Termination Wizard

The Termination Wizard guides you through a series of windows that relate to the various termination processes. These processes terminate and pay an employee outside normal payroll processing.

The Termination Wizard has additional functionality compared to Express Pay Wizard when terminating employees (i.e. The National Employment Standards can be incorporated into the payment calculation).

Prerequisites

Rules and Guidelines

  • Time Entry transactions for termination pay for unused leave can be calculated and entered manually, or the Termination module can perform the calculations and generate the transactions.
  • The termination report will only be emailed to the nominated personnel once the Release Other Payments and the Process Other Payments process have been finalised.
  • The Termination of an employee is not final until the Release Other Payments and the Process Other Payments processes have been finalised.
  • A Presenter report is available for each function that was activated in the Termination Wizard Options window. This also includes audit report.
  • Please note that STSL deductions are NOT taken from Unused Leave on termination.
  • When a termination has been processed and calculated via the Termination Wizard and then imported into the payrun, no further calculation will be done.

  • Allowance and Deduction codes marked as 'Y' in Pro-rate will also be pro-rated in the Termination Wizard.

  • Hours Type Codes only allow a maximum entry of '99999.9999' value in the "Rate" field so multiple Units are required.
  • Terminated employees may keep their access to ESS. However, the details to be displayed on screen are the effective details as at Today's date (if the employee has been terminated prior to the actual Termination date) or Termination date.
  • Termination screen will not be editable if detected that the employee logged into ESS has been terminated.

  • This wizard can only be used for termination calculations.

  • Regardless of the termination date entered in this Wizard, the termination is not processed until the Termination Pay is Released and Processed.

  • Terminations will be available for cancellation if Time Card Entry has not yet been run. So if the user navigates to Cancel Termination after the termination has been processed through Process all Payments, all terminated employees will show up there (status E and R). On running the process to Cancel the termination, a call will be made to the Reactivate process which means, the employee record status will be set back to Active and:

    • If the Termination Status is 'R', the record currently having To Date = Termination Date will be updated to To Date = '31/12/9999'. Any deleted future effective dated records will NOT be recovered.

    • If the Termination Status is 'E', as future effective dated records have not been deleted and neither the To Date of the current record has been set to = Termination Date, the termination will be removed from Preceda. This will have no further effect on the employee record.

  • The Termination Wizard supports leave payments using average hours. This is only applicable to Preceda Australian version.

    • Average Hours Payments is only applicable if the terminating employee is configured to pay by average hours and corresponding average hours payment rule is enabled to use in terminations.

    • The Termination Report will display average hours information if applicable.

Select Start Wizard.

This section of the Wizard allows for a new termination to be entered or displays any previous entries generated via this process that have been either approved or held.

This screen displays only active employees from the Environment.

The employee's ID number is selected when creating a new termination entry.

This button is used when multiple sessions of Preceda are open and accessing the same termination record. The system will request that the record is unlocked before selection can be made.

This is the section where termination transactions, Active or Held, are displayed. When drilling down on any of these transaction you have the choice of:

  • Changing the Status of the transaction (i.e. from H to A). Selecting A does not force recalculation of the Termination.
  • Assigning a different user to the transaction.
    The Assign to User ID fields allows for a different user to access Held termination records.
    (Define User - Appear on "Assigned To" List field).

 

To get the employee from Status H to A, unlock the selected entry and double click on the employee to open the drilldown, then the record can be changed to A. Also on this screen, when the A is selected, it will also ask if the EvSS transactions need to be deleted.

Clear Time Card Entry Transactions field is editable when Status A is selected and there are transactions to clear. This allows you to delete EvSS transactions.

 

Select Next >> to continue with the workflow or select Back >> to return.

  • If the selected employee's Year End Processing Status is either F (Fully Processed) or P (Partially Processed), an error message (i.e. Year End Processing Status is Partially or Fully Processed. Maintenance is not allowed) will be displayed upon clicking Next.

 

The next step is the Selection screen. This allows for the selection of information relevant to the termination about to be completed. Termination Date, Termination Reason and Period End Date are allowed to be entered on this screen.

You can also apply certain termination conditions by performing selection of up to 4 different Termination Pay codes.

This displays the selected employee ID number and name.

