Description
The supplier will need to be given a remittance of the values generated for their supplied payees that you have processed.
A new version of the umbrella document format template has been provided whereby some additional fields have been added as well as the layout being changed.
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.
Creating a Supplier Based Document Template
A supplier based document template will mean that multiple payees will appear on the payslip remittance rather than 1 payslip per payee per pay batch.
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. Should you wish to send a consolidated remittance, follow these steps to create the template.
Step | Description |
|---|---|
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. This feature is currently only available for United Kingdom. |
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.  |
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.
The supplier specific components are now labelled as Supplier. Below is a summary of each of the supplier specific components. As with other document templates, you can add/remove components and component fields as desired.
Supplier Company Details
This contains contact and address fields relating to the data held against the supplier.
Pay Company Details
This contains the pay company from which the payees are associated with as it is the company from which the remittance comes from to the supplier.
Supplier Company Items List
This contains the pay data processed in a pay batch for the payees associated with the supplier.
When reviewing the default component fields in this component, you will see that it contains the payee/candidate name as each payee who is processed in the pay batch for that supplier will appear on the remittance.
Supplier Company Items Total
This will display in a grid the pay item totals for the supplier.
Supplier Company Deductions List
Should a supplied payee have a deduction applied, it will appear against the candidate name.
Supplier Company Deductions Total
This will display in a grid the deduction total for the supplier.
Supplier Company Totals
This will display a grid with a summary of the values for the supplier for Net, VAT, Total Deductions and total Net + VAT.
Payslip Message
Only the pay company message field is available for supplier based templates as the payslip is not sent to the individual supplied payee.
Benefits
To enhance the user’s experience of the supplier document format.
Configuration
None.