​

Purpose

The purpose of this quick reference guide is to step through the process of creating Payment Pay Codes. The intended audience for this document are System Administrators / Standard Users.

​

Steps

​

Create a new Allowance Pay Code record

Pay Codes are applied to Pay Transactions, Payee Allowances and Interpretation Rules processed for an Employee. The Payment Pay Code record is used to define Pay Codes for Payments made to a Payee. The record holds General Information and Pay Code Setup details. Create a new Allowance Pay Code by following the steps below:

3. Click on the New button (see Figure 3).

5. Populate the following fields to provide the base details for the Payment Pay Code (see Figure 5):
   1. If Invoicing applies, populate the Invoice Name field with the identifier to be displayed against Invoice Lines for this Pay Code.
      1. When blank, Invoice data will instead reference the Pay Code Name (capped to 15 characters).
   2. Enter a value in the Pay Advice Sort Order field to define the position of related Pay Transactions on Pay Advice PDFs.
   3. Briefly summarise the Pay Code’s purpose in the Description field.
   4. Define the name displayed on Pay Advice PDFs for Pay Transactions related to the Pay Code by populating the Pay Advice Description field.

6. Populate the following required fields to define the conditions for the Pay Code (see Figure 6):
   1. Define the Pay multiplier used to calculate related Pay Transactions by populating the Pay Rate Multiplier field.
   2. Define the Invoice multiplier used to create related Pay Transactions by populating the Invoice Rate Multiplier field.
   3. Define the Allowance Type for related Pay Transactions to reference during STP reporting by selecting from the STP Payment Type picklist field.
7. Populate the following optional fields to define any additional conditions for the Pay Code:
   1. To indicate that Leave Accrual should be calculated when related Pay Transactions are created, select the Accrues Leave checkbox field.
      1. If True, define the Payee Leave Type that Leave Accruals are attributed to by selecting from the available options in the STP Leave Type picklist field.
   2. If Payroll Tax needs to be reported for related Pay Transactions, select the AU Payroll Tax Reportable? checkbox field.
   3. If regional Payroll Tax exemptions apply to related Pay Transactions use the Payroll Tax Report Exceptions picklist field to select the appropriate value.
   4. If the Org is utilising Purchase Order functionality, specify the Pay Transaction and Purchase Order Record Types that may be related by selecting from the PO Allocation Type picklist field.
   5. To calculate Marginal Tax for related Pay Transactions, select the PAYG Marginal Tax checkbox field.
   6. If related Pay Transactions are exempt from PAYG taxable earnings calculations, select the PAYG Tax Exempt? checkbox field.
   7. If related Pay Transactions for Australian Contractors should be excluded from GST calculations, select the GST Exempt? checkbox field.
   8. To indicate that GST must be calculated for Pay Transactions invoiced and related to this Pay Code, select Yes from the Invoice Taxable? picklist field.
   9. To apply this Pay Code when calculating Payee excess contributions (i.e. where Ordinary Time Earnings exceed the Maximum Contribution Base), select the Excess SGC Refund checkbox field.
   10. To calculate Payee contributions for related Pay Transactions, select from the following checkbox fields:
       1. To add to Ordinary Time Earnings calculations, select Contributes to OTE?
       2. To add to Total Quantity calculations, select Contributes to Total Quantity?
       3. To add to Payee Qualifying Earnings for Payday Super, select Contributes to Qualifying Earnings?
       4. To add to Allowance Quantity Based calculations select Contributes to Allowance Qty Worked
       5. To add to Deduction Quantity Based calculations select Contributes to Dedn Qty Worked
   11. To exclude related Pay Transactions from Pay Advice PDFs, select the Exclude From Pay Advice checkbox field.

8. Click on the Save Button.
9. A new Payment Pay Code is now created (see Figure 7).

10. To modify an existing Payment 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.
11. When complete, click on the Save button.

​

Field Descriptions

​

Further Information