This displays the date that the termination pay will be calculated to.

This displays the date the employee is leaving the company.

This displays the Reason Code for the Termination.

This displays the date the payment is to be released.

This displays the payment method to be used.

Code Description
B Bank Credit
C Cheque Payment
E Cash Payment
N No Payment

 

Do you want to include the Standard Allowance/Deduction codes that are setup in the employee's Salary window?

Do you want to include employer superannuation?

Code Description
Y Leave is taxed according to the Lump Sum Rules
N Leave is taxed as marginal

 

Indicate if the employee is to be auto paid or not.

Setting this to 'Y' enables the system to calculate the Autopay hours and pro-rate them based on the termination date.

Enter the last date of the period.

The date entered here will be used the same way as it is used in the Express Pay Wizard where the costing, salary, and any other relevant effective dated files will be used as part of the termination calculation.

Indicates if calculations for an Auto Pay reversal transaction for prior period records will be suppressed.

Y the Auto Pay Reversal transactions are bypassed as these transactions will be considered as not required
N the Auto Pay Reversal transactions will be generated for prior period data where applicable.

 

Use an Additional Payment code, the codes selected will change the calculation methods that is be used other than the default rate.

 

Payroll Overrides

Do you want to override the deduction lot to be used for this Payrun?

Code Description
01 to 99 This value nominated the number of allowance/deduction lots to be applied in this Termination.
00 Stops all allowances/deduction activity for this employee in this Express Payment.

 

This overrides the number of weeks over which the Gross Pay is spread to determine the tax to be deducted. If the override is not required, leave this field blank.

Code Description
01 to 99 Specify the number of weeks over which the Gross Pay is to be spread in determining the tax to be deducted.
00 Suppress the automatic calculation of tax. This does not affect the automatic calculation of tax on termination payments.

 

 This displays the amount of the adjustment if there is any adjustment to be made to the employee's taxation. 

  • This is the value which will be added to or deducted from the standard taxation calculated by Preceda
  • A negative is entered with a preceding '-'.
  • The amount of this validation will be shown as an adjustment in the pay record.

 

 

Termination Pay

There are up to four Redundancy/ Termination codes to choose from.

Both the Redundancy Threshold and the Termination Pay Codes windows are used in the calculation of redundancy/ terminations.

For a Genuine Redundancy, the Severance and Notice of Termination can be combined and the resultant value compared against the Redundancy Threshold.

A notational message will be displayed to the right of the Termination Pay Code descriptions if the 'Combine for Tax' tick box has been displayed.

This is Code Position 1, filtered only by Type R codes.

This is Code Position 2, filtered only by Type T codes.

This field is editable when a value is keyed in both the Redundancy and Notice of Termination fields. If none or only one to the two fields is populated, it will be greyed out.

This tick box is used to link the calculations of the first two Termination Pay Codes (Redundancy and Notice of Termination). This combine the two Termination Code calculation values and this total will be used with Redundancy Threshold for taxation purposes.

This gives you a list of options for both R and T types codes.

This gives you a list of options for both R and T types codes.

 

Additional Instructions

Is this employee to be transferred to another entity within the organisation?

  • This option does not perform the transfer.

 

Was the employee's Superannuation Fund notified regarding the termination?

If required, any of the three termination user-defined fields can be entered.

Comments about the termination can be entered in this field.

 

Import of Time Card Entry Details

Indicate if there are any entries of Time (entered via the Time Card Entry process) to be imported into the calculation of termination pay.

If ticked, the Pay Separator to Import field is activated.

This is greyed out when there are no records to import via ESS or the Payrun is In Progress for the corresponding Frequency.

This displays the Pay Separator which the hours will be paid under.

Are there any approved Time Editor records to be imported?

Enter the end date when the approved records are to be imported.

This field is activated when the Import from Time Card Entry field is set to Y.

 

Select Next >> to continue with the workflow or select Back >> to return.

  • If the selected employee's Year End Processing Status is either F (Fully Processed) or P (Partially Processed), an error message (i.e. Year End Processing Status is Partially or Fully Processed. Maintenance is not allowed) will be displayed upon clicking Next.

