Trade union dues with monthly limit

This guide is intended for the collection of a fixed euro amount membership fee when there are multiple paydays in a month. For example, the membership fee for the Construction Union is 25 euros/month, but payroll is done every 2 weeks in the construction industry.

For automatic collection of the membership fee, you need three new salary types:

• trade union dues upper limit
• remaining portion of trade union dues
• trade union dues lower limit

Additionally, the formula for the existing trade union dues salary type needs to be changed for the salary model.

CONTENT

• Trade union dues upper limit
• Remaining portion of trade union dues
• Adding formula: Remaining portion of trade union dues
• Trade union dues lower limit
• Adding formula: Trade union dues lower limit
• Editing original trade union dues formula
• Formatting salary model
• Example payslip

Trade union dues upper limit

Add a new salary type that sets a monthly upper limit for the membership fee in the employee's pay basis.

Pay > Payroll > Salary model management > Company-specific salary types > Add new salary type

• Name
• Group: Deductions
• Payroll group: Not considered
• Source: Employee's pay basis
• Calculation: Included by default in calculation
• Save

Remaining portion of trade union dues

Add a new salary type that calculates how much of the membership fee is still to be collected for the month. 

• Name
• Group: Deductions
• Payroll group: Not considered
• Source: User's formula
• Calculation: Included by default in calculation
• Save

Adding formula: Remaining portion of trade union dues

Add a formula to the salary type that calculates the remaining portion of the membership fee.

Pay > Payroll > Salary model management > Select from salary model > Formulas > Salary type formulas tab > Attach salary type to salary model > Remaining portion of trade union dues > Attach

Provide a formula for the salary type by pressing the green plus.

• Salary type: Trade union dues upper limit
• Operation: minus sign (-)
• Value of salary type over time period
  • Salary type: Trade union dues
  • Source of values: Row sum
  • Period start: Beginning of current month
  • Period end: End of current month
  • Calculation day: Last day of pay period
  • Save

    
    

Trade union dues lower limit

Add a new salary type that defines a lower limit for the membership fee for the month.

• Name
• Group: Deductions
• Payroll group: Not considered
• Source: User's formula
• Calculation: Included by default in calculation
• Save

Adding formula: Trade union dues lower limit

Add a formula to the salary type that sets the lower limit for the membership fee to 0.

• Arithmetic function: Lower limit (Remaining portion of trade union dues, 0 )
• Save

Editing original trade union dues formula

Remove the formula "Trade union dues = Gross pay * trade union % / 100" from the trade union dues salary type.

Pay > Payroll > Salary model management > Select from salary model > Formulas > Salary type formulas tab > Deductions > Trade union dues > Edit (pen/notepad icon) > Remove original formula (removal is done from the red cross at the end of the formula row)

Once the old formula is removed, add a new formula according to the below. 

• Conditional statement
  • Condition: Remaining portion of trade union dues < Trade union dues upper limit
  • Value if condition true: Remaining portion of trade union dues
  • Value if condition false: Trade union dues lower limit
• Save

Formatting salary model

In the salary model settings, you can "edit" the salary types to be hidden from the employee's payslip and "drag" them to the desired position on the payslip. By default, newly created salary types always remain first on the list in the formatting tab.

Pay > Payroll > Salary model management > Select salary model name > Formatting tab

Example payslip

In the example, all salary types are intentionally visible.

The first payslip (1) is generated for the pay period 1.-15.1.2023. The employee's trade union dues upper limit is 25€, which is set in the employee's information in the pay basis.

From the payslip for 1.-15.1.2023, a total of 25€ is now collected for trade union dues.

A second payslip (2) is generated for the employee for the pay period 16. - 31.1.2023, where no trade union dues are deducted anymore because the upper limit of 25€ has already been exceeded.

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