Transaction Type Configuration

This form contains the information required for setting up PAYE, National Insurance, Student Loans and Statutory payments. All of the transaction types selected on this form should not be set to Changeable.

Tax, NI and Student Loan transaction types are all added to the pay as part of the pay creation and no longer must be added to each employee record.

The transaction types selected allow the calculation of the above payments and recovery of statutory payments.

Options Reference

Each option and field on the form is described below. Mandatory options and fields are highlighted in red.

PAYE

Select the transaction type used for PAYE tax. This will be a tax transaction type.

PAYE (SRIT)

Select the transaction type used for PAYE Scottish rate of income tax. This will be a tax transaction type.

Student Loan - Plan 1

Select the transaction type used for student loan plan 1 payments. This will be a tax transaction type.

Student Loan - Plan 2

Select the transaction type used for student loan plan 2 payments. This will be a tax transaction type.

National Insurance - Employee

Select the transaction type used for Employee National Insurance contributions. This will be a deductions transaction type.

National Insurance - Employer

Select the transaction type used for Employer National Insurance contributions. This will be a tax transaction type.

Statutory Sick Pay

Select the transaction type used for SSP. This will be a pay transaction type.

Create SSP as JC line

Select this option for SSP lines to be created as JC lines. Once selected, a job will must be selected.

Statutory Maternity Pay

Select the transaction type used for SMP. This will be a pay transaction type.

Statutory Adoption Pay

Select the transaction type used for SAP. This will be a pay transaction type.

Statutory Paternity Pay

Select the transaction type used for OSPP. This will be a pay transaction type.

Shared Parental Pay

Select the transaction type used for ShPP. This will be a pay transaction type.

Additional Statutory Paternity Pay

Select the transaction type used for ASPP. This will be a pay transaction type.

Split weeks for monthly parental payments

Select this option to not pay whole weeks for statutory parental payments for monthly employees. If set, this will proportion part weeks depending on the number of days that fall into the first and last week of the month.