Recurring payroll item

SharonOS
SharonOS Member Posts: 5 Novice Member Novice Member

I've done a super topup payment for an employee and I don't want it to recur every pay run (I remember this happened last year). How do I stop it being automatically entered in the next pay run?

Comments

  • Tanvi_kataria
    Tanvi_kataria Reckon Staff Posts: 401 Reckon Staff Reckon Staff
    edited May 2024

    Hi @SharonOS

    If it's for Reckon Accounts Hosted, while creating a pay cheque, it will pull the details from the employee records - Payroll and Compensation Info.

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    Make sure, the information is correct in the records, and it will not copy from the previous pay run.

    If it is for Reckon Payroll, please make sure, that they are not added into the Employee's Pay set-up.

    When creating a new pay run, you can choose the option as Use default pay items as it will bring the information from the Pay set-up in Employee records.

    image.png

    Whatever mentioned in the Pay set-up will be there in the pay run as in the below example.

    image.png

    Another option is to Add Pay items manually for the next pay run and moving forward, any options can be used. I hope this helps. Thank you!

    Regards

    Tanvi

  • Reeta
    Reeta Reckon Staff Posts: 231 Reckon Staff Reckon Staff

    Hi @SharonOS ,

    If you are using Reckon Accounts Hosted, could you please answer these questions so I can further assist you?

    1. Have you created a new pay item for that super top-up?
    2. Have you added that item in the employee payroll info under the earnings section?
    3. Are you using that pay item in each pay cheque created for that employee?
    4. Does the top-up amount appears in each pay-cheque?

    Please let me know so that I can further investigate.

    Kind regards,

    Reeta

  • SharonOS
    SharonOS Member Posts: 5 Novice Member Novice Member

    Yes, using Hosted

    1. Have you created a new pay item for that super top-up? Same item as last year
    2. Have you added that item in the employee payroll info under the earnings section? No
    3. Are you using that pay item in each pay cheque created for that employee? no just once per year
    4. Does the top-up amount appears in each pay-cheque? no just once per year
  • Reeta
    Reeta Reckon Staff Posts: 231 Reckon Staff Reckon Staff

    Hi @SharonOS ,

    Thank you for your response.

    Could you please review your payroll item setup? How you have configured that item can significantly affect the calculation. Please check the employee card details for super, and also examine how you've set up the payroll item. Additionally, if there's an annual limit, that could also impact the calculation.

    image.png image.png image.png

    Hope this helps.

    Kind regards,

    Reeta

  • SharonOS
    SharonOS Member Posts: 5 Novice Member Novice Member

    Hi Reeta

    Thank you for getting back to me. The payroll item and calculation is fine (as verified by our book-keeper). I just want to find a way of it automatically appearing on future payslips

  • Reeta
    Reeta Reckon Staff Posts: 231 Reckon Staff Reckon Staff

    Hi @SharonOS ,

    If the set up is correct and you are not using that pay-item for any pay-cheques then it won't recur automatically on the future pay-slips.

    Hope this helps.

    Kind regards,

    Reeta