3Create a Permanent Health Insurance Calculation Card

You need to create a calculation card for an employee to record the PHI scheme contributions for employees, if required.

Before you start

Complete these tasks before you create a statutory deductions card manually.

1. Complete the new hire process for the employee.
2. Ensure that the employee has a payroll relationship and assigned to a payroll.

Create or Manage the Calculation Card

My Client Groups > Person Management

1. Search for and select the employee.
2. Go to Calculation Cards.
3. Search for Permanent Health Insurance calculation card and create one for the employee.
4. Add the Permanent Health Insurance Information calculation component. You need to add this first because this is the parent component that contains the calculation breakdown ID referencing the employment ID and used as a context for the scheme. If an employee has multiple employments with PHI scheme contributions, you need to create a PHI Information component for each employment ID. Ensure that you’ve added a unique reference that identifies each scheme.
5. Add the Permanent Health Insurance Scheme calculation component. You can have multiple calculation components for schemes.
6. Enter the required fields:

   Field	Description
   Scheme Enrollment Date	Date on which the employee enrolled for the scheme.
   Revenue Approved Scheme	Select the checkbox to indicate if it’s an approved scheme.
   Employee contribution percentage	Enter a percentage.
   Employer contribution percentage	Enter a percentage.
   Employee contribution flat amount	Enter an amount.
   Employer contribution flat amount	Enter an amount.

   Note: You can use either percentages for employer and employee contributions or enter the amounts for employer and employee. You can’t enter a combination of both.
7. Save and submit your changes and run payroll.

Results:

Permanent Health Contributions are reported on the payslip and statement of earnings. If there are multiple PHI schemes for an employee, you can use a combination of approved and unapproved schemes although there’s no check on the combined contributions. Each scheme is processed independently with no relation to any other PHI scheme component.