How to Configure the Pay Company Default Settings

When a new payee record is created and is assigned to a pay company, some attributes on the payee record can be defaulted based on the default settings that apply to the pay company. This prevents the need to define all of the payee record attributes from scratch.

The following maintenance items must be configured before a set of pay company defaults can be configured:

AU Payroll - Pay Company Superannuation Funds
Employment Types
UK Payroll - Pension Schemes
Payslip Formats or Payslip Format Groups.
To configure the pay company default settings, follow the procedure below.

1.	If the relevant pay company record is not already open in the Add/Edit Pay Company Entry screen, search for and open the relevant record.
2.	On the Pay Company Entry screen, click the Default Settings tab. The Default Settings tab is activated.
3.	Click Add. The Default Settings Details Entry screen opens.
4.	In the Apply To field, select Pay Company.
5.	In the Payslip Format field, select the default document format that will be used when generating payslips for payees who are employed by the pay company. Alternatively, in the Payslip Format Group field, select the default document format group that defines the payslip format and the format for any supplementary documents that are to be issued in conjunction with the payslip.
6.	In the Payslip Delivery Method field, select the default method by which payslips will be delivered to payees who are employed by the pay company. This can be one of the following: Print - payslips will be printed and physically delivered to payees Email - payslips will be emailed to payees Portal Only - payees will access their payslips via the Candidate Portal. Payslips are always made available through the Candidate Portal regardless of the default payslip delivery method that applies to the pay company. For example, if the payslip delivery method is set to Email, payslips will be emailed to payees and payees will be able to download their payslips from the Candidate Portal. Therefore, payees who have access to the Candidate Portal can access their current and any of their historical payslips at their own convenience.
7.	for AU Payroll If payees who are employed by the pay company are generally exempt from superannuation contributions, click Exempt. Otherwise, select the name of the default superannuation fund and the default contribution rate rule in the Fund Name and Rate Rule fields respectively.
8.	for UK Payroll In the Automatic Enrolment Scheme Name field, select the pension scheme that should be used when a payee is eligible for automatic enrolment. From version 11.44 patch 2, a pension scheme against a pay company is mandatory if a staging date has been applied in the Pension Automatic Enrolment tab. This pension scheme is used for the pay batch to assign a pension scheme to a payee who has been determined to auto enrol. Different schemes can be applied to employment types if required. If the payees should generally be exempt check the Exempt checkbox for specified employment types. If Exempt is supplied type a default reason for the exemption. Where a tax type is contractor, deemed contractor, umbrella or CIS, the exempt flag will automatically be applied. So do not use this setting if the exemption is based on these payee types as it will automatically be done. It would be rare if an exemption should be applied to an employment for any other reason.
9.	Click Save. The pay company record is saved.

How to Configure Default Payslip Format at the Employment Type Level

To configure a default payslip format for pay company's payees who are also employed under a specific employment type, follow the procedure below.

1.	If the relevant pay company record is not already open in the Add/Edit Pay Company screen, search for and open the relevant record.
2.	On the Pay Company Entry screen, click the Default Settings tab. The Default Settings tab is activated.
3.	Click Add. The Default Settings Details Entry screen opens.
4.	In the Apply To field, select Employment Type. An Employment Type field is enabled.
5.	In the Employment Type field, select the employment type to which this set of default settings will apply.
6.	In the Payslip Format field, select the default document format that will be used when generating payslips for payees who are employed by the pay company. Alternatively, in the Payslip Format Group field, select the default document format group that defines the payslip format and the format for any supplementary documents that are to be issued in conjunction with the payslip.
7.	For UK Payroll In the Automatic Enrolment Scheme Name field, select the pension scheme that should be used when a payee is eligible for automatic enrolment for that employment type. If the payees should generally be exempt check the Exempt checkbox. If Exempt is supplied type a default reason for the exemption.
7.	Click Save. The pay company record is saved.