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Template Hierarchy
There are a number of options in Greentree for Payroll where an employee's tax, deductions and employer costs can be derived. These options form a hierarchy that can be as simple or as complex as your business requirements.
In most countries, tax and various other deductions must be deducted from an employee's pay and remitted to the authority. Similarly there are also additional costs incurred by your business that may not benefit an employee directly but must still be remitted. If you have groups of employees whose deductions and employer costs are the same, you can assign templates to these employees.
The amount that are deducted from an employee, or assigned to an employer cost, is derived using this hierarchy:
At the top level there are transaction types where a value (amount, %, scale) may be entered.
The next levels down are the template details. Template details are used when a group of employees have the same authority for their tax, deductions and employer costs.
The transaction types are assigned to the template detail, which is in turn assigned to an employee. It is important to note that when using templates that the external reference may must be entered against an employee for some of the transaction types within the template.
The next level is the employee. Employees may have their own deduction, tax or employer cost entered at this level.
The final level is the pay entry window. The deduction, tax or employer cost value may be changed at the pay entry as long as the transaction type is flagged as changeable.
When a pay is processed or entered Greentree will follow the hierarchy until the values are filled. It will start at the pay entry line, then got to the employee, then the template detail and finally the transaction type until the values are filled. The template detail and transaction type have an effective date each however the template detail overrides the transaction type.