Space Index

Total number of pages: 178

0-9 ... 35 A ... 7 B ... 3 C ... 15 D ... 2 E ... 10
F ... 5 G ... 0 H ... 2 I ... 13 J ... 0 K ... 1
L ... 6 M ... 0 N ... 3 O ... 0 P ... 18 Q ... 0
R ... 11 S ... 14 T ... 7 U ... 9 V ... 1 W ... 1
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Page: 1. Configuration Wizard
Go to Payroll Administration > Payroll Setup > Configuration Wizard You must complete the configuration process every time you update a setting. The process is complete when you receive a screen with all the steps given green ticks The configuration proc
Page: 1. List of Employees
Whether you're you're editing an existing employee(s) or adding a new one, it's always a good idea to start from the Employees list. To access the list of Employees: From the menu, select Payroll Administration > Payroll Records > Employees Screen Shot 20
Page: 1. Start Payment Summary Process
If you employ Working Holiday Makers then you must set these employees up correctly before starting the Payment Summary Process. For more information see: 2018/2019 AU Working Holiday Maker (WHM) Employee Updates Required To generate Payment Summaries for
Page: 1. Submit Employer Payment Summary (EPS)
Once you have completed all payrun activity for the tax year, and successfully submitted all associated FPS you can go ahead and submit the final Employer Payment Summary (EPS) of the tax year. As with other EPS through out the year the process splits int
Page: 10. Add Super/Pension Funds
Once your employee record has been saved, you can create the Superannuation details for your employee. To do this, follow these steps: Navigate to: Superannuation tab > Employee Super Funds sub tabScreen Shot 2017-03-31 at 3.51.51 pm.png Click on New Empl
Page: 10. Confirmation
image2016-5-4 14:24:18.png This provides the user the opportunity to check the Basic Data and Accounting setup. Click on Finish to complete the Payroll Configuration @parent
Page: 11. Add Pay Components
Current Status Owner Lisa Comment AU-Payroll Once your employee record has been saved you need to create details of what they are going to be paid. On the employee record, go to the Payroll tab > Pay Component sub tab. Screen Shot 2017-03-01 at 5.00.10 P
Page: 12. Finish up
Additional configuration Your organisation or employee may have specific circumstances that require additional configuration not covered in this guide. For example, you may now need to: Add Additional Bank Accounts Import Leave Balances Import YTD Data Re
Page: 16/17 Payment Summary Process Changes
As of November 1, 2016 the ATO has deprecated the use of its Electronic Commerce Interface (ECI) for submission of Payment Summary Annual Reports (PSAR). This means that you cannot use the ATO's ECI client software to submit a PSAR (previously EMPDUPE fil
Page: 17/18 Payment Summary Process Changes
Nothing has changed with the Payment Summary and PSAR Generation and submission processes from the previous Financial Year to this year (2017/2018). For complete instructions see the PAYG Payment Summary Processing Guide. Should I process our PAYG Summari
Page: 2. Add/Edit Employee
From the list of Emloyees you can add a New Employee, or open multiple existing Employees to Edit them. To Add a New Employee Click on the New Employee button To Open an Existing Employee Right-click on View link of the Employee, and select Open Link in N
Page: 2. Company Details
image2016-5-4 12:14:54.png In the Company Details section enter your company information: Company Name - Enter your company name the way it should appear on your payslips Company ABN - Enter your company ABN the way it should appear on your payslips Sup
Page: 2. Complete Pre Checks
The Payment Summary Process performs a number of checks to ensure that your data is in order prior to generating Payment Summaries and distributing them. There are 3 main areas that may require your attention: Incomplete Pay runs Employee details FBT reco
Page: 2. Employee P60 End Of Year Certificates
Each employee who is employed on the 5th of April must receive a P60 End of Year Certificate which shows the tax paid on their salary for the period 6th April - 5th April. The information summarised onto the P60 certificate is calculated from the employee
Page: 2018/2019 AU Working Holiday Maker (WHM) Employee Updates Required
Please Note: Changes to this functionality apply from 25/6/2018. We have automated this functionality so all you need to do is select the correct "Resident Status" on the Tax Info Tab of the employee record. After you have selected the resident status "Wo
Page: 3. Employee Defaults
Enter the default information for a typical employee. This information will pre-populate when a new employee is created and can be overwritten at the employee level. image2016-5-4 12:23:10.png If you are using an Administrator-type role, a number of fiel
Page: 3. Primary & Classification info
In the sections below, ICS Payroll only requires a few fields to be completed. However, NetSuite and/or your implementation may rely on other fields (e.g. Supervisor) not detailed below - you should complete these as well. In general, it's good practise t
Page: 3. Review Payment Summaries
Once you've finished with the Pre Checks, click the Generate Payment Summaries button. This will result in the page refreshing and the generate/summarise process being backgrounded. Depending on the number of employees that you are generating payment summ
Page: 3. UK EOY Expenses & Benefits P11d(b)
This section of document is still under review, and will be updated shortly. The UK End of Year expenses and benefits functionality provides the functionality to: generate P11D PDF forms for employees to use in their personal tax returns generate P11D(b)
Page: 4. Complete - Prepare New Tax Year
@parent UK Preparing for New Tax Year
Page: 4. Finalise Payment Summaries
Complete Adjustments Once you've completed reviewing the Payment Summaries and making any required manual adjustments - click the Adjustments Complete button and then click OK in the alert to confirm that you've completed any manual Payment Summary adjust
Page: 4. Payroll Preferences
Other Preferences image2016-5-4 12:36:12.png Part Period Adjustment Method - Select the method which best describes how you calculate pay when an employee has only worked part of the pay period. Use Custom Leave - Mark this checkbox if you have any types
Page: 4. Payroll tab
Most of the information here will default from your company's Payroll Configuration. Regardless, it's important to check that all fields are set correctly. Employee Info Screen Shot 2017-03-31 at 2.01.47 pm.png Payroll Employment Status - select the empl
Page: 5. Distribute Payment Summaries
Once you're at the COMPLETE stage of the Payment Summary Process, no further changes can be made and you can distribute your payment summaries. Employee Self Service (ESS) If your employees have access then they can log in to view and download their Payme
Page: 5. Print & Email
image2016-5-4 12:41:40.png Print Preferences Payrun Directory - Select the directory in your File Cabinet (E.g. "Payroll Documents") to store payslips, PAYG summaries and ABA files Payslip Template - Select the template for your payslip Payslip PDF Logo –
Page: 5. Tax Info tab
Current Status Owner Lisa Comment AU-Payroll Standard fields image2016-1-13 16:33:18.png These fields are used to determine the Employee Tax Scale field which dynamically updates once you enter information. Tax File Number – enter the employee's TFN. If
Page: 6. Accounting
Default Accounts Next we need some details about the way you want to record the financial transactions, how you would like to classify them and some other accounting related defaults. image2016-5-4 13:2:38.png Default Payroll Expense Account - Select you
Page: 6. Lodge PSAR file to ATO
The final step in the end of year process is to lodge your Payment Summary Annual Report (PSAR) file to the ATO. ICS Payroll can generate the file you need for the submission so you can then upload and lodge with the ATO via their Business Portal. The PSA
Page: 6. Superannuation tab
Screen Shot 2017-03-31 at 2.36.06 pm.png Current Fund Data You cannot change this information whilst in Edit mode. This information defaults from the Employee Super Fund details that you add later during step 10. Add Super/Pension Funds Rates and Threshol
Page: 7. EFT Bank
EFT Options EFT Directory - Select the "Payroll Documents" folder to store ABA files created in the payrun image.png @parent EFT Bank Accounts Set up any bank accounts that you wish to pay your employees from. Follow the instructions as guided on the inf
Page: 7. Leave Info tab
Leave Entitlements The defaults for the following fields are pulled from the configuration. Select the correct option depending on the State and entitlements of the employee. Any greyed out fields will get populated once you start using ICS payroll. Scree
Page: 8. Bank Payment Details tab
On this tab, you enter the primary bank details for the employee. If the employee wants their pay to go into multiple bank accounts then you will set this up later - only enter their primary bank account here. Note you MUST complete all fields (Swift Code
Page: 8. Pay Component Sub Type
Current Status Owner Lisa Comment AU-Payroll Set Pay Component Sub Types (PCST) This section allows you to map the various payroll salary and allowance codes to the Profit & Loss expense accounts. The payroll expense accounts should have already been cre
Page: 9. Human Resources tab
All of the fields under the Human Resources tab are standard NetSuite fields. However, since ICS Payroll is so tightly integrated with NetSuite, many of these fields are used for Payroll specific functions including leave provisions and reporting. At a mi
Page: 9. Payroll Vendors
Setup Payroll Vendors image2016-5-4 14:18:16.png This section helps better manage Payroll Liabilities by providing Payroll Categories for Management Reporting and separating the various Payroll Balance Sheet accounts into unique payroll related Payroll Li


Page: Add Additional Bank Accounts
All Payroll employees should be setup with at least one bank account. Additional bank account can be added to employees, however amounts will need to be nominated - with each payrun, any remaining amount will post to their primary bank account. To add an
Page: Add Leave History Records
If you need to make an adjustment to an employee's leave balance then you'll need to create a Leave History Record. This page details adding these records. If you've haven't run a pay run for the employee yet then you should Import Leave Balances instead
Page: Adding the Payroll Centre tab to Administrator Role
When your account is updated the Payroll Centre Tab is removed by NetSuite and will need to be re-added using the following instructions Customisation > Centres & Tabs > Centre Tab image2016-8-30 9:54:55.png 2. Edit the "Payroll for Classic Centre" Li
Page: Alphabetic Index
Page: Amending Payment Summaries
If you've already distributed a Payment Summary or lodged your annual report with the ATO, you may need to create an Amended Payment Summary. See the ATO's website for specific guidelines on when you need to issue an Amended Payment Summary: https://www.a
Page: Approve Payslips
The Approve Payslips screen allows you to view details by employee with comparisons to the previous pay run. Make sure you check the Net Variance and Gross Variance columns. Alternatively you can also open payslips for each employee using one of the avail
Page: ATO Info & Links
Online Services overview AUSkey information Register for PAYG withholding


