Delivery of Parental Leave Pay (PPL) 007-09010020

This screen will show whether the employer is responsible for delivering PPL.

• Employers are responsible for providing PPL to their eligible employees. However, where the employee is receiving an income support payment (ISP), PPL paid for children born or entering care will be delivered by Services Australia
• If the customer is an eligible employee, they will not have the option to choose who will deliver the payment. PPL will be delivered by Services Australia, if:
• it cannot be delivered by the employer, or
• the employer is not required to have an Australian Business Number (ABN)

Employers who are not required to provide PPL to an employee can voluntarily elect to provide for all full-time, part-time, permanent and casual employees, regardless of how long they have been working for the employer. Services Australia must obtain consent from the employee before making an employer determination.

Employers:

• can pre-register their details online using Provider Digital Access (PRODA) to access the Business Hub, and
• indicate an employee or specific group of employees they wish to provide PPL for
• must register with Services Australia and opt in before the employee claim being submitted

Note: where it is not mandatory for an employer to deliver PPL to a specific employee (i.e. Employee has been employed less than 12 months) and the employer has opted into delivering PPL on behalf of the business and the employer:

• has accepted within 14 days, payments will be delivered by the employer, or
• has not accepted within 14 days the MFU will not generate on day 15 and an automatic transfer of paymaster role to Services Australia will occur

The employer may withdraw an election by providing written notice to Services Australia. Services Australia may cancel an employer's election to pay PPL if satisfied it may not be appropriate for the employer to do so.

ABNs

If an ABN has changed due to:

• an internal change in the business and the employee is still employed under the same position, conditions and employer, the ABN is still required to register and administer to deliver PPL
• the sale of the business, attempt to contact the new owners. If they do not wish to administer PPL to non-mandatory staff or the contact is unsuccessful then normal revoke process applies

In some circumstances, employers are not required to have an ABN, for example, an overseas employer, or people who employ household workers such as cleaners, nannies or gardeners. In these cases, Services Australia will deliver PPL to the employee as the employer is not recognised as a PPL employer. See Processing standalone and combined claims for family assistance and/or Paid Parental Leave scheme payments.

The payment delivery role must only be updated by the Paid Parental Leave Employer Processing Team (PPLEPT).

The P1CP screen will show whether the employer is responsible for delivering PPL. To view who is delivering PPL:

Select Claim Contact > Paid Parental Leave Claim summary in the employee's record:

• go to the Paid Parental Leave Claim summary (P1CS) screen
• key 'P' beside the relevant claim
• if FAO or Pending displays as the employer and the employee has indicated they would like their employer to deliver their PPL, consider the following:
• the employer may not have registered as an organisation to deliver PPL
• the employer may have registered but not accepted, within 14 days, to deliver PPL to an employee
• the employer may have registered and accepted an employee, to deliver PPL, after the date of the post-birth/entry into care claim

If an employer determination is made, the employer will be responsible for the delivery of the employer paid period of up to:

• 18 weeks, for children that are born or adopted before 1 July 2020
• 12 weeks plus any connected Flexible PPL days, for children that are born or adopted on or after 1 July 2020 and before 1 July 2023
• The first payment period of a continuous period of at least 8 weeks (40 consecutive days) consisting of 5 PPL days per week for every weekday (i.e. Monday to Friday only and does not include weekends), for children that are born or adopted on or after 1 July 2023

Note: Australian Public Service (APS) employees, if the employee has worked for the APS for more than 12 months, an employer determination would be made by their current APS employer, regardless of the duration with that particular agency or department.

For complex cases that require employer contact in regards to meeting their obligations in providing PPL, handoff to PPLEPT. See local Processing Services details for: Paid Parental Leave (PPL) - Employer Processing.

Payment Summary (PS) screen

Payments of PPL will appear on the PS screen as a PPL payment. The information on the payment line will display:

• the payment amount,
• the payment period, and
• who the payment was made to

Payments are provided direct to the employee by Services Australia or to the employer. If Services Australia provides payments to the employer, the employer will provide the appropriate amount to the customer in their next available regular payday.

Where PPL is delivered by the employer the Delivery Date field indicates when the employer received the funding, not when payment was received by the employee.

Where the employer selects irregular or other as their pay cycle frequency, the employer will not be able to input pay cycle dates and funding will only be delivered in 6 weekly instalments. This will display on the Payment Summary (PS) screen of the employee as 6WE (6 weekly).

Employer payments will have a gross amount equivalent to the total PPL funding amount and a net amount of $0.00.

Period Rate Explanation (REX) screen

The REXPPL screen will advise of the employee's basic rate and any withholdings.

When Services Australia is providing PPL directly to an employee:

• Centrepay deductions are available from PPL
• Deductions for outstanding debts can be made from fortnightly instalments if requested by the employee. No deductions are available from arrears payments
• Services Australia will deduct child support payments from PPL if requested by Child Support
• Services Australia will ensure that a protected earnings amount is paid to the employee after any tax or child support deductions
• Rent deductions are not available from PPL payments
• A Payment Summary will be generated on the system and can be viewed on the Tax Payment Summary (TXGS) screen
• The year to date amount can be viewed on the Tax Year to Date Totals (TXYTD) screen
• The system will automatically default the tax reduction rate to 15%

Services Australia will always deliver:

• For children born or adopted before 1 July 2023:
• Flexible PPL days that are not connected to the PPL period, and
• any connected Flexible PPL days that are scheduled on dates on or after the child’s first birthday, or anniversary of adoption
• For children born or adopted on or after 1 July 2023:
• where a customer has claimed a day on the weekend (i.e. Saturday or Sunday)
• any subsequent PPL days, including periods of 8 weeks or longer that are separated from the first period
• where the customer is already current and a day or more is added before the continuous block and the new day(s) are not a continuous block of at least 8 weeks of consecutive weekdays
• any PPL days nominated on or after the child’s first birthday, or anniversary of adoption

Note: if the PPL claim is a status of CAN-EOP resulting in arrears to the employee, tax may not be deducted. See Customer notifies a change of circumstances for PPL.

For children born or adopted before 1 July 2023, Services Australia may deduct money from a secondary claimant's PPL fortnightly instalments to repay a debt owed by a primary claimant for the same child, if the secondary claimant consents in writing.

The standard withholding amount for PPL is 100%. A PPL withholding arrangement is broken if the employee does not receive any PPL over a 28 day period. If the employee receives PPL more than 28 days after their last PPL payment, the withholding will not restart. The employee must make a new arrangement. For further information, see Parental Leave Pay (PPL) debt raising, debt offsetting and recovery.

When Services Australia is required to take over payment of PPL from an employer and there was a current salary sacrifice arrangement in place, Services Australia will not be able to accommodate the salary sacrificing arrangements.

