Purpose
The purpose of this quick reference guide is to step through the process of creating Deduction Pay Codes. The intended audience for this document are System Administrators / Standard Users.Steps
Create a Deduction Pay Code record
Pay Codes are applied to Pay Transactions, Payee Deduction Records and Purchase Leave Rules processed for an Employee. The Deduction Pay Code record is used to define Pay Codes used for Deductions made for a Payee. The record holds General Information and Pay Code Setup details. Create a new Deduction Pay Code record by following the below steps:- Click on the App Launcher icon (see Figure 1).
- Go to the Pay Codes object by using the Search function (see Figure 2).
- Click on the New button (see Figure 3).
- Select the Deduction Record Type and click Next (see Figure 4).
- Populate the following fields to provide the base details of the Pay Code (See Figure 5):
- Populate the Pay Code Name field with a unique descriptor for the record.
- Briefly summarise the Pay Code’s purpose in the Description field.
- Define the name displayed on Pay Advice PDFs for related Pay Transactions by populating the Pay Advice Description field.
- Enter a value in the Pay Advice Sort Order field to define the position of related Pay Transactions on Pay Advice PDFs.
- Populate the following required fields to define the conditions for the Pay Code:
- Define whether related Pay Transactions should be calculated before or after PAYG tax is deducted during Pay Batch processing, by selecting from the Deduction Type picklist field.
- Define the Pay multiplier used to calculate Pay Transactions for this Deduction by populating the Pay Rate Multiplier field.
- Define the Deduction Type to be used by related Pay Transactions within STP Reporting by selecting from the STP Deduction Type picklist field.
- Populate the following optional fields to define any additional conditions for the Pay Code:
- If related Pay Transactions should be deducted from the total values of Payee Qualifying Earnings for Payday Super, select the Deduction Reduces Qualifying Earnings checkbox field.
- If related Pay Transactions should be attributed to the Reportable Employee Superannuation Contributions, select the Contributes to RESC checkbox field.
- To exclude related Pay Transactions from Pay Advice PDFs, select the Exclude From Pay Advice checkbox field.
- If Payroll Tax needs to be reported for related Pay Transactions, select the AU Payroll Tax Reportable? checkbox field.
- If regional Payroll Tax exemptions apply for related Pay Transactions, use the Payroll Tax Report Exceptions picklist field to select the appropriate value.
- Click on the Save Button.
- A new Deduction Pay Code is now created (see Figure 6).
- To modify an existing Deduction Pay Code record, open the required record and select the Edit button available on the top right side of the page. You can also double click in any of the fields that need editing or just click on the pencil icon that appears within fields when you move your cursor over the field.
- When complete, click on the Save button.