Page: Branch Setup Assistant (Configure STP)
Introduction To report via STP, you will need to run through the STP Setup Assistant. If you need to report via STP starting July 1, then it is important that you run through the assistant prior to the first pay run for the financial year. To access the S
Page: Browse KB by...
Our knowledge base contains a plethora of information. If you don't like searching, or tried and still can't find what you're looking for then you can try browsing.
Page: Bulk Update functions (REST)
Overview The bulk update action is designed for the use case where employees leave balance is maintained externally and the balance details need to be synced into NetSuite for reporting purposes. The bulk update allows multiple employees to be submitted


Page: Changing Dates on a Processed Leave Request
There are situations where you may need to change dates on an already processed Leave Request. If you have time records that have been included in a payrun (I.e. processed), but shouldn't have, then follow the instructions below to make adjustments. Step
Page: ClickSuper Remittance Module Guide
Using the automated superannuation contribution payment module you can automatically submit Employee Super, Employer Super, Additional Super and Salary Sacrifice contributions to ClickSuper ( ClickSuper
Page: Configuring Payroll Guide
Welcome to the ICS Payroll Configuration Guide. The configuration process is where you set up your preferences and employee defaults for ICS Payroll. Use the Payroll Administrator role for all payroll related activities including configuration. First time
Page: Contact Support
Infinet Cloud support is provided online by sending an email to What to Check Before Contacting Support In many cases a recent change to payroll configuration, employee configuration or NetSuite configuration can trigger changes i
Page: Correcting Leave Request Time Errors
Problem You may have received an email from us advising you that a recently created leave request has an error. Follow this article to fix the error and ensure that the leave request will be process with the applicable pay run. An Error message has been r
Page: Country
Page: Create Allowance
Screen Shot 2017-03-02 at 7.44.27 AM.png Current Status Owner Lisa Comment AU-Payroll Employee Setup Guide Use the Allowance Pay Component type to create allowances to be added to an employees pay during the pay run. Below are examples for On Call and Fir
Page: Create Deduction
image2014-10-1 11-6-32.png Current Status Owner Lisa Comment AU-Payroll Employee Setup Guide Use this Pay Component type to create deductions to be subtracted from an employee's pay during the pay run. Below is an example of a Child Support deduction. Fie
Page: Create Salary Sacrifice
image2014-10-1 11-0-21.png Current Status Owner Lisa Comment AU-Payroll Use this to create salary sacrifice pay sub components. The table below lists 3 examples for each salary sacrifice type. If you're creating a Salary Sacrifice for Superannuation, then
Page: Create Salary/Wages
Screen Shot 2017-03-01 at 5.18.49 PM.png Use the Salary/Wages Pay Component type to create either base pay (for salaried employees) or normal time (for waged employees). The table below explains the differences and recommended settings for each field depe
Page: Create Tax
image2014-10-1 12-1-52.png Current Status Owner Lisa Comment AU-Payroll Use the Tax Pay Component to create tax payments for a fixed amount. If an amount is entered then the amount is in addition to standard tax, if a percentage is entered then it overrid
Page: Creating a Custom Email Payslip Template
How to create a custom email template using standard NetSuite Scriptable Email Template, which will be used when emailing payslips to employees. Creating an Email Template You can add replacement values in the subject and the body field using Navigate to
Page: Creating a Leave Block
Leave Blocks can be used to create leave requests for all of the company or specific groups of employees in multiples or bulk. Common examples are "Christmas Closedown" "Town or Non-State based Public Holiday" and "Company Events". You can also use Leave
Page: CSV Imports
If you want to import payroll data into NetSuite this can be done using standard NetSuite functionality. The CSV import functionality can be found in the SuiteAnswers (Support > Go To SuiteAnswers ) as "CSV Import Overview" or go to: https://netsuite.cus
Page: Custom Leave Accrual Types
In addition to the standard leave accrual types already set within the system you have the ability to create Custom Leave Accrual types. These accrual types can be set against select employees so that the system will apply the leave accrual as per the Lea


