This guide is intended for the collection of a fixed euro amount membership fee when there are multiple paydays in a month. The guide covers the creation of three new salary types, adding and editing formulas for the salary model, as well as formatting the salary model and examples of payslips.

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

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

You can open the view or perform the action by selecting Pay > Payroll > Salary model management > Company-specific salary types > Add new salary type

  1. Enter Name.
  2. Select Group: Deductions.
  3. Select Payroll group: Not considered.
  4. Select Source: Employee's pay basis.
  5. Select Calculation: Included by default in calculation.
  6. Select 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.

  1. Enter Name.
  2. Select Group: Deductions.
  3. Select Payroll group: Not considered.
  4. Select Source: User's formula.
  5. Select Calculation: Included by default in calculation.
  6. Select 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.

You can open the view or perform the action by selecting 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 as follows:

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

Trade union dues lower limit

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

  1. Enter Name.
  2. Select Group: Deductions.
  3. Select Payroll group: Not considered.
  4. Select Source: User's formula.
  5. Select Calculation: Included by default in calculation.
  6. Select 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.

  1. Select Arithmetic function: Lower limit (Remaining portion of trade union dues, 0 ).
  2. Select 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.

You can open the view or perform the action by selecting 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:

  1. Define Conditional statement:
    • Enter Condition: Remaining portion of trade union dues < Trade union dues upper limit.
    • Enter Value if condition true: Remaining portion of trade union dues.
    • Enter Value if condition false: Trade union dues lower limit.
  2. Select Save.

Formatting salary model

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

You can open the view or perform the action by selecting 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.

Frequently asked questions

What new salary types are needed for automatic collection of a fixed euro amount trade union dues?
You need three new salary types: trade union dues upper limit, remaining portion of trade union dues and trade union dues lower limit.

Where are the newly created salary types placed on the Formatting tab?
By default, newly created salary types always remain first on the list in the formatting tab.

How do trade union dues behave on the next payslip when the monthly upper limit has already been reached?
No trade union dues are deducted on the payslip anymore because the set upper limit has already been exceeded.

Keywords: trade union dues, membership fee, fixed membership fee, salary type, salary model, payroll, monthly upper limit, formulas, payslip, deductions

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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