Services Australia will provide written advice of entitlement to all PPL employees throughout the payment period, whether the employee is paid by the employer or Services Australia.

Initial payment and change of rate letters must include:

• the employee name
• source and nature of the payment
• payment dates and period of PPL
• net amount and tax deductions, only if PPL is delivered by Services Australia

If PPL is delivered by Services Australia, a Payment Summary is generated on the system and be available at the beginning of the financial year for taxation purposes.

Note: a Payment Summary is available for employees to access through a range of self service options.

When an employee lodges a claim for PPL and an employer determination is made (the employer is responsible for providing PPL to the employee), a notification is sent to the employer which includes:

• the employee's name
• that the employee is eligible for PPL
• the period for which the employer is to provide PPL to the employee
• a request to verify that the employer's PPL details have not changed
• the employer's obligations under the PPL scheme
• the review and appeal rights of the employer if the employer disagrees with the decision that they are to provide PPL to the employee

The notification is sent electronically or by mail. Letters are also issued to advise the employer of any changes to the determination.

A confirmation letter is sent to the employer when they accept employer determination.

JobKeeper Payment

JobKeeper Payments were payable from 30 March 2020 to 28 March 2021 and were paid to employees by the employer.

The introduction of the ‘Coronavirus Economic Response Package (Payments and Benefits)’ meant employees could not receive JobKeeper Payment for the same period they receive PPL.

Where employers advise that the employee will have received PPL and JobKeeper for the same period, advise them the start and end dates for the PPL period. Direct the employer to the Australian Taxation Office (ATO) for any further enquiries about JobKeeper Payment.

Transfer of payments to employers

Services Australia works with employers to ensure the PPL amount is provided in advance to them before they are required to provide PPL to an employee. There is no obligation for an employer to provide PPL until they have received the required funds.

Payments are electronically transferred to the employer's nominated bank account. A payment notice (either electronic or in another written form) is provided with each payment.

Services Australia is able to make up to 9 fortnightly instalments or 3 six-weekly instalments of PPL funding to an employer. The employer elects a preferred delivery frequency.

Payments are transferred prior to the employer's pay cycle. This will be before the pay cut-off date for any changes to the employee's pay for that pay period.

Employers with multiple employees receiving PPL receive 1 payment from Services Australia per environment per pay cycle for all the employees in that pay cycle.

Employer providing payments before employer determination and/or start date of employer paid period

Paid Parental Leave legislation does not provide authority for an employer to provide PPL before either:

• the start of the person's employer paid period, or
• an employer determination is in force

If an employer chooses to provide what they consider to be PPL to an employee prior to an employer determination and/or the start date of the employer paid period, these payments are not PPL.

Therefore these payments:

• do not affect an employer's obligation to provide PPL in accordance with the Paid Parental Leave Act once they have been funded to do so, and
• should not be offset against PPL funds provided to enable the employer to provide PPL

PPL considered as income for employer

PPL is income for the employer and the payment provided to the employee is a deduction. Interest earned on PPL is also income.

Deductions from payments

Centrepay and rent deductions are not available when the employer provides PPL to the employee. Any voluntary deductions from the PPL for the employee's benefit (for example, superannuation) can be negotiated by the employee with their employer.

Where an employer has been given an employer determination notice, they must be registered to deliver PPL prior to providing an acceptance notice.

Is the employer registered to deliver PPL?

• Yes, for:
• online acceptance through Business Hub, go to Step 7
• written acceptance in all cases. This includes where the employer was previously registered for Centrelink Business Online Services (CBOS) and has not transitioned to Business Hub, go to Step 8
• No, see Employer registration for Parental Leave Pay (PPL)

When the employer is providing the acceptance notice online, they must include:

• a declaration they accept their obligation to pay instalments to the employee, and
• bank account information an account held and maintained by the employer into which PPL payments can be paid by Services Australia, including:
• the employer’s bank account number
• the employer’s BSB number
• the name in which the account is held
• the name of the financial institution
• the relevant pay cycle information for the employee, including:
• the employee's usual pay period
• if a payability determination has been made, the first day of the employee's pay period that overlaps with the start of their employer paid period
• if a payability determination has not been made, the first day of the employee's pay period that overlaps with the employee's expected start date, and
• the pay day and the payroll cut-off day for the employee's usual pay period

Employers can log into PRODA to:

• access the Business Hub, and
• select the Providing Parental Leave Pay for new claimants tile, and
• complete and submit the online acceptance for each relevant employee

See the Resources page for a link to the Business Hub website.

For Paid Parental Leave Employer Processing Team (PPLEPT) staff only.

Where the employer is registered to deliver PPL in CBOS or Business Hub and the person providing the acceptance notice in writing is confirmed to be an authorised contact, they must include:

• a declaration that they accept their obligation to pay instalments to the employee, and
• bank account information which will identify an account held and maintained by the employer, into which PPL funding amounts can be paid by Services Australia, including:
• the employer’s bank account number
• the employer’s BSB number
• the name in which the account is held
• the name of the financial institution
• the relevant pay cycle information for the employee, including:
• the employee's usual pay period (weekly, fortnightly or monthly)
• next pay date
• next paid up to date
• next cut off for the business’s pay processing
• information to identify both the employer and employee. This may include:
• employee’s full name
• claim reference number
• their Australian Business Number (ABN)

Where possible, PPLEPT staff member is:

• to remain on the call,
• wait for the email, and
• action the acceptance

For information to support Payment Correctness, see Quality On Line (QOL).

Note: an exception exists if the employer has already elected to provide PPL for the employee, which included their bank account details. After the employer acceptance is received, sometimes the employee’s PPL claim can be rejected and then re-granted, such as following an Authorised Review Officer (ARO) decision. In this instance, the employer will still need to comply with the requirements in any subsequent acceptance notice. However, they will only need to declare that the bank account information already provided for the employee is correct. This exception does not apply if the employer:

• has previously provided bank account information for other PPL employees, and
• is providing a new acceptance for an additional employee

PPLEPT staff member can obtain the written acceptance from the employer via email or by sending the Employer Acceptance Fax/Letter for the employer to complete, if they refuse to register for PRODA. The Employer Acceptance Fax/Letter is not to be sent via email. The PPLEPT are to send the Employer Acceptance Fax/Letter via fax or mail channels only.

Is the employer registered to deliver PPL and has sufficient information been supplied?

• Yes, go to Step 9
• No, see Assisted dispute resolution for employer determination for PPL. Procedure ends here

For Paid Parental Leave Employer Processing Team (PPLEPT) staff only.

Record the manual acceptance information within Customer First.

