How Do I Set Up A Salary Sacrifice In The Online App?

A salary sacrifice is a pre-tax deduction set up at the employee level. The steps below cover both the online (web/mobile) app and the desktop app.

In the Online (Web/Mobile) App

1. Go to Employees and select the employee from the list.
2. Navigate to Pay Settings >> Salary/Wage Sacrifice.
3. Click the add button to create a new sacrifice record. An edit form will appear.
4. Enter a Description for the sacrifice.
5. Enter the Amount, or tick Is Percentage? and enter a Percentage instead.
6. (AU only) If the sacrifice is a super/RESC sacrifice, tick Is Super?. A Super Fund dropdown will appear ÔÇö select the employee's fund. If the sacrifice counts towards ordinary time earnings, also tick Is Included In Super Calculations (OTE)?.
7. Save the record. Changes are saved automatically when you confirm the form.

In the Desktop App

1. Open the Employees tab and select the employee on the left.
2. Click Pay Settings >> Salary/Wage Sacrifice.
3. Click the green plus symbol to add a sacrifice, fill in the details, and click Save.
4. (AU only) To record a super sacrifice, tick Is Super/RESC? and Included in Super?, then attach the employee's super fund.

Notes

• In NZ, salary sacrifice is typically an agreement to trade salary for benefits such as KiwiSaver. The super-specific fields (Is Super? and Is Included In Super Calculations (OTE)?) do not appear for NZ companies.
• Pre-tax super sacrifices must be entered here, not on the Super Contributions screen. The Super Contributions screen is for post-tax contributions and standalone RESC.
• To edit or remove an existing sacrifice, click the edit or delete icon in the sacrifice table.

For more detail on the desktop setup, see How Do I Setup A Salary Sacrifice?