Assigning payments to employees

Payments are assigned to employees in their Employee Record. The payment details can be changed at a company level, affecting all the employees using that type of payment. See Managing payments.

Tip: To assign payments to a group of employees, or to include the selected employees in the minimum wage check, it is easier to use the Global changes option.

When you use the Enter Payments option to pay your employees, you can quickly assign a payment using the Add Payment button. In these circumstances, you should follow the procedure from step 3.

How do I do this?

1. Select the employee from the employee list, then click Employee > Employee Record.

Click in the Payment Name column, then click the finder button . From the drop-down list select the payment you want to assign, then click OK. Depending on how the payment was set up, you can change some of the information that appears when the payment is assigned.

If the payment details are changed here, when you pay the employee within Enter Payments, the list of payments may no longer appear in numerical order, but rather in the date they were created.

If you assign a factored payment to the employee, they must also have the basic payment assigned so the factored payment calculates correctly.

Click in the Payment Name column, then click the finder button . From the drop-down list, click New.

Next, choose the type of payment you want to create - either Payment or Net Payment.

What is a net payment?
An employee’s take home pay after tax and national insurance has been deducted.

When you have opened the option you want, click Help.

To delete a payment, choose the payment type from the list and press F8. If you are sure you want to delete, click Yes. A payment cannot be deleted if it has year to date values for the current tax year.

Feature availability (Sage 50 Payroll 2008 and above)

Use the Apply Minimum Wage check box to calculate the minimum wage for this employee. When you process their payroll in Enter Payments, you can adjust one of their payments to make up the shortfall.

To ensure the minimum wage calculation is performed correctly, the payment you adjust must have the same rate recorded in both Enter Payments and the Employee's Record.

Is the employee employed as an apprentice? Select the Apprentice Rate check box to calculate their pay using the minimum wage apprenticeship rate.

To find out more about the minimum wage, see Applying the minimum wage check.

Assigning payments to employees

Introduction

How do I do this?

Feature availability (Sage 50 Payroll 2008 and above)