Page: Defaulting Normal Time Pay Component Sub Type to Weekly Time Tracking Form
If you have employees that enter time sheets into NetSuite and you would like the Normal Time Pay Component Sub type to default rather than the employee having to enter it each time, you can follow these steps. Note that you will need to repeat these step
Page: Deleted Custom Records Saved Search
NetSuite does allow you to run a saved search on Deleted records but unfortunately not with any great level of detail. NetSuite doesn't system note deleted custom records. A full Admin can run a deleted record doesn't give any data but it sho


Page: Email Payslips
The Email Employees screen allows you to select employees that you want to email the payslip to. image2016-5-6 11:8:27.png Email Payslips - After the Pay Run has been paid you will see the "Email Payslips" button appear. The Pay Run stage will be "Payrun
Page: Emergency EFT File Generation / Regenerate EFT File
At certain times you may either be short on time to meet your bank cutoff or there could be a NetSuite issue where scheduled stages are delayed or not moving forward at all. If you have already Approved your Pay Run then an Emergency EFT file link is ava
Page: Employee Self Service (ESS)
In addition to standard NetSuite functionality the ICS Payroll module allows an employee to manage Payroll related documents such as Payslips and PAYG Summaries and request and approve leave electronically. Features and access may be restricted or limited
Page: Employee Setup Guide
Introduction This guide describes the correct setup of employees so that you can run payruns for them successfully. You should use this guide when adding a new Employee to your payroll, or when modifying an existing Employee. You must have ICS Payroll con
Page: Enable Internal ID's
Current Status Owner Tristan Comment Non-Localised Enable Internal ID's In this stage we will enable Internal ID's on our list views. Step-by-step guide Navigate to Home > Set Preferences. Tick "Show Internal ID's" Enable ID.png image2014-9-30
Page: Enabling 2 Factor Authentication
The NetSuite 2018.2 release enforces 2 factor authentication for the Administrator role, but does not enforce 2 factor authentication for the payroll roles included in the payroll Suite Bundle. (Australian Customer Only) If you are using Single Touch Payr
Page: Enter Employee Time
The Enter Employee Time screen shows a list of basic time entries by Employee by Pay Component. It will include any non-variable pay components including salary/wages, normal time, overtime, leave and anything that is time related (e.g. hours not $). i
Page: Enter One Off
Enter One Off The Enter One Off screen allows you to add one off lines to the payslip. Time related additional entries can be entered at the Enter Employee Time stage, rather than as a one-off payment. image2016-5-6 10:38:32.png Employee - Select the em
Page: Enter Variable Components
The Enter Variable Pay Components screen shows a list of any pay components that have been added to employees which were set to variable, that is, the quantity or amount may change for each pay period. image2016-5-6 10:33:29.png Quantity and Rate: Edit
Page: Excluding an Employee from Payroll
It's likely that you have people that you do not run Payroll for, but need to have a (employee) record in NetSuite. A good example of such "employees" are external contractors. To exclude someone from Payroll is as simple as setting two fields. To exclud


Page: Family & Domestic violence leave
Here is our take on this situation. We won't be automating anything in relation to the creation of the leave type or managing any rules around it. If you wish to track this as a separate leave type then you will need to ensure your staff and approvers ar
Page: FAQ - Single Touch Payroll (STP)
Please refer to the list of frequently asked questions below. Our Single Touch Payroll (STP) Guide is now available. If you're looking for information on how to report via STP then click through to the guide now. When does STP come into effect? Single T
Page: Finalising a Financial Year (STP)
Overview Prior to finalising a financial year, you should read the information provided by the ATO: Finalising your Single Touch Payroll data
Page: Finish
Setup Complete image2016-5-4 14:25:3.png If you do not receive all green ticks on this screen you will need to start the configuration wizard again and complete until you receive a screen as shown above. @parent
Page: Fix Pay Event/ebMS Queue Schedule
With STP, the Pay Event/ebMS Queue manages the automatic sending and receiving of messages with the ATO. On some NetSuite accounts this queue gets incorrectly configured upon install/upgrade of the bundle resulting in Pay Events not being automatically se



Page: How to add Employee FBT
If you have employees with FBT then you will need to ensure these records are added prior to finalisation of your STP submissions for each tax year. You have 2 options. You can add individual FBT instances (Employee FBT) or you can make your life easy an
Page: How-to articles


