The Finance Details section is used to define the payment/pension details for a person in RotaMaster. Below is an explanation of each area of the screen. The section is accessed via Personnel > Personnel Manager > Personnel Record > Finance Details for standard customers.
For People Plus customers this section is accessed via Personnel>Personnel Manager>Personnel Record>Posts>Edit Contract>Finance Record
The sections define;
Employment Type
Whether pay for staff with this post should be Payroll or Non-Payroll (Invoicable). This will affect which Finance+ export pay for shifts worked on this post will be sent to (Payroll or Invoicing).
Pension
All Pension settings only come live when 'Non-Payroll' is selected, so that Pension contributions can be recorded (and reported on) for non-contracted staff.
- Pension Types are GP SOLO and GP Pooled - select the appropriate one
- Use the % boxes to record contributions for each type of pension contribution. These % will then be used when running the GP SOLO reports to calculate the pension contributions of each GP based on their earnings in the period.
Pay Per Shift/Salary/Handling of any shift work carried out
- Salary - Salaries can be outlined in terms of;
- Gross Annual Salary - the full time annual salary for this post
- Pro-Rata - based on the Contracted Hours outlined in the contract and the 'Hours in a Working Week' defined in the Rota Group settings, the system will calculate the pro-rata equivalent
- Basic Pay Per Month - 1/12th of the pro-rata salary
- Handling of any shift work carried out; This section is used when a Salary is recorded to work out how to pay Shift Work in the system;
- Pay All Shift work... - All shift work will be payable by the Pay Rate assigned to the shift (or the Pay Rate Pattern if defined above)
- Only pay shift work... - Only shift values that take the person above their Basic Pay Per Month amount will be paid on top of the basic salary via Payroll exports
- No Shift Work Is Payable - Only the Basic Pay Per Month will come off in Payroll exports, regardless of shifts worked.
- If the value of shift work... - If a person with this post earns less (using shift pay) in a period, ticking this box will mean that they get paid less than their Basic Pay for that period.
Once completed, click Save & Exit. This will take you back to the Personnel screen.