 

Depending on which Termination Pay codes are selected will depend on which Termination Values are shown on this window. This window displays summary information of the termination/redundancy.

This window will also display any automatically calculated additional one week pay if the employee is over 45 years of age and has completed at least two years of service. The following message appears when termination employees over 45 years:

  • Note: Additional week paid due to age (45+) and completion of at least 2 years of service.

 

This screen will only appear when Termination Pay Codes are selected. If there is no Termination Pay selected, this screen will be skipped.

 

Select Next >> to continue with the workflow or select Back >> to return.

 

This screen shows you all leave classifications the employee has leave accrued against and allows you to select the leave types required to look at to review the payments to be performed.

  • The Leave Details displays all the Leave Entitlements for the employee being terminated and displays annual entitlements, leave already taken, the date the leave is accrued, and the accrual method code.
  • To review any of the leave types in details, check the corresponding Review Leave Type box next to the leave entitlement to be viewed.
  • Each of the selected leave entitlements are viewed in the Review section of the process.

 

Select Next >> to continue with the workflow or select Back >> to return.

 

This section displays any warnings that have been enabled from the Warnings Termination Wizard.

 

Select Next >> to continue with the workflow or select Back >> to return.

 

This screen is where all imported transactions from Time Card Entry and Time are displayed for review as well as the transactions resulting from the selection of Termination Pay codes. Any additional transactions required to be entered related to hours, leave and allowances and deductions can be entered here prior to proceeding with the final review of the Termination pay.

This section displays any standard allowance/deductions codes, provided that the Standard A/D field is flagged with Y. Bank Deduction details will be included.

If the Pro-rata Method is set to W (Worked days) and the Termination is greater than or equal to the Accrual Date, then the hours that will be entered in here will accrue leave and in turn update the leave balances in the payout screens for the leave.

It is recommended to enter all final pay information into the Detail Entry screen to ensure that leave accruals are calculated correctly.

The Wizard will not accrue leave for Actual Hours Worked if the Accrued to Date is greater than the Termination Date or Period End Date.

To ensure leave accrues for Actual Hours Worked, the Accrued to Date must be less than or equal to both the Termination Date and Period End Date.

This displays the number of hours that are to be paid to the employee.

For leave entries, type the date that this Leave Type begins and ends.

This displays the date the costing information that is to be transferred to an external costing system.

This column is available and visible by default for employees with at least one Role record configured via Roles screen/ mapper, regardless of its effective periods.

This prompt list only includes Role Codes effective for the employee as at the Period End Date or Costing Date (if entered, where Costing Date is considered first).

Indicate if the employee is to be paid regardless of them being entitled to it.

Code Description
Y Force the Payment to be made
N Force Non-Payment
Blank Do not force the payment

 

This displays the Account Number that the hours are to be allocated; this is different to the employee standard.

This displays the department that these hours are to be allocated to.

This displays the Labour Costing 1, 2 or 3 codes that are to be allocated.

This displays the User Costing 1,2 or 3 codes that are to be allocated to the external costing system.

If the rate for these hours is different to the standard rate established in the employee Salary window, a rate can be entered here for this line item only.

  • The maximum value for this field is '99999.9999'. A tooltip message ("The maximum value for this field is 99999.9999") will be displayed if you try to enter a rate that is more than the maximum value.
  • If you enter a value in this field, you must leave the Salary Code field blank.

  • If a termination is placed on hold and then retrieved, the rate override is set to zero.

 

A Salary Code can be entered to pay the hours selected only if using the Salary Code feature.

  • The system uses the rate established in the Salary Code window to calculate the hourly rate.
  • If using this field, leave the Rate field blank.

 

A Calculation Method entered here will override any Calculation Methods which have been entered on a Hours Type record or on the employee's Tax window.

Indicate whether a Doctor's Certificate issued has been issued or not.

This indicates which balance to reduce in the employee's sick leave entitlements.

Code Description
Y Reduce the balance of the employees sick leave entitlements. With Certificate.
N Do not reduce the balance of the employees sick leave entitlement. Without Certification
  • This only applies to Sick Leave and Worker's Compensation
  • If the entry is for Worker's Compensation, enter the Incident Number in the Comment field.

 

Indicate if the leave is a continuation from the previous Payrun.

