11

Genaral information / Add a custom wage code

« Last post by Support on February 06, 2021, 06:30:45 AM »

To add a custom wage code:

1) Start Payroll 4
2) Click on "Company info & Options"
3) Click at "Add" on on "Wage code"

The Wizard starts.

4) Click on "Next"
5) Enter a code name and a description, for expample:

Code name: MYCO
Description: My custom code

6)  Click on "Next"
7) Select a code type

You can choose form:

"Normal salary component" - Regular wages
"Wage in kind (Loon in natura)" - Free housing, free meals, etc.
"Extraordinary wage" - Once a year extra like a bonus
"Untaxed expenses" - Very rare
"Overtime" - Regular wage, but not insured for the SVB / SZV
"Payout method" - New bank
"Non-disclosed wage components" - Loans, third party deductions, etc.

8) Click on "Next"
9) Select how the amount is calculated

For example: "To be determined amount"

10) Click on "Next"
11) Select "Debit" or "Credit"

12) Click on  "Next"
13) Click on "Finish"

See also:
https://www.youtube.com/watch?v=A2z4E7VHFEo

12

Stap-voor-stap / Hoe maak je een schermafbeelding (screenshot)

« Last post by Support on January 21, 2021, 04:08:01 PM »

1. Klik op de notificatie icon op de taskbar




2. Klik op Screen snip




3. Selecteen de Window snip tool en klik ergens op het window




4. Klik op Snip saved to clipboard in de notificatie balk




5. Klik op de Save icon om de screenshot op te slaan




Tip: Gebruik de shortcut:  Windows key + Shift + S

13

Step-by-step / How to create a screenshot

« Last post by Support on January 21, 2021, 11:43:07 AM »

1. Click on the notification icon on taskbar




2. Click on Screen snip




3. Select the Window snip tool and click anywhere on the window




4. Click on the Snip saved to clipboard in the notification bar




5. Click on the Save icon to save the screenshot




Tip: Use the shortcut:  Windows key + Shift + S

14

Algemeen / Re: Bruto inhouding op het loon

« Last post by Support on June 01, 2020, 12:57:46 PM »

Als je al een inhouding hebt gemaakt als "Normaal looncomponent" dan kan je die als volgt aanpassen:

1) Klik op Bedrijfsgegeven & Opties
2) Klik op "Looncodes"
3) Selecteer de looncode
4) Klik in het menu op "Aanpassen"
5) Verwijder het vinkje bij "SVB loon"

Daarna opnieuw verwerken.

15

Genaral information / 20% deduction of gross wage

« Last post by Support on May 26, 2020, 11:14:42 AM »

Problem

You need to temporary deduct form the gross wage.

Solution

Create a new wage code.

Deduct form the fixed salary

1) Start Payroll 4
2) Click on "Company info & Options"
3) Click at "Add" on "Wage code"

The Wizard starts.

For example, enter the following information:

Code name: DS20
Description: "Deduction 20%"
Code type: "Overtime (not SVB wage)"
Compute amount: "Percentage of salary" and "-20"%
Book: Debit

You can now book the new wage code at "Mutations" to make the deduction.

Deduction from hourly workers

Code name: DH20
Description: "Deduction 20%"
Code type: "Overtime (non SVB wage)"
Compute amount: "Percentage of hourly wage" and "-20"%
Books: Debit

For every working hour that you book at "Mutations", you book the same amount hours of "DH20 - Deduction 20%".

Deduct down to the minimum wage

After the wage deduction, the wages should not fall below the minimum wage. In those cases the deduction will be less then 20% and the amount must be calculated manually.

1) Start Payroll 4
2) Click on "Company info & Options"
3) Click on "Wage code" at "Add"

The Wizard starts.

For example, enter the following information:

Code name: DSXX
Description: "Deduction salary"
Code type: "Overtime (no SVB wages)"
Compute amount: "To be determined amount"
Books: Debit

You can book the wage code at "Mutations". You must then enter the correct amount yourself, so that the salary does not fall below the minimum wage.

