Payroll Help
I’ve received feedback on my TERS application – what does it mean?
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Frequently Asked Questions
Frequently Asked Questions
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Payroll Setup
Payroll Setup
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Company Setup
Payslip Settings
Payslip Settings
Hiding Leave Balances on Payslips
Split Pay for Custom Leave Types into Separate Accounts
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Tax Take-On Balances
Skills and Equity
Frequently Asked Questions
Frequently Asked Questions
How do I delete an employee?
Can I have weekly and monthly paid employees in one company?
How do I transfer employees from an old company to a new company?
Why can’t I capture take-on balances for an employee?
Can I use an employee ID number more than once?
Account Dashboard
Feature Labels
Payroll Processing
Payroll Processing
Payslip Basics
Entering Employee Hours
Notes
Add a Payslip
Pay Runs
System Items – Benefits
System Items – Benefits
Accommodation
Bursaries and Scholarships
Company Car
Company Car Under Operating Lease
Employee’s Debt Benefit
Medical Costs (Other than medical scheme)
System Items – Income
System Items – Income
Annual Bonus
Arbitration Awards
Leave Paid Out
Loss of Income Policy Payout
Restraint of Trade
System Items – Deductions
System Items – Deductions
Donations
Garnishee
Income Protection
Maintenance Order
Medical Aid
Medical Aid
Medical Tax Credits
Repayment of Advance
Retirement Funds
Voluntary Tax Over-Deductions
System Items – Allowances
System Items – Allowances
Broad Based Employee Share Plan
Computer Allowance
Gain on Vesting of Equity Instruments
Phone Allowance
Subsistence Allowance (International / Local)
Tool Allowance
Travel Allowance
Relocation Allowance
Uniform Allowance
System Items – Other
System Items – Other
Employer Loans
Foreign Service Income
Savings
Tax Directives – Other
Termination Lump Sums
Long Service Award
Service Periods
Service Periods
Ending an Employee’s Service
Payments on or after Termination
Recording Maternity and Parental Leave / Long-Term Absence
Assisting Employees with UIF Claims
Frequently Asked Questions
Frequently Asked Questions
How is remuneration reported on the UI-2.7 form?
Additional Topics
Additional Topics
Annual Shutdown
Changing Payslip Dates
Frequently Asked Questions
Frequently Asked Questions
How do I capture daily paid employees?
Why can’t I finalise my payslip?
How does the pro-rata calculation work?
How do I roll over to next pay period or tax year?
Why can’t I remove an Employer Loan from a payslip until the balance is settled?
My employee repaid their loan outside of payroll. How do I record this so that I can remove the Employer Loan?
Why can’t I remove Savings from the payslip until the balance is paid out?
I paid out my employee's savings outside of payroll. How do I indicate this on SimplePay so that I can remove the Savings item?
Why can’t I remove a Garnishee from a payslip until the balance is settled?
My employee settled the outstanding balance on a Garnishee item outside of payroll. How do I indicate this on SimplePay so that I can remove the Garnishee item?
Goal Seek
Payroll Concepts
Payroll Concepts
Payslip Components
Pay-Related Calculations
Pay-Related Calculations
Salary Calculations
Leave Pay
Statutory Deductions and Contributions (ZA)
Statutory Deductions and Contributions (ZA)
Tax (PAYE) (ZA)
Tax (PAYE) (ZA)
PAYE Methods
Calculating PAYE on Regular Income
Calculating PAYE on Irregular Income
Understanding the Tax Trace
Tax Averaging vs Periodic Method
Unemployment Insurance Fund (UIF)
Skills Development Levy (SDL)
Independent Contractors
Non-Standard Employment
Tax Directives – Termination
Deemed Remuneration
Frequently Asked Questions
Frequently Asked Questions
Why is the tax on the payslip not what I was expecting?
Why is there Annual Leave Pay Extra on my payslips?
Why is tax calculated for 12 months if the employee has only been employed for a few months?
Is PAYE and Income Tax the same thing?
How is the UIF cap applied to employees who are not paid monthly?
