Difference between revisions of "How do I add paternity pay?"

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(New page: {{Review}} == Summary == The following article explains how to enter and keep track of any employees Paternity pay. {{Note|title=PLEASE NOTE|text=If you are unsure whether to pay Materni...)
 
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{{Review}}
 
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== Summary ==
 
== Summary ==
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The following article explains how to enter and keep track of any employees Paternity pay.
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The following article explains how to enter and keep track of an employee's Statutory Paternity pay.
  
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{{Note|title=PLEASE NOTE|text=If you are unsure whether to pay Maternity, Adoption Pay, Paternity Pay, please refer to the information you will have been provided with by the Inland Revenue explaining the rules governing statutory pay or visit the Inland Revenue web site [http://www.inlandrevenue.gov.uk/employers here].}}  
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{{Note|text=If you are unsure whether to pay Statutory Paternity Pay, please refer to the information provided by HMRC explaining the rules governing statutory pay or visit the HMRC web site [https://www.gov.uk/browse/employing-people/time-off].}}
  
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== Entering the Paternity Pay record ==
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== More Information ==
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To allow the Payroll system to calculate SMP where applicable, the SMP/SAP/SPP flag on Page 3: Statutory Payments of the employee record, should be set to Yes.
 
  
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When the system starts to pay Paternity Pay, you will have to zero out the Hours Worked/Basic Salary to ensure they only receive their Paternity Pay and any other additions/deductions from their pay.  
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=== Entering the Paternity Pay record ===
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To allow the Payroll system to calculate SPP where applicable, the {{DataPrompt|SMP/SAP/SPP}} flag on Page 3: Statutory Payments of the employee record, should be set to {{DataValue|Yes}}.
  
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Go to {{Menu|Systems|Payroll|Run Payroll Period}}
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Go to {{Menu|{{PR}}|Run Payroll Period}}.
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*Enter {{KeyPress|Y}} against the frequency the employee falls into then click the {{Button|OK}} button to go into the payroll.
 
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*Using the arrow keys, move down the list of employees until the appropriate employee is highlighted click {{KeyPress|C-F8}} to take you through SMP/SAP/SPP Entry.
 
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*You will now be asked which type of record you wish to create from {{Button|Paternity}}, {{Button|Paternity}}, {{Button|Adoption}} for Female staff members, Click {{Button|Paternity}}.
 
  
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{{Note|title=PLEASE NOTE|text=If you only get {{Button|Paternity}}, {{Button|Adoption}} buttons appear you have male staff member highlighted rather than a female.}}
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{{Information|text=When the system starts to pay Paternity Pay, you will have to zero out the {{DataPrompt|Hours Worked/Basic Salary}} to ensure they only receive their Paternity Pay and any other additions/deductions from their pay.}}
  
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This will take you to a screen that includes the following editable prompts:
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Go to {{Menu|{{PR}}|Run Payroll Period}}.
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* Select the relevant payroll i.e. {{DataValue|Monthly}}, {{DataValue|Weekly}} etc.
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* Click {{Button|OK}} button to go into the payroll.
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* Choose the relevant employee and press {{KeyPress|C-F8}} to open the SMP/SAP/SPP/ASPP/ShPP Entry screen.
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* Click {{Button|Add}} if they have existing records.
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* Choose {{Button|Paternity}}.
  
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*Date Baby Due
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Within this {{Tab|Details}} tab, you will need to complete the relevant details for this record:
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*Qualifying Week
 
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*Average Weekly Earnings
 
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*Date Baby Born :
 
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*Paternity Leave Begins
 
  
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The lower part of the screen headed "SMP Entitlement (Based on initial rates)". This shows a display (i.e. it is not editable) of information and totals based on the information added at the top of the screen and shows headings as follows:                                     
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==== Date Baby Due ====
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Enter the date the baby is due. The employee must have worked for you for at least 26 weeks by the end of the 15th week before the baby is due. If the Payroll system warns you the employee has "NOT been employed for 26 Weeks" then it has calculated the number of weeks since the employee started and has worked out that they have not worked for you for long enough to qualify for Paternity Pay.
  
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*Paternity Pay Period
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==== Qualifying Week ====
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*Earnings Related Rate
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This will be calculated for you by the system. This date is 15 weeks before the date the baby is due. When you enter the average weekly earnings, this date will be used as a point of reference.
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*Standard Rate
 
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*Totals
 
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*Keeping in touch Days
 
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*SPP Diary
 
  
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=== Date Baby Due ===
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==== Average Weekly Earnings ====
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Enter the date the baby is due. (EWC stands for Expected Week of Confinement). The employee must have worked for you for at least 26 weeks by the end of the 15th week before the baby is due. If the Payroll system warns you the employee has "NOT been employed for 26 Weeks" then it has calculated the number of weeks since the employee started and has worked out that they have not worked for you for long enough to qualify for Paternity Pay.  
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Enter the employee's average weekly wage based on their pay over the 8 weeks previous to the Qualifying Week. This will be calculated for you but you may override it if necessary.
  
