Default Employee

The Default Employee Settings page allows you to both view and update the default employee payroll and leave settings. To update, complete the following steps.

To manage the default employee settings, you need to first move to the Settings page. However, after you log in to Surf Payroll, there can be either of the following scenarios:

The logged in account has a single Business
The logged in account has multiple Businesses

The steps to move to the Settings page are different in each of the above scenarios. The steps are provided below scenario-wise.

Now that you are on the Settings page, complete the following steps.

1. On the Settings page, under the BUSINESS heading, click Default Employee Settings.

2. The Default Employee Settings page appears. On the Default Employee Settings page, update the settings, as required.

FIELD	STEP
PAYMENT FREQUENCY	Default payroll frequency.
PAYMENT BASIS	Whether the business will pay the salary based on a daily and hourly rate or monthly basis.
PAYMENT METHOD	Select cash, cheque or bank transfer.
ANNUAL LEAVE ENTITLEMENT METHOD	There are four entitlement methods. Based on the method you select, you need to provide additional inputs. To view the details of each method, move the pointer over the required option. Set number of annual leave days per annumIn the ANNUAL LEAVE DAYS IN YEAR box, enter the number of annual leaves per annum. Set number of annual leave days per month in which at least 117 hours workedEnter the following inputs: HOURS WORKED PER DAY: Enter the required value. ANNUAL LEAVE DAYS IN MONTH: Based on the value entered in the above field, enter the number of annual leaves provided per month. 8% of hours worked (set hours per day)The number of annual leaves is calculated based on 8% of the total hours worked per day. In the HOURS WORKED PER DAY box, enter the number of hours worked per day. 8% of hours worked (irregular hours)
TAX REFUNDS
BY DEFAULT, WITHHOLD PAYE/USC REFUND WHEN PAY IS ZERO	Select, if applicable.

3. To save the changes, click Save.

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