A payslip is a document that provides a breakdown of remuneration and deductions. Over and above these basic payslip requirements, SimplePay allows you to customise your payslips to include or exclude information as needed. Below is a list of payslip options that can be configured to meet your requirements.
To configure your payslip settings:
- Go to Settings > Payslip.
- Select one or more of the payslip options that are outlined below.
- Click Save.
Payslip Format
Use format for self-sealing confidential stationery
Tick this box if you want to print payslips on A4 self-sealing stationery. This will ensure that the correct format is used.
Please note: You can also tick the Keep ID number confidential box to hide ID numbers from payslips.
Mask ID number
Ticking this box will show only the last four digits of ID numbers on payslips, e.g., XXXXXXXXX4086.
Hide dates
By default, the pay period dates will reflect on the payslip as they allow the employee to know for which period they are getting paid. You have the ability to hide the pay period field by ticking this box.
Please note: If you tick this box, you should still manually display the pay period dates by using a payslip comment (see below) or Custom Employee Fields.
For more information about Custom Employee Fields, please refer to the following Help Site page:
Add payslip comment
SimplePay allows you to add custom comments on payslips. Please note: Comments will show on all payslips, including finalised payslips.
Add additional headings
This field will allow you to input multiple headings that you would like to display on payslips. These headings will appear below the company name. Examples are a slogan, tagline, or mission statement.
Payroll Items
Show YTD balances
Tick this box to show a Year-to-date (YTD) amount for each item on the employee’s payslip.
Please note: You can also tick Show YTD balances even when current value is 0 to show a Year-to-date (YTD) amount for all the employee’s payslip items – even when the value / amount for the payslip item is zero on the current payslip. Note that this works only in conjunction with the previous option.
Show cumulative YTD (incl. Take-on Balances)
Tick this box to show a Cumulative field for the employee’s payslip items that includes any amounts captured under your employee’s Take-on Balances.
For more information about Take-on Balances, please refer to the following Help Site page:
Do not show employer contributions, taxable income deductions, and benefits
As the employer, by ticking these boxes, you have the ability to hide the employer contributions, taxable income deductions, and benefits.
For more information, please refer to the following Help Site page:
Employee Info
Show employee number
SimplePay will automatically assign an employee number to each employee you add to the system. By default, employee numbers will not be displayed on employees’ payslips. However, you can tick this box to show employee numbers.
Show additional number
Tick this box to display an additional number / amount of your choosing (e.g., union membership number).
Please note: This field allows for the input of alphanumeric characters.
You will be required to input the name of the additional number in the field next to Name for additional number. This can then be entered in the employee’s Basic Info.
Print employee banking details (if paid via EFT)
Tick this box to show the employees’ banking details if they are paid via EFT.
Ticking this box will also provide you with another checkbox option to mask the bank account number, e.g., XXXXXXXXXXX0037.
Show income tax number
By default, income tax numbers are not displayed on the payslip, but they can be added, if required, by ticking this box.
Print pay point
Tick this box to show the Pay Point that the employee belongs to.
For more information on Pay Points, please refer to the following Help Site page:
Print residential address
By default, an employee’s residential address is not added to the payslip, but it can be added by ticking this box.
Company Info
Don’t print Trading Name heading
Tick this box if the company name is already in the logo and you don’t want it to be repeated.
Leave
Do not show Leave Balances
Tick this box if you do not want any leave balances showing on new or historic payslips.
Do not show Leave Adjustments
Tick this box if you do not want any leave adjustments showing on new or historic payslips.
Please note: Leave balances will still show – unless the previous box is also ticked.
For more information about Leave Adjustments, please refer to the following Help Site page:
Other
Use old payslip format (Version 1)
SimplePay allows you to use our historic payslip format. If you prefer to use this older payslip format, tick this box. We recommend that you stick to using our current payslip version.
Please note: This will affect all payslips, including those that have already been finalised.