Lumary WFM - This article explains how to create a payee record that links to a worker record.
For workers who receive payments that are managed through Lumary, a payee record stores information about how they get paid. This includes:
- payroll and payment details
- withholding information, such as tax file and superannuation details
- assignment types
- timesheets, and
- pay advice.
Required and supported packages
Available with: Lumary WFM (Payroll)
Supported in: Lumary DC
Before you begin...
Payee records must be linked to an existing worker record. If you can't find your worker's record, you may need to create a new worker record for them.
Only workers (and employees) who are on the payroll require a payee record. For example, agency workers who are not on the payroll do not need a payee record.
In order to check whether a worker record is already linked to a payee record, you may check it from either the worker or payee record:
- To check from a worker record, Details tab, Employment Details section, Primary Payee Record field.
- To check from a payee record, check if the Employee field is filled in with the name of the employee (should appear as a link that directs you to the worker record when clicked).
In order to create a payee record, follow the following steps:
- Navigate to the Payee tab by clicking it on the top tab bar. If it’s not available, click on the App Launcher icon (nine dots on the top left hand side of the screen) and type in Payee.
- You will land on the Payee list view page and be able to see a New button on the top right corner. Click on the New button to create a new payee record.
- Complete the New Payee form as explained in the table below. Fields with an asterisk are mandatory. The fields in your environment may be different depending on how your system has been set up to meet your business's requirements.
| Field | Purpose |
|---|---|
| *Employee | This must match the payee name. |
| *Payment Entity | Legal entity making payment to this payee. |
| *Pay Schedule | Defines the pay schedule that applies to the payee. |
| *Earner Type | Indicates how this payee earns (e.g. PAYG, self employed, etc.). |
| *Payroll System | Application used to calculate pay runs for this payee. |
| *Original Leave Service Date | Original service date from which payee leave rules will use for their eligibility for taking leave and displaying balances. This date can be overridden on individual payee leave rules during/after their creation. |
| *Payroll Start Date | Date this payee commenced employment with this payment entity |
| *Pay Advice Delivery Method | Distribution method for the payee’s pay advices. |
| *Pay Advice Template | Default pay advice template to use for all pay advice records created for this payee. |
| *Payment Consolidation | Indicates whether payments for multiple periods in the same pay batch should be consolidated or treated as separate payments during payment file creation. |
| *Leave Template | Lookup to the related leave template used to create default payee leave rules. |
- Once all relevant fields are filled in, click on the Save button. This will create a new payee record with the employee's basic details.
Once you've created a payee record, you can add more information about the payee, including:
You'll also need to create an assignment to capture information about the employee's placement. Find out how to create an assignment for: