Occupational Sickness Hourly

1. Set up the Payroll Codes

Payroll > Definitions > Module Setup > Payment/Deduction

A deduction code will need to be set up for each Occupational Sick payment type e.g. 1 for Full Pay, 1 For Half Pay etc.

Select new,

In the General Window complete the fields as follows

Payment/Deduction: Enter Reference

Description: Enter Name e.g. Occupational Sickness Full Pay

Type of Code: Rate

Item Group: Leave Blank

Payment/Deduction: Deduction

In the Controls window complete the fields as follows

Statutory: Select Tax, NI and Pension

Occupational Sick: Leave Blank

React to critical dates: Select calendar days

In the Calculation window complete the fields as follows

Using Occupational Sick Full Pay as an example

Calculation type: Employee Rate

Factor 0.00

For Occupational Sickness Half Pay

Calculation type: Hourly WTE

Factor: 0.5

Then click save, and repeat this procedure for each deduction.

A Payment and deduction also needs to be set up for the Occupational Sickness Adjustment, ensure the type of field is selected as value.

2. Ensure the Sickness window in Module Definitions is updated.

Payroll > Definitions > Module setup > Module definitions

Complete the Occupational Sick Pay fields appropriately.

For more detailed information, click here.

3.Set up the occupational sickness schemes

Occupational sick>Module definitions>Occupational Sick & Child Care Scheme

Enter the details for the scheme and click Save:

Note that the default period for a rolling allowance type is 365 days.

In the Qualifying Query tab select the query that contains the employees you wish to be included in the scheme.

In the Duration Type Field enter Employee Working Pattern – Hours

On the Progression tab, in Payroll Code, select the employee payroll code that is replaced.

In Replace With, select the Occupational Sick Pay – Full code.

In Duration, type the hours as the allowance period.

Click Save, and then enter the details for Occupational Sick Pay – Half payroll code and save the details.

For more detailed information, click here.

4.Set up absence records

To create a sickness absence record for an employee:

Select the employee.

In the employee’s HR record, select Personal > Absence Entries.

Click New.

In Absence Type, select the description for the sickness absence type. The code associated with this description must be specified as a valid code in Automated Sick Pay – Valid Absence Codes on the Sickness tab of the payroll module definitions. You can create absence codes on the Absence Type window inPersonnel > Absence Monitoring > Absence Type.

In Absence Analysis, select the code for the type of absence. The description for the absence code is displayed. You can create absence analysis codes on the Absence Analysis window in Personnel > Absence Monitoring > Absence Analysis.

Select the start and end dates for the period of sickness in Start Date and End Date.

Click OK to save the absence record.

5.Run the payroll calculation and examine the working file

For employees who qualify for the scheme and who were off sick during the pay period, the working file should show the transactions for both basic pay and occupational sick pay. Examine the working file for an employee and check that an appropriate occupational sickness payment is recorded.