Payroll Settings

Introduction

The Payroll Settings page in Gangmates is a central hub for configuring, managing, and tracking deductions and contributions applied to employee payslips. This page is divided into three core sections, each serving a unique purpose to streamline payroll operations and ensure compliance with organizational and regulatory requirements.

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Core Sections

1. Deductions & Contributions Selection Section

This section allows administrators to select standard deductions and contributions that apply to all employee payslips within the company.

• How It Works:

  • Use the checkboxes to select items that should be included in the payroll deductions.

  • By default, PAYE + CRA (Child Relief Allowance) are calculated for all payslips.

  • Any additional selections (e.g., pensions, health insurance) will automatically apply to all employee payslips.

• Steps to Configure:

  1. Navigate to Finance -> Payroll -> Payroll Settings.

  2. Under the Deductions & Contributions Selection Section, check the items you want to include.

  3. Save the configuration to apply the selections across all payslips.

• Impact on Payslips:

  • The selected items are reflected in the Payslip Breakdown for each employee.

  • Learn more about payslip calculations here.

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2. Custom Contributions Settings Section

This section allows companies to manage custom deductions and contributions created for specific needs, such as loans, cooperative contributions, or special allowances.

• Features:

  • View: All custom contributions and deductions created by the company are listed here.

  • Manage: Expand each item to edit or delete the custom contribution or deduction.

  • Integration: Once created, custom contributions appear in the Deductions & Contributions Selection Section above for inclusion in payroll processing.

• Steps to Manage Custom Contributions:

  1. Navigate to Finance -> Payroll -> Payroll Settings.

  2. Scroll to the Custom Contributions Settings Section.

  3. Expand the item you wish to manage.

  4. Select Edit to modify the item or Delete to remove it.

• How to Create Custom Contributions:

  • Learn how to create custom contributions here.

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3. Contribution Summary Section

This section provides a detailed summary of all deductions and contributions for employees, allowing administrators to track payroll activities over specific time periods.

• Features:

  • Filter Options:

    • By Employee Name: Narrow down the summary to a specific employee.

    • By Time Period: Filter contributions and deductions by year, month, or a custom date range.

  • Data Representation:

    • Displays totals for the selected period and filter criteria.

• Steps to Use Contribution Summary:

  1. Navigate to Finance -> Payroll -> Payroll Settings.

  2. Scroll to the Contribution Summary Section.

  3. Use the filters to refine the data by employee or time period.

  4. Review the displayed summary, which shows the total contributions and deductions for the filtered criteria.

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Examples of Use Cases

1. Setting Up Standard Deductions:

   • An HR administrator selects Pension and Health Insurance in addition to the default PAYE + CRA for company-wide compliance.

2. Managing Custom Contributions:

   • A company creates a Cooperative Loan custom deduction and later adjusts the contribution percentage using the Custom Contributions Settings Section.

3. Tracking Contributions for Audit:

   • A payroll manager uses the Contribution Summary Section to generate a report of total deductions for a specific employee over the past six months.

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Troubleshooting

1. Custom Contribution Not Appearing in the Selection Section:

   • Solution: Ensure the custom contribution was saved successfully in the Custom Contributions Settings Section.

2. Incorrect Totals in Contribution Summary:

   • Solution: Verify the filters applied in the Contribution Summary Section to ensure accuracy.

3. Deductions Not Reflecting on Payslips:

   • Solution: Ensure the relevant items are checked in the Deductions & Contributions Selection Section.

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Best Practices

1. Regularly Review Selections:

   • Periodically review the Deductions & Contributions Selection Section to ensure compliance with company and regulatory requirements.

2. Audit Custom Contributions:

   • Use the Custom Contributions Settings Section to update or delete obsolete items to avoid errors in payroll.

3. Leverage Contribution Summary:

   • Use the filtering capabilities in the Contribution Summary Section to analyze trends and generate reports for audits or strategic planning.

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Support

For further assistance, contact [e-mail]. Provide details about the specific payroll setting or issue for faster resolution.