What is an addition heading?

These can be cash or units multiplied by a rate. For Ad Hoc monetary amounts no annual or standard values are held in the system for monetary values or units. These are used for variable input only by pay period. No standard rates or values are held for an employee. Examples of these additions would include variable expenses and one-off cash adjustments such as back-pay. For any cash values that you want to be able to input variable amounts in periodic input or imported via a batch you will need to create an Ad Hoc Payment.

These additions are related to a contract or post that an employee occupies so would include overtime based on a salary of the post, for example. Standard amounts can be held by the addition heading or conditional functions can be applied to derive values based on a formula. You can also enter specific values to employees in the post.

This is the most commonly used addition heading as it relates to any amount that is paid for an employee because they occupy a post. For this type of heading if an employee has differing rates in a period – this category must be used.

If we need payslip to show Basic rate but we want the same heading to be used with units of variable rates, then use this Ad Hoc heading.

When values are input to an employee for this type of adjustment the post to which an employee is appointed can be selected to record the value against. This may be important for reporting or costing purposes. 

Where a conditional function has been used for a heading relating it to another heading then this other heading will need to be active against the employee before the related heading will activate. You do not add these adjustments to employees as they will automatically be activated by the adjustment referenced in the function.

Example: A spinal salary related to a formula producing a rate held in the employee Payments/Rates form is shown below. Here the Sal Offshore name has been used to refer to a spinal column value for this post and the adjustment COTA/RMT OT uses a conditional function to generate an hourly rate:

At periodic input time the derived rate can be overridden if required.

These additions relate to payments that are not related to an employee’s post.

Example: First Aid relates to an employee whichever post they hold. Another example would be Occupational Maternity Pay where an employee is entitled to this regardless of the post they hold. Another example could be Childcare Vouchers where standard or period related values want to be added to an employee.

Standard values can be held on the adjustment and can be applied to any employee that the adjusted is added or standard values can be added at employee level.

In the First Aid example, a standard annual amount of £500 has been applied to this employee. The FTE can be enabled, as here, where this employee is full time. 

In the Occupational Maternity Pay shown below, the addition heading has been set up with no standard values but you can see the employee Payments/Rates input allows date related input which will be activated in the relevant periods: 

More more information about Grades, see What are Grades and Pays Spines?

If you are using your own car for company business, you can claim for mileage expenses. The mileage claim heading is used if you are using the Mileage Claim setup. For more information, see How Do I Enter Mileage Claims for Employees?

These are payments that are used by the Occupational Sick Pay Scheme functionality. It may be that just one name is used for everyone in the employment or it may be that you want to use different names for different sick pay schemes with different sets of rules in terms of entitlement. Unless your costing determines different logic with different schemes it is easier just to have one name.

If OSP functionality is not used then these headings can be used at variable input to enter Sick Pay values either as cash amounts or units times a rate.

These headings are attached to the pay period calculation in order produce a final payroll calculation for the specified period.
If you are calculating 10% of an employee's net pay, you attach that to the Period Payment Function heading. The function would take the net pay in the period, multiply by 01, and that function will be attached to the payment heading so then that would just happen automatically. It does not have to be re entered each month.

Post Specific Payments

These are additions that can be added to Posts so that anyone occupying this post will derive this addition. Any standard values are held at the post level and depending on the periodicity of the payroll the correct standard periodic value should be completed. Again the FTE functionality can be used.

In the following example on a monthly payroll the rate of 125 will be multiplied by the unit value of 1.75 and then this will be multiplied by the FTE of the employee in this post. An example of where this could be used is London Waiting that is attached to all relevant posts. 

These headings are Benefit Scheme addition heading for childcare, cycle to work, pensions etc. Salary Sacrifice is a negative payment that would go through on the payroll and is calculated before tax and national insurance. 

Spine Point Additions

These headings are payroll entries that are specific to a spine point. 

Spine Point Salary (via Grade)  

Pays you via your grade level. Your Spine Point table is a list of salary values. The Grade table would say which From and To range is for a specific grade. These headings are used as a Grade payment on a Grade History form) or if it is used via the Post. They are both used the same way. 

Note: Spine Point Salary (via Grade) headings are not available if the Spine Point Salary (via Post) category is set up at implementation.

Spine Point Salary (via Post) 

These headings are used in relation to Pay Spines, which are set up independently. You must have an adjustment heading set up before you set up a Spinal Column Table so that the default heading can be used. You can select the heading from the Pay Salaries Using Heading drop-down list. 

Note: This heading can be overridden in the employee's Post History using the Spine Point Salary Paid As drop-down list.  

Note: Spine Point Salary (via Post) headings are not available if the Spine Point Salary (via Grade) category is set up at implementation.

Check this option to confirm the Qualifying Earnings are for Auto Enrolment.

Check this option if the Death Benefit is going to be reinvested into a Drawdown pension fund to give a regular pension income instead given as a lump sum.

Standard values can be specified as Annual Values or Periodic Values where you specify each periodicity, not an individual employee. When the rate changes, you change this once on the heading.

This rate is derived by a function that the user has created. If you are using a conditional function this is described in How Do I Create a Conditional Function?

Select the Conditional Function.

Values specified per employee