This is only used when entering hours for Leave Types.

 Any comments or references can be entered and is recorded in the relevant Leave History windows.

Safety Module

  • The Comments field is used to record the Incident Number.
  • This will only apply if the Hours Type Code has a Classification of W.
  • If an Incident Number is not entered, an error will be displayed.
  • When the transaction is processed through a Payrun, the Hours Payment is automatically linked to the incident.
  • This can be viewed through the Workers Compensation Payments window in the Safety module.
  • If the Incident Number is not known at the time of entry the transaction will still be processed. The payment can be linked to the incident after the Payrun via the Link Payments to Incidents window in the Safety module.

 

This displays the reason for taking leave if the Hours Code entered was for an Other Leave Type or a User Defined Leave Accrual Method. This is recorded in the Other Leave History window.

This displays the reason for taking leave if the Hours Code entered was for an Other Leave Type or a User Defined Leave Accrual Method. This is recorded in the Other Leave History window.

  • A Leave Reason must be entered for Hours Codes with a Classification of O.

 

As hours transaction are entered which relates to Training the Course ID and Session ID's must be entered. When the transaction is processed through a Payrun, Preceda automatically links the hours payment to the Training Course/Session. This can then be viewed through the Training History window .

  • The Hours Type selected must have a Classification of Q.
  • If the Course/Session ID is not known, the transaction will still be processed. The payment can be linked to the Incident after the Payrun via the Link Session with Participant window.

 

This displays any Allowance/Deduction codes that are to be included in this payrun for this employee.

This displays the number of units to be paid to the employee for the selected Allowance/Deduction code. A value of at least one (1) must be entered.

  • A units value used to multiply the value in the Rate field can be specified. If a rate is not specified, the rate specified in the employee's Salary window is used or the value specified in the Allowance/Deduction window.

 

This displays the value of the Allowance/Deduction. This rate will be multiplied by the Allowance/Deduction Units and included in the employee's payrun.

  • By typing more than one zero in this field, the operation of an existing Allowance/Deduction for this particular payrun will be suppressed.
  • The Overrides window should be used to suppress the payment of all the employee's allowance/deductions.

 

This displays the date the costing information is to be transferred to any external costing system.

This column is available and visible by default for employees with at least one Role record configured via Roles screen/ mapper, regardless of its effective periods.

This prompt list only includes Role Codes effective for the employee as at the Period End Date or Costing Date (if entered, where Costing Date is considered first).

This displays an Account Number if these hours are to be allocated to a General Ledger account number.

This displays a department if these hours are to allocated to a department.

This displays the Labour Costing 1, 2 or 3 codes that are to be allocated.

This displays the User Costing 1, 2 or 3 codes that are to be allocated to the external costing system.

 

Select Next >> to continue with the workflow or select Back >> to return.

 

Each Review window displays the current accruals for Annual Leave for the employee. 

  • Preceda uses the values on the employee's Leave Entitlement window for the relevant leave types, checks the Accrued to Date if it is less than the termination date entered, and calculates the rest of the entitlement due up to the termination date. If the Accrued to Date is greater than the termination date entered, Preceda takes the values as they are.
  • It then checks the Unused Leave Balances and allocates these values into the correct components, Pre 78, 78-93, 93-96 and 96. If not using Unused Leave balances, the results are allocated to the 96 component.
  • The Hours Owing and the Base Pay Rate that are displayed can be overridden.
  • A Loading percentage can also be entered for any part of the leave accrual if necessary.
  • Once satisfied with the figures, enter the correct Allowance/Deduction code for each portion of the leave to have included in the final calculation. Any value that does not have a code entered is not included. Make sure this code is valid for the leave type and the type of termination payment being made.
  • The Allowance/Deduction codes are used to specify the taxation to be applied to the various Leave Types and Termination Payments.
  • Any values to be paid out must have an Allowance/Deduction codes allocated before proceeding to the following window.

 

This screen allows for input and/or modification of Hours Owing, Leave Loading, Rate to be used for payment and selection of an A/D code the leave payment is to be output in the final Termination Pay.

This screen gives you the option on Post 8/93 to Merge/Split the Pro-rata into the Entitlement.

