PayBiz Sick Pay Type

Transcription

1 PayBiz Sick Pay Type 6/11/2018 Contents Sick Pay Type... 2 Sick Leave Allowed... 4 Taking Sick Leave... 5 Adjusting Sick Leave (NZ)... 5 Window Control Buttons... 7

2 Sick Pay Type PayBiz main menu > Payroll > Pay Types > Add > Pay Type Sick > Ok Used to pay employees Sick leave. The units used (hours, days or weeks) are deducted from the S/L Left. Figure 1: Sick Pay Type screen Field Pay Type Inactive Rate Up to 6 alpha-numeric characters. Unique code for the pay type. Up to 30 alpha-numeric characters. of pay type. Prints on the payslip. Tick to mark pay type as inactive. Inactive pay types cannot be used on payslips or tally sheet lines. Inactive pay types will not appear in pay type lookup screens when the ACTIVE Pay Types by Type filter is used. Select the appropriate rate from the drop down list: Figure 2: Rates This determines the amount the employee will be paid when taking Sick Leave. Continued Page 2 of 7

3 Field Rate continued Rate1 - Rate4 Use the value specified on the employee record AvgHr Use the calculated Average Hourly Rate for the last 52 weeks AvWoti Use the Average Woti Hourly Rate for the last 12 months (Aus Only) AccAvg Use the Average Hourly Rate since the ACC date specified on the employee AvgHr12wk - Use the calculated Average Hourly Rate for the last 12 weeks AvgHr4wk - Use the calculated Average Hourly Rate for the last 4 weeks Note: For staff paid piece rates, the hours are taken from the tally sheet line hours to calculate the average hourly rates Multiplier Numeric value up to 4 decimal places. The default is Causes the rate to be multiplied by the factor. Eg if set to Rate 1 with a multiplier of then the leave will be paid at a rate of 1.5 x the value of Rate 1 for the employee. The total on the payslip line is the value multiplied by the line quantity multiplied by the payslip units multiplied by the pay rate. Units G/L Code and Use Average Hours per Day Select Hours, Days or Weeks from the drop-down box. Optional G/L code. Enter the code or F8 for a lookup automatically displays for the G/L code selected Optional fields. If not set then posts to the employee P&L Wages code. The G/L code (balance sheet) is where deductions will be accrued. G/L fields are only enabled if the General Ledger optional module has been purchased. If ticked the quantity on either a payslip line or a tally sheet line will default to the average hours per day but can be overwritten. Requires the Days to be entered on the job/tally sheet or payslip lines If Rate used is AvgHr4wk the average hours/day will be calculated over 4 weeks If Rate is AvgHr12wk the average hours/day will be calculated over 12 weeks If Rate is Higher of 4/52WkAvg the hours/day will be calculated for whichever (4 or 52 weeks) is the higher average hourly rate. For any other Rate, the average will be calculated over 52 weeks If the employee s commencement date is within the 4/12/52 weeks the calculation will begin from the commencement date Page 3 of 7

4 Sick Leave Allowed Set the Sick Leave entitlements on the Leave tab of the Employee screen. Figure 3: Employee Sick Leave Settings Field Applies From S/L Allowed (hrs) Accrues Fixed Australia Date this sick entitlement takes effect from. F8 opens a Calendar to pick from. Numeric value up to 2 decimal places. Not applicable for NZ. Tick to accrue Sick Leave at a fixed amount per week, irrespective of hours worked. Leaving unticked will accrue sick leave proportional to the hours worked. Note If Leave Accrues at fixed amount per week is ticked in the Payslip Setup, sick leave will accrue fixed regardless of this setting. The Sick leave allowed will show on the employee screen, in the Details section of the employee screen. If a Max S/L has been defined, unused sick leave will accrue only up to the value specified. The current sick leave entitlement also displays in the Details section of the employee screen. Figure 4: Sick Leave Allowed, Max S/L and Entitlement Page 4 of 7

5 Taking Sick Leave When a non-salaried employee takes Sick Leave in NZ, they need to be paid their relevant daily pay or if this is not applicable, use their average daily pay. For staff whose Payslips are normally generated from Tally Sheets, add the Sick Leave pay type directly onto the Job/Tally Sheet where the employee would have worked had they not been sick, and remember to enter the Hours and Days. The system will automatically calculate the average hourly rate. You can use the Average Daily Pay report to find the Average Hours per Day. The accrued sick leave for the employee will automatically be reduced by the number of hours taken. Adjusting Sick Leave (NZ) Sick Leave in NZ is accrued and used in Days rather than hours. A Day is calculated from the Hrs/week and Days/week on the Annual Leave tab of the employee screen: Figure 5: Example Annual Leave Settings In this example, a Day is 35/5 = 7.5 hours. If there is no Annual Leave entitlement a Day is set as 8 hours. For employees who work irregular hours, when a Sick day is taken, enter the actual hours that would have been worked as the quantity for the Sick Pay Type on the job/tally sheet or payslip. Enter the difference as an adjustment on the Comment/Leave Adjustment tab of the payslip screen. Eg: An employee with an irregular work pattern does not have an annual leave entitlement defined as they accrue holiday pay at 8%. A sick day is therefore defined in the system as the default of 8 hours. If this employee is sick on a day when the rest of the staff work 6 hours, enter the sick leave on the job/tally sheet using your Sick Leave pay type for the 6 hours: Page 5 of 7

6 Figure 6: Entering Sick Leave on the Tally Sheet The Staff Base Rate will default to the rate specified on the pay type. In this example, we are using Avg Hr. Click on View Payslip to open the payslip and click on the Comments/Leave Adjustment tab: Figure 7: Leave Adjustment Enter the difference between the actual hours paid and a standard Day as an adjustment. In this example: Standard day hours (8) less hours worked (6). 8-6 = 2. The entry is negative so it comes off the entitlement. This ensure that the employee gets paid the Relevant Daily Pay and their Sick Leave entitlement is reduced by a full day to keep their remaining leave entitlement correct. Page 6 of 7

7 Window Control Buttons Figure 8: Window Control Buttons Button Save Save Exit Save & Add Details Analysis Delete Exit / Exit No Save Saves the current record. Saves and closes the current window. Saves and opens an empty ADD window. Opens a list of payslip lines using this pay type. Double click on the line to open the payslip screen. Useful for Search and Report functions. Not applicable for pay types. Deletes the current pay type. Pay Types can only be deleted if they have not been used on a payslip line. Use the Inactive checkbox to deactivate used pay types. Close the window. Go to: First / Previous / Next / Last record. Page 7 of 7