Summary: This instruction covers the payroll system settings used in payroll and in the company’s official notifications. The settings define, among other things, automatic calculation of settlement points, tax office data, default values and other optional payroll features.

CONTENT

Use the payroll system basic data in payroll calculation and in the company’s official notifications.

Define the payroll settings.

You can open the view or perform the function by selecting Payroll > Settings > Payroll settings

Settlement points automatic calculation

Review settlement points automatic calculation. It includes the employee’s settlement point percentages, which are updated to the program automatically every year.

Note that the percentages used in pension insurance and unemployment insurance are updated to the system automatically. You can view the values used through this link.

The employer’s share or total percentage can always be entered at the respective settlement point for handling accruals in the settlement point settings.

Tax office data management

Behind this link, enter the tax office’s information with account numbers and reference numbers. Tax office data is used in the payment information for bank transfers to the tax account.

Basic data

Review basic data, which includes standard fields provided by the system and values defined by the user for salary types.

The occurrence of data in basic data is controlled in salary type management. The source of the salary type indicates where the value is fetched from. Set the source of the salary type to Payroll settings if you want the basic data field to affect the salary type. Read more about salary type management in the instruction Company-specific salary types.

Default values

Health insurance contribution

Note that the health insurance contribution information is updated annually automatically.

Voucher type for payroll vouchers

Select the voucher type for payroll vouchers. The default selection is Other. Create more voucher types if needed from accounting settings.

Interim account for payroll events

Define the accounting account used as an interim account for payroll payments.

Accounting account for social security contributions

Define the account to which social security contributions are recorded.

Accounting account for social security debt

Define the account to which social security debt is recorded.

Pay transparency reporting settings

This setting controls whether pay transparency data is reported with a separate report. In the same view, you can also manage employee groups related to pay transparency.

More information in the instruction Pay transparency reporting

Settings

Select optional features defined company-specifically for payroll from the settings.

Payroll lock

Lock payroll if necessary. The lock is valid from the lock month backward. This prevents the creation and modification of payslips. Note that payroll vouchers cannot be created either. See more in the help: Payroll locks.

Working hours entry lock

Lock the entry of working hours. The lock is valid from the lock month backward. This prevents the recording, modification and approval of working hours.

Disable customer register in working hours entries

Hide the customer register (own column in the working hours row) from the working hours entry view with this option.

Do not accrue side expenses from holiday debt

Affects the monthly obligations of holiday pay accruals, where social security contributions and settlement shares are not calculated from holiday debt.

Reduce employee share from settlement points holiday debt

Calculate the share of settlements from holiday debt by default with a company-specific percentage. Select this option if you want to reduce, for TyEL and unemployment insurance contribution, the percentage by the employee-specific percentage before calculation.

Use pay approval

Enable this mandatory setting for pay approval. Help guide: Pay approval function.

Use travel expense report factual verification

Enable the travel expense report factual verification functionality with this option. Read more: travel and account of expenses factual verification

Company's pension insurer is Keva

Enable Keva as pension insurer by performing the following actions:

  1. Activate the “Company's pension insurer is Keva” checkbox. This brings up the “Keva sub-organization identifier” field.
  2. Enter a numerical value in the “Keva sub-organization identifier” field (the payer’s sub-organization is the former “reporter identifier”).
  3. Save the information. After saving this information, you can select Keva insurance companies for the settlement point from the “Pension institution company identifiers” dropdown menu, set Keva Professional class in the employee’s employment information and set Keva Employment registration in the employee’s employment information.

Help guide: Keva as pension insurer.

Company's pension insurer is Merimieskassa

  1. Activate the “Company's pension insurer is Merimieskassa” checkbox.
  2. This activates the “Trafi Professional class code” menu for the employee’s employment.
  3. Select the desired Merimieseläkekassa code from the menu and save

Company has sub-organization identifier

The payer’s sub-organization is the former “reporter identifier” 

Company is a temporary employer

Define whether the company is a temporary employer or a contract employer. These are terms used by pension insurers to indicate whether the payer has made an agreement with the pension insurance company for pension insurance or not. Check the Temporary employer (no TyEL insurance contract) information on the payroll report under Material information > Payer information.

Company acts as a substitute payer

Substitute payer refers to a payer who pays wages or other compensation with their own funds on behalf of the party who has the actual payment obligation (actual employer).

Personal identity code visible on payslip

Show or hide the employee’s personal identity code in the payslip information by performing the following actions:

  1. Remove the personal identity code from view by changing the setting. Note that this change does not retroactively affect already created pdf files.

Employment start date visible on payslip

With this option, you can control whether the employment start date is shown on the payslip PDF printout.

Round total holiday accruals on holiday payslip

When this setting is enabled, the total holiday accruals on the holiday payslip are rounded to full holiday days (e.g. 23.5 + rounding 0.5 = 24 days). The transaction created from the rounding is recorded and shown in accrual changes.

Otherwise, no automatic rounding is done and the total number of holiday days can be a decimal (e.g. 23.5 days).

Employee bank account number is mandatory

This selection affects whether the employee’s bank account number is required as mandatory information when entering employee data or not. 

Allow uploading external payroll payment material

In Netvisor it is possible to create payroll payment material as an ISO 20022 pain.001.001.03 XML file to be uploaded to an external system. 

  1. Select “Allow uploading external payroll payment material” and activate the checkbox.
  2. When the selection has been made, a new section opens on the page where the following mandatory payment information must be entered:
    • Bank account for payroll payment material: Select the account from which wages are paid.
    • BIC of the payment account: The BIC code of the selected bank account is automatically fetched to the field by default. If necessary, the code can be entered manually. 
    • Service ID: Enter the Service ID received from the bank
  3. When all information has been entered, press Save.

More information in the instruction Uploading external payroll payment material

Frequently asked questions

Where can I find payroll settings?
You can open the view or perform the function by selecting Payroll > Settings > Payroll settings.

How can I hide the employee’s personal identity code from the payslip?
You can open the view or perform the function by selecting Payroll > Settings > Payroll settings, where you can remove the personal identity code from view. This does not, however, retroactively affect payslips already created.

What are tax office data used for?
Tax office data, such as account number and reference number, are used in the payment information for bank transfers to the tax account.

How do I enable Keva as pension insurer?
Activate the “Company's pension insurer is Keva” checkbox in payroll settings. Enter a numerical value in the “Keva sub-organization identifier” field and save the information. After this, Keva data can be selected for settlement points and employee information.

Keywords: payroll, payroll settings, settlement points, automatic calculation, tax office, basic data, default values, voucher type, accounting accounts, payroll lock, working hours entry lock, Keva, substitute payer, temporary employer, external payroll payment material, Round total holiday accruals on holiday payslip, Merimieskassa

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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