Note: check to ensure existing information in MYOD (Manage Your Organisation Details) is correct and matches the written acceptance prior to making any updates.

Select Claim Contact > Paid Parental Leave Claim summary in the employee's record

• Go to the Paid Parental Leave Claim summary (P1CS) screen
• Key ‘N’ beside the relevant claim line and select Continue

On the Paid Parental Leave Employer Notified Details (P1ERD) screen:

• Key ‘Accept’ in Employer Accepts to Pay Customer
• Add the ‘employee ID’ in Employee Identification Number (if applicable)
• Source, key ‘INT’
• Receipt Date, key Today's Date
• Select Continue
• Go to the Paid Parental Leave Employer Payroll List (P1ERDL) screen
• Select the payment destination and frequency outlined in the written acceptance. Note: if there is more than one pay cycle listed select the pay cycle as advised in the written notification
• Select Continue,
• Go to the Paid Parental Leave Employer Payroll Confirmation (P1ERDC) screen
• Select ‘Yes’ to Confirm Employer Determination Payroll
• Select Continue
• Go to the Assessment Results (AR) screen
• Check the details, finalise the activity and DOC the record

Procedure ends here.

If excess or unused PPL is transferred to an employer and/or an employee, an overpayment of PPL occurs. If an employer becomes aware of such situations, they are to advise Services Australia immediately.

Services Australia will work out who is liable to repay any overpaid amount. If required, they will contact the employer and confirm the details of the situation.

If an excess PPL amount is being held by the employer, the employer must return the overpaid amount to Services Australia within 28 days of receiving a notice about the overpaid amount.

If an overpayment of PPL has been received by an employee, Services Australia will seek recovery of the PPL from the employee.

Where the overpaid amount was provided by:

• Services Australia, tax deduction recovery may be appropriate
• an employer, a tax deduction refund action may be possible

Where Services Australia overpaid, the excess payment amount is not reported on the employee payment summary. This adjustment will be applied when the first debt repayment is received.

Where the employer overpaid, the employee needs to ask their employer to adjust their payroll records.

Employees and Services Australia

Employees can request an explanation or apply for a formal review of a decision based on eligibility and payability determinations of PPL.

An employee cannot apply for a formal review of matters which relate to:

• provider decisions, or
• the assisted dispute resolution process

See:

• Request for an explanation or application for a formal review (CLK)
• PPL employee initiated reviews and appeals
• Assisted dispute resolution for employer obligations for PPL
• Assisted dispute resolution for employer determination for PPL

Employers and Services Australia

If an employer does not agree to provide PPL to an employee, the employer can apply for a formal review of the decision in writing, supported with evidence. The employer can seek a review of the PPL employer determination within 14 days of the determination letter. Employers can log into PRODA to:

• access the Business Hub, and
• select the Providing Parental Leave Pay for new claimants tile, and
• upload evidence to support their request
• See the Resources page for a link to the Business Hub website

If the employer is unable to provide documentary evidence, a statutory declaration can be provided instead. The grounds for the review are detailed in PPL employer initiated reviews and appeals.

The Paid Parental Leave Employer Processing Team (PPLEPT) records all employer applications for a formal review of an employer determination decision.

If the PPLEPT has been allocated an ARO or ART implementation work item to action, see Step 1 in Table 5.

Employers and employees

When an employer and employee do not agree about a matter concerning PPL, the PPLEPT will provide assisted dispute resolution to help the parties resolve the matter.

If this is not successful and the matter relates to the employers obligations in providing payments, e.g. providing the employee with their PPL payments, keeping proper records, etc., the issue is referred to the Fair Work Ombudsman for investigation. The Fair Work Ombudsman will undertake this investigation in line with its existing processes for investigating an allegation that wages have not been paid.

Note: if an employer does not accept their paymaster role on a regular basis for casual employees, refer the employer details to the New Parent Programmes Team. Include the following information:

• Subject Heading: Employer determination – Casual employees
• Employer name
• Employer CRN
• Other relevant details, such as:
• how many times the employer has not accepted their PPL employer determination responsibilities
• how many employees are on their payroll
• what action have PPLEPT taken for previous employees, such as, revoke the employer, dispute etc. which may assist New Parent Programmes undertake their investigations

The delivery of PPL may be transferred from Services Australia to an employer. Services Australia remains the pay provider while the employer determination is pending. Once the employer has accepted the employer determination, the transfer is finalised.

Note: transfers of PPL payment responsibility and revoke employer determinations can only be completed by staff from the Parental Leave Employer Processing Team (PPLEPT).

Transfers from Services Australia to an employer may only occur when the PPL claim is at the pre-birth stage (ASS-PCB) before the add newborn transaction is processed. If the customer contacts at post birth stage (PPL-ASS ASD/EIR/EIA, CZR or CUR) tell them Services Australia will remain the paymaster.

If the PPL claim is at the pre-birth stage and the customer wants the employer to be the paymaster, a handoff is required to PPLEPT. Inappropriate referrals will be sent National Feedback:

• Create a handoff using Fast Note Auto Text function to select Families > Updates > Transfer PPL paymaster
• Provide information within the referral to assist PPLEPT with the revocation decision
• The Fast Note will automatically apply the ACTPEP keyword for allocation to appropriate staff

For Paid Parental Leave Employer Processing Team (PPLEPT) staff only.

Transfers from an employer to Services Australia may only occur where:

• the employer is the paymaster (either the PPL payment has commenced or is scheduled to commence) at the time of grant of an ISP
• the employer:
• has applied for a formal or ART review of an employer determination, and
• it is 28 days after the employee's PPL start date, and
• the review is still in progress
  (This should only occur for cases of financial disadvantage)
• the employer has failed to adhere to the assisted dispute resolution process and the matter is referred to the Fair Work Ombudsman (FWO)

Revoke employer determination from an employer to Services Australia may only occur where a decision is made that the employee is no longer eligible or the employer:

• has failed to provide bank account and pay cycle details within 14 days of the letter advising an employer of an unsuccessful review of employer determination
• no longer satisfies the employer determination
• has failed to respond within 21 days to a compliance notice issued as a result of assisted dispute resolution
• has become insolvent
• is in a shut-down period (for example, Christmas shut down) and the employer is unable to respond to an employer determination which will result in a payment delay to the employee, or is unable to be provided with a funding amount

Services Australia may also revoke an employer determination if there is sufficient reason. In these circumstances, escalate to Level 2 Policy Helpdesk for a decision. For example, an:

• employer's business has become de-registered, or
• employer experiences circumstances beyond their control, such as an office fire or flooding impacting their ability to make payments to their employees

See the Resources page for a link to a table which contains scenarios and information on transferring the payment responsibility to Services Australia

For children born or adopted on or after 1 July 2023 the employer determination will be revoked if the customer:

• removes a day from the continuous weeks to create a gap (including where they are ineligible on a day); or
• adds a weekend day during the continuous period

Once an employer determination is in place, it should continue until the date of the gap, or weekend day, or the end of the continuous PPL days (even if the customer reduces the period to less than 8 weeks).

