3. This is a document aggregating an individual employee's gross salary earned, and any taxes and social security paid over a year (or over any period during a year in which the employee worked with a company).
Permissions
You need to have the 'View/Manage All Employee Data' and 'Generate Employee FSS Documents' permissions to generate an FS3 from an employee's documents. Having the 'Manage Payroll' permission is needed if you wish to generate an FS3 from the Payroll section.
How to generate
On Talexio, there are three different ways which FS3s may be generated.
1. Payroll
Users have the option to generate the FS3 of any terminated employee directly from the payroll period in which they are terminated.
This can be done by going to the Payroll section, selecting the payroll period, locking it, and clicking generate. From the list, select FS3.
From here, you can choose whether to download the FS3, save it to the employee's documents, and email it to the employee:
2. Documents
FS3 can be generated for employees from the Documents section of each individual employee.
This can be done by going to the People section, searching for the relevant employee and going to the employee's Documents section. Click on generate, FS3:
To generate an FS3 click on generate, select the year, the business unit (if the employee is not employed under the main company), whether to save the FS3 to the documents section, and whether or not to send the FS3 to the employee via employee. You may also password protect the FS3 sent by email. The password is the employee's Employee Code. In the absence of such a code, the password will be the day's date.
3. End of Year Wizard
The final way you can generate FS3s is by using the End of Year Wizard. For this option, please make sure all the payrolls for the year are locked, and that they are assigned to an FS5.
Go to the Payroll section and select More and End of Year Wizard.
To generate an FS3 click on generate, select the year, the business unit (if the employee is not employed under the main company), whether to save the FS3 to the documents section, and whether or not to send the FS3 to the employee via employee. You may also password protect the FS3 sent by email. The password is the employee's Employee Code. In the absence of such a code, the password will be the day's date.
To ensure that the FS3s are signed, users can upload the company principal's signature from the payroll settings.