Purpose
The purpose of this quick reference guide is to step through the process of creating Lump Sum Pay Codes. The intended audience for this document are system administrators / standard users.Steps
Create a new Lump Sum Pay Code record
Pay Codes are applied to Pay Transactions processed for an Employee. The Lump Sum Pay Code record is used to define the Pay Codes used for Lump Sum payments made to a Payee. The record holds General Information and Pay Code Setup details. Create a Lump Sum Pay Code 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 Lump Sum from the available record types and click on the Next button (see Figure 4).
- Follow this step in the sequence given below:
- Populate the following required fields to provide the base details of the Lump Sum Pay
Code (see Figure 5):
- Pay Code Name
- Description
- Pay Advice Description
- Pay Advice Sort Order
- Populate the following required fields to provide the base details of the Lump Sum Pay
Code (see Figure 6):
- Pay Rate Multiplier
- Invoice Taxable
- Lump Sum Type
- Invoice Taxable
- Populate the following optional fields as required (see Figure 6):
- If you selected the Lump Sum Type value as ‘A’, then you will also need to select the Lump Sum A Type value by populating the field Lump Sum A Type .
- If Payroll Tax needs to be reported for Pay Transactions using this Pay Code, check the AU Payroll Tax Reportable? checkbox.
- 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.
- If Pay Transactions associated with this Pay Code are exempt from the taxable earnings calculations, check the PAYG Tax Exempt? checkbox .
- If Pay Transactions associated with this Pay Code should be exempt from GST during the Australian Contractor Payroll calculation, check the GST Exempt? checkbox.
- To exclude any transactions related to this Pay Code from the standard Pay Advice PDF, check the Exclude From Pay Advice checkbox.
- Populate the following required fields to provide the base details of the Lump Sum Pay
Code (see Figure 5):
- Click on the Save button.
Lump Sum Pay Codes CAN NOT be deleted if they have related records or are used in
other records. Deleting records is not recommended unless absolutely essential.
- To modify an existing Lump Sum 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.
- When complete, click on the Save button.