Page: Import Leave Balances
Import Leave Balances This page explains the correct way of importing/setting up Leave Balances for an Employee. This applies to all jurisdictions and includes leave types that accrue - including Annual Leave, Time in Lieu, and Long Service Leave (LSL). T
Page: Import YTD Data
When migrating from an existing Payroll system then you may need to import existing data. The best way of doing this is by importing Year To Date (YTD) Data. At a minimum, YTD data must include Salary/Wages, Tax and Superannuation. If the employee had oth
Page: Important Employee Details (STP)
Standard Fields The following employee fields will be included with each STP Pay Event and therefore sent with each submission. Thus, you must ensure that these fields are complete and up-to-date. Field Where Comments First Name Employee Can be overridden
Page: Importing new Hourly rate
NB: See link to example template at the bottom of this page. Navigate to Payroll Admin>Payroll Setup>Import csv records The import type would be "custom record" and the record type is "pay component" 1. The Start Date of the pay component needs to be whe
Page: Importing new Salary
NB: See link to example template at the bottom of this page. Navigate to Payroll Admin>Payroll Setup>Import csv records The import type would be "custom record" and the record type is "pay component" 1. The Start Date of the pay component needs to be whe
Page: Importing new Salary with Back Pay
Navigate to Payroll Admin>Payroll Setup>Import csv records The import type would be "custom record" and the record type is "pay component" 1. The Start Date of the pay component needs to be when the increase is from. 2. The Back Pay to Date needs to be t
Home page: Infinet Cloud Knowledge Base Welcome to our support portal! You'll find loads of detailed information covering all aspects of our payroll sol
Page: Initiate Payrun
To start a payrun navigate to Payroll Administration > Payroll Activities > Start New Pay Run, the screen will refresh displaying a selection form as shown below. image2018-8-2_13-23-25.png Primary Info Subsidiary - Select Subsidiary if OneWorld account.
Page: Inland Revenue File Processing
Review IRD requirements reporting via IR File Prior to processing IR files you should review the Employer Responsibilities pages on the IRD website, particularly:
Page: Installing Infinet Cloud Payroll Bundle 30500
Current Status Owner Tristan Comment non-localised Install the Bundle In this stage we will install the ICS Payroll Bundle. Step-by-step guide Navigate to Customisation > SuiteBundler > Search & Install Bundles image2015-2-24 18:31:4.png Change Search Typ
Page: Installing Infinet Cloud Updates Bundle 129091
Current Status Owner Fraser Comment non-localised Install the Bundle In this stage we will install the Infinet Cloud Updates Bundle 129091 This bundle is used to update targeted records and files in InfinetCloud software to minimize the need for bulk majo
Page: IR345 Filing
Employer Deductions form The IR345 is used to record and pay the deductions made from employees pay. This form should correspond to a payment made to Inland Revenue (either directly, electronically or via a Westpac Branch). From the menu, navigate to Pay
Page: IR348 Filing
Employer Monthly Schedule form The IR348 is the Employer Monthly Schedule (EMS). As the names suggests, this schedule is filed monthly. The due dates for the EMS vary depending on the size of the employer. Employer Size Due Date Large 5th of the month fo



Page: KED Filing
KiwiSaver Employment Details form The KiwiSaver employment details (KED) form allows employers to electronically notify Inland Revenue of: New employees, who meet KiwiSaver automatic enrolment eligibility criteria (KS1); Existing employees, who are not s


Page: Leave Configuration
Leave Wizard Introduction NB: Always use the "cancel" button if you wish to Navigate away from Leave wizard without completing. If page freezes or gets stuck, try using the "back" button although it is recommended to cancel and restart the wizard. 1. Navi
Page: Leave Liability Report as at a specific date
If you need to run a Leave Liability Report as at a specific date in the past then you can follow these steps to access and then customise your own report. In your global search type "leave accrued" and you will see an option to select PR-Employee Leave A
Page: Leave Management Guide
This is the Infinet Cloud Leave Management Guide. Please pick a topic below to get started. Leave Configuration Creating a Leave Block Paying Leave in Advance Employee Self Service (ESS) Leave Wizard Introduction: Basic Employees Leave Accrual Rates Leave
Page: Leave Request Adjustment (and Reversal) Guide
Overview This guide details the process of making changes to a leave request after one or more of the leave request time records have been linked to a payrun and its status has been set to "processed". Typical use cases for making changes to a processed
Page: Leave Request functions (REST)
Overview The getLeaveRequests and updateLeaveRequest functions are provided to allow an external system to manage the approval, cancellation or decline of leave requests initially created in NetSuite. The external system performs two actions: Periodically
Page: List of REST Records & Fields
The following information shows the records exposed via the Payroll REST interface It should be noted that this REST interface covers a very small sub set of the NetSuite records. It is designed to simplify common payroll integration requirements and is