  • This is initially on Split mode.
    • Entitlement and Pro-rata are shown separately.
    • Values can be overridden.
  • When Merged:
    • Pro-rata is greyed out.
    • Pro-rata Hours Owing will be added to the Entitlement Hours Owing.
    • Rate and A/D Code for the Entitlement will be retained.
    • Loading for Entitlement will be retained and Loading for Pro-rata will be ignored.
    • The Value field for both Pro-rata and Entitlement will be recalculated accordingly as well as the Total.

    • Entitlement values such as Hours Owing, Loading, Rate and A/D Code can be modified.

    • If the Hours Owing in Entitlement is overridden, when combined, the overflow or extra will be added into/ taken from the entitlement.
  • If an Entitlement has been modified/ overridden during Merge mode and then Split is clicked, the original value of Pro-rata prior to the merge will be displayed while the Entitlement will be adjusted, where new Entitlement hours = Entitlement hours when in Merge mode - Pro-rate hours.

    Entitlement = 3.00 and Pro-rata = 2.00, when Merged, it will be 5.00.

    If this is overridden to 6.00 and Split is clicked, the Entitlement will be 4.00 and the Pro-rata = 2.00.

  • Moving on to the next screen saves the current information on this screen.

    When in the wizard and you have modified the data (i.e. split and merged) and forgotten what it was originally, you can go back to the screen prior to this Review Annual Leave and then forward again. The data will be reset to the original values.

This is where the User Defined Leave is paid out.

As the screens General Leave Settings and Leave Paid Defaults Termination are configured, the Allow/Deduct Code set up flow over from the Leave Paid Defaults Termination screen to the Ent Hours A/D Code and Pro. Hours A/D Code fields of this screen.

This screen allows for input and/or modification of Hours Owing, Leave Loading, Rate to be used for payment and selection of an A/D code the leave payment is to be output in the final Termination Pay.

Following additional information will be displayed in this screen if the terminating employee is configured to pay by average hours and corresponding Average Hours Payment Rule enabled to use in terminations.

  • Average Worked Hours applicable for termination leave payouts.
  • Hours Owing by Average Hours column will display in between Hours Owing and Loading columns in read-only mode. In this instance respective payout values are calculated based on the formula Hours Owing by Average Hours multiplied by Rate.
  • New notification message related to average hours payments will display in the message panel.

  • View Average Hours Information button will display at the upper right side of the screen.

    Clicking on the View Average Hours Button will open Average Hours Information drilldown screen which displays information related to average worked hours used for calculating leave payments. This screen displays corresponding leave entitlements, related average hours payment rule information, average work hours, and legislative average hours information for a selected employee record.

 

This is the final step within the Termination Wizard.

This screen displays the final results of the calculations. This also shows the Pay Separator to be used to process the pay, Gross, Tax and Net after deductions as well as the Pay Method.

You can drill down on any of the lines to view full details of the payment to be made.

The Calculated Payment Drilldown allows you to view a summary of transactions an employee will be paid as part of the selected Pay Separator in the payrun to be processed.

  • This provides a picture of how the Pay Slip of the employee will look like and what are the earnings for the selected Separator in the Pay Period to be processed.
  • This includes a breakdown of all transactions with their corresponding Costing Dates and the tax calculated for them.
  • Clicking the Drilldown automatically starts the Pay Calculation Process resulting in the calculation of tax (to be displayed without having to leave the window), and timesheet details currently displayed on this window for the current employee. It will calculate the pay for that timesheet including Gross, Tax and Net after deductions.

  • Clicking on the View Average Hours Button, located at the upper right side of the screen, will open Average Hours Information drilldown screen which displays information related to average worked hours used for calculating leave payments. This screen displays corresponding leave entitlements, related average hours payment rule, average work hours, and legislative average hours information for a selected employee record.

 

The Header section of Calculated Payment is split into two, one holding the Employee Details and the other showing the employee pay details based on the selected Pay Separator.

This indicates the ID Number of the selected employee.

This indicates the Payment Summary Type required for Year End reporting.

