Wage Subsidies: Configuration of Expense Types, Agreements, Payment Schedules and Invoice Templates

Why is this important?

Configuring Expense Types, Agreements, Payment Schedules and Invoice Templates are the final, crucial steps to configuring Wage Subsidies in Job Ready. Once these final steps have been completed, your Job Ready Users will have all the building blocks necessary to create Wage Subsidy Requests.

How to Configure Expense Types

  1. Go to Admin Settings > Expense types
  2. Ensure there is at least one expense type for each programme that has the Wage Subsidy flag set to true.

Wage Subsidy Agreements

  1. Go to Admin Settings > Wage Subsidy Agreements
  2. Add the Wage Subsidy Agreement Template
    • When Variable is ticked, the final Wage Subsidy Request when created can be at any amount up to the amount specified in the Wage Subsidy Agreement. It can not be more than the amount specified.
    • Smart Forms for Eligibility Criteria can be added in this modal
    • Ensure Agreement has a Name and is Active


Wage Subsidy Payment Schedule Templates

  1. Go to Admin Settings > Wage Subsidy Payment Schedule Templates
  2. Create new Wage Subsidy Payment Schedule Template
    • Ensure Template has a name and is Active for use in the system
    • Create your instalments in sequence order
      • Each instalment must have a name and span in weeks. Invoice templates can be linked here.


About Invoice Templates

Invoice Templates can be included when setting up a new Wage Subsidy Payment Schedule template and can include merge fields. Merge fields can be configured in Adobe Acrobat on a template. The information that can be merged includes:

  • Job Seeker Details, including name and JSID
  • Selected Contact details (name, position)
  • Company details (name, ABN, address, email, phone, fax)
  • Instalment/Expense details (Instalment Start/End date)

To add an Invoice Template to Job Ready:

  1. Go to Admin Settings > Files Library
  2. Upload template with merge fields to the Files Library
    • Leave all Categories and Programmes un-ticked

With everything configured, you can now create a Wage Subsidy Request.

 

Wage Subsidies: Configuring Eligibility Questionnaires and Smart Forms

End-to-End: Wage Subsidies Configuration and User Guides

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