EPR - Report Oncosts Using Percentages Mode

Overview

The Percentages mode for reporting oncosts calculates the estimated profit using the Oncost rates that have been set against a Rate. These rates can be set on job, Rate Card, or Occupation.

This allows a flat view of your oncosts, treating every dollar spent in the month exactly the same. This can be useful when considering the complexities brought by the superannuation threshold and, to a lesser extent, Workplace Insurance and Payroll Tax.

The Oncost rate includes any additional cost that you wish to apply to a particular Pay Rate for the purpose of reporting. If you use a particular Pay Rate in payroll, the Oncost will be used to calculate the additional cost for that Rate for reporting purposes.

To set the EPR to report on percentages:

1. Go to Reports > Management > Estimated Profit Report
2. Click Report Settings > select Use Percentages from the Oncost Mode drop-down.
3. Click Go.

The Percentages mode does not use any other Oncost that is calculated in the system (eg superannuation). If these other Oncosts should be used for reporting, they will need to be included as part of the percentage you enter against a Rate.

Calculate your Reporting Oncost Percentage

Oncost percentages need to be calculated outside of the Astute system and entered when you create your Rates.

The percentage is commonly calculated based on the statutory costs that you incur for certain payroll expenses. For example:

Oncost	Description	ROC% Example
Superannuation	If the pay item you are using has super payable then you should include the applicable rate in your calculation. If a Rate is non-superable, then the value should exclude super	10%
Payroll Tax	If the pay item is liable for Payroll Tax, include this in your calculation. If you want the Rate to differ across states, you will need to create different Rate Cards with the applicable Rate	4.85%
Workplace Insurance	If the pay item is liable for Workplace Insurance, include the applicable Rate in the calculation. If you want the Rate to differ across jobs, you will need to create different Rate Cards with the applicable Rate.	1.00%
Public Liability Insurance	If you want to assign ROC for Public Liability insurance, include the applicable Rate in your calculation	1.00%
Admin Fees	If you want to assign an Oncost for an Admin Fee, include the applicable Rate in your calculation	2.00%
Total Reporting Oncost Percentage	Summing up the individual Oncost percentages will give you the Total Reporting Oncost Percentage. This is the figure to enter into the applicable Rate.	18.85%

Configure Reporting Oncost Percentages

Reporting Oncosts form part of the Rates that you set up in the Astute system. You will need to configure each Rate that you wish to assign a Reporting Oncost Percentage to.

Rates are found in two places in the system:

• Base Rate - set directly on the job
• Rate Cards - created in Config > Payroll > Rate Cards. You can create multiple Rate Cards and there can be multiple Rates within each Rate Card