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Any existing document format that you have for Umbrella companies will remain. However, if you wish to use any new fields or components, you will need to create a new template. |
Copying a Payslip
When copying a payslip template, this copies the existing layout to a new template. The Payslip Type field on a copied payslip was originally enabled which allowed you to change the payslip type. Due to the variances between the available components and their related fields in the different types of templates for payslip, this field will no longer be editable on a payslip that has been copied.
Creating a Supplier Based Document Template
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You can decide if you want to send 1 remittance per payee per pay batch for a supplier or whether you want to send a consolidated supplier remittance where all of the supplier’s payees appear on the 1 document. If you want to send 1 payslip per payee to the supplier, then at step 6 below, the format type will be Payee and you would just set up your payslip format as you would normally for a other types of payees. Should you wish to send a consolidated remittance, follow these steps to create the template.
Step | Description | ||
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1 | Go to Maintenance > Document Formats | ||
2 | Click Add | ||
3 | Name field: Enter a name of the document format you are going to create. | ||
4 | Country: Select your country.
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5 | Type: Select Payslip | ||
6 | Format Type: This field becomes enabled. For a consolidated supplier remittance, select the option Supplier. | ||
7 | Click Generate. This will then open the Document Format Editor using the Supplier Based Template. You can then modify the template to the desired format.  For further guidance on how to format document templates, click here. |
Supplier Components
If you have an existing Umbrella document template, you will notice that the components in the new format are labelled differently. Any existing umbrella document templates that you have will still contain the original components for the Umbrella template.
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