A payee may request, or may be obligated, to have deductions taken from their gross or net pay. Where this is the case, the relevant deductions must be added to the Payee record so that the relevant deduction amounts will be automatically deducted from the payee’s earnings at the Gross Deductions and/or Net Deductions stages of a pay batch.
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For deductions of a type of Payee Superannuation, the superannuation fund to which the deducted amounts will be accrued must be selected as part of the process of configuring the deduction. Only those superannuation funds that are defined under Portal under Payroll > Pay > Payee > Payee Maintenance > Payee Entry > Payee Details Superannuation Details for Details for the payee can be selected on a deduction. Therefore, ensure the relevant superannuation fund had been added to the payee's superannuation details before attempting to configure a deduction of this type.
Unless the payee is exempt from compulsory employer superannuation contributions, the payee's superannuation details will also define an accrual rate for the corresponding fund. That accrual rate is used only when the payee accrues superannuation that is paid by their pay company on top of their earnings, such as any compulsory contributions made under the Superannuation Guarantee scheme or additional employer superannuation contributions. Where a superannuation contribution is accrued as a result of a voluntary deduction from the payee's gross or net earnings, the rate of accrual is determined by the rate value of the deduction instead.
Rolling Deductions
A deduction must be flagged as a rolling deduction if the deduction is to cease once a specified total amount has been deducted from the payee's pay.
Rolling deductions are useful in situations where a payee is required to repay an amount and the repayment is made in a series of installments. The deduction is applied to automatically to deduct the relevant installment amount each pay period and once the total amount is reached the rolling deduction ceases automatically.
Net Protected Deductions
A deduction must be flagged as being net protected if the payee must have a certain amount of their net pay left over after the deduction is taken out of their net pay for a pay period. This amount is known as the net protected amount and can be a percentage of the payee's net earnings for a pay period or a fixed monetary amount per pay period.
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Deductions that apply to a payee's gross pay cannot be net protected.
Payee Account Reference
Bank account details that are specified on the deduction header to which a deduction is linked identify the bank account into which a deduction is paid if payment is facilitated via electronic funds transfer (EFT).
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To add a deduction to a payee, follow the procedure below.
How to Add a Deduction | |||||
If you do not already have the relevant payee record open on in the Payee Entry screen, use the Portal > Pay > Payee > Payee Maintenance screen to search for and open the relevant payee record.On search for and open the relevant payee record in edit mode. | |||||
2. | Navigate to the Deductions section on the Payee Entry screen , click on the Deductions taband click Add at the top of the section. The Deductions tab is activatedDeduction Details dialog box opens. | Click .  The option to add a new deduction is unavailable if the payee is currently included in an open pay batch or has already been paid for the corresponding payee details validity period. The Deduction Details screen opens. | |||
In the Deduction field, select the name of the deduction that is to be added. This 3. | In the Validity Date From field, select the date on which the deduction becomes effect. | ||||
4. | In the Validity Date To field, select the date in which the deduction is to cease. Skip this step if the deduction is to be valid indefinitely. | ||||
5. | In the Deduction field, select the name of the deduction that is to be added. This identifies the deduction header to which the payee's deduction will be linked. The Deduction Type field is automatically displays the deduction type that applies to the selected deduction. | ||||
6. | In the Rate Type field, select Percent if the rate of the deduction will be specified as a percentage of the payee's gross or net earnings or select Fixed if the deduction rate will be specified as a fixed monetary value.In v11.34 and v11.37 onwards it is possible to configure a
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7. | In the Calculate On field, select Net if the deduction amount is to be calculated based on a percentage of the payee's net earnings per pay period or select Gross if the deduction amount is to be calculated based on a percentage of the payee's gross earnings per pay period. | ||||
8. | In the Rate Value field, key in the percentage of fixed amount that is to be deducted from the payee's earning per pay period depending on whether the applicable rate type is Percent or Fixed respectively.In v11.34 and v11.37 onwards it is possible to configure a default rate value
| In the Deduct From field, select Net if the deduction is to be from the payee's net earnings or select Gross if the deduction is to be from the payee's gross earnings. |  Next to the Validity Start Date field, click and use the calendar control to select the date from which the deduction becomes effective. | ||
10. | Next to the Validity Start End field, click and use the calendar control to select the date after which the deduction ceases to be effective. Skip this step if the deduction is to remain effective indefinitely. | ||||
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9. | In the Deduct From field, select Net if the deduction is to be from the payee's net earnings or select Gross if the deduction is to be from the payee's gross earnings. | ||||
10. | In the Payee Account Reference field, key in the payee's unique account reference that will be used to identify deduction payments made as a result of this deduction if necessary. | ||||
12 11. | If the deduction is to be a rolling deduction, specifying the total amount to be deducted over the course of successive pay periods on the Rolling Deductions tab. For more information, see How to Configure a Rolling Deduction below. | ||||
13 12. | If the deduction is to be net protected, click the Net Protected tab and specify the net protection type and protected rate. For more information, see How to Configure a Net Protected Deduction below.In v11.34 and v11.37 onwards net
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14 13. | If the deduction type is Payee Super, click the Payee Super tab and select the name of the superannuation fund into which the money deducted due to this deduction will be paid. | ||||
15 14. | If the deduction type is Payee Super and the deduction is from gross earnings, tick or un-tick the RESC field depending on whether amounts deducted via this deduction will be classed as Reportable Employer Superannuation Contributions. | ||||
16 15. | Click Save.  The Deduction Details screen dialog box closes and a new deduction is created and displayed in the list on the Deduction tab section of the Payee Entry screen. | ||||
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To configure a rolling deduction, follow the procedure below.
How to Configure a Rolling Deduction | |
On the Deduction Details screen, click the Rolling Deduction tab if it is not already activated. For more information about how to display the Deduction Details screen, see How to Add a Deduction above. | |
On the Rolling Deduction tab, click Rolling Deduction. | |
In the Total Amount field, key in the total monetary amount that is to be deducted from the payee's earnings over the course of successive pay periods. | |
Click on the Outstanding Amount field. | |
Specify any other deduction details as required and close the Deduction Details screen (for more information, see How to Add a Deduction above.). | |
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To configure a net protected deduction, follow the procedure below.
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