Payroll | Rules

1) Payroll rules
2) Reminders
3) Warnings
4) The payroll change to do items

 


🔍 RELATED ARTICLES

Organisation | Settings


 

1) Payroll rules

These settings allow you et up reminders and warnings relating to a user's personal details that could have an impact on their payroll circumstances.

For example, notifications of an employee's birthday or anniversary can be set up, for reasons such as to increase pay according to age or employment length.

 

2) Reminders

Reminders can be set based on age or user's anniversary.

To set payroll change reminders:

  1. Click Organisation on the navigation bar.
    navbar_org.png
  2. Click Settings.
    org_sett.png
  3. Select Rules on the sidebar and click on Payroll rules to expand it.
    org_sett_sett_ruls_prl-ruls.png
    • Display payroll change reminders for users up to this age: Displays a to do item when a user has a birthday up to this age.
    • Show payroll change reminders for users with anniversaries over this age: Displays a to do item when a user has an anniversary (based on the employee start date) over this age.
  4. Adjust the values as required by clicking Edit under the Actions column.

 

3) Warnings

Warnings can be set up to be triggered for the following reasons:

  • Above period standard hours warning
  • Payroll report warning if a shift is interpreted as overtime
  • Above period maximum hours warning

Click Edit under the Actions column and tick the box for the desired warnings to be displayed in the system.

 

4) The payroll change to do items

The following are examples of payroll change to do items in the Home page:

Birthday

When a user has an upcoming birthday up to the age set in Payroll rules, a to do item will show:

  • Click on Edit pay to adjust the users pay rate.
  • Click on Ignore to ignore the to do item.

home_to-do_bday.png

Anniversary

When a user has an upcoming anniversary over the age set in Payroll rules, a to do item will show:

  • Click Edit pay to adjust the users pay rate.
  • Click Ignore to disregard the to do item.

home_to-do_aniv.png

Ability added or renewed

When a pay linked ability is added or renewed for a user, a to do item will show:

  • Click on Edit pay to adjust the users pay rate.
  • Click on Ignore to ignore the to do item.

home_to-do_ablty.png

Have more questions? Submit a request
Powered by Zendesk