Explination

By selecting the code type "Overtime (non SVB wage)" instead of "Normal wages component", the ZV/OV wage and premiums remain unchanged.

16

Algemeen / 20% inhouding op het bruto loon

« Last post by Support on May 26, 2020, 11:08:00 AM »

Probleem

Je moet tijdelijke een inhouding op het bruto loon doen.

Oplossing

Maak een nieuwe looncode.

Bruto inhouding op het vaste salaris

1) Start Payroll 4
2) Klik op "Bedrijfsgevens & Opties"
3) Klik bij "Toevoegen" op "Looncode"

De Wizard start.

Vul bijvoorbeeld de volgende gegevens in:

Code-naam: IS20
Omschrijving: "Inhouding 20%"
Code soort: "Overuren (geen SVB loon)"
Berekening bedrag: "Percentage van het salaris" en "-20" %
Boeken: Debit

Je kan vervolgens deze de looncode bij "Mutaties" boeken.

Een bruto inhouding bij uurloners

1) Start Payroll 4
2) Klik op "Bedrijfsgevens & Opties"
3) Klik bij "Toevoegen" op "Looncode"

De Wizard start.

Vul bijvoorbeeld de volgende gegevens in:

Code-naam: IU20
Omschrijving: "Inhouding 20%"
Code soort: "Overuren (geen SVB loon)"
Berekening bedrag: "Percentage van het uurloon" en "-20" %
Boeken: Debit

Boek bij "Mutaties" voor elk werkuur evenveel Inhouding 20% uren.

Bruto inhouding tot het minimum loon

Door de inhouding mag het loon niet onder het minimum loon komen.

1) Start Payroll 4
2) Klik op "Bedrijfsgevens & Opties"
3) Klik bij "Toevoegen" op "Looncode"

De Wizard start.

Vul bijvoorbeeld de volgende gegevens in:

Code-naam: ISXX
Omschrijving: "Inhouding salaris"
Code soort: "Overuren (geen SVB loon)"
Berekening bedrag: "Later te bepalen bedrag"
Boeken: Debit

Je kan deze de looncode bij "Mutaties" boeken. Je moet dan zelf het juiste bedrag invullen, zodat de werknemer niet onder het minimumloon komt.

Toelichting

Door de code soort "Overuren (geen SVB loon)" te selecteren in plaats van "Normaal looncomponent" blijven de ZV/OV premies ongewijzigd. Dat is een vereiste van de SVB als het loon tijdelijk wordt verlaagd.

17

Installation / Import a company and employees

« Last post by Support on April 27, 2020, 06:46:44 AM »

Problem

You want to switch to Payroll4 and import the company data and employees from Celery.

Solution

Backup your Celery data:

1. Log in to your Celery account
2. Click on "Account"
3. Click on "Import & Export"
4. Click on "Export employer"
5. Click on "Celery export"
6. Click on "Export"
7. Click "Download the export file" and save the file

Create a new company in Payroll4:

1. Start Payroll4
2. Click on "Company info & Options"
3. Click at "Add" on "Company"
4. Click on "Next"
5. Enter any company name (all company data will be overwritten later by the export file)
6. Click on "Next"
7. Click on "Next"
8. Click on "Next"
9. Select the correct payout period
10. Click on "Next"
11. Click on "Next"
12. Check the box "Import Celery data"
13. Click on "Finish"

Import the backup with the Import Wizard:

1. Click on "Next"
2. Click "Find" and select the export file
3. Click on "Next"
4. Click on "Finish"

18

Installatie / Importeren van een bedrijf en werknemers

« Last post by Support on April 27, 2020, 06:41:24 AM »

Probleem

Je wil overstappen naar Payroll4 en de bedrijfsgegevens en werknemers importeren van Celery.

