Description
Searching for payslips
The delivery of the supplier remittances will either be by email or print. Within the Payslip Delivery screen, the results grid displays data about the payslips being delivered. As the supplier payslip shows a consolidation of payees, the results grid needs to be a different layout. Therefore, you need to choose the payslip type that you are delivering.
Payslips for supplied payees will not be available to those payees in the candidate portal. This is because the payee is not paid by this system: the payee is paid by the umbrella or 3rd tier agency. Also the consolidated payslip contains data relating to many payees and so should not be seen by the payee. The consolidated payslip, however, will be attached to the supplied payee in the Candidate record.
The default payslip type will be Payee. When changed to Supplier, the results grid will show details about the supplier company rather than the payee.
In the Delivery Details tab, where you have selected the payslip type of Supplier, you can search for a specific supplier name. The fields relating to payee will not be enabled.
Payslip Delivery Actions
When a payslip has been selected, the Email Payee and Adhoc Email buttons are enabled. When Email Payee is selected, in the Supplier Details tab, it displays the supplier contact details and email address of where it is being delivered.
If you have chosen that the supplier is to receive a payslip per payee per pay batch, this would mean that the payee template would be used. Where the payee is a supplied payee, the email address will be used in the delivery is that of the supplier and not the payee.
Benefits
Enables users to manage the delivery of supplier based payslips.
Configuration
Email Template
Whilst is it optional to select an email template when preparing to send the payslips via email, this does reduce time if a template is available. To configure an email template for a supplier, follow these steps:
Step | Description |
|---|---|
1 | Go to Maintenance >Pay/Bill Email Template |
2 | Click Add. The Template Entry screen is displayed. |
3 | Name: Enter the name of the template. |
4 | Type: Select the type of email template which will be Payslip. The field Payslip Type will be displayed. |
5 | Payslip Type: There will be 2 options: Payee or Supplier. Select Supplier. (This was formerly Umbrella) |
6 | Enter the required wording for the template. For the UK, the remittance needs to be protected for GDPR purposes. Therefore, in the merge tags, there will be an option of <<LinkToDownloadDocument>>. If in the country hierarchy, it has been set that Pay Document Delivery Type is URL Link, this merge tag will need to be added to the body of the template so that the link is on the email to open the document (it will be user protected). |
7 | Save. |
Document Format
The payee must have a formatted document. Please refer to Document Format - Supplied Payees