If Services Australia is advised PPL funds intended for an employer to provide to an employee were paid into a wrong account:

• Confirm with the employer that the PPL employer funds have not been received into their nominated bank account
• Check the bank account details with the PPL employer
• If incorrect, update:
• the bank account details on the (PPX) Paid Parental Leave Pay Group record
• the Org Service Bank Details (OSBD) screen
• DOC the employer’s record. Use Fast Note select Auto Text use Families > Paid Parental Leave > PPL delivered to incorrect acc -Employer
• On the employee record determine how the funds are displaying, if:
• showing as RTN, go to Step 4
• paid into an unknown account which is not the employers, go to Step 2

Requesting refunds/recalls can only be processed by the PPLEPT.

To verify the non-delivery of the PPL funds for the employer and obtain correct contact details:

• contact the bank manager at the relevant financial institution to identify the appropriate person to speak to regarding the request for refund
• identify whether the financial institution’s preference is to receive the request for refund via fax or mail

Go to Step 3.

Use the Request for refund letter template to create a letter to send to the financial institution. Include:

• the employee's Customer Reference Number (CRN), to assist Treasury to code the returned payment to the correct employee’s record
• PPLEPT contact details and a contact name, should the financial institution require further information, assistance or a contact to respond to

Attach the final request for refund letter onto both the PPE employer record and the PPL employee record.

Issue the letter to the financial institution by fax or post. Also, make a follow-up call to the financial institution to ensure they have received the letter. Reconfirm that they have 14 days to respond.

If the financial institution is unable to assist with the manual Request for refund, request a payment trace on the missing funds. Complete the Support when assisting families incident reporting form via MySupport, and include:

• reference to the employer and employee, and
• the details where the payment has been issued to, including CRN (if known)

The Resources page has a link.

On the employee’s record:

• Record a DOC, Use Fast Note - select Auto text, use Families > Paid Parental Leave > PPL delivered to incorrect acc -Employee
• Close the DOC

On the employer’s record:

• Annotate the PPL delivered to incorrect acc DOC, to include the following text ensuring all fields are answered:

Institute funds incorrectly paid to: (record institution name)

Attempts to contact institution: (insert attempt date and times)

Was contact with institution successful: Y/N

Record details of conversation and person spoken to from the institution:

Date refund letter was returned: (insert date)

Request for refund letter uploaded: Y/N

Payment trace initiated: Y/N

• HLD the DOC for 14 days to follow-up the returned payment

When the held DOC is due, go to Step 4.

If the funds have been returned this will be displayed as ‘RTN’ on the employee record.

Have the funds been returned?

• Yes, go to Step 5
• No, go to Step 6

Once Treasury receive the returned payment, they will code the returned funds on the employee record. This displays as 'RTN'.

• Go to the (PPX) Paid Parental Leave Pay Group in the employer's record and ensure correct bank details are coded on the ‘Org Service Bank Details’ (OSBD) screen
• Go back to the employee record
• On the Payment Summary screen (PS), next to the returned payment place an (M) to view payment deductions and PPL payments on the PDD screen and enter
• Once on the Third Party Payment Details (PDD) screen place an (R) to select deduction for reissue, next to the payment that has been returned
• Re-issue all, Yes (Y)
• The reason for the return of the payment in the Notes field

Note: if more than 5 lines of components are listed, click ‘next page’ to see the full screen and to complete the activity. The previous bank details will continue to display until the payment is reissued into an updated bank account.

On the employer's record:

• Annotate the due PPL delivered to incorrect acc DOC ensuring all fields are answered, including the following text:
• Were funds returned: Y/N
• If returned, payments reissued to the updated bank account: Y/N/NA
• Close the due DOC

Reissue funds to correct account in the employee’s record.

Procedure ends here.

Follow up with the financial institution, if:

• a request for refund letter was issued to the financial institution, and
• the payment has not been returned to Services Australia by the end of the 14 days

Has the financial institution advised they are still in the process of refunding the payment/s?

• Yes, go to Step 7
• No, go to Step 8

Where the payment is able to be immediately refunded:

• Re-hold the DOC for 5 business days to allow time for payments to be returned from the financial institution
• If the payment has been returned to Services Australia, re-issue the payment. See the Coding the replacement payment table in Replacing direct credit, NPP or RTGS payments returned from financial institution
• Make 2 genuine attempts to contact the employer to advise of the outcome
• Annotate the PPL delivered to incorrect acc DOC on the employer’s record with:
• Attempts to contact employer: (insert attempt date and times)
• Was contact with employer successful: Y/N
• Record details of conversation with the employer
• Payment was reissued: Y/N
• If not reissued, why:
• HLD the due DOC for 5 business days
• Procedure ends here

Where further delays exists:

• Revoke the employer determination
• Transfer the payment responsibilities to Services Australia
• Contact the employee to advise the transfer, details of payments and arrears if applicable. Annotate the PPL delivered to incorrect acc DOC on the employee's record ensuring all fields are answered, including the following text:
• PPL funds revoked due to unsuccessful or delay in refund request
• Date of revocation:
• Reason for revocation:
• Relevant act reference for revocation:
• Arrears: (if applicable)
• Employee contacted: Y/N
• Record details of conversation with the employee: (if applicable)
• Once the payment has been returned, re-issue the payment. See Coding the replacement payment table in Replacing direct credit, NPP or RTGS payments returned from financial institution
• Make 2 genuine attempts to contact the employer's authorised contact person to advise of the outcome
• Annotate the PPL delivered to incorrect acc DOC on the employer's record ensuring all fields are answered, including the following text:
• PPL funds revoked due to unsuccessful or delay in refund request
• Attempts to contact employer: (insert attempt date and times)
• Was contact with employer successful: Y/N
• Record details of conversation with the employer:
• On the employer’s record HLD the <PPL claim id> incorrect acc DOC as appropriate e.g. based on discussions with the financial institution

Procedure ends here.

