You can set up your own special Payment elements to supplement the many standard
payments that are set and and maintained for you by CloudPayroll®. Your own special
payments allow you to easily calculate and pay any unique allowances or other payment
types that exist in your organisation's employment contracts.
Tip: Before setting up your own payment, please check that no
standard payments already do what you need.
Adding a Payment
To set up a special payment follow these steps:-
- Go to your Payments.
- Press the Add Payment button.
- Enter a Payment Code and
The Payment Code appears in the drop-down list when you add transactions to
timesheets. You should use a short, easy to type, code that you can remember
easily. (If you are used to another payroll system that has allowances codes
or numbers, you may like to use those for your payment code).
- Press the Add Payment button.
- Complete the information on the Payment form and press the
Save this Payment button.
Information on a Payment
Each Payment contains a number of pieces of information that control how the payment
is calculated and reported.
||Enter a description that will clearly describe to a person what
this payment is for. This is displayed on peoples timesheets and payslips.
Note: If you include %rate% in your description, it will be replaced
by the transaction's rate on the person's payslip.
||Enter 1.0, unless the Payment is for overtime or penal time.
The amount calculated is multiplied by this multiplier, and it should always be
1.0 except for overtime / penal time payments.
(e.g. T1.5 - Time and a Half).
||Select the appropriate type from the list. This is the main
way to determine how a payment is calculated.
- For a calculation that depends on a persons pay rate,
select an Employee Rate (1 to 5).
(e.g. T1 - Ordinary Time).
- For a rate specific to this payment select use Rate Amount from Payment,
and then enter the actual rate in the Rate Amount box.
Note: This option is also used when ad-hoc payments are
made that vary each time they are entered. In that case, enter 0.0 in the
Rate Amount. You can then enter the actual rate to pay when entering a timesheet.
- For a calculation that depends on a percentage of a persons earnings, select the
appropriate percentage Calculation rule from the list,
and enter the actual percentage in the Rate Amount box.
||This entry depends on the Rate Type selected (above).
- For a Fixed Amount, enter the actual rate to pay this payment at. Alternatively,
enter 0.0 if the amount is to keyed when entering timesheets.
- For a Percentage based rate type, enter the percentage to apply,
(e.g. enter 6.5 for 6.5%)
||Leave this blank, and an appropriate priority will be generated for you.
(You will only rarely have to change the default priority).
The priority determines the order in which payments are calculated, paid and displayed
on timesheets and payslips. Often this order isn't important, but sometimes payment
calculations depend on other payments in the same timesheet. (e.g. a payment
that is calculated on a percentage of Taxable Earnings must be calculated after all
Taxable Earnings have been calculated).
See the Payments page for a list, in priority order.
|Default Cost Centre
Note: This is only displayed if you have the
Select how this payment is to be costed. You have four options:-
- No default - A cost centre will have to be entered every time you include this
payment in a timesheet.
- Person's default - The person's default cost centre (set up on their personal
file) will be always be used, unless you override it when you are entering
- Fixed Cost Centre - Select here the cost centre that will always be used, unless
you override it when you are entering timesheets.
- Template - This allows you to set up a rule that will direct the payment to the
appropriate cost centre, taking part of the code from the person's cost centre and the
remainder from the template. Enter a ? in each position that should come from the
person's home cost centre.
For example, 01??? will construct a cost centre starting with 01 and then
containing the 3rd, 4th and 5th characters of the person's home cost centre.
||Tick all that apply to this payment type.
- Employer ACC Levy -
Tick if this payment is to be included in the
Total Liable Earnings for Employer ACC Levy calculations.
- Superannuation -
Tick if this payment is to be included in a persons Superable Earnings.
This is important if you have another Payment that has a Rate Type of
'% of Superable Pay', and you want this payment to be included in
- Holiday Pay -
Tick if this payment is to be included in a persons Holiday Pay
Liable Earnings (Tip: Taxable Earnings generally are). This
affects the amount paid for
Casual Holiday Pay and
||Select the one that best describes this payment type.
- Salary/Wages - Select the appropriate earnings type to
report this payment in the appropriate place on the
Payroll Control and
- Allowance - Select the appropriate option. This largely
determines how the payment is taxed, but it also affects how it is presented
on reports, including the