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UIF ufiling

Updated: Dec 29, 2022

The UIF ufiling table can be found in the Payroll Department.


This is only for clients where UIF needs to be submitted & paid on uFiling (i.e. clients not registered for PAYE). It will schedule on the first of the current month with a due date of the 7th of the following month (or the earliest working day).



To switch on UIF ufiling:

  • Go to the Client table.

  • Click on a client.

  • Scroll down to the Services section.

  • Check the UIF checkbox.

  • Save


Working on a Task


To work on a UIF task:

  • Go to the UIF ufiling table

  • Click on a record

  • Expand the view by clicking on the expansion bar


  • There will be a Summary section and a Details section. All of our automated tables work in this way.

Once you start working on a task, change the status in the Summary section to In Progress. Once the task is done, change the status to Completed. The task will then move away from the main table and into the archive table.


The Details section gives various checkboxes of steps you can follow to complete the task. You can check checkboxes as you work, save the record and continue later. If you know the steps by heart, you can just use the status dropdown in the Summary section.


The table also has a Notes column for any comments relating to the task.


You can add any backlog by clicking on 'ADD RECORD' in the top-right corner.



Task Reminders


A reminder will appear in the All Tasks Due table indicating the number of UIF ufiling tasks due for a particular date.


If you click on any of the blue hotlinks, you will be taken to the task in the UIF ufiling table, where you can start working on it.


Filter & Sort


You can search/filter and sort on any column by clicking on the 3-dot menu next to the column name. Sort will allow you to sort Ascending or descending, while filter will provide various options and allow you to type in a specific name.


An active filter will display in the top right corner. To clear a filter, click on the x.


Timer


DataGrows allows you to keep track of time spent on any task. This post will go into more detail on that.

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