If contact with the financial institution has been unsuccessful, or advice is received that the financial institution is not able to return the PPL funds:

• On the employee's record:
• Revoke the employer determination, and
• transfer the payment responsibilities to Services Australia
• Contact to advise the transfer, details of payments and arrears if applicable
• Annotate the PPL delivered to incorrect acc DOC to include the following text, ensuring all fields are answered:
  PPL funds revoked due to unsuccessful or delay in refund request.
  Date of revocation:
  Reason for revocation:
  Relevant act reference for revocation:
  Arrears: (if applicable)
  Employee contacted: Y/N
  Record details of conversation with the employee: (if applicable)
• Close the DOC
• On the employer's record:
• Make 2 genuine attempts to contact the employer's authorised contact person to advise of the outcome and obtain third party details (if known)
• Annotate PPL delivered to incorrect acc DOC to include the following text, ensuring all fields are answered:
  PPL funds revoked due to unsuccessful or delay in refund request
  Attempts to contact employer: (insert attempt date and times)
  Was contact with employer successful: Y/N
  Record details of conversation with the employer:
• Close the DOC
• Where the employer or financial institution has provided third party payment information, a debt will need to be raised on the third party record
• Transfer details to Payment Assurance Operations using Fast Note. See Create a new debt record manually on DMIS for more information
• See Actioning third party debts
• Procedure ends here

Automated Government Direct Entry Service (GDES) email contains a payment return code as to why the payments failed to be delivered. See the Resources page of Returned or rejected Centrepay payments for the payment return codes.

If:

• the employer has contacted (phone or email) about incorrect bank details and a returned (RTN) payment is on the employee record if applicable:
• finalise the MFU on employee’s record
• file the employer’s email into the relevant folder in the PPLINFO mailbox
• go to Step 13
• allocated a due DOC where the employee wants the employer to deliver PPL, go to Step 10
• allocated a due DOC, an automated GDES email in the PPLINFO mailbox, or a work item for returned PPL funds (employer), and it has been:
• 28 days or more since the employee’s first PPL day, go to Step 2
• less than 28 days since the employee’s first PPL day, go to Step 3

Has the employer updated the bank details?

• Yes, go to Step 17
• No, either:
• close the due DOC on employer’s record
• select and finalise the MFU on employee’s record
• file the GDES email into the relevant folder in the PPLINFO mailbox

Make one attempt to contact the employer.

If contact is:

• successful, go to Step 13
• unsuccessful, go to Step 6

Has the employer updated the bank details?

• Yes, go to Step 17
• No, if it is the:
• first attempt to contact the employer, go to Step 4
• second contact attempt the employer, go to Step 5
• third or more attempt to contact the employer, and less than 14 days arrears from first PPL day, go to Step 12

If the employer’s bank account details are incorrect and do not match with the financial institution the PPL funds are automatically returned to Services Australia. An automated Government Direct Entry Service (GDES) email will be sent to the PPLEPT via the PPLINFO mailbox and a Manual Follow-up (MFU) will be created on the employee’s record for processing.

Staff are to:

• select and finalise the MFU on the employee’s record, and/or
• file the GDES email into the relevant folder in the PPLINFO mailbox

Make 2 genuine attempts to contact the employer's authorised contact person to confirm and update the employer’s bank account details.

Has first contact with the employer been successful and has the employer provided bank details?

• Yes, go to Step 13
• No, go to Step 20

When the DOC falls due, make a second genuine attempt to contact the employer using all contact numbers available on the employer’s record.

Has contact to the employer been successful and the employer provided bank details?

• Yes, tell the employer to ignore the Request to Contact (Q834) notification sent. Go to Step 13
• No:
• annotate the due DOC on the employer’s record to include the following text, ensuring all fields are answered:
  Contact with the employer was unsuccessful.
  Attempts to contact employer: (insert attempt date and times)
• HLD the DOC to day 15 from when the Q834 was issued to follow-up the returned payment
• go to Step 6

Make a genuine attempt to contact the employee using all contact numbers available on the employee’s record to:

• tell them Services Australia was unable to contact their employer, and
• discuss if the employee requires their PPL funds to be paid through their employer, which may be due to salary sacrificing or deductions

If the attempt to contact the employee was unsuccessful, see Table 4.

Does the employee want their PPL funds paid through the employer?

• Yes:
• Tell the employee to contact their employer to ask them to contact the PPLEPT to update their Business bank account details. This will enable the funds to be released to the employer
• Go to Step 8
• No, go to Step 7

Where the employee agrees to change the paymaster role to Services Australia:

• revoke the employer from the start date of the returned payment or, if part way through, from the first day of the returned payment. For example, date paid to + 1 prior to the returned payment
• if PPL funds from the employer have been returned and the employer is no longer the paymaster, a permanent payment block will be required against any relevant payments on the employee's Payment Summary (PS) screen. Where a permanent payment block is required, see Table 3 in Payment of arrears after reassessment and stopping a payment
• if a debt shell has been created on the employer record, make it a Finalised No Debt. See Parental Leave Pay (PPL) debts between employers and employees
• close the due DOC (if applicable) on the employee and employer’s record

See Table 4.

If the employee advises they require PPL funds to be delivered by their employer, make a genuine attempt to contact the employer using all contact numbers available on the employer’s record to obtain the correct bank account details.

Has contact with the employer been successful?

• Yes, and:
• bank details have been provided, go to Step 17
• employer is unable to provide bank account details, go to Step 11
• No, go to Step 9

Unsuccessful attempt made to contact the employer to obtain their bank details as the employee requires the employer to deliver their PPL funds.

On the employee record:

• either annotate the due DOC or record a DOC. Use Fast Note - select Auto text, use Families >Paid Parental Leave > Returned PPL funds – Employee. Include the following text in the DOC, ensuring all fields are answered:
• ‘Employee advised they require their employer to deliver the PPL.
• Employee was informed to contact their employer asking them to contact the PPLEPT.’
• close the DOC (if applicable)

On the employer record:

• send the approved ‘Please contact us’ email to the employer. The Resources page contains the approved email text.
• issue a Request to Contact (Q834), to the employer:
• go to the Letter Display (LD) screen and enter Q834 in the letter code
• select the relevant options, then Next to scroll to the next page. Select continue to confirm each option
• print the manual Q834 letter locally and review prior to sending
• either annotate the due DOC or record a DOC. Use Fast Note – select Auto text, use Families > Paid Parental Leave > Returned PPL funds - Employer. Include the following text in the DOC, ensuring all fields are answered:
• ‘Employee advised they require their employer to deliver the PPL.
• Contact with the employer unsuccessful.
• Attempt to contact employer: (insert attempt date and time)
• HLD the DOC to day 15’

Procedure ends here.

When staff are allocated this due DOC, go to Step 10.

The employer was sent a Q834 to contact to provide their bank details due to returned PPL funds.

Has the employer updated the bank details?

• Yes:
• on employer record close the DOC
• go to Step 17
• No:
• on employer record close the DOC
• go to Step 11

Make a genuine attempt to contact the employee using all contact numbers available on the employee’s record to discuss Services Australia:

• was unable to contact their employer and/or obtain bank details, and
• will take over to deliver the PPL

On employee record, annotate the Returned PPL funds - Employee DOC.

