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June 6, 2023
Question

How do I action a late, lump sum salary sacrifice with Beam? This built up across 2 employees over 2 quarters and I need to settle and transfer?

  • June 6, 2023
  • 1 reply
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1 reply

June 6, 2023

Hi hello-linklane-c,

 

If this is a salary sacrifice for super, you can add this to the pay run for tracking by making a deduction and select Salary Sacrifice Super. Here's how:

 

  1. Click on the Employee's tab.
  2. Click on New Pay Run.
  3. Select the Pay schedule, pay period ending date and pay date.
  4. Click on the employee name to open earnings section, and click on Actions button.
  5. Select Make a deduction.
  6. Click on Salary Sacrifice Super.
  7. Enter the amount.
  8. Click on Save.

If you don't see the salary sacrifice super when making a deduction, you can check your Deduction categories in the Payroll Settings. Here's how:

 

  1. Click on the Employee's tab.
  2. Click on Payroll Settings.
  3. Click on Deduction categories.
  4. Check if you have Salary Sacrifice Super deduction.
  5. From here you can also check the set up and payment classification.

If you need to pay the employee for the amount you can do a bank transfer.

 

You can also check this link to learn more about deduction categories: Single Touch Payroll (STP) Phase 2 Hub.

 

Feel free to reply below if you have more questions. Have a great rest of the day!