QRG Create Pay Codes - Allowance Pay Codes STP2

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Purpose

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Steps

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Create a new Allowance Pay Code record

1. Click on the App Launcher icon (see Figure 1).

2. Go to the Pay Codes object by using the Search function (see Figure 2).

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

4. Select Allowance from the available record types, and click on the Next button (see Figure 4).

5. Follow this step in the sequence given below:
   1. Populate the following required fields to provide the base details of the Allowance Pay Code (see Figure 5):
      1. Pay Code Name
      2. Description
      3. Pay Advice Description
      4. Invoice Name
      5. Pay Advice Sort Order
   
   The External ID / External Id fields are available and should only be populated where system integration is required for the record.
   2. Populate the following required fields to provide the base details of the Allowance Pay Code (see Figure 6):
      1. Pay Rate Multiplier
      2. Invoice Taxable
      3. STP Allowance Type
   3. Populate the following optional fields as required (see Figure 6):
      1. To determine the multiplier which should be applied to Invoice Rates using this Pay Code, populate the Invoice Rate Multiplier field.
      2. If Other is selected for STP Allowance Type, you are also required to populate the STP Allowance Other Description field with a description of the Allowance Type.
      3. If Payroll Tax needs to be reported for Pay Transactions using this Pay Code, check the AU Payroll Tax Reportable? checkbox.
      4. To apply regional Payroll Tax exemptions for Pay Transactions using this Pay Code, select from the picklist values provided in the AU Payroll Tax Report Exemptions field.
      5. If Marginal Tax should be applied to Pay Transactions using this Pay Code, check the PAYG Marginal Tax checkbox.
      6. If Pay Transactions associated with this Pay Code are exempt from the taxable earnings calculations, check the PAYG Tax Exempt? checkbox.
      7. If Pay Transactions associated with this Pay Code should be exempt from GST, during the Australian Contractor Payroll calculation, populate the GST Exempt? field.
      8. If Pay Transactions associated with this Pay Code will contribute to the Total Quantity sum during Pay Batch processing, check the Contributes to Total Quantity checkbox.
      9. To sum the units worked against this Pay Code during Pay Batch Calculation for the purposes of Quantity Based Deduction Calculation, check the Contributes to Dedn Qty Worked checkbox.
      10. To exclude any transactions related to this Pay Code from the standard Pay Advice PDF, check the Exclude From Pay Advice checkbox.
      11. To determine the ATO Allowance Type, select from the picklist values available in the ATO Allowance Type field.
          • If Other is selected, you are also required to populate the ATO Other Allowance Type Description field with a description of the Allowance Type.
6. Click on the Save button.

7. To modify an existing Allowance 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 within fields that need editing or just click on the pencil icon that appears within fields when hovering with your cursor.
8. When complete, click on the Save button.

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Field Descriptions

• Gross where the Allowance should be added to the Gross Pay for Single Touch Payroll and not reported separately.
• Car where the Allowance should be reported separately and categorised under the Car Allowance type, according to the ATO Single Touch Payroll requirements.
• Laundry where the Allowance should be reported separately and categorised under the Laundry Allowance type, according to the ATO Single Touch Payroll requirements.
• Meals where the Allowance should be reported separately and categorised under the Meals Allowance type, according to the ATO Single Touch Payroll requirements.
• Other where the Allowance should be reported separately and categorised under the Other Allowance type, according to the ATO Single Touch Payroll requirements.
• Transport where the Allowance should be reported separately and categorised under the Transport Allowance type, according to the ATO Single Touch Payroll requirements.
• Travel where the Allowance should be reported separately and categorised under the Travel Allowance type, according to the ATO Single Touch Payroll requirements.

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Further Information