Code Description
F Foreign Employment Income - This type produces a PAYG Payment Summary - Foreign Employment
I Individual Non-Business (default) - This type produces an Individual Non-Business Payment Summary
J Joint Petroleum Development Area (JPDA) - This type produces a PAYG Payment Summary - Foreign Employment
L Labour Hire - This type produces a Business & Personal Income Payment Summary and is displayed as 002 Labour Hire
O Other Specified Payments - This type produces a Business & Personal Income Payment Summary and is displayed as 002 Other Specified Payments
P Pension (non-super annuities)
V Voluntary Agreement - This type produces a Business & Personal Income Payment Summary and is displayed as 003 Voluntary Agreement
W Working Holiday Maker - This type produces an Individual Non-Business Payment Summary.

 

This is the tax code assigned to the employee.

Code Description
A Senior Single
B Senior Illness Separated
C Senior Member of a Couple
H Working Holiday Maker (WHM)
0 No Tax Deducted
1 Exemption NOT Claimed
2 Exemption Claimed
3 Non-Resident
4 Tax File Number not provided
5 No medicare levy
6 Half medicare levy
7 Exemption claimed (no A/L loading)

 

This indicates the selected employee's Supplementary Tax Code.

Code Description
B STSL - Study & Training Support Loans
H HELP - To be removed in the future.
S SFSS - To be removed in the future.

 

This displays how often the employee is paid.

Code Description
4 Four Weekly
A Half Monthly
F Fortnightly
M Monthly
W Weekly

 

This indicates the selected employee's type of employment.

Code Description
C Casual - Employees are taxed over their nominated pay frequency and only one lot of allowances/deductions, if calculated regardless of the number of pay periods specified for the Payrun. Tax weeks are calculated according to the pay frequency.
E External - A personnel who is not an employee of the company (e.g. Pensioner).
P Permanent
T Temporary

 

This is the method used to pay the employee.

Code Description
B Bank Credit
C Cheque
E Envelope /(Cash)
N No Payment (Pay is calculated but no payment is made)

 

The Base Hours selected is used to show the normal worked hours for the employee and can be used in calculating an hourly rate and leave calculations.

 

This shows the values for the selected Pay Separator; Where 'xxx' refers to the selected Pay Separator ID: Standard, 1 to 9 (for additional, normal pay), A to M (for Prepayment), or N to Z (for Rebank).

This indicates the date the employees will be paid up to.

This is the number of tax weeks applied to an employee's pay in the payrun.

This is the amount to be deducted from an employee such as when an employee does not earn a full pay.

This is the total amount of the employee's earnings (excluding after tax/ non-taxable allowances) where the tax and other deductions will be subtracted from.

This is the total amount of tax for the corresponding Pay Period.

This is the final amount the employee will be paid after subtracting all deductions.

 

The Browselist section has the Expand/Collapse All capability. Clicking the Expand All icon expands every grouped Hours or A/D Code. Conversely, clicking the Collapse All icon collapses every expanded Hours or A/D Code. You can also expand or collapse per Hours or A/D Code.

A Subtotal value is available for every grouped Hours or A/D Code on the following columns: Hours, Units, Before Tax, After Tax, Deductions, and Special.

Transactions are listed based on the pay code type, where all Hours Codes are listed first followed by the Allowances/Deductions Codes. The sorting within these groups are in ascending order.

You can modify the groupings via the Browselist options Group by This Field, Group by Default or Reset Grouping. You can easily remove the grouping in the Browselist. Revert to the original layout where all transactions are individually displayed using the Remove Grouping on the Browselist's drop-down option. To go back to the new grouping layout, click Reset Grouping or Reset Layout.

This refers to the Hours or Allow/Deduct Code used for payment to the employee.

This is the description of the corresponding Hours or Allow/Deduct Code.

This is the Hours or A/D Classification Code.

This field is hidden by default. To make this available, tick Class in the Browselist drop-down > Columns option.

This is the Hours or A/D Classification description.

This field is hidden by default. To make this available, tick Class Description in the Browselist drop-down > Columns option.

This refers to the hours entered for the Hours/Leave code.

This field displays the total hours paid in this transaction which is calculated based on the Average Work Hours.

This refers to the number of units to be paid/ deducted to the employee for the selected Allowance/Deduction code.

This indicates if the entry will be considered (Y) or not (N) in the calculation of superannuation gross. The value in this field is taken from the Allow/Deduct Codes or Hours Type Codes screen's Include in Super Gross field.

