A maximum limit can be set for trade union dues if necessary, beyond which the dues cannot rise. The maximum limit for trade union dues is given in each employee's salary basis, allowing different unions' limits to be considered with the same salary type changes.

CONTENT

1. Establish a salary type for the trade union dues limit

Pay > Payroll > Salary model management > Select the desired salary model row from the right side and click the Formulas button

In the opened view, you can add a new salary type by clicking the link "Add a new salary type and attach to the salary model".

Provide the basic data for the salary type as shown in the image:

 

Save.

When establishing the salary type, a new column "Trade union dues limit" will appear in the Salary basis. It is visible to all employees but is only used with the salary model to which the changes in this guide have been made. 

Pay > Personnel > Salary basis management

Add the maximum amount of trade union dues for each employee in the Salary basis. If the employee does not have a trade union dues limit, a value must be given in the box that cannot be exceeded, e.g., 999999. An empty box means zero for the formula, so no trade union dues are collected.

2. Establish a new trade union dues limit (conditional statement) salary type

A conditional statement is given to the new trade union dues salary type for interpreting the trade union dues limit.

You can name the salary type as you wish. This salary type will appear on the employee's payslip.

Pay > Payroll > Salary model management > Select the desired salary model row from the right side and click the Formulas button.

In the opened view, you can add a new salary type by clicking the link "Add a new salary type and attach to the salary model".

Provide the basic data for the salary type as shown in the image:

NOTE!   Select debit/credit postings according to your company's recording practices. 

Save.

Provide the calculation formula for the salary type as shown in the image:

The conditional statement tells the new trade union dues salary type that if the result obtained with the original trade union dues calculation formula is less than the defined trade union dues limit, the salary type uses the sum calculated with the original formula for collecting trade union dues. But if the original trade union dues calculation formula produces a larger result than the defined trade union dues limit, the salary type uses the limit value for collecting trade union dues.

Add the new Trade union dues (conditional statement) salary type to the formula of the To be paid salary type.

Pay > Payroll > Salary model management > Select the desired salary model row from the right side Formulas button > Select the Edit button from the right side of the To be paid salary type row

Edit the formula of the salary type in the opened view.

You can get a new row from the green plus at the end of the view.

Add the last two rows "Calculation" and "minus sign" as well as "Salary type" and "Trade union dues limit (conditional statement)" to the formula as shown in the image. Save.

3. Changes to the original trade union dues salary type

The original Trade union dues salary type is no longer used as a collecting salary type on the payslip when using the conditional statement, but only for calculating the amount of dues. Therefore, the original Trade union dues salary type is removed from the formula of the Calculated salary type, To be paid salary type. Additionally, its postings are removed, and it is hidden from the payslip.

Pay > Payroll > Salary model management > Select the desired salary model row from the right side Formulas button > Select the Edit button from the right side of the To be paid salary type row

Edit the formula of the salary type in the opened view.

Remove the original Trade union dues salary type from the formula (the last salary type in the formula in the image).

You can remove the row from the red cross on the right side. Remember to also remove the Calculation row (minus sign) before the row.

 

Remove the postings from the original Trade union dues salary type.

Pay > Payroll > Salary model management > Company-specific salary types tab > Click on the name of the original Trade union dues salary type.

Remove the postings from the salary type in the opened view:

Save.

Hiding the original Trade union dues salary type from the payslip is handled in section 4.

4. Edit the payslip layout

Since changes have been made to the salary types related to the collection of trade union dues, the payslip layout is also edited.

Pay > Payroll > Salary model management >Select the desired salary model row from the right side Formulas button > Select the Format tab

In the opened view, you can hide salary types and change their position on the payslip.

Hide the Trade union dues limit salary type from the payslip by removing the check from the Visible box. Save the change.

Move the Trade union dues (conditional statement) salary type below the Net wage or salary heading. You can move the row by going over the dot pattern at the beginning of the row, when the mouse cursor changes to a four-headed arrow, you can drag the row in the Format view. Save the change.

Hide the original Trade union dues salary type from the payslip by removing the check from the Visible box. Save the change.

5. Edit the settlement point

Since the salary type that makes the trade union dues deduction on the payslip has been changed, the information of the Settlement points must also be edited for the unions to which employees with this salary model belong. 

Settlement points that only include employees with salary models that do not have the limit handling in use are left unchanged. 

You can change the information of the Settlement point as follows:

Pay > Payroll > Obligations > Settlements > Manage settlement points

Select the Edit button from the right side of the desired Trade union settlement point.

Change the Calculation section to "Reducing salary type on payslip" from the dropdown menu to the salary type "Trade union dues limit (conditional statement)". Save.

6. Using the trade union dues limit with other salary models

These changes only affect the salary model where the changes have been made. Other possibly used salary models work as before, without the trade union dues limit. Removing postings from the original Trade union dues salary type, however, removes postings from all company trade union dues. If the change is not intended to be implemented with other salary models, it is advisable to give the Trade union dues salary type salary model-specific posting rules.

If the use of the trade union dues limit is to be implemented with another salary type, it can be done as follows:

Attach the Trade union dues limit (conditional statement) salary type also to the formula of the To be paid salary type of the respective salary model. (see detailed instructions above in section 2.)

Add a calculation formula to the Trade union dues limit (conditional statement) salary type. (see detailed instructions above in section 2.)

Edit the original Trade union dues salary type according to the instructions in section 3 above.

Edit the payslip layout according to the instructions in section 4 above.

Edit the settings of the Settlement points according to the instructions in section 5 above.

Remember to add values to the Salary basis column Trade union dues limit for employees. (see detailed instructions above in section 1.) 

 

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.


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