How do I set up Other Benefit Salary Sacrifice for a Payee?

How to set up Other Benefit Salary Sacrifice for a Payee.

STEP 1

Add a User-Modified Deduction by copying one of the following. If Reportable Fringe Benefits applies, please make sure this is configured when you complete this step.

STEP 2 - Assign the User Modified Other Benefit Salary Sacrifice Deduction to the 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.

Select the user-modified Deduction.

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

Then select the Plus (Add) button to add the Deduction.

Select Save to save your changes.

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