One of our New Year’s resolutions every year has been to always ensure we provide our clients with a seamless and streamlined user experience and so are constantly looking at ways to simplify administrative payroll processes.
So, without further ado, we’d like to introduce you to Pay Run Inclusions.
Currently, in the employee’s pay run settings, there are separate pages for managing the following recurring items that are then included in an employee’s pay:
- Employer Liabilities
- Tax Adjustments
- Super Adjustments
We have now consolidated all these items into one page: Pay Run Inclusions.
QBO users access this via the 'Employees' tab on the dashboard:
All the above settings will now be managed through the Pay Run Inclusions page. Any historic and/or existing data will also be retained within Pay Run Inclusions.
Below is an example of what you will see when you click on Pay Run Inclusions within an employee file.
The process of adding, amending and/or deleting any pay run inclusions has not changed, however we have added the ability to include a specific start date for all transactions. This will allow you to set up a recurring transaction today and have it commence in 2 months time without the need of having to remember down the track.
There are also some changes to the Employee Details Audit Report as a result of the new Pay Run Inclusions page, being:
- If you want to filter by ‘Section’, you will now select Pay Run Inclusions
- The Pay Run Inclusions section will export all data relating to deductions, expenses, employer liabilities, tax adjustments and super adjustments – this includes all historic data as well
N.B. Up until 31 January, there will be a transition period whereby we will keep the existing deductions, expenses, employer liabilities, tax adjustments and super adjustments menu items. When you click on any of these pages, you will see the following message:
What does this mean?
As stated above, because all existing data has been transferred to the Pay Run Inclusions page you will need to navigate to that page to manage any employee set up.
These pages will then be removed from 1 February 2017.
If you have any questions or feedback please let us know via email@example.com