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title1. New Termination Package

To select Termination Package, select on the drop down at the bottom of the Termination Package button as highlighted below then select the Termination Package option that appears.

Selecting the main icon won’t load the termination wizard.

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title2. Select Employee

Termination Reason

  • Not mandatory.

  • Completed if you want to report on predefined termination reasons through the report builder, e.g., Transfer to NZ.

  • Reasons can be customised through Company→ Company Options → Configure Company Reasons.

STP Termination Reason

  • Mandatory.

  • Required by the ATO for reporting through STP Phase 2.

Termination Payment Type

  • Normal Termination - Treats as normal termination.

  • Genuine Redundancy - Includes the Redundancy payment in the Other Payments step and changes how the Long Service Leave tax periods are taxed.

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title3. Annual Leave

Leave balance includes accrual calculated until the termination date if the employee is on standard accrual and has a work pattern setup.

If the employee is on proportional accrual, then the system won’t calculate any additional balance as there is no method to base the calculation on. The leave balance will be as at the latest closed pay period.

Leave loading is only included in the calculation if setup to automatically pay with the annual leave components instead of it being defined as its own component, e.g., when leave is taken there are separate components for annual leave and leave loading.

Note

Approved leave requests that have yet to be processed will not alter the leave balance until the termination package is included in the pay run.

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title4. Long Service Leave

Tax Periods

Depending on the termination type, the tax periods leave balances have been loaded into will be taxed differently.

Tax Period

Genuine Redundancy

Normal Termination

Pre-16 August 1978

Lump Sum B

Lump Sum B

16 August 1978 to 17 August 1993

Lump Sum A

Lump Sum A

Post-17 August 1993

Lump Sum A

Gross Payments

Leave balance includes accrual calculated until the termination date if the employee is on standard accrual. Work pattern is required if balance is held in hours.

If the employee is on proportional accrual, then the system won’t calculate any additional balance as there is no method to base the calculation on. The leave balance will be as at the latest closed pay period.

Note

Approved leave requests that have yet to be processed will not alter the leave balance until the termination package is included in the pay run.

Warning

DataPay does not calculate termination balances based on completed years of service, e.g., NSW >15 years. The leave balance will include accrual from partial years' service. Any changes will require manual override.

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title5. Other Payments
Info

Refer to Fair Work for termination and redundancy payment entitlement information.

Redundancy Payment

This only automatically included if the termination type is Genuine Redundancy.

Relevant Start Date refers to the field Employment Start Date found in Employee → More Details. If a value doesn’t exist, then the Start Date will be used. The purpose of using an earlier date is to reflect continuous service as it applies to redundancy.

Termination Notice

If an employee or employer has not given sufficient notice, untick Sufficient notice was given by the termination party and the wizard will calculate the notice period entitlement for the employee.

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Additional Unused Leave

Only required if other leave types are to be paid on termination.

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New Payment

Any other payments that need to be included can be added into the New Payment section.

Multiple additional payments can be added if necessary.

Note

All payments When the termination package is applied to the pay run, all New Payments will be summarised by either Superable or Non-Superable. If you want to specify which components apply to which payment, then this must be done manually in the pay packet after the termination package is applied and not here.

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title6. ETP Coding

The ETP Payment step will display the ETP amount calculated for the employee. The ETP code is also able to be specified in this step.

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