Include the following text in the DOC:

• Attempt made to contact the employer to obtain bank details for returned funds.
• Employer has not provided new bank details, so Services Australia will take over to deliver the PPL.
• Employee contacted: Yes/No
• If yes, record conversation with employee:

If PPL funds from the employer have been returned and the employer is no longer the paymaster, a permanent payment block will be required against any relevant payments on the employee's Payment Summary (PS) screen. Where a permanent payment block is required, see Table 3 in Payment of arrears after reassessment and stopping a payment for escalation.

See Table 4.

14 days (allow extra time for mail delivery) has passed since the Q834 was issued

Attempt to contact the employee to tell them we are unable to contact their employer. If the employee is unable to provide any further contact information and all attempts to contact the employer are unsuccessful, consider the following to determine whether to revoke the employer:

• The employee’s PPL start date
• Is their PPL arrears owing?
• Is the employee experiencing difficulties and requires the PPL funds?
  If the decision is to change the paymaster role, the employer should be revoked from the start date of the returned payment
• Where PPL funds from the employer have been returned and the employer is no longer the paymaster, a permanent payment block will be required against any relevant returned payments on the employee's Payment Summary (PS) screen. Where a permanent payment block is required, staff are to follow normal escalation processes

See Step 1 in Table 4.

Is the employer registered for PRODA to access Paid Parental Leave Services in Business Hub?

• Yes, go to Step 14
• No, go to Step 16

Select the Business Hub Access Management tile to view a user’s access role and search for the organisation. This will display users linked to the organisation and their access roles.

Does the employer have the Update Organisation Payment Destination access role?

• Yes:
• Advise the employer to update their bank details in Business Hub
• See the Resources page for a link to the Business Hub website
• Check the Payment Summary (PS) screen to ensure the bank details have been updated, go to Step 17
• No:
• Advise the employer they can request this role from another user within their organisation who has the Business Hub Access Manager role, as Business Hub allows self-management of user access
• See the Resources page for a link to the Business Hub website

Is the employer able to request this role from another user within their organisation?

• Yes, advise them to update bank details through Business Hub. Procedure ends here
• No, go to Step 15

Is the employer registered for PRODA and Business Hub?

• No, go to Step 16
• Yes, verify the employer’s details. The employer must verbally provide:
• their full name
• their association with the business
• the Australian Business Number (ABN), and
• their work phone number and address details

Select the Business Hub Access Management tile in Process Direct and determine if the user is linked to the organisation. If the user is linked manually update the bank details through Customer Record:

• Go to the Organisation Name Search (ON) screen
• Record the organisation name in the Org name field, press [Enter]
• On the organisation list (OL) screen, select the PPX record for the organisation and press [Enter]
• The organisation details (ORD) screen will display
• Go to the PPL Org Task Selector (P1OTS) screen
• Delete the pre-selected fields and go to Org Service Bank Details (OSBD)
• Complete the required fields on the OSBD screen
• Record the Source and Date of Receipt (DOR) fields
• In the Action field, key ‘I’ and press [Enter]

Once the employer’s bank details been updated, go to Step 17.

If the employer is not registered for online services, verify the employer’s details prior to manually updating the organisations bank details. The employer must verbally provide:

• their full name
• their association with the business
• the Australian Business Number (ABN), and
• their work phone number and address details

Verify the users association with the organisation by searching the following:

• Australian Business Number register
• Organisation Contact Summary (!OSCS) screen
• Registrations and Access Management (RAMB), request assistance as per Tier 0 technical support - self-sufficiency
• An email from user to the PPLINFO mailbox, from their business’ email address. This can be requested from the user, where no other association exists

Is the user linked to the organisation?

• Yes, manually update the bank details in the Customer Record:
• Go to the Organisation Name Search (ON) screen
• Record the organisation name in the Org name field, press [Enter]
• On the organisation list (OL) screen, select the PPX record for the organisation and press [Enter]
• The organisation details (ORD) screen will display
• Go to the PPL Org Task Selector (P1OTS) screen
• Delete the pre-selected fields and go to the Org Service Bank Details (OSBD) screen
• Complete the required fields on the OSBD screen
• Record the Source: and Date of Receipt (DOR)
• In the Action field, insert ‘I’ and press [Enter]
• Once the employer’s bank details are updated, go to Step 17
• No, tell the employer to arrange for a person who is associated with the organisation to contact the PPLEPT

On the employee's record:

• Go to the Payment Summary (PS) screen
• Select the payment that has rejected by keying ‘M’ in the selection field next to the payment and press [Enter]
• Go to the Third Party Payment Details (PDD) screen by keying ‘R’ and press [Enter]
• Key 'Y' in the Reissue All (Y/N) field
• In the Notes field, type a short description why the payment was rejected and is now being reissued
• Complete the Source and Date of Receipt (DOR) fields then press [Enter]
• Annotate the <PPL claim ID> RTN PPL funds DOC on the employee’s record to include the following text, ensuring all fields are answered:
• Bank details updated for the employer: Y/N
• Amount of funds reissued:

On the employer record, if there is:

• a <PPL claim ID> RTN PPL funds DOC on the record from previous contacts, annotate the DOC to include the following text, ensuring all fields are answered:
• Bank details updated for the employer: Y/N
• Amount of funds reissued:
• no DOC on record, record a DOC and include the following
• Extra Details: <PPL ID> RTN funds
• Text: PPL funds have been returned for employee <insert employee CRN>
• Bank details updated for the employer: Y/N
• Amount of funds reissued:

If:

• additional payments need to be reissued, go to Step 18
• no additional payments need to be reissued, go to Step 19

To re-issue a returned payment to a PPL employer, go to Organisations and Merchants in the employer record (PPE CRN):

• Select Employer Payments
• Select Employer payment search
• The PPL Employer Payment Search screen will display
• Delivery Date will default to last 6 weeks and Environment N (which is all environments). Change these details or select Continue
• ‘Tick’ the check box beside the Delivery Date of the payment line that was returned
• Select Reissue Returned Payments from the drop down menu and select Submit
• Complete the activity
• Annotate the <PPL claim ID> RTN PPL funds DOC the employer’s record to include the following text ensuring all fields are answered:
• Bank details updated for the employer: Y/N
• Amount of funds reissued:
• Close any open DOC’s (if applicable)
• Go to Step 19

Employer bank details have been updated, and if applicable:

• annotate and close due DOC or
• select and finalise the MFU on employee’s record or
• file the GDES email into the relevant folder in the PPLINFO mailbox

Procedure ends here.

