The information on this help site covers the use of the payroll system as
well as the legal aspects of payroll. When you are logged into the system,
you will be pointed to help topics that are relevant to the function you are using.
You can also browse or search the help site from here.
You can also browse or search the help site from here.
Payroll Setup
- ▶ Company Setup
- Payslip Settings
- Split Pay for Custom Leave Types into Separate Accounts
- Employer Details
- Employer Filing Details
- EFT Settings
- Pay Frequencies
- Pay Points
- Job Grades
- Custom Items
- Formulas
- Templates
- Basic Pay Settings
- Bargaining Councils
- ▶ Employee Setup
- Add Employees
- Employee Classification
- Basic Info
- Custom Employee Fields
- Take-on Balances
- Regular Hours
- Skills and Equity
- ▶ Frequently Asked Questions
Payroll Processing
- Payslip Basics
- Entering Employee Hours
- Add a Payslip
- Notes
- Pay Runs
- ▶ System Items – Benefits
- Accommodation
- Bursaries and Scholarships
- Company Car
- Company Car Under Operating Lease
- Employee’s Debt Benefit
- Medical Costs (Other than medical scheme)
- ▶ System Items – Income
- ▶ System Items – Deductions
- Donations
- Garnishee
- Income Protection
- Maintenance Order
- Medical Aid
- Repayment of Advance
- Retirement Funds
- Voluntary Tax Over-Deductions
- ▶ System Items – Allowances
- Broad Based Employee Share Plan
- Computer Allowance
- Phone Allowance
- Gain on Vesting of Equity Instruments item
- Subsistence Allowance (International / Local)
- Tool Allowance
- Travel Allowance
- Uniform Allowance
- ▶ System Items – Other
- ▶ Service Periods
- Ending an Employee’s Service
- Payments on or after Termination
- Recording Maternity and Parental Leave / Long-Term Absence
- Assisting Employees with UIF Claims
- ▶ Additional Topics
- ▶ Frequently Asked Questions
- How do I capture daily paid employees?
- How does the pro-rata calculation work?
- How do I roll over to next pay period or tax year?
- Why can’t I finalise my payslip?
- Goal Seek
Payroll Concepts
- Payslip Components
- ▶ Pay-Related Calculations
- ▶ Statutory Deductions and Contributions
- Employees’ Tax (PAYE)
- Unemployment Insurance Fund (UIF)
- Skills Development Levy (SDL)
- Tax Trace
- Tax Averaging vs Periodic
- Independent Contractors
- Non-Standard Employment
- Tax Directives – Termination
- Deemed Remuneration
- ▶ Frequently Asked Questions
- Why is the tax on the payslip not what I was expecting?
- Why is tax calculated for 12 months if the employee has only been employed for a few months?
- Why are the UIF and SDL amounts on the payslip different?
- Why is there Annual Leave Pay Extra on my payslips?
- Is PAYE and Income Tax the same thing?
- How is the UIF cap applied to employees who are not paid monthly?
Bulk Actions
Filing and Processes
Accounting
Leave Management
- ▶ Leave Types and Entitlements
- Annual Leave
- Sick Leave
- Family Responsibility Leave
- Maternity Leave
- Unpaid Leave
- Parental and Commissioning Parental Leave
- Custom Leave Types
- ▶ Editing Entitlement Policies
- Editing Leave Details
- Creating Entitlement Policies
- Active Entitlement Policies (company defaults)
- Employee-Specific Leave Management
- Leave Take-On Balances
- Recording Leave
- Deleting Leave
- Leave Adjustments
COVID-19 (Archived)
- COVID-19 TERS CSV Export
- Additional ETI (COVID-19)
- COVID-19 Disaster Relief Payments
- TERS Payouts
- ▶ COVID-19 Frequently Asked Questions (FAQ)
- Why is my employee’s tax lower than expected after lockdown?
- TERS FAQs – December 2020
- What relief measures are there for employees?
- What relief measures are there for businesses?
- What support can my employees receive if they contract COVID-19 at work?
- My business is closing temporarily during lockdown, what UIF code should I use?
- My employees will be working reduced hours and need to claim UIF, which code do I use?
- What is the 35% PAYE deferment?
- I have employees who are ill as a result of COVID-19 and need to claim UIF, which code should I use?
- What ETI changes are there for COVID-19?
- My business is having to close down completely and will not reopen after lockdown. Which UIF code should I use for my employees?
- How do I get the SDL payment holiday?
- Is TERS the same as UIF?
- I am an employee, will I be able to claim TERS / UIF because of COVID-19?
- The Department of Labour has stated that I, the employer, can complete the application on my employee’s behalf; How do I do this?
- How do I apply for TERS?
- How do I calculate the benefit I / my employees will receive from the UIF or TERS?
- How can I track the progress of my TERS application?
- Who do I contact for assistance with UIF and / or TERS?
- How long does TERS run for and what are the application deadlines?
- When do TERS applications close?
- Part of the TERS application is proof of income for the employees – how do I provide this from SimplePay?
- [Archive] Is TERS available for May 2020?
- Does employee income still attract PAYE during the COVID-19 period?
- [Archive] I applied for TERS for April and May, but my employee only received a pay out for May. What do I do?
- I am registered with SARS for UIF, but not with the Department of Labour. Can I receive TERS benefits?
- [Archive] Can I still apply for TERS benefits in May if I didn’t apply in April?
- I’ve received feedback on my TERS application – what does it mean?
- How should I reflect TERS advances on my EMP201?
- How do I account for TERS payouts in my books?
- I am not a SimplePay client, is it still possible to use your forms for UIF and TERS?
- How do I get my UIF reference number?
- I need to refund the UIF, how do I do this?
- Does the type of business or the sector I’m in affect eligibility for TERS?
Other Frequently Asked Questions
- Do I have a contract or agreement with SimplePay?
- Is my data safe with SimplePay?
- Does SimplePay have a sandbox for testing the API?
- How do I download SimplePay?
- How do I backup my information?
- Is there a SimplePay app?
- Does SimplePay have a blog?
- Can you integrate with other systems?
- How do I delete/close my account?
- How much space does SimplePay make available to me?