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Employee share purchase is a deduction that is taken based on the amount an employee is paid against a payment element.

Setting up a Percentage Deduction Element

A percentage deduction element is set up on the Company > Pay page. You must tick the percentage box to show that it is to be used as a percentage deduction.

Once the percentage deduction element has been saved, the Elements button will show. You must click on this button and select which pay elements are to use in the calculation of this deduction.

Setting up an employee percentage deduction

A percentage deduction can be added to an employee in the following ways

  • Directly through the InPay software.
  • Using the Employee Deductions (Percentage) importer.

Directly through InPay

A percentage deduction can be added to a worker through the Deductions (Percentage) page.

Key Fields

  • Pay Element: This is a list of percentage deduction elements that have been set up on the Company Pay Screen.
  • Start Date: The date to determine when the percentage deduction will start.
  • End Date: The date to determine when the percentage deduction will end.
  • Percentage: The proportion of the amount paid to the employee by specified payment elements to be deducted.
  • Amount: A set amount to be deducted from the employee if they have been paid anything by the specified elements.

Either percentage or amount must be entered, NOT BOTH.

Adding Multiple Employee Percentage Deductions using an Importer

An importer has been created to allow multiple workers, already created in InPay, to be added onto a scheme. This can be done as follows:-

  1. Go to Import / Export -> Import Data
  2. Select Employee Holiday Scheme as the Import Format.
  3. A box will appear called Template. Select the payroll that contains the workers you want to update and click Download
  4. This gives you a CSV file populated with all the active workers on the payroll. This is where you can enter the Pay Element, the Start Date, End Date and Percentage or Amount.
  5. Save the file as a CSV (.csv) format file. Click on the choose file button back in Inpay, enter a reference if required and then click Import.
  6. The Import status will show you whether the import has been successful. In the event of errors, clicking on the failed import and then clicking Messages will give details of the line and reason for any failure.
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