Edit a contribution

To make existing contributions more accurate or to update the details of a contribution, you can edit the contribution in Workmax. This allows you to change the name, code, reference, and other details of the contribution.

Manager or Admin Profile

1. Sign in to your "Workmax" account with a manager or admin account.
2. Go to the "Payroll" section.
3. Click on the "Payroll settings" link.
4. Click on the "contributions" tab.
5. Click on the contribution that you want to edit.
6. Click on the "Actions" button.
7. Click on the "Edit" option.
8. Enter the contribution details.
   • Name - Display name for the contribution to payslips.
   • Code - Unique code for the contribution.
   • Calculation - Calculation method for the contribution.
     • Fixed Amount - Deduct a fixed amount from the payslip.
     • Percentage - Deduct a percentage of the payslip amount.
   • Amount - If you selected the "Fixed Amount" calculation method, enter the fixed amount to deduct.
   • Yes/No - If the contribution is calculated cumulatively. Cumulative contributions are calculated based on the total amount of the contribution from previous payslips in the current tax year.
   • Yes/No - If the contribution is calculated with bands. contributions with bands are calculated based on the employee's earnings within specific bands.
   • Yes/No -If you want to supply band values for the contribution.
   • Order - Order in which the contribution should appear on payslips.
9. Enter the band values for the contribution (if applicable).
   1. Click on the "New band" button".
   2. Enter the band details.
      • Name - Display name for the band.
      • Code - Unique code for the band.
      • Rate - Rate for the band.
      • Max earnings - Maximum earnings for the band.
      • Max contribution - Maximum contribution for the band.
      • Min earnings - Minimum earnings for the band.
      • Max earnings - Maximum earnings for the band.
   3. Repeat the process for each band.
10. Enter rounding preferences for the contribution.
    • Pay period conversion - Select the pay period conversion rounding method for the contribution.
      • Down - Round down to the nearest whole number.
      • Up - Round up to the nearest whole number.
      • Fixed Down - Round down to the nearest whole number with a fixed decimal place.
      • Fixed Up - Round up to the nearest whole number with a fixed decimal place.
      • None - Do not round the contribution.
      • Round - Round the contribution to the nearest whole number using standard rounding rules.
      • Two Decimal Place Half Down - Round the contribution to two decimal places using half-down rounding. 0.5 is rounded down.
      • Two Decimal Place Half Up - Round the contribution to two decimal places using half-up rounding. 0.5 is rounded up.
    • Cumulative conversions - Select the cumulative conversion rounding method for the contribution.
      • Down - Round down to the nearest whole number.
      • Up - Round up to the nearest whole number.
      • Fixed Down - Round down to the nearest whole number with a fixed decimal place.
      • Fixed Up - Round up to the nearest whole number with a fixed decimal place.
      • None - Do not round the contribution.
      • Round - Round the contribution to the nearest whole number using standard rounding rules.
      • Two Decimal Place Half Down - Round the contribution to two decimal places using half-down rounding. 0.5 is rounded down.
      • Two Decimal Place Half Up - Round the contribution to two decimal places using half-up rounding. 0.5 is rounded up.
    • Band conversions - Select the band conversion rounding method for the contribution.
      • Down - Round down to the nearest whole number.
      • Up - Round up to the nearest whole number.
      • Fixed Down - Round down to the nearest whole number with a fixed decimal place.
      • Fixed Up - Round up to the nearest whole number with a fixed decimal place.
      • None - Do not round the contribution.
      • Round - Round the contribution to the nearest whole number using standard rounding rules.
      • Two Decimal Place Half Down - Round the contribution to two decimal places using half-down rounding. 0.5 is rounded down.
      • Two Decimal Place Half Up - Round the contribution to two decimal places using half-up rounding. 0.5 is rounded up.
    • contribution rate calculations - Select the contribution rate calculation rounding method for the contribution.
      • Down - Round down to the nearest whole number.
      • Up - Round up to the nearest whole number.
      • Fixed Down - Round down to the nearest whole number with a fixed decimal place.
      • Fixed Up - Round up to the nearest whole number with a fixed decimal place.
      • None - Do not round the contribution.
      • Round - Round the contribution to the nearest whole number using standard rounding rules.
      • Two Decimal Place Half Down - Round the contribution to two decimal places using half-down rounding. 0.5 is rounded down.
      • Two Decimal Place Half Up - Round the contribution to two decimal places using half-up rounding. 0.5 is rounded up.
11. Review the contribution details.
12. Click on the "Save" button.

Workmax will now update the contribution, and you can view the changes in the contributions list. If you have any questions or need help, please contact Workmax Support.