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Template Hierarchy
In most countries, tax and various other deductions must be deducted from an employee's pay and remitted to the authority. There are also additional costs incurred by your business that may not benefit an employee 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 if you can enter a value — for example, amount, percentage, scale.
The next levels down are the template details. Template details are for a group of employees with the same authority for their tax, deductions, and employer costs.
You assign transaction types to the template detail, which is in turn assigned to an employee. When using templates, you must enter the external reference against an employee for some of the transaction types in the template.
The next level is the employee. You can enter the employee's deduction, tax, or employer costs at this level.
The final level is the pay entry form. You can change the deduction, tax, or employer cost value at pay entry as long as the transaction type is changeable.
When a pay is processed or entered, Greentree Desktop starts at the pay entry line, then goes 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, but the template detail overrides the transaction type.