Bulk Actions
Bulk Actions
Employee Actions (Bulk Terminations)
Bulk Finalise and Review Payslips
Excel Import for Employee Details
Excel Import for Take-On Balances
Bulk Add Once-off Payslips
Custom Bulk Inputs
Bulk Inputs
Frequently Asked Questions
Frequently Asked Questions
Why can’t I select the date I want for bulk payslip inputs?
How does SimplePay calculate the Cost To Company in the Transaction History Report?
Bulk Leave Management
Capturing Leave in Bulk via Excel Imports
Filing and Processes
Filing and Processes
Monthly Submissions
Monthly Submissions
EMP201s
UIF Declarations
ETI Corrections (Over-claims and Under-claims)
Bi-Annual Filing
Guide to Bi-Annual Employer Reconciliation
OID (Workmen’s Comp) Return of Earnings
SARS Codes
SARS Employment Taxes Validation Process
Frequently Asked Questions
Frequently Asked Questions
If I sign up with SimplePay after the start of the tax year, can I still use it for my Bi-Annual Filing?
I have multiple companies on SimplePay with the same PAYE number. Can I combine their submission data?
What can I do if my EMP501 figures generated by SARS do not match my figures on SimplePay?
Can I use the tax certificates generated on SimplePay for eFiling?
The Calculated ETI amounts show as Unclaimed on the EMP501. How can I fix this?
Can I resubmit the filing documents for previous periods after making changes on SimplePay?
Can I move from using eFiling to e@syFile for my submissions/declarations?
I cannot update e@syFile. Is it working?
When I import the EMP501 from SARS, there are penalties / late submission fees that are greyed out and cannot be edited. This is throwing out the reconciliation. What can be done?
Often when I create a custom item, the code shown on the tax certificate is slightly different than expected. Is there a way to check what the code will be before going ahead and using the custom item for 6 or 12 months?
Reports
Reports
Employee Basic Info
ETI
Leave and Leave Days Report
Leave Requests
Transaction History Report
Variance Report
Balances – Loans, Savings and Garnishees
Payslips
Leave Liabilities
Termination Certificates
Frequently Asked Questions
Frequently Asked Questions
Why are reports not matching payslip information?
Security
Security
2-Factor Authentication
Automatic Logout Settings
Support Access
Employment Equity Reporting
Employment Equity Reporting
Employment Equity Terminology
Employment Equity Reporting on SimplePay
Submitting Employment Equity Reports
Allocating Items as Not Applicable, Fixed or Variable
Accounting
Accounting
QuickBooks Online
Accounting for ETI
Xero
Advanced Options
Advanced Options
Accounting Splits
Integrating Accounting Splits
Using Xero Tracking Categories
Posting to Separate Entities
Xero Gatekeeper: SimplePay Access Key
Troubleshooting Common Xero Errors
Frequently Asked Questions
Frequently Asked Questions
Why should I re-authenticate my connection?
Why has my employee’s information been posted to the wrong account?
Can I setup accounting splits and use Xero tracking categories?
Do I need 2-Factor Authentication to use the Xero Integration?
Time and Attendance
Time and Attendance
Clocking Imports
Generic CSV Clocking File Specification
Notes on Clocking Import Mappings
Employment Tax Incentive (ETI)
Employment Tax Incentive (ETI)
What is ETI?
Qualifying Employees
Employer Qualifying Criteria
Qualifying Wage
Qualifying Months
Claiming ETI
ETI System Changes for qualifying months
Calculating ETI
Special Economic Zones (SEZs)
ETI Management on SimplePay
Additional ETI (COVID-19)
Leave Management
Leave Management
Leave Types and Entitlements
Leave Types and Entitlements
Parental and Commissioning Parental Leave
Annual Leave
Sick Leave
Family Responsibility Leave
Maternity Leave
Unpaid Leave
Custom Leave Types
Editing Entitlement Policies
Editing Entitlement Policies
Editing Leave Details
Creating Entitlement Policies
Active Entitlement Policies (company defaults)
Employee-Specific Leave Management
Leave Take-On Balances
Recording Leave
Deleting Leave
Leave Adjustments
Leave on Any Day
Self-Service Admin
Self-Service Admin
General Setup
General Setup
Enabling Self-Service
Self-Service General Settings
Requests
Requests
Leave Requests
Info Update Requests
Claim Requests
Approval Structure Setup
Actioning Employee Requests
Approval Override
Email Tax Certificates
Issuing Payslips
Frequently Asked Questions
Frequently Asked Questions
Can I enable Self-Service for all my employees automatically?