Page: Notify ATO of Infinet Cloud Payroll (STP)
Overview In order to meet your STP reporting obligations - it is necessary to notify the ATO that you are using Infinet Cloud Payroll. You will need to do this for each business entity (I.e ABN or Branch) that you run Payroll for using our software. The p
Page: NZ Payday Filing Guide
As of the 1st of April 2019, Payday Filing is compulsory for all New Zealand employers. For more information see the Inland Revenue's website, specifically Employer Responsibilities
Page: NZ Payday Reporting FAQ
From 1 April 2019 New Zealand employers must: file employment information every payday instead of an Employer monthly schedule (IR348) provide new and departing employees' address information, as well as their date of birth - if provided For more informat



Page: Pay Pay Run
The Pay Pay Run screen creates the payment journal entry and bank file (ABA) for upload. image2016-1-14 14:45:56.png Click on Pay Pay Run EFT Upload If using an ABA file, you will see those employees who have "EFT Upload" as their Net Pay Payment Method.
Page: Pay Payroll Vendors : Superfunds and ATO using Liability Accounts from Journals
There are many different ways to pay your Payroll Vendors out of NetSuite. This page provides instructions for paying the ATO and and Superfund vendors using Bill Payments in NetSuite. The same principal can be applied for any other payroll vendor. The li
Page: Pay Run is Stuck at Scheduled
Depending on the volume of data, there are certain stages of the Pay Run that may go to "Scheduled". Those stages will most likely be at Initiate, Time Entry, Post Payslips & Pay Payslips. Basically this means that your Pay Run has gone into a NetSuite q
Page: PAYG Payment Summary Processing Guide
This guide provides instructions for completing end of year activities including creation and distribution of employee payment summaries, and the generation of the Payment Summary Annual Report (PSAR) file for upload to the ATO. Before you get started Bef
Page: Paying Leave in Advance
Overview If you allow employees to be paid in advance when going on Leave, the following procedure will ensure you are able to process in Payroll automatically from the Leave request. An example of paying Leave in Advance would be when an Employee is paid
Page: Paying Out Annual or Holiday Leave
This article explains how to pay out Annual, LSL or Holiday leave for an employee if they request it. There are two methods for processing this leave - either in your standard pay run, or via adjustment run. Both methods are outlined below. You should ch
Page: Payroll Expense Re-allocation
ICS Journals can be created to allocate the payroll cost by classification (Department, Class and/or Location). This is set in the configuration. There is also a separate process you can run to re-allocate expenses - this page describes both Classificatio
Page: Payroll REST Integration
Overview This document outlines the RESTful interface provided as part of the Infinet Cloud Payroll Bundle to allow CRUD operations on payroll related records. The interface is exposed using the NetSuite RESTlet technology and further information on how t
Page: Payslip Gross Up (Experimental)
Open the payroll configuration record (not the wizard) and locate the "Gross Up" feature in the general options group and check it. it’s simple, turn on preference for gross up, unhide net pay field on PSD, then create a PSD with net pay field to you net
Page: Post Pay Run
The Post Payruns screen shows final details for each employee. The payslip can be viewed before posting. image2016-5-6 10:52:16.png Override Posting Period - Posting period will be the period of the period end date. Override Posting Date - Posting date w
Page: Pre - Finalise Payrun Activity
Before commencing the end of year activity you should ensure All payruns have been completed and paid All payruns have been successfully submitted to HMRC with an FPS and successful response. If a discrepancy is found it can be corrected with an adjustmen
Page: pre-config - Accounts & Roles
Accounts Check your Chart of Accounts for completeness. Discuss your requirements with your implementation consultant. We suggest using “Other Current Liability” accounts for Payroll Liabilities. Examples below: image-3.png Using a separate "PAYG Remitte
Page: pre-config - Security
All Payroll related fields and records have permissions applied to them. Only an Administrator or Payroll Administrator should be able to see fields, view records or run reports Contact immediatel
Page: Process a Payrun Guide
This guide provides information on each step of the payrun process from initialisation, through to distributing payslips. The diagram below show the high level process and each of the steps involved. Payroll Process.png @self
Page: Process an Adjustment Pay Run
An Adjustment Pay Run is a pay run in its own right. It does not change anything on a previously paid/posted pay run. If you need to make changes to a pay run that has not been paid/posted then you should Roll it back and make changes at the Approval scre
Page: Process External Leave
Infinet Cloud Payroll Bundle 30500 also has the ability to manage "leave only" for employees in some circumstances. That is, even if the employee is not being processed in payroll we may still be able to manage their leave accruals, balances and leave req
Page: Process Payslips
The Process Payslips screen allows you to enter a Bonus, Reimbursable Expenses or Commission for employees. These amounts will be taxed according to the pay frequency of the pay run. To enter more details than the amount or other pay component sub types,
Page: Processing Government Paid Parental Leave (GPPL)
Processing an employee under the Australian Government Paid Parental Leave (GPPL) scheme is as simple as setting up the correct Pay Component and Leave settings. This article is broken up into 3 main sections: Setup an employee for GPPL Paying an employee



