Payee Payslip Format Enhancements

Description

The Payslip Format field on the Payroll > Payee > Payee Entry > Employment/Payslip Details screen has been replaced with a Payslip Format Group field in this release. Whereas the Payslip Format field referenced a payslip format only, the new field references a group of document formats that define the templates for a range of pay-related documents, depending on the payroll country.

The Payslip Format Group field is highlighted in the example below.

Open

Benefits

This enhancement allows a payee to be linked to a pay document format group that identifies all the document formats that are to be used to generate the payee's payslips and any supplementary pay-related documents that are also issued to the payee. For example, if the payee is to receive a supplementary superannuation supplement document each time that they are issued a payslip, the relevant format that acts as the template for the superannuation supplement document can be included in the document format group that is assigned to the payee.

For more information, see Document Format Groups.

Configuration

On upgrading to this release, a pay document format group will be automatically created based on all active payslip formats that existed prior to the upgrade and all existing payee records will automatically be linked to the relevant pay document format group.

To link a new or existing payee to a new document format group that defines the document formats that are applicable to the payee, select the relevant document format group in the Payslip Format Group field on the Payee record, as highlighted in the screenshot above. However, ensure that the relevant pay document format group has been created in Agency Portal > Maintenance > Portal Maintenance > Document Format Groups first. For more information, see Document Format Groups.

Note also at the time of creating a new Payee record, the document format group can be defaulted from the pay company default settings but the default can be overridden by manually selecting a different option in the Payslip Format Group field directly on the Payee record.