Employee Self-Service
Employee Self-Service
Payslips
Tax Certificates
Requests
Requests
Info Update Requests
Leave Requests
Leave Requests
Upload Supporting Documents to Leave Requests
Claim Requests
Billing
Billing
Switching to Paid
Billing Details
Billing Method
View Statements or Invoices
Freeze Warnings, Freezes and Unfreezing Your Account
Archives
Archives
Leave Version 1 (Old Leave System)
Troubleshooting
Troubleshooting
I am having trouble logging in
I do not see my payslip(s) when logging in
I see incorrect / incomplete / no information when logging in
I am not receiving SimplePay emails
I am unable to action leave requests
I am having trouble with a bulk upload
Other Frequently Asked Questions
Other Frequently Asked Questions
How do I download SimplePay?
How do I back up my information?
Is there a SimplePay app?
Does SimplePay have a blog?
Can you integrate with other systems?
Do I have a contract or agreement with SimplePay?
Is my data safe with SimplePay?
Does SimplePay have a sandbox for testing the API?
How do I delete/close my account?
Does SimplePay provide training for users?
How much space does SimplePay make available to me?
COVID-19 (Archived)
COVID-19 (Archived)
COVID-19 TERS CSV Export
COVID-19 TERS
COVID-19 TERS
TERS Phase 2
NIOH Registration
Sectoral Claims
Non-Sectoral Claims
COVID-19 Disaster Relief Payments
TERS Payouts
COVID-19 Frequently Asked Questions (FAQ)
COVID-19 Frequently Asked Questions (FAQ)
TERS FAQs – December 2020
Why is my employee’s tax lower than expected after lockdown?
Why are the UIF and SDL amounts on the payslip different?
What relief measures are there for employees?
What relief measures are there for businesses?
My business is closing temporarily during lockdown, what UIF code should I use?
What support can my employees receive if they contract COVID-19 at work?
My employees will be working reduced hours and need to claim UIF, which code do I use?
What is the 35% PAYE deferment?
I have employees who are ill as a result of COVID-19 and need to claim UIF, which code should I use?
What ETI changes are there for COVID-19?
How do I get the SDL payment holiday?
My business is having to close down completely and will not reopen after lockdown. Which UIF code should I use for my employees?
I am an employee, will I be able to claim TERS / UIF because of COVID-19?
Is TERS the same as UIF?
How do I apply for TERS?
The Department of Labour has stated that I, the employer, can complete the application on my employee’s behalf; How do I do this?
How can I track the progress of my TERS application?
Who do I contact for assistance with UIF and / or TERS?
How long does TERS run for and what are the application deadlines?
When do TERS applications close?
Part of the TERS application is proof of income for the employees – how do I provide this from SimplePay?
[Archive] Is TERS available for May 2020?
Does employee income still attract PAYE during the COVID-19 period?
[Archive] I applied for TERS for April and May, but my employee only received a pay out for May. What do I do?
I am registered with SARS for UIF, but not with the Department of Labour. Can I receive TERS benefits?
[Archive] Can I still apply for TERS benefits in May if I didn’t apply in April?
I’ve received feedback on my TERS application – what does it mean?
How should I reflect TERS advances on my EMP201?
How do I account for TERS payouts in my books?
I am not a SimplePay client, is it still possible to use your forms for UIF and TERS?
How do I get my UIF reference number?
I need to refund the UIF, how do I do this?
Does the type of business or the sector I’m in affect eligibility for TERS?
I’ve received feedback on my TERS application – what does it mean?
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