This help explains how to create a fixed trade union dues salary type for payroll so that a fixed membership fee can be deducted from the employee’s pay. The instructions cover creating the salary type, linking it to the salary model and formulas, defining the salary bases for the employee, and formatting the salary model. In addition, the guide explains how to create a separate settlement point for fixed trade union dues and how to link employees to it.
CONTENTS
Create a new salary type from company-specific salary types
You can open the view or perform the action by choosing Pay > Payroll > Salary model management > Company-specific salary types > Add new salary type.
Enter Name: Trade union dues fixed.
Select Group: Deductions.
Select Payslip group: Not included.
Select Source: Employee’s salary bases.
Select Unit: Not needed.
Set Show on reports: Select this.
Set Included in calculation by default: Select this.
Define Posting: Add the accounts as desired; the image only shows examples.
Click Save.
Link the salary type to the salary model
When the salary type has been created in the company-specific salary types, you can link it to the desired salary model. The salary type is linked to the salary model in the formulas of the salary model.
You can open the view or perform the action by choosing Pay > Payroll > Salary model management > Select salary model > Salary type formulas tab.
Because trade union dues are deducted from net pay, link it to the "To be paid" salary type.
You can open the view or perform the action by choosing Calculated payments and deductions > To be paid > Edit (pen/notepad).
The full formula for the "To be paid" salary type is shown first after the equals sign. Below this, the same formula is listed and here you can add new salary types.
At the bottom of the page you will find a green plus sign. Each click on the plus sign opens a new row to edit.
Click the green plus twice to get two rows to edit.
Set the operation and minus sign.
Select Salary type: Trade union dues fixed.
Click Save.
Now the "Trade union dues fixed" salary type is linked to the salary model and you can use it in payroll.
Employee’s salary bases
The source of the "Trade union dues fixed" salary type is Employee’s salary bases, so you can add the fixed amount of the salary type in the employee’s salary basis management.
You can open the view or perform the action by choosing Pay > Personnel > Salary basis management.
In salary basis management, search for the "Trade union dues" salary type.
Enter a value per employee in its field. The amount of the deduction may differ between employees. Enter this fixed amount only for those employees who use a fixed membership fee.
Formatting the salary model
When new salary types are created in the program, they will automatically appear on the payslip as the first payslip row. In formatting the salary model, you can change the payslip to the desired layout by changing the order of the salary types by dragging the salary type up or down. In formatting, you can also hide salary types from view.
You can open the view or perform the action by choosing Pay > Payroll > Salary model management > Select salary model > Formatting tab.
Change the order of the salary types by dragging the salary type up or down or hide salary types from view.
Remember to save the changes at the bottom of the page.
Example payslip
When the formatting is correct and a fixed amount has been entered in the employee’s salary bases, the fixed membership fee will be shown on the payslip and will reduce the net pay.
Create a new settlement point for fixed trade union dues
A separate settlement point is created for fixed trade union dues.
You can open the view or perform the action by choosing Pay > Payroll > Settlements > Go to settlement point settings > New settlement point > New settlement point.
Settlement point settings:
Select Type: Union membership fee.
Enter Name: Trade union dues fixed.
Select Deducting salary type on payslip: Trade union dues fixed.
Select Default period: Month, if the settlement is to be paid once a month.
Set Is the settlement to be paid: Select this if the settlement is to be paid from Netvisor.
Enter Bank account number: Add.
Enter Reference number: Add.
Click Save.
Link employees to the settlement point:
Link the employee to the settlement point so that a payable settlement can be created for them after the pay has first been calculated.
Employee-specific reference numbers of the settlement point are described in more detail in the help article Settlement points.
There is a separate help article for creating settlements: Creating settlements
Frequently asked questions
Question: To which salary type is the fixed trade union dues linked and why?
Answer: It is linked to the "To be paid" salary type because trade union dues are deducted from net pay.
Question: From where is the fixed amount of the new salary type entered for the employee?
Answer: The amount is entered in salary basis management for the relevant salary type per employee.
Question: How can the position of the new salary type on the payslip be changed?
Answer: In formatting the salary model you can change the order of the salary types by dragging the salary type up or down, or hide salary types from view.
Question: What is required so that a payable settlement can be created for an employee?
Answer: The employee must be linked to the separate settlement point created for the fixed trade union dues, and the pay must first be calculated.
Keywords: payroll, trade union dues fixed, company-specific salary types, salary model, formulas, to be paid, salary basis management, formatting, payslip, settlement point, union membership fee, Netvisor
This article has been translated using an AI-based translation tool. The contents or wording of these instructions may differ from those in other instructions or in the software.