You asked us for a way to help you remember to capture the necessary payslip items associated with employee terminations, and we’ve been listening. Introducing our newest feature: the End Service Checklist.
When ending an employee’s service on the system, there will now be a pop up if the employee:
has a positive leave balance that you need to pay out
has a savings balance that you need to pay out
has a loan balance that still needs to be paid
If you are capturing the termination and the employee only has the last payslip as a draft (i.e. prior payslips have been finalised), you can click on each item in the checklist to open the system item where action is needed.
More information on these topics can be found in the following help articles:
At SimplePay, we believe in continuous improvement and are therefore committed to refining and enhancing the system to better suit your needs. With that in mind, we have made tweaks to our leave functionality to improve the deleting of leave requests. We’d like to highlight some of these changes:
In addition to payroll administrators and leave admins, previously approved leave requests can now also be deleted by any leave approver that is part of the employee’s approval group.
Where the payslip for the period when the leave dates occurred is unfinalised, the leave request will immediately be deleted in its entirety when clicking on Delete.
Leave requests with leave dates that fall during a pay period with finalised payslips will result in the opening of a new screen when clicking on Delete. From this screen, you can
see which of the leave days cannot be deleted as they impact the pay on a finalised payslip, and which of them can be deleted;
directly open the payslip where the nett pay is impacted by the leave, if you have administrator rights in addition to being a leave approver;
opt to delete leave in its entirety (the default) or superficially*.
*The Retain these leave dates? checkbox is used to indicate whether leave should be deleted in its entirety or superficially. If you leave the option unchecked, the leave request will be deleted in its entirety (the leave request will be deleted, the leave days will be removed from the calendar and the leave days will be added back to the employee’s leave balance). If you select the checkbox, the leave request will be deleted superficially (only the actual request will be deleted, but the leave will remain recorded in the leave calendar and the leave balance will still take into account the leave days recorded).
You can read more about deleting leave on our help page here.
We hope these improvements provide more useful information and a more enjoyable user experience.
If you require any assistance, please reach out to our Support team here.
In our blog post on 5 June, we announced a new ETI trace, which shows the ETI calculation for each employee. Today, we are happy to announce that we have also created traces for the UIF, SDL and Retirement Deduction calculations.
To view these traces, go to an employee’s profile, click on More next to Preview to open the web view of the payslip that you are on.
Click on any of the following to open the trace for that payslip item:
UIF – employee (new)
UIF – employer (new)
SDL – employer* (new)
Retirement deduction (new)
When you open the UIF trace, you will then be able to click on Income Subject to UIF to view how the income used in the UIF calculation was determined.
Similarly, when you open the SDL trace, you will be able to click on Income Subject to SDL.
*Reminder: the government has provided an SDL holiday until the end of August. The SDL trace will therefore only be available for payslips after August.
We hope these new features help you to answer some of the questions that you may have on how these payslip items are calculated, so that you can more easily check your payroll and also answer questions that employees may have.
If you need any assistance with these new features, please reach out to our support team.
Despite the craziness of the COVID-19 pandemic, we continue our commitment to giving you the best payroll experience. Our team have been hard at work to bring you a web view of EMP201, an ETI breakdown and an ETI trace:
You can now see the information contained in the monthly EMP201s without opening the PDF version of the document. To do this, go to Filing > Monthly Submissions and click on Web in the EMP201 section.
The EMP201 for the month will be opened, showing you a breakdown of the EMP201 figures. You can now see more details for ETI by clicking on the amount next to ETI Calculated.
This will give you a breakdown of the ETI calculated for each employee:
You can then click on the amount next to an employee’s name to see a the ETI Trace, which shows how the ETI for that employee is calculated.
If there is no ETI calculated for the employee, the ETI trace will also show you if the employee has not been enabled for ETI, if they do not meet certain criteria, or if their earnings fell above the ETI threshold.
Pretty cool, right? We hope you love these new features.
If you have any queries regarding the new feature or the information that it contains, reach out to our Support team.
When capturing payroll from an employee’s profile, our approach has always been to display only the payslip items that impact nett pay directly. This makes it easier to view exactly what impact (if any) the payslip item has on the salary or wage that the employee actually receives.
To view other payslip items, like statutory employer contributions or fringe benefits, you can click on the Preview link to view the employee’s payslip. We are now delighted to introduce a new feature that allows you view these other payslip items without opening the payslip. Clicking on More next to the Preview link will display all the payslip items from the payslip on the screen.
On the left hand side of the screen, you will see all the items that appear in the payslip section that are used to calculate nett pay. On the right hand side, you will see the other payslip items that do not impact nett pay directly (i.e. they are not directly added or subtracted to get the nett pay – however, they could impact the nett pay indirectly by influencing the tax calculation, which impacts nett pay).
We hope this new feature for viewing payslips faster makes payroll even simpler.
