A lump sum pay is used to process out of cycle payments to employees (eg back pay, bonuses, commissions) and to process adjustments for payments which can’t be adjusted using a timesheet or have been sent through STP.
Lump Sum Pays are created in the Payroll > Process Payroll > Process Payroll screen. You can filter the report to show only lump sum pays by ticking the Report Settings > Show only Lump Sum Payments checkbox.
Create a Lump Sum Pay
To create a lump sum pay:
Go to Payroll > Process Payroll > Process Payroll > Add Lump Sum Pay.
Select the employee from the drop-down list. You will need to enter a minimum of two characters to begin the search, then click an employee’s name from the shortlist.
If the lump sum pay is associated with an employment termination payment (ETP), ensure that you select the relevant code from the ETP Code drop-down list.
Enter the information required for the pay. The fields you will need to complete will depend on the Item type that you select. The ‘Period’ field determines how units in the pay are reported.
- Single Day will record all units on the Start Date you choose.
- Multiple Days will split the units across the number of days between the Start and End Dates you set. You can spread the units across the ‘Days worked in period’ or ‘Spread across work week (Mon-Fri)’.
- The dates that you enter must fall within the Start and Finish Dates of the Job you have selected.
Click 'Add Lump Sum Pay' to create the lump sum pay.
You’ll need to manually check that any tax or super calculations are correct by clicking the + icon to expand the pay. Confirm or edit the amounts, if required.
A Lump Sum Pay will be identifiable by a purple LS icon to the left of the employee's name in the Process Payroll screen.