How do I set up or change Pay Template for a Payee?

How to set or change Pay Template for a Payee.

Select Payees from the side navigation menu.

Locate the Payee you require by manually scrolling through the Payee List, entering the name into Search or using Show Advanced Filters.

Once the Payee has been located, select Actions > Edit.

🎯 Edit is unavailable if the Payee is included in an unposted Pay Run. To edit the Payee, the Payee must either be removed from the Pay Run or the Pay Run must be posted/reported to the ATO.

Select Employment and Payment.

Navigate to Pay Template.

Select Advanced Pay Template if you want to define the QTY and/or Rate the Payee must be paid.

🎯 Before selecting Basic, please ensure the Rate displayed for Ordinary Time is identical to the Rate displayed in Rate Per Hour. Please update the Rate Per Hour / Annualised Salary if these amounts differ.

To add a Pay Type;

Select the relevant Pay Types required for this Payee. For example, if the Payee is a Casual, we recommend adding Casual Loading (OTE).

🎯 To be able to select Salary Sacrifice (to Super Fund, OTE) and After Tax Superannuation Contribution in Pay Template, the Payee's Employee Contributions Superannuation Contribution Details must be entered. Refer to How do I change the Employee Contributions (before/after PAYGW) Fund Details for a Payee?

If Advanced Pay Template was chosen, change the Quantity and/or Rate as required.

We typically find that the default Quantity for Casual Payees is zero to ensure they are not paid automatically when included in the Pay Run.

Then select the Plus (Add) button to add the Pay Type. Repeat the above steps until all Pay Types are added.

To edit an Pay Type;

If Advanced Pay Template was chosen, change the Quantity and/or Rate as required.

To delete a Pay Type;

Select the Minus (Delete) button to remove the Pay Type from the Table.

If the Pay Type has been saved previously, the Delete Icon will update to Undo, allowing you to reverse the changes. The Pay Type will not be deleted until Save is selected.

Select Save to save your changes.

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