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=== Qualifying Week ===
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==== Date Baby Born ====
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This will be calculated for you by the system. This date is 15 weeks before the date the baby is due. When you enter the average weekly earnings you/the system will use this date as a point of reference.
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'''ONLY''' enter this date if the baby is born '''BEFORE''' the employee was intending to start Paternity Leave.
  
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=== Average Weekly Earnings ===
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==== Paternity Leave Begins ====
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Enter the employees average weekly wage based on their pay over the 8 weeks previous to the Qualifying Week.  
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The Paternity Pay Period will usually begin on the first Sunday on or after this date, unless Paternity Leave is starting earlier than expected because the baby has been born early. This should be the first FULL day of absence from work.
  
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=== Date Baby Born ===
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==== Completing the Paternity Pay Entry ====
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'''ONLY''' enter this date if the baby is born '''BEFORE''' the employee was intending to start Paternity Leave.  
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When you have entered all the relevant details for the Paternity Pay record, the SPP Entitlement section will display the Paternity Pay Period and the amounts to be paid over this period.
  
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== Paternity Leave Begins ==
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Press {{KeyPress|ESC}} and {{KeyPress|ENTER}} to accept the record.
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The Paternity Pay Period will usually begin on the first Sunday on or after this date, unless Paternity Leave is starting earlier than expected because the employee has given birth early or has suffered a pregnancy related illness. This should be the first FULL day of absence from work.  
 
  
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== Completing the Paternity Pay Entry ==
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=== View the Paternity Diary ===
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When you have entered all the relevant details for the Paternity Pay record, you will see the SMP Entitlement section will display the Paternity Pay Period and the amounts to be paid over this period.  
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When a record has been created, you may view a weekly diary which shows the amount of Paternity Pay to be paid per week.
  
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Press {{KeyPress|Esc}} and {{KeyPress|Enter}} to accept the record.
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To view the details:
  
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== Checking Previous Paternity Pay Entries ==
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Go to {{Menu|{{PR}}|Run Payroll Period}}.
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When a record has been created you may view a weekly diary which details the amount of Paternity Pay paid per week. You may also stop pay for a period e.g. if the employee works during a Paternity leave period they are not entitled to SMP for that period.  
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* Enter {{KeyPress|Y}} against the employee's pay frequency or click the {{Button|Down arrow}} and select {{Button|Yes}}.
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* Click {{Button|OK}} button to go into the payroll.
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* Choose the relevant employee and press {{KeyPress|C-F8}} to open the SMP/SAP/SPP/ASPP/ShPP Entry screen.
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* Press {{Button|Edit}} to open the relevant record.
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* Click on the {{Tab|Diary}} tab.
  
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Pressing {{KeyPress|F2}} will bring up an SMP Diary, that shows the following fields:
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==== Week ====
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This column lists the number of weeks of Paternity Pay.
  
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*Week
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==== End of PPP ====
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*SMP
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This displays the week end date.
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*SMP Paid
 
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*Total
 
  
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=== Week ===
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==== Status ====
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This column lists the number of weeks of Paternity Pay and displays the weekly end date.  
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This column allows you to designate a week to be unpaid/excluded from Paternity Pay, if it has not already been paid.
  
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=== SMP ===
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* Select {{DataValue|Worked}} if an employee is not to be paid SPP for that week as they will have worked one or more days in this week and none or only some of them were KIT (Keeping in Touch) days.
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This column allows you to designate a week to be unpaid/excluded from Paternity Pay.  
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* Select {{DataValue|Excluded}} if the employee is excluded from a Paternity Pay Period for some other reason.
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*{{DataValue|SPP}} - If these letters are shown, the Paternity pay has been paid and the relevant pay period has been closed.
  
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*{{KeyPress| }} - Leave the field blank to allow Paternity Pay to be paid for the SMP Period.
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==== SPP Paid ====
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*{{KeyPress|W}} - If the Employee has worked for one or more days in the week, they will not be eligible for Paternity Pay. Entering {{KeyPress|W}} will tell the system the employee is not to be paid SMP for that week. If you wish to record a note e.g. worked 2 days, press {{KeyPress|Enter}} to jump to the notes field.
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This column shows the amount of Paternity Pay which is paid during each Paternity Pay period.
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*{{KeyPress|E}} - If the Employee is excluded from a Paternity Pay Period, entering {{KeyPress|E}} will prevent them from being paid any SMP in the specified period. Press {{KeyPress|Enter}} to jump to the notes field if you wish to record a note for why you have excluded them for that week.  
 
  
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=== SMP Paid ===
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==== Total ====
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This column shows the amount of Paternity Pay which is paid during each Paternity Pay period.  
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This column shows a running total of SPP paid to the employee.
  
