Skip to content
English
Contact us
  • There are no suggestions because the search field is empty.

Jersey Effective Rate Wizard Guide

The Effective Rate Wizard Import updates employee ITIS Effective Rates in Ocerli using a CSV file downloaded from the Government of Jersey's Empret portal.

Overview

The ITIS Effective Rate Wizard enables employers to retrieve the latest employee ITIS effective rates and Social Security contribution liability status directly from Revenue Jersey using the information from their latest Combined Employer Return (CER). This helps ensure payroll is processed using the most up-to-date employee tax and contribution information. 

The Wizard should be run before processing each payroll.

Incorporating this step into your payroll process helps ensure employee tax deductions and Social Security contributions are calculated using the latest available information. 

What the Wizard Retrieves

When the Wizard is run, it retrieves:

  • Current ITIS effective rates for employees.
  • Social Security contribution liability status (for example, Blue, Red, or No Liability)
  • Indicators showing any changes since the previous CER.

The results can then be downloaded and imported into Ocerli when processing payroll.

Before using the Jersey Effective Rate Wizard for the first time, please consult this guide, as you may need to first update your employee records to ensure accurate changes are made. 

Below is the step-by-step guide on how to use the Effective Rate Wizard in Ocerli:

Before following the steps, please ensure that your next pay run has not yet been started, otherwise, payslips already created at the time of the upload will need to be recalculated to reflect any changes.

 

Important Notes

  • New employees must be added manually to payroll and included in the monthly CER. They will then appear in the Effective Rate Wizard the following month.
  • Employees with queries about their ITIS effective rate should contact Revenue Jersey directly.
  • Once any pay runs for the calendar month have been processed, the CER should be submitted. The next Effective Rate Wizard employee list will then be based on the previous CER.

Benefits

Using the ITIS Effective Rate Wizard provides several benefits:

  • Reduces reliance on paper effective rate notifications.
  • Provides visibility of ITIS rate and contribution status changes before payroll is processed.
  • Retrieves employer-specific information based on the employer's TIN and previous CER.
  • Produces structured output that can support payroll processing and system integration where applicable.

Import File Requirements 

The Government export should include information such as:

  • Export date and time
  • Employer TIN
  • Employer name
  • Employee name
  • Employee TIN
  • Social Security Number
  • Effective Rate
  • Registration Card status
  • Changed status

These fields must follow the schema expected by Ocerli. For further information, please refer to the Effective Rate Wizard Import File Fields Guide.