Page: Recording Parental Leave without Pay (NZ)
1. Review Parental Leave on DOL website The link below on the Department of Labour websites gives you information about an employees rights and entitlements to Parental Leave. http://www.dol.govt.
Page: Remittance Module Superstream Update
This document serves to outline the changes associated with the introduction of Superstream; and the actions needed to configure the remittance module to use SuperStream with Click Super. Whilst the current remittance module submits all contributions elec
Page: Remove access from an inactive employee
To remove access NetSuite access from an inactive employee: Log into NetSuite as Administrator (not Payroll Administrator) Go to the Employees list - from the menu select List > Employees > Employees Mark the Show Inactives checkbox Locate the employee an
Page: Reporting a Pay Run (Employment Information)
Overview You must report any New Zealand Pay Run information within two days of a Pay Date. Employment Information includes employee's income for each pay cycle. Once a Pay Run reaches the Paid stage, Infinet Cloud Payroll automatically generates the requ
Page: Reporting a Pay Run (STP)
Schedule Submission of a Pay Event As long as you've run the Branch Setup Assistant, you will automatically be prompted to create a STP Pay Event towards the end of every Pay Run you process in Infinet Cloud Payroll. Exactly when you are prompted, depends
Page: Reporting as an Intermediary (STP)
Introduction If a Tax Agent or Business Intermediary is responsible for running and reporting Payroll on-behalf of your organisation, you will need to setup an Intermediary record, so that the person(s) may select the correct Intermediary and make the app
Page: Reporting Contractor Payments (Vendor Employment Information)
Overview Under Payday Filing, as previously, you need to submit details of any Contractor (Vendors in NetSuite) Payments. Although the Payday Report format is the same as the Employment Information Payday Filing report, it needs to be generated separately
Page: Reporting New & Departing Employees (Employee Details)
Overview Under Payday Filing, you will need to upload the details of new and departing employees. This information is expected to be supplied to IR no later than the next filing of employment information but can be supplied earlier as per the Taxation Act
Page: Reporting New Contractors (Vendor Employee Details)
Overview As previously required, under Payday Filing, you also need to upload details of any new Contractors (Vendors in NetSuite). Although the Payday Report format is the same as the Employee Details Payday Filing report, it needs to be generated separa
Page: REST Sample Requests
Connecting to REST interface The REST webservice is only accessible via HTTPS and can be authenticated either by email / password credentials or using OAuth Token Based Authentication. For initial testing username and password credentials can be used, you
Page: Rolling back the Payment Summary Process
You can use the Rollback button to roll back the Payment Summary Process to a previous stage. You may need to do this when: You've generated one-off Payment Summaries during the year and now need to do Payment Summaries for everyone One of the fields (e.g


Page: Sending an Update Pay Event (STP)
Overview There are a number of scenarios when you may need to send an Update Pay Event. An Update Pay Event includes YTD totals for the employees you send it for. Since it is not linked to a Pay Run, no specific Pay Run information is included. Some of th
Page: Sending TFN Declarations (STP)
Overview With the introduction of STP, TFN Declarations can be automatically sent with a STP Pay Event. This means that you no longer need to notify the ATO manually (paper or electronically) when you have an employee on-boarding. The same applies for whe
Page: Setting a fixed Tax Rate on a Pay Component Sub Type (PCST)
If you are creating a new Pay Component Sub Type that requires its own tax rate then below is an example of the fields that you need to set. if you scroll to the bottom of the page you will see the System Set Fields section. Complete as outlined. If
Page: Setting up a Manual Tax Pay Component
How to setup an employee pay component to calculate tax manually. From time to time you may need to create a manual tax pay component for an employee typically for one of the following reasons: The employee wishes to nominate an amount of tax to be tak
Page: Setting up Global Leave Calendar on NetSuite Dashboard
With ICS Leave Management you can get a global view of employees' leave straight from you dashboard. To do this, you must first enable and then add the calendar to a dashboard. Both steps are detailed below. Enable Global Calendar View For a Global Leave
Page: Setting Up New Tax Year
The following instructions outlined how to setup NetSuite for a New Tax Year creating Tax Periods and Accounting Periods. Step-by-step guide Add the steps involved: Login to NetSuite as Administrator and navigate to Setup > Accounting > Manage Accounting
Page: Setup NetSuite Token Based (TBA) Authentication
Overview The following instructions detail how to configure Token Based Authentication with the Administrator role in an account. This can be used for various external integrations with ICS Payroll, including Payroll REST Integration. NetSuite's token-bas
Page: Single Touch Payroll
The Australian 2018/2019 financial year is fast approaching, and with it, the obligation for many of you to report via Single Touch Payroll (STP). In short, STP translates to the requirement of reporting pay information directly to the ATO on or before ea
Page: Single Touch Payroll (STP) Guide
The ATO has provided extensive documentation on Single Touch Payroll for businesses/employers At a minimum, we recommend you've read the Single Touch Payroll employer reporting guidelines PDF availabl
Page: Sitemap Index
Page: Step by Step Guides
Page: STP - Important Employee Information
The following is an excerpt from an Australian Taxation Office message received on Wait until your payment summary information is tax ready The way you get your payment summary information is changing. Your end-of-year payment summary information, now c
Page: Super Concessional Caps
Here is what TAPS ( has to say about it Concessional caps: A concessional contribution cap is a cap on the value of superannuation contributions that can be taxed at a concessional rate. Concessional
Page: Sync Employee functions (REST)
Overview The add and update of employee records is managed by a separate action, rather than an action applied to the employee record, this allows greater granularity in validation, and to provide greater flexibility in how the information is provided and


