Setting up monthly payroll calendar in RosterElf (Beta only)

This article explains how to enable and manage a monthly payroll calendar in RosterElf. You will learn how to set up your pay cycle and ensure your MYOB pay templates match perfectly for smooth data transfer. By following the steps below, you will reduce manual errors and speed up payroll tasks. This streamlined process benefits both administrators and employees. It eliminates guesswork and minimises the risk of miscalculations. You will see how to access your payroll settings, switch to a monthly pay cycle, and configure your pay templates for seamless integration with MYOB. Our aim is to help you feel confident in managing your organisation’s monthly payroll. In just a few steps, you can enhance accuracy and save time across every pay run.

1. Set up monthly payroll calendar in RosterElf

In this section, you will learn how to switch your existing payroll settings to a monthly payroll calendar. This change ensures your pay runs occur once a month, helping you handle pay periods more efficiently. You will discover how to access the payroll settings in RosterElf, select the monthly pay cycle, and save these preferences. These steps are essential for Beta customers who want to streamline their payroll and avoid complicated manual procedures. By making this adjustment, you will spend less time on repeated tasks. You will also minimise the risk of errors in wage calculations. Follow the instructions below to get started with your monthly payroll calendar setup.

1.1 Access payroll settings for monthly payroll calendar

1.1.1 Log in to your RosterElf account.

1.1.2 Click Payroll in the top menu.

1.1.3 Select the gear icon in the top right to open Payroll Settings.

1.1.4 In the pop-up, locate the Pay Cycle dropdown and choose Monthly Pay Cycle