Oplossing

Maak een backup van je Celery data:

1. Log in op je Celery account
2. Klik op "Account"
3. Klik op "Import & Export"
4. Klik op "Exporteer werkgever"
5. Klik op "Celery export"
6. Klik op "Exporteren"
7. Klik op "Download het export bestand" en save het bestand

Maak een nieuw bedrijf in Payroll4:

1. Start Payroll4
2. Klik op "Bedrijfsgegevens & Opties"
3. Klik bij "Toevoegen" op "Bedrijf"
4. Klik op "Volgende"
5. Vul een willekeurige bedrijfsnaam in (alle bedrijfsgegevens worden later overschreven door het export bestand)
6. Klik op "Volgende"
7. Klik op "Volgende"
8. Klik op "Volgende"
9. Selecteer het juiste tijdvak
10. Klik op "Volgende"
11. Klik op "Volgende"
12. Plaats een vinkje bij "Import Celery data"
13. Klik op "Voltooien"

Importeer de backup met de Import Wizard:

1. Klik op "Volgende"
2. Klik op "Zoek" en selecteer het export bestand
3. Klik op "Volgende"
4. Klik op "Voltooien"

19

Genaral information / Re: Send reports via email using Office 365

« Last post by Support on March 02, 2020, 12:09:26 PM »

To use your Office 365 SMTP server, use these settings:

Server: smtp.office365.com
Port: 25
Authentication: Basic
Username: jouwnaam@office365.com
Password: jouwwachtwoord
SSL: Enabled

20

Genaral information / Send reports via email

« Last post by Support on March 01, 2020, 01:43:09 PM »

With the e-mail module in Payroll4 you can easily e-mail reports. With 1 click you can send each employee his own salary slip, or e-mail the monthly journal to the accountant. Sending a report via email is as easy as printing a report, but without the waste of paper and time.

To email a report, do the following:

1) Click on "Reporting"
2) Select the desired report, period, and employees
3) Select the destination "Email"
4) Click on "OK".
5) Fill in the details of the sender and the consignee if necessary
6) Click on "Send"



If you want to send a report to each employee, such as a Payslip or the Payroll Card, the addressee will be "Every Employee". When sending each email, the program will automatically select the email address entered on the employee's "Employee" tab. Also, the %n is automatically replaced in the message with the name of the employee. For example, every employee receives a personal email with only his own salary slip or payroll tax card.

If you want to send yourself (or someone else) a copy of all emails sent, enter the email address in Cc or Bcc. It is always possible to enter multiple recipients, separated by a comma or semicolon.

If you are sending the emails on behalf of someone else, please enter their email address in "Reply to".

Options

Before you can send e-mails, you must first set up the e-mail module. Click on "Options".

- With a checkmark at "Test mode" the module will not send emails. This is useful if you want to test whether everything is set up correctly and whether all e-mail addresses are correct. Uncheck this box when you're ready to actually send a report for the first time.

- With a check mark at "Warning about emails to employees" you cannot accidentally send emails to all employees.

Email program

Payroll4Mail

The sender of all emails is noreply@payroll4mail.com with a ReplyTo containing your email address. You don't have to set anything else.

Custom SMTP Server

If you have your own company website, you can use your own SMTP server. Before you can send emails you need to configure the outgoing SMTP server settings. Check with your system administrator for the correct STMP server settings for your website.



Microsoft Outlook

Microsoft Outlook is part of Microsoft Office. Select this option if Microsoft Outlook is installed on your computer and you use it to read and send emails. (Note! This is not the same as an email address that ends in @outlook.com).

N.B. If you have full UAC protection on your computer, you may receive a warning with every email. Consult your system administrator to disable UAC protection.

Mozilla Thunderbird (recommended)

Mozilla Thunderbird is the most widely used free e-mail program. If you only use webmail (eg hotmail or gmail), you can install a copy of Thunderbird. Enter your e-mail address and password once in Thunderbird and then you can read and send all your e-mails with Thunderbird.

Thunderbird can be downloaded for free: https://www.mozilla.org/thunderbird/


Note: As long as Test Mode is checked, no emails are sent. This allows you to test whether the settings and email addresses are filled in correctly.