How to Process Paid Parental Leave (PPL)

How to Process Paid Parental Leave (PPL)

Use this process if you are required to set up and pay the Paid Parental Leave (PPL) scheme for an employee in JobBag.

Before You Start

Before commencing this process, ensure you have received a Payability Determination from Services Australia.

PPL Set Up Process

Step 1: Create a Current Liability General Ledger Account

Navigate to:

Ledger > Chart of Accounts

Create a new Current Liability GL account to be used for Paid Parental Leave.

Step 2: Create a Payroll Kind

Create a new Payroll Kind and map the Overhead Account to the Paid Parental Leave GL account created above.

Ensure the following options are selected:

• Tick Use as a cost detail kind in payments and receipts
• Tick Use as a payroll kind

Confirm the Kind is set up correctly as per the required configuration (refer to internal screenshot).

Step 3: Map the Payroll Kind to GL Accounts

Navigate to:

Payroll > Map Payroll Kinds

Map the Paid Parental Leave Kind to the relevant GL accounts.

Step 4: Add / Update Employee Employment Information

Navigate to:

JobBag > Address Book > Employee

Update the employee’s employment details as required for Paid Parental Leave processing.

PPL Payment Process

Important: Do not make the payment to the employee until the funds have been received from Services Australia.

Once the funds have been received, follow the steps below.

Step 1: Process Receipt from Services Australia

Record the funds received from Services Australia as a negative payment.

Navigate to:

Accounts > Payments

Step 2: Create a Manual Payslip

Process the Paid Parental Leave payment to the employee via a manual payslip.

Navigate to:

Payroll > Step 2: Manual Payslips

Step 3: Reconcile the Paid Parental Leave GL Account

Navigate to:

Ledger > Transactions

Confirm that the Paid Parental Leave Current Liability GL account balance is nil after processing.

Summary

Once all steps are complete:

• Paid Parental Leave has been correctly received, paid, and reconciled
• The PPL liability account should have a zero balance

This confirms the process has been completed successfully.