This field is hidden by default. To make this available, tick Incl. in Super Gross in the Browselist drop-down > Columns option.

This displays the value of the Allowance/Deduction. This rate will be multiplied by the Allowance/Deduction Units and included in the employee's payrun.

This indicates the amount added to Gross before computing for the tax.

This indicates the amount added to Gross after computing for the tax.

This field displays Average Work Hours of the respective employee used for payment calculation as at the leave payment date.

This field displays the corresponding Average Hours Payment Rule which was used for the payment processing to determine applicable average hours work.

This indicates the amount deducted from the Gross.

This refers to a value that is not considered part of Gross while affecting the Tax and Net After Deductions amount.

Examples of Special values include, but not limited to, Classification 5 (Living Away Allowance), Classification N (Non-Contributory $), Classification Q (Non-Contributory % ASG), and Classification S (Non-Contributory % of Linked Earnings or Gross).

Print Flags are supplied with Preceda and cannot be changed, added or deleted.

Code Description
0 The value is not included separately on the Payment Summary.
1 Include this Allowance/Deduction code on the Payment Summary. It is printed in the allowances box on the Payment Summary and not included in the gross figure.
2 LS A as a genuine redundancy, invalidity or app early retire scheme
3 Include this value in the total value for Lump Sum B printed on the Payment Summary.
4 Include this value in the ETP Payment Summary.
5 Include this value in the total value for Lump Sum D printed on the Payment Summary.
6 Include this value in the total value for Lump Sum E printed on the Payment Summary.
7 A Union/Professional Assoc fee value is included in the Deduction.
8 Include this value in the union Fees area of the Payment Summary.
9 Include this value in the total value for Community Development Employment Program CDEP Salary or Wages
A Workplace Giving value included in Workplace Giving Total. The value is displayed as a separate amount below the Union Fees area of the Payment Summary.
B LS A is NOT a genuine redundancy, invalidity or app early retire scheme.
C Reportable Employer Superannuation Contributions.
D Exempt Foreign Employment Income.
F The value is included in total for Foreign Tax Paid

 

These fields are hidden by default. To make any of these available, tick Year End Print Flag and/or Year End Print Flag Description in the Browselist drop-down > Columns option.

This is the Costing Date to be used.

 

If the details shown are incorrect, either click Restart Workflow to start again and correct the parameters or select <<Back to return to the Details window.

The Gross, Tax and Net values are calculated and cannot be maintained.

To alter the Tax Value, it will be necessary to return to the Entry window and use an Allowance/Deduction code for Extra Tax or return to the Selection window to use the tax adjustment.

 

 

Select Next >> to continue with the workflow or select Back >> to return.

 

Optional windows that were specified during the Optional Windows Termination Wizard setup are displayed.

The final Payment Submission step allows you to perform an action on the termination payment to be processed. An Option is required here to either Approve, Hold or Cancel the Termination payment.

Once an Option is selected and the Finish button is pressed, the information is either discarded or stored as requested. The Terminations Pending Screen will be displayed where the recently entered payment as part of the locked entries is now visible .

This displays the system-generated Termination Number.

Termination entries can be Canceled, Held or Accepted for processing.

Code Description
A Active. Details are passed through to the Release Other Payments window, awaiting release for payment
C Cancel. All entered details during this process are removed.
H Hold. Terminations can be edited and retrieved from the Termination Pending Screen in the Termination Wizard.

 

This will only be enabled when Option A is selected, if there are transactions to be cleared (i.e. Import from Time Card Entry is ticked on Selection screen), and payrun is not in progress. Otherwise, it will be greyed out.

Ticking this box allows you to automatically delete EVSS transitions. Otherwise, this reminds you to delete them manually.

This displays a termination report that can be emailed to a nominated person.

Is the termination report to be emailed to either the Payroll Officer or the Manager? If yes, then enter the email address in the field provided.

Indicate if the termination report is to be emailed to the employee being terminated or not.

If Email to Employee is flagged as Y, is the termination report to be emailed to their business or personal email account?

This displays the employee's email address.

 

Select Next >> to continue with the workflow or select Back >> to return.

 

 

Select Finish.