Edit a Statutory Deductions Calculation Card

Typically, the new hire process creates Statutory Deductions calculation cards automatically. Use the Calculation Cards from the Payroll work area to make modifications to the cards as needed.

For example, you can do these activities:

• Edit the default values and provide employee-specific values on the calculation card for National Insurance (NI) or Pay As You Earn (PAYE)

• Add new starter details

• Associate a tax reporting unit (TRU) with the calculation card, if you didn't specify a TRU during the new hire process

• Edit an existing association details record

Before You Start

1. Complete the new hire process for the employee.

2. Ensure that the employee has a payroll relationship with one or more assignments, each of which is assigned to a payroll.

Open the Calculation Card

1. Select Calculation Cards from Payroll.

2. On the Person Search page, search for and select the payroll relationship for the employee.

3. On the Person Details page, click the Statutory Deductions calculation card in the Search Results.

Edit Components and Component Details

To modify a component's reference values, follow these steps:

1. In the Calculation Card Overview section, select either National Insurance (to edit NI) or Pay As You Earn (to edit PAYE) components.

2. Select .

3. Complete the fields on the Correct Calculation Component or Update Calculation Component window, and click OK.

You can modify PAYE component details, including the new starter declaration, pensioner notification, or expatriate notification, for an existing component. You can also modify Additional Information component details, which define how to calculate the NI contribution in special situations. Here's how you can modify component details:

1. Select the component in the Calculation Components section.

2. Select Add

3. Enter your changes to the component details, and click Save.

Here's how you can create PAYE and NI components and component details.

1. Select the appropriate component.

2. Click Edit..

3. Complete the fields as appropriate, and click OK.

4. To add component details, click Add in the Calculation Component Details section toolbar and then select the component detail type.

5. Complete the fields, and click Save.

Create and Edit Associations and Association Details

You must associate the card with a TRU, if none was specified during the new hire process. Here's how you can do this:

1. In the Calculation Card Overview section, click Assignments.

2. Click Add..

3. On the Create Association window, select a tax reporting unit.

4. Click OK.

5. Click Save.

You must associate all PAYE and NI components with the assignment. To create associations:

1. In the Assignments section, select a tax reporting unit.

2. Click Add.

3. Select the assignment and then select the appropriate PAYE component.

4. Click OK.

5. Repeat steps 1-4 as required to associate each NI and PAYE component with assignment.

6. Select the assignment and then select the appropriate NI component.

7. Click Save and Close.