Page Comparison

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A Pay Code Group must be created before adding a Rate Rule.

1. Go to Payroll > Maintenance > Pay Code Groups
2. Click the + symbol to add a new Pay Code Group. Enter the following:
   • Name – must be unique
   • Description
3. Click the + symbol to add a Validity Period
   • Enter a Start Date
4. Click the Pencil symbol to open the Select Pay Codes screen. 
   • Tick the Pay Codes to include in the group
5. Click OK > Click Save

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Benefit types must be created before adding scheme administrators.

1. Go to Payroll > Maintenance > Employee Benefits > Benefit Types
2. Click the + symbol to add a new Benefit Type. Enter the following:
   • Name – must be unique
   • Description
   • If you do not want the benefit type to be available for use immediately, click Active to clear the tick.
3. Click Save

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Contribution payment periods must be created before adding scheme administrators.

1. Go to Payroll > Maintenance > Employee Benefits > Contribution Payment Period
2. Click the + symbol to add a new Contribution Payment Period. Enter the following:
   • Name – must be unique
   • Description
   • Contribution Frequency – Options are:
     • Calendar Month - if period is a calendar month
     • Monthly - if period is split across calendar months
     • Quarterly - if period is a three month period
     • Every 2 Months - if period is a 2 month period, can be split across calendar months
3. Click the + symbol to open Create Payment Periods screen. Enter the following:
   • Start Date - if the contribution frequency is Calendar Month or Quarterly, the start date must be the first day of a calendar month.
   • End Date - if you select a date that would result in an incomplete period, the system automatically defaults the end date to the nearest valid date.
   • Click Create Payment Periods
4. For each payment period, enter a Payment Cut Off Date – the latest date by which contributions can be paid to the scheme administrators
5. Click Save

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Each organisation that administers employee benefit schemes must be added.

1. Go to Payroll > Maintenance > Employee Benefits > Scheme Administrator
2. Click the + symbol to add a new Scheme Administrator. Enter the following:
   • Name – must be unique
   • Description
   • Contact Details and Banking Details – these are optional fields and are for information purposes only.
3. On the Employee Benefits Tab, click the + symbol
   • Select an Employee Benefit Type
   • Select a Contribution Payment Period
   • Repeat this for each benefit administered by the scheme administrator
4. Click Save

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Benefit type rate rules must be configured before links can be created to pay agreements.

1. Go to Payroll > Maintenance > Employee Benefits > Benefit Type Rate Rules
2. Click the + symbol to add a new Rate Rule. Enter the following:
   • Name – must be unique
   • Administrator
   • Employee Benefit Type – available options depend on the Administrator selected
   • Apply To - select Bothif the Rate Rule is to apply to job orders regardless of whether they are subject to agreement or standard rates.
   • Week Ending Day
   • Select Released in Status - will not be available for use until marked as released
   • Import Code, Export Code, P/L Export Account& B/S Export Account - these are only used for finance integration
   • Click the + symbol to add a Validity Period
   • Enter a Validity Start Date
3. Click the Pencil symbol to open the Employee Benefit Rate Rule screen. Enter the following:
   • Contribution Basis
   • Percentage Value & Pay Code Group for % Calculation - doesn't apply if Contribution Basis is set to Fixed
   • Fixed Value, Fixed Per & Pay Code Group to Define Period (for fixed) - doesn't apply if Contribution Basis is set to Percentage
   • Cap Fixed at & Cap Per - doesn't apply if Fixed Per is set to Pay Period
4. Click OK > Click Save

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Pay agreements must be linked to benefit rate type rules in order for benefits to accrue when the pay agreement has been applied to a job order. 

1. Go to Payroll > Maintenance > Employee Benefits > Benefit Type Rate RulesLink To Agreements
2. Click the + symbol to add a new Rate Ruleone
   • Select an Agreement
3. Click the + symbol to add a Validity Period
   • Enter a Validity Start Date
4. Click the Pencil symbol to open the Select Employee Benefit Type Rate Rule screen
   • Tick the Rate Rules to apply to the Agreement
5. Click OK > Click Save

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PART FOUR -  Payee Record

Adding Employee Benefits to the Payee record allows their Member Number to be recorded and adjustments to be done in a Pay Batch. 

This is not required for benefits to accrue.

1. Go to Payroll > Payee
2. Search for the relevant Payee and open the record
3. Click Employee Benefits Details tab
   • Click the + symbol to add a new benefit
   • Administrator - select the name of the scheme administrator to which the payee's benefit scheme contributions are to be paid
   • Benefit Type - select the name of the applicable benefit
   • Member No. - enter the payee's membership number
4. Click Save

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