Payroll Prerequisites & Settings
Payroll Prerequisites & Settings
This section begins the full suite. It assumes HRMS is installed and the Foundation Setup is done.
Prerequisites checklist
Before configuring payroll, confirm:
- HRMS is installed and the SA Payroll workspace is visible.
- Company PAYE, UIF and SDL reference numbers are captured (needed for EMP201/EMP501).
- Chart of Accounts includes Salaries and Wages, PAYE Payable – SARS, UIF Employee Contribution, UIF Employer Expense, SDL Expense and Payroll Payable.
- A Fiscal Year and Payroll Period for the active tax year (1 March – end February) exist.
- A Holiday List is assigned to the company.
- The statutory rate pack for the active tax year resolves (see Post-Install Verification).
Payroll Settings — SA statutory components
za_local adds a South African Settings section to Payroll Settings (HRMS). Open Payroll Settings and complete it. This mapping tells the salary-slip engine which Salary Components represent each statutory item.
| Field | Map to component | Notes |
|---|---|---|
| PAYE Salary Component | PAYE |
The deduction component for employees' tax. |
| UIF Employee Salary Component | UIF Employee Contribution |
Employee's 1% UIF. |
| UIF Employer Salary Component | UIF Employer Contribution |
Employer's 1% UIF (company contribution). |
| SDL Salary Component | SDL Contribution |
Skills Development Levy (company contribution). |
| COIDA Salary Component | (optional) | If you track COIDA via a component. |
Also set:
- Calculate Annual Taxable Amount Based On — Payroll Period (default, recommended) or Joining/Relieving Date. This controls how income is annualised for PAYE.
- Disable ETI Calculation — leave unticked unless the employer does not claim ETI.
These statutory components are seeded on install (when HRMS is present). If a dropdown is empty, the component seeding did not run — re-run
bench migrate, then re-open Payroll Settings.
Mileage / reimbursement rate
za_local adds an Amount per Kilometre field to the HR/Payroll settings for mileage reimbursement (used by Business Trips). Set it to the current prescribed reimbursive rate, or rely on the Travel Allowance Rate seeded from the statutory pack.
Next
Load and verify the Statutory Rate Data (tax slabs, rebates, medical credits, ETI).