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=== Total ===
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==== Notes ====
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This column shows a running total of SMP paid to the employee.  
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If the period has not been closed, you can enter any notes here to indicate why you have withheld SPP.
  
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Press {{KeyPress|Esc}} to exit the SMP Diary.  
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Press {{KeyPress|ESC}} to exit the SPP Diary.
  
 
== See also ==
 
== See also ==
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*[[How do I Edit an Existing Paternity Pay Entry?]]
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* [[How do I run a payroll period?]]
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*[[How do I Delete Paternity Pay Entry?]]
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* [[How do I edit an existing paternity pay entry?]]
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* [[How do I remove a paternity pay entry?]]
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* [[How do I add adoption pay?]]
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* [[How do I add maternity pay?]]
  
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{{KB_Tags|Paternity, pregnant, pregnancy}}
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{{KB_Tags|paternity, pregnant, pregnancy, spp, paternity pay, spp diary, exclude, worked, baby, baby due}}
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{{KB_PR}} {{ZN_Admin}}
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{{How}}{{KB_PR}}{{ZN_Admin}}

Latest revision as of 06:29, 9 November 2019

Summary

The following article explains how to enter and keep track of an employee's Statutory Paternity pay.

If you are unsure whether to pay Statutory Paternity Pay, please refer to the information provided by HMRC explaining the rules governing statutory pay or visit the HMRC web site [1].

More Information

Entering the Paternity Pay record

To allow the Payroll system to calculate SPP where applicable, the "SMP/SAP/SPP" flag on Page 3: Statutory Payments of the employee record, should be set to 'Yes'.

Go to " Payroll Run Payroll Period".

When the system starts to pay Paternity Pay, you will have to zero out the "Hours Worked/Basic Salary" to ensure they only receive their Paternity Pay and any other additions/deductions from their pay.

Go to " Payroll Run Payroll Period".

  • Select the relevant payroll i.e. 'Monthly', 'Weekly' etc.
  • Click [OK] button to go into the payroll.
  • Choose the relevant employee and press <Ctrl+F8> to open the SMP/SAP/SPP/ASPP/ShPP Entry screen.
  • Click [Add] if they have existing records.
  • Choose [Paternity].

Within this [Details] tab, you will need to complete the relevant details for this record:

Date Baby Due

Enter the date the baby is due. The employee must have worked for you for at least 26 weeks by the end of the 15th week before the baby is due. If the Payroll system warns you the employee has "NOT been employed for 26 Weeks" then it has calculated the number of weeks since the employee started and has worked out that they have not worked for you for long enough to qualify for Paternity Pay.

Qualifying Week

This will be calculated for you by the system. This date is 15 weeks before the date the baby is due. When you enter the average weekly earnings, this date will be used as a point of reference.

Average Weekly Earnings

Enter the employee's average weekly wage based on their pay over the 8 weeks previous to the Qualifying Week. This will be calculated for you but you may override it if necessary.

Date Baby Born

ONLY enter this date if the baby is born BEFORE the employee was intending to start Paternity Leave.

Paternity Leave Begins

The Paternity Pay Period will usually begin on the first Sunday on or after this date, unless Paternity Leave is starting earlier than expected because the baby has been born early. This should be the first FULL day of absence from work.

Completing the Paternity Pay Entry

When you have entered all the relevant details for the Paternity Pay record, the SPP Entitlement section will display the Paternity Pay Period and the amounts to be paid over this period.

Press <Esc> and <Enter> to accept the record.

View the Paternity Diary

When a record has been created, you may view a weekly diary which shows the amount of Paternity Pay to be paid per week.

To view the details:

Go to " Payroll Run Payroll Period".

  • Enter <Y> against the employee's pay frequency or click the [Down arrow] and select [Yes].
  • Click [OK] button to go into the payroll.
  • Choose the relevant employee and press <Ctrl+F8> to open the SMP/SAP/SPP/ASPP/ShPP Entry screen.
  • Press [Edit] to open the relevant record.
  • Click on the [Diary] tab.

Week

This column lists the number of weeks of Paternity Pay.

End of PPP

This displays the week end date.

Status

This column allows you to designate a week to be unpaid/excluded from Paternity Pay, if it has not already been paid.

  • Select 'Worked' if an employee is not to be paid SPP for that week as they will have worked one or more days in this week and none or only some of them were KIT (Keeping in Touch) days.
  • Select 'Excluded' if the employee is excluded from a Paternity Pay Period for some other reason.
  • 'SPP' - If these letters are shown, the Paternity pay has been paid and the relevant pay period has been closed.

SPP Paid

This column shows the amount of Paternity Pay which is paid during each Paternity Pay period.

Total

This column shows a running total of SPP paid to the employee.

Notes

If the period has not been closed, you can enter any notes here to indicate why you have withheld SPP.

Press <Esc> to exit the SPP Diary.

See also


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Keywords AND Misspellings
paternity, pregnant, pregnancy, spp, paternity pay, spp diary, exclude, worked, baby, baby due
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