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Offsets
All Statutory Payments transaction types must be setup with a calculation method of amount for the calculations to work automatically.
If the statutory payment is paid and the employee's regular pay is not affected, an offset of the statutory payment must be performed so that the correct statutory payments are reported to the HMRC and for the recovery to work.
To setup the offsets, transaction types are required for SSP Offset and another transaction type for other statutory payments. These are also setup with an amount calculation method. This transaction type needs to have the same Accumulators set as the other statutory lines.
Note: The SSP Offset transaction type will have the Attachable Earnings accumulator selected, whereas the transaction type for the other statutory payments will not have this selected. They will both need to have the National Insurance and Taxable accumulators set.
The Employee screen must have the Apply Automatic Reduction Transaction Types checkbox selected for the Offset lines to be generated.
Back on the statutory leave transaction types, the Offset transaction type is selected in the Reducing Line field. The Apply Automatic Reduction Transaction Types option must be selected for the employee.
Once a pay is created with statutory parental lines, or as SSP lines are added to a pay, a second line for the offset is added and the amount of that line will be a negative value of the line of the statutory line. The amounts on these two lines are always kept the same. There is no impact on the pay, but the statutory payments are correctly reported to the HMRC and can be recovered.