How do I manage Payroll in Saasu?
Payroll is managed in two ways:
- As individual transactions where the employee details are setup via the main menu using More Lists > Employees > Add and then a Payroll transaction can be created using Add > Payroll.
- As a batch using Paygroups. A Paygroup needs to be created and then employees can be added to a Paygroup from their Employee Details Screen at More Lists > Employees
How do I create a Payroll entry?
From the Add menu select the Payroll option.
How do I see a list of Payroll entries?
From the More List menu select the Payroll option
How do I a pay run for lots of employees?
First you need to create a Paygroup. Then add your employees to the Pay Group. Lastly process the Pay Run. You can go back and review your Pay Groups List at any time to modify your Pay Run(s).
How do I setup my Employees?
Create your employees by clicking More List and then Employees. Making sure you fill in both the Details and Default Pay tabs in the screen. You can go back and review your Employees List.
How does leave get tracked?
Saasu has calculators attached to Pay Items that are used to work out the hours of entitlement accrual for holiday, sick and other types of leave for your employees pay transactions.
How do I set the accrual of leave?
To modify the leave entitlement accrual (hours) that is generated for each pay transaction choose More Lists > Payroll > Setup Pay Items and then open the Pay Item and modify the Percentage Rate as required. The default is 8 days (3.0769%) for Personal Sick Leave and 20 days (7.6923%) for Annual Holiday Leave. Modifying these Percentage Rates doesn’t alter historical transactions.
How do I work out what percentage to use for leave accrual?
Due to holiday and sick leave differing depending on your agreement/contract/award/country etc we only have a default accrual set for Entitlement Pay Items. This default % of hours needs for your specific needs. The default accruals for Holiday Leave Pay Item is set to 4 weeks (20 days) per annum being 7.6923% of Gross Hours worked. The percentage is calculated as follows; (4 weeks x 5 days x 8 hours) / (52 weeks x 5 days x 8 hours ) = 4 / 52 = 7.6923%. Sick leave is managed in the same way.
How do I know how many days leave my employees are entitled to?
Seek advise from your advisors as the rules differ for different business and for different zones. Many legal, regulatory and other issues should be considered.
I’ve been accruing leave at the wrong rate, so what can I do to fix it?
You will need to do an adjusting entry in the employees next pay transaction. You can do this by adding an extra Pay Item in the Next Pay tab for the employee.
- Choose Employees from the main menu and then click the Next Pay icon (pencil with arrow).
- Add the Entitlement you need to make an adjustment for in addition to the normal ones that accrue.
- Make sure Auto-calc is not ticked/checked so that it is off for this extra Pay Item you are adding for this pay.
- Work out how many extra (or less) hours they should have and enter it.
How do I setup a Salary Package in Saasu?
In many situations in Payroll you may need to create payroll transactions for specific Salary Packages, Enterprise Agreements, Employment Contracts and others (Salary Packages). Accordingly our help isn’t specific to your circumstance nor is it advise on how to setup these kinds of transactions. We recommend you engage an Advisor to establish firstly what the accounting entry looks like and then try our help system and/or support service for assistance regarding capturing the required Pay Items that make up the Salary Package transaction.
How does Saasu calculate tax when multiple Pay Items are used?
Wage and Salary and Deduction Pay Items are taxable. Saasu will calculate tax on the sum of the Pay Items set to Taxable. To change or check the tax status of Pay Items:
- Click Payroll in the main menu.
- Click Setup Pay Items.
- Change Taxable check box as required
How will the various components of a Salary Package be displayed on a Payslip?
In a payslip Pay Items will always appear separately. As you add new and additional Pay Items to a Salary Package they will display separately so the employee receives the detail making up their payment(s).
How do I know if a Pay Item is used in the calculations of other Pay Items?
Some Pay Items such as Super, Pensions, Healthcare may need to use other Pay Items in order to calculate. A common example is pension or superannuation payments that relate to a percentage of Wages and Salary Pay Items. Exclusions make sure you don’t include the selected Pay items in these calculations if you don’t want to. To see the Exclusions for a Pay Item:
- Click Payroll in the main menu.
- Click Setup Pay Items.
- Click the edit (pencil) icon to open up the Employer Contribution Pay Item.
- Click the Exclusions link to reveal the list of Pay Items that are available for exclusion in the Pay Item’s calculation (those ticked are excluded).
Why won’t details in a payslip when I edit my employees details?
Details in a Payslip Won’t Update
How do I handle Employee Reimbursements?
How do I handle Non-Deductible Allowances and Expenses (for Australia)?
Non-deductible Allowance and Expense
I use a payroll service so how do I account for this?
Entering Payroll if You Use a Payroll Service
I am switching to Saasu so how do I capture leave entitlements from my old software?
Entering Opening Balances for Employee Entitlements
How do I work with hourly rates using payroll?
Working with hourly rates in payroll
What are the default accruals in Saasu (for Australia)?
8 or 10 days are the most common sick leave entitlements and 20 days for holiday leave but this is completely.
How do I do a PAYG Payment Summary (Group Certificate) in Australia?
See the support note covering Income Tax Payers Summaries (PAYG Payment Summaries / Group Certificates)
Can I leave specific notes about employees such annual car allowance amount, commissions payable etc?
When you create and save an employee you can attach Activities to their details (bottom of the page after saving). Saving an activity to the employee details screen also allows you to save files. These might be scanned copies of employee forms, contracts, voicemails, emails etc. It all depending on the workflow of the organisation.