On the employee record:

• record a DOC. Use Fast Note – select Auto text, use families >Paid Parental Leave > Returned PPL funds – Employee
• close the DOC

On the employer record:

• send the approved ‘Please contact us’ email to the employer. The Resources page contains the approved email text
• issue a Request to Contact (Q834), to the employer:
• go to the Letter Display (LD) screen and enter Q834 in the letter code
• select the relevant options, then Next to scroll to the next page. Select continue to confirm each option
• print the manual Q834 letter locally and review prior to sending
• record a DOC. Use Fast Note - select Auto text, use families >Paid Parental Leave > Returned PPL funds - Employer
• HLD the DOC for 1 day

Procedure ends here.

To record a transfer:

• from the employer to Services Australia, see Item 2
• between two employers, see Item 3
• from Services Australia to the employer, see Item 4
• forced employer determination transfer, see Item 5

This procedure applies to PPL/CUR, PPL/ASS and PPL/CAN records.

Select Claim Contact > Paid Parental Leave Claim summary in the employee's record.

• Go to the Paid Parental Leave Claim summary (P1CS) screen
• Key 'P' beside the relevant claim to go to the Paid Parental Leave Payment Delivery (P1CP) screen

On the P1CP screen:

• Perform action:
• 'Change payment delivery to FAO', or
• if the employer role has been revoked, 'revoke determination'
• Revoke Reason: select from the drop down list
• Date of Effect of the Paid Parental Leave Delivery Role Transfer: date of effect (DOE) of the PPL delivery transfer
• Complete the Source: and Receipt Date fields and select Continue
• Check the employee's nominated PPL tax rate is applied on the Payment Instruction Summary (PINS) screen. For information on how to update tax deductions see Managing Australian Taxation Office (ATO) tax deductions

Spanning financial years

PPL payments paid to an employee in the financial year will affect their income and taxation obligations for that financial year. If the employees PPL payment crosses financial years, and is paid after 1 July, the full payment will affect income and taxation for the financial year it was received.

Where an employer determination is being revoked:

• within 4 weeks of the end of a financial year and
• the employee is receiving future payments (i.e. the employer was on a 6 weekly payment cycle) and
• the PPL payment has already been delivered

Service Officers should contact the PPL employee to discuss payment delivery options.

If the payment delivery is changed to Services Australia:

• the PPL payments will be issued immediately in the current financial year, or
• the employee can elect for the funds delivered to them in the new financial year

Employees who request payment delivery in the new financial year will need the payment delivery transfer action held until the new financial year.

Finalise the activity on the Assessment Results (AR) screen and document the employee record. Use Fast Note - select Auto text, use Families > Updates > Employer Determination Revoked

Note: when revoking an employee with a PPL/CAN status, automatic advices will not generate to the employee. Manually issue a written notice advising of the decision. For employees who have a status of PPL/CAN, refer via email to New Parent Programmes who will provide the written notice.

This procedure applies to PPL/ASS records only.

Select Claim Contact > Paid Parental Leave Claim summary in the employee's record.

• Go to the Paid Parental Leave Claim Summary (P1CS)
• Key 'I' beside the relevant claim to go to the Paid Parental Leave Initiate Employer Determination (P1IED) screen. Note: this screen will be protected if there is a started transfer pending

On the P1IED screen:

• Update the Would you like to change Paid Parental Leave Delivery Role? field to 'Yes'
• Update the date of effect (DOE) of the PPL delivery transfer in the Date of Effect of the Paid Parental Leave Delivery Role Transfer field
• In the Paid Parental Leave Employer Details dialog box, update the details of the new employer (the name and contact information will pre-populate once an Australian Business Number (ABN) is entered). Note: if the Employment type field is 'Self-employed', 'Contractor' or 'Special category employee' the remaining fields will not be displayed
• Complete the Source: and Receipt Date fields
• select Continue

Finalise the activity on the Assessment Results (AR) screen and record the details on a DOC.

Note: while the employer acceptance is pending, the employee will continue to be paid by Services Australia.

This procedure applies to PPL pre-birth records. Services Australia remains the pay provider while the employer determination is pending.

Select Claim Contact > Paid Parental Leave Claim summary in the employee's record

• Go to the Paid Parental Leave Claim Summary (P1CS)
• Key 'I' beside the relevant claim to go to the Paid Parental Leave Initiate Employer Determination (P1IED) screen. Note: this screen will be protected if there is a started transfer pending

On the P1IED screen:

• Update the Would you like to change Paid Parental Leave Delivery Role? field to 'Yes'
• Update the date of effect (DOE) of the PPL delivery transfer in the Date of Effect of the Paid Parental Leave Delivery Role Transfer field
• In the Paid Parental Leave Employer Details dialog box update the details of the new employer (the name and contact information will pre-populate once an Australian Business Number (ABN) is entered). Note: if the Employment type field is 'Self-employed', 'Contractor' or 'Special category employee' the remaining fields will not be displayed
• Complete the Source and Receipt Date fields and select Continue

Finalise the activity on the Assessment Results (AR) screen and record the details on a DOC in the employee’s record.

This procedure applies to PPL/ASS records only where the force employer determination will override the employer's current opt-in status to achieve a pending employer determination outcome. Verbal consent is required between employee and employer before this procedure is to be used.

In Customer First, select Workspace >Claim Contact > Paid Parental Leave Claim summary in the employee's record.

The Paid Parental Leave Claim Summary (P1CS) will display the current PPL claim information. Key an 'I' beside the relevant claim to go to the Paid Parental Leave Initiate Employer Determination (P1IED) screen. Note: this screen is protected if there is a started transfer pending.

On the P1IED screen:

• Update the Would you like to change Paid Parental Leave Delivery Role? field to 'Yes'
• Update the Would you like to force the payment delivery to employer? field to 'Yes'
• In the Paid Parental Leave Employer Details dialog box update the details of the new employer (the name and contact information pre-populate once an Australian Business Number (ABN) is entered). Note: if the Employment type field is 'Self-employed', 'Contractor' or 'Special category employee' the remaining fields will not be displayed
• Complete the Source and Receipt Date fields and select Continue

Finalise the activity on the Assessment Results (AR) screen and record the details on a DOC.

After an Authorised Review Officer (ARO) or the Administrative Review Tribunal (ART) completes a review of a decision, implementation instructions will be referred to the relevant Subject Matter Expert (SME) team.

Has the PPLEPT been allocated an ARO or ART implementation work item about a PPL employer determination?

• Yes, go to Step 2
• No, this is not an employer determination review. Procedure ends here

Has the paymaster role been transferred to Services Australia?