In a previous blog post, we informed you of additional ETI as a COVID-19 relief measure. The revised Disaster Management Tax Relief bills have given rise to some changes:
The ETI claimable for those in the R0 – R1 999.99 bracket has changed, retrospectively effective from 1 April 2020.
Employees with an appointment date before 1 October 2013 are now eligible for the Additional ETI, retrospectively effective from 1 April 2020.
As with normal ETI, remuneration should be grossed up and additional ETI for April should be grossed down proportionately if an employee is employed for less than 160 hours per month. This grossing up of remuneration and grossing down of ETI no longer applies, effective 1 May 2020.
SimplePay has implemented these changes to the system and automatically applied it to all payslips for April (even finalised ones). Therefore, all you need to do is:
Finalise the new EMP201 that is automatically generated by the system
Submit the new EMP201 information to SARS
Please also note:
The additional ETI is applicable until 31 July 2020
To qualify for the additional ETI, the employer must have been registered for PAYE after 25 March 2020
Employers that are not subject to a wage regulating measure AND that are exempt from the National Minimum Wage Act are not eligible from the additional ETI benefits for May – July 2020.
In our blog post on 27 May 2020 we informed you that the Department of Labour and UIF now recommend that declarations for foreign employees be captured on uFiling. SimplePay has now introduced a new notification for foreign employees. When clicking on Submit for a finalised UIF Declaration, the confirmation screen will include an alert for the number of foreign employees included in the UIF Declaration being submitted. You can then log into uFiling and complete the declaration for those foreign employees.
For more information on UIF Declarations, head to our help page here.
If you require further assistance, feel free to contact us.
In an effort to manage the effects of the COVID-19 lockdown on the economy, the Reserve Bank has announced a further historic cut to the repurchase rate (repo rate). The repo rate will be cut by 50 basis points, from 4.25% to 3.75%, effective 22 May 2020.
The change in repo rate impacts the “official rate” used to calculate the fringe benefit on employer loans. The official rate is set at an interest rate of 100 basis points above the repo rate and any changes in the repo rate will only affect the official rate from the beginning of the next month. The official interest rate for employer loans will therefore change from 5.25% to 4.75% effective 1 June.
As always, you do not need to take any action to implement the new interest rate. We have already updated the system to reflect these changes. All employer loans on payslips dated from 1 June 2020 will make use of the new interest rate. As our system is built to be intuitive, any payslips dated before 1 June 2020 will make use of the previous interest rate.
You can find more information on employer loans on our help page here.
If you have any questions, please do not hesitate to contact our support team.
One of the benefits of being a SimplePay user is that you can submit your UIF Declarations (UI-19 forms) directly to the Department of Labour with the click of a button. This allows you to completely bypass uFiling, making the filing process more convenient and less time consuming.
The data in the UIF Declaration is submitted to the Department of Labour in the required file format. For readability and user-friendliness purposes, SimplePay provides you with PDF and Excel versions of these UIF Declarations. We have now expanded our UIF functionality for successful submissions to include a download of the submitted file. While the format of these files may not be as useful for payroll administration, they do serve as a record of the actual file submitted, should there be any queries or disputes with the Department of Labour.
To download this file:
Go to Filing
Navigate to the relevant month
Under the Electronic Status heading in the UIF Declaration section, the status should be “confirmed” (Note: the file is only available for successful submissions)
Click on the icon next to “confirmed” to download the file
Please note: Should you need to open these files, you will need to rename the file to include “.csv” at the end (and remove the abbreviation for the current file format). This will allow you to view the file in Excel, Google Sheets or another spreadsheet application.
For more information about monthly submissions, head to our help page here.
If you require any assistance regarding this functionality, please do not hesitate to contact our support team.
There are several organisations outside of government, such as the South African Future Trust (SAFT), providing COVID-19 relief funds for employers to keep paying their employees. The relief is usually offered in the form of a loan to employers and is paid directly to employees. To assist with the special tax treatment and reporting requirements for these payments (see below), SimplePay has created a new system item: COVID-19 Disaster Relief.
As outlined by the Disaster Tax Relief Bill, these payments are not included in remuneration for PAYE, SDL and UIF and therefore are not subject to tax. Although these payments are not included in remuneration for PAYE, SDL and UIF, they are included in remuneration for the purposes of calculating ETI.
Reporting on Tax Certificates
SARS has created a new tax code, 3724, for reporting these payments on IRP5s/IT3(a)s. This is outlined on the SARS website here.
Using the COVID-19 Disaster Relief System Item
To make use of the new system item created by SimplePay:
Go to an employee’s profile
Click on Add next to Payslip Inputs
Under Other, select COVID-19 Disaster Relief
Enter the Amount of the relief paid to the employee
You will notice that the payment is listed on the payslip as a Benefit and does not impact the Nett pay payable to employees. This is because the relief payments are made directly to employees by the organisation. The system item is simply used for satisfying the tax and reporting requirements and not to facilitate payments.
These details are also outlined in our help page here.
Should you need further assistance, please contact our support team.