Page: Tags
Page: Tax Calculation links
When running payroll, there are times when you may need to check or do manual calculations. To do so, you may find some of the links below useful. Please note that the list of links below is provided as courtesy and is not exhaustive. Australia New Zealan
Page: Termination Payments
If you have nothing to pay out to the employee then there is no need to do a termination pay run process, all you need to do is Edit the employees' record, change the Payroll Employment Status field to Terminated and on the HR Tab enter a Termination Date
Page: Terminology & Concepts (STP)
With the introduction of STP, we have introduced a number of new records and terminology you will need to be familiar with. Other than the definitions on this page, we recommend you also familiarise yourself with the ATO's STP Definitions of Terms https:/
Page: TFN Declarations
Document Overview This document outlines the functionality of the TFN declaration module used for Australian New Starters. The module provides functionality to record TFN declaration data as entered on TFN declaration forms, and provides a means to group
Page: Troubleshooting articles
Page: Troubleshooting Pay Events (STP)
Error Codes and Solutions Most error messages that may be displayed on a Pay Event should be self-explanatory. If you've received a cryptic error message and are unsure of what to do then please refer to the below table. You should perform the action(s) d


Page: UK Auto-Enrolment Pension Contribution Rates Uplift
Overview Pensions Regulator Guidance: Tax Year Ending 2020 Rates This guide outlines the process and considerations for uplifting auto-enrolment contributi
Page: UK End of Year Guide
Welcome to the ICS UK End Of Year Guide. This guide breaks down each step required to complete your end of year obligations. Due Date Step Description 5th April Pre - Finalise Payrun Activity Ensure all FPS for payruns for the tax year have been submitted
Page: UK Preparing for New Tax Year
Prior to starting a payrun with a pay date in the new tax year you must complete the following: Ensuring Tax and Accounting Periods are setup for the new tax year Uplift Employees Tax Codes and apply any P9 notifications As long as you have completed all
Page: Unable to Open/Download Payroll Documents
Payroll Documents Folder Access Issue Due to an enhanced security measure recently introduced by NetSuite you may find that your Payroll Administrator is no longer able to download and access these items and is redirected to a Shopping Basket Page. In ord
Page: Understanding Data Validation (STP)
Overview The ATO mandate that the data supplied in Single Touch Payroll Pay Events must conform to a strict specification. In many instances the specification is much stricter than the data validation that applies generally in Netsuite. As the employee re
Page: Understanding Invalid Record Ref
Problem An error message has been returned in the payroll history containing the message INVALID_KEY_OR_REF. The error denotes that the system was unable to complete its processing action. The following are examples of common invalid record reference erro
Page: Unpaid Leave Processing
Additional automation has been added to the 3 following areas. Unpaid Leave Requests spanning Public Holidays Basic Time Entry default behaviour Creation of Non-Service Periods for Unpaid Leave Unpaid Leave Requests By default, Infinet Cloud Payroll will
Page: Updating your HMRC Gateway ID and Password
As of May 2019 HMRC are deprecating their old authentication system. This means some Customers may need to re-encrypt their existing passwords within Infinet Cloud to be able to submit their RTI. Role required: Payroll Administrator Please note, run this
Page: Using Email Templates For Leave Request Notifications
How to create and use custom email templates using standard NetSuite Scriptable Email Template for leave request notifications. Overview When using leave management, emails are sent on change of the leave request status (if the email suppress option has n


Page: Victorian Long Service Leave Act 2018
Comes into effect 1/11/2018


Page: Working with the Payslip Template
Payslip Template Language The payslip template is stored in a custom record as HTML , the HTML is written with special tags identified by ${something} that are replaced prior to generating the PDF. Trimpath can run both client side and server side, and wa





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