• Yes, and the original decision has been:
• Affirmed, go to Step 5
• Set aside or varied, go to Step 7
• No, and the original decision has been:
• Affirmed, go to Step 4
• Set aside or varied, go to Step 3

This applies to PPL/CUR, PPL/ASS and PPL/CAN records where:

• the original decision has been set aside or varied, and
• Services Australia will take over the paymaster role for the remaining eligibility

To revoke the determination - select Claim Contact > Paid Parental Leave Claim summary in the employee's record.

• Go to the Paid Parental Leave Claim Summary (P1CS) screen
• Key a 'P' beside the relevant claim to go to the Paid Parental Leave Payment Delivery (P1CP) screen

On the P1CP screen update the:

• Perform action field to 'revoke determination'
• Revoke Reason field with a revocation reason from the drop down list, if 'revoke determination' was selected above
• Date of effect (DOE) of the PPL delivery transfer in the Date of Effect of the Paid Parental Leave Delivery Role Transfer field. Date of effect (DOE) is either:
• no earlier than the current payment delivery role period start date. Where PPL payments have not yet commenced, the DOE is not updated, and
• no later than today's date for a current claim
• Complete the Source and Receipt Date fields and select Continue
• Finalise the activity of the Assessment Results (AR) screen
• Run the Appeal Decision Implementation script to make the necessary updates in the APL system
• Record a DOC on the employee’s record. See the Resources page for an employee DOC template

Note: if error I027P1 presents, the action to transfer the paymaster role from Services Australia to an employer will need to be held and actioned on the delivery date of the PPL entitlement.

Once transfer role is finalised, go to Step 7.

Where 28 days of PPL arrears have accrued from the employee's first PPL day, contact the employee to discuss the possibility of transferring the paymaster role to avoid further payment delays.

To determine if the paymaster role can be transferred to Services Australia check if:

• 28 days of arrears have accrued from the employee's first PPL day
• One genuine attempt has been made to contact the employee to discuss the possibility of transferring the paymaster role, and if:
• contact is successful, the employee has agreed to have the paymaster role transferred to Services Australia, or
• contact attempt is unsuccessful, the employee’s record has been documented with the attempt

Note: if 28 days have not accrued from the employee’s first PPL day, staff are to record a DOC on the employee’s record to mature on the 29th day. When allocated the reviewer should recheck the above dot points.

Have the above requirements been meet?

• Yes, go to Step 5
• No:
• place a DOC on the employee’s record, Use Fast Note - select Auto text, use Families > Paid Parental Leave > PPLEPT PPL arrears – appeal
• HLD the DOC to mature 29 days from the employee’s first PPL day
• go to Step 6

Go to the Paid Parental Leave Payment Delivery (P1CP) screen to transfer the paymaster role from the employer to Services Australia.

Select Claim Contact > Paid Parental Leave Claim summary in the employee's record

• Go to the Paid Parental Leave Claim Summary (P1CS) screen
• Key a 'P' beside the relevant claim to go to the Paid Parental Leave Payment Delivery (P1CP) screen

On the P1CP screen update the:

• Perform action field to 'Change payment delivery to FAO'
• Date of effect (DOE) of the PPL delivery transfer in the Date of Effect of the Paid Parental Leave Delivery Role Transfer field. Date of effect (DOE) is:
• no earlier than the current payment delivery role period start date. Where PPL payments have not yet commenced, the DOE is not updated, and
• no later than today's date for a current claim
• Inhibit employer advice
• Complete the Source and Receipt Date fields and select Continue
• Finalise the activity on the Assessment Results (AR) screen
• Run the daily driver, in NXT type ‘DDR’ and hit enter
• Go to the AR screen and cancel the advice
• Run the Appeal Decision Implementation script to make the necessary updates in the APL system
• Record a DOC on the employee’s record. See the Resources page for an employee DOC template

Once transfer role is finalised, go to Step 6.

Where there has been a formal or ART review of an employer determination and the original decision has not been set aside, send the employer a written notice requiring bank account and employee pay cycle details.

Complete and issue a manual Q999 letter to the employer. The Resources page contains the Q999 letter template. Record details of the letter issued on the ARO/ART implementation DOC on the employer record.

Staff are to HLD the ARO/ART implementation decision DOC on the employer’s record to follow-up on the written declaration from the employer. If the Q999:

• has been issued by post, allow the required time for mail delivery
• is sent via Business Hub, the ARO/ART implementation decision DOC is to be HLD to come due on the 15th day from the date of issue

Once the ARO/ART implementation decision DOC is HLD, go to Step 7.

ARO decision implementations

See SME explanations, ARO reviews and implementing ARO decisions

• For set aside and varied decisions:
• ensure Appeal Decision Implementation script has been run to make the necessary updates in the APL system
• procedure ends here
• For affirmed decisions, once the HLD DOC is allocated via workload manager, go to Step 8

ART implementations

See Administrative Review Tribunal (ART)

• For set aside and varied decisions, procedure ends here
• For affirmed decisions, once the HLD DOC is allocated via workload manager, go to Step 8

Has the employer accepted the employer determination and provided their bank account and pay-cycle details?

• Yes, check that all the required information has been provided:
• If Services Australia is currently the paymaster, go to Step 9
• If the employer is currently the paymaster, staff are to annotate and close off any appeal DOC
• Procedure ends here
• No, see Step 4 in the Initiating the assisted dispute resolution process table of Assisted dispute resolution for employer determination for PPL

This applies to PPL/CUR and PPL/ASS records.

Select Claim Contact > Paid Parental Leave Claim summary in the employee's record.

• Go to the Paid Parental Leave Claim Summary (P1CS) screen
• Key an 'I' beside the relevant claim to go to the Paid Parental Leave Initiate Employer Determination (P1IED) screen. Note: this screen is protected if there is a started transfer pending

On the P1IED screen update the:

• Would you like to change Paid Parental Leave Delivery Role field to 'Yes'
• Date of effect (DOE) of the PPL delivery transfer in the Date of Effect of the Paid Parental Leave Delivery Role Transfer field. Date of effect (DOE) is:
• no earlier than the current payment delivery role period start date. Where PPL payments have not yet commenced, the DOE is not updated, and
• no later than today's date for a current claim
• Paid Parental Leave Employer Details dialog box to reflect details of the new employer (the name and contact information pre-populates once an Australian Business Number (ABN) is entered). Note: if the Employment type field is 'Self-employed', 'Contractor' or 'Special category employee' the remaining fields will not display
• Complete the Source and Receipt Date fields and select Continue
• Finalise the activity on the Assessment Results (AR) screen
• Record the details on the ARO/ART implementation DOC
• Record a DOC on the employee’s record. See the Resources page for an employee DOC template

Note: if error I027P presents the action to transfer the paymaster role from Services Australia to an employer will need to be held and actioned on the delivery date of the PPL entitlement.