We love innovating to make payroll simpler and our new self-service employee claims feature does just that.
Our employee self-service option was built to ease the administration burden that comes with payroll:
Employees can access historic payslips and tax certificates at any time without having to ask you to send it to them.
Leave requests allow employees to request leave and upload supporting documentation (such as medical certificates), saving you the hassle of having to remember to record leave or follow up with employees for their supporting documentation.
Info update requests allow employees to request changes to their basic information, ensuring that you have up-to-date and accurate information for employees.
Our new feature expands self-service to allow employees to submit inputs for the following payslip items:
Custom items, with the Input Type as “Once-off for specified payslips”, “Different on every payslip”, “Hourly rate * factor * hours” and “Custom rate * quantity”
Employees can enter the amounts that they wish to claim and upload supporting documentation. An approver simply needs to approve the request. It will then be added to the employee’s next draft payslip without the payroll administrator needing to capture any of these payslip amounts. In addition to saving the payroll administrator processing time, it also takes the hassle out of verifying claims, since a separate approver (such as a direct line manager) can be set up for this purpose.
Note: As this is an opt-in feature (for now), you need to request it from our support team, at no additional charge. More information on how this feature works can be found on our help page here.
Not a SimplePay client but want to use our self-service feature? Unfortunately this feature is only available to SimplePay clients. The good news is that we offer a 30 day free trial and sign up is a breeze! You can find out more and sign up for a trial here. Come and experience the joy of stress-free payroll.
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:
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.
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.
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.
To ease the payroll burden on employers and payroll administrators during the COVID-19 pandemic, we have introduced a new Employee Actions section to our Bulk Actionspage to allow users to do the following for their employees in bulk:
Undo End of Service
This new bulk functionality allows you to manage multiple employees’ services in one place on SimplePay. This means that whether you are putting your employees on Reduced Working Time due to COVID-19, or you are reinstating them when business has returned to normal, you will be able to do this easily and for all your employees at once!
To learn more about how this functionality works, head over to our help page here.
For larger companies we recommend limiting this bulk functionality to batches of 50 employees to ensure smoother results.
If you have any questions, please contact our support team.
We are happy to announce a new security feature as part of our ongoing commitment to protecting your data and helping you stay safe online. We already have the highest of security standards in place, and last year we introduced an optional 2-factor authentication feature to prevent access to your account if someone has your password. Now, our optional timeout feature allows you to choose how long the system can be left idle for before automatically logging you out of SimplePay.
With this new feature, if you forget to log out of SimplePay, the next person that uses that computer or electronic device will not have access to your account. This is especially beneficial to you if you share computers in the workplace, if you work on public computers or if you are concerned that someone will use your electronic device when you leave it unattended.
To access this feature:
Go to the Profile icon and select User Profile
Click on Lock screen after timeout
Select a timeout option:
If you select ‘Disabled’, you will not be logged out of the system, no matter how long a page has been left idle for.
If you select a time from the menu (e.g. ‘1 hour’), it means that the system will log you out if there has been inactivity for the time specified.
Just another way that SimplePay is helping you take care of your sensitive employee data.
In March 2019 we announced a new feature that allows you to create customised items that follow the same tax and payroll rules as certain system items. It proved to be so popular amongst you, our users, that there were requests to allow for more system items to be customised. We’re happy to say that we have now expanded this feature to also include the following items:
Subsistence Allowance Local
Subsistence Allowance International
Remember, this feature allows you to:
Create multiple items of a certain type
Customise the names of these items
Map different versions of a specific type of item to different Xero accounts
How does it work?
When creating a custom item (Settings > Custom Items > Add), there is an option to select create a copy of an existing system item. Select the system item that you wish to use and give it a custom name. You can then add it to your payslips in the same way you would the system item of that type (Regular Inputs or Payslip Inputs).
Read our help page here for more information on creating custom items.
If you need assistance on this, please reach out to our support team who would be happy to help.
Introducing the latest system expansion from the SimplePay team: employee leave expiration for leave days carried over.
With our aim to give you the ultimate payroll experience, you can now customise your leave settings even further by specifying how long leave carried over from a previous leave cycle remains valid for. For example, you might have a policy that any unused leave from 2019 may carry over to 2020, but if it is not used by the end of June 2020, it will expire and be forfeited.
This is usually done to ensure that your employees’ leave does not excessively accumulate and aligns with the BCEA, which requires leave to be taken within 6 months of the end of a cycle. In addition, by prompting employees to take their leave in due course, it leads to increased employee well-being which has long-term benefits for both employees and the company. Before implementing this on the system, ensure that it aligns with your company’s leave policy and your employees’ contracts to avoid any labour disputes.
To make use of this new feature
on current policies, follow these easy steps:
Go to Settings > Leave.
Click on View next to the leave type that you wish to edit.
Under Available Entitlement Policies, click on View next to the entitlement policy that you wish to edit.
If the Allow leave to be carried forward to next cycle? checkbox is set, there will now be an additional line that appears under it.
In the new field , enter the number of months that leave must be held for before expiring.
If you are creating a new leave policy, you will be able to follow the same process when creating the entitlement policy.
For more information on creating and editing leave entitlement policies, head over to our help page here.
We are happy to announce the release of a new feature that allows you to override payslip end dates in bulk. This feature is used to extend or shorten the payment period for a specified payslip.
This feature is particularly useful for companies that have an annual shutdown and pay their employees upfront for the period that they are on leave. If an employee is paid upfront for their leave period and the payslip end date is not changed to reflect this, then it is likely that the employee will overpay tax. This is because an employee’s year-to-date income earned and the length of period in which it was earned is used to calculate tax. Therefore, payslip dates must accurately depict the period for which the income is earned to ensure that the tax calculation is accurate.
Of course, overriding payslip end dates in bulk is not exclusively for annual shutdowns and this feature can be used in various contexts.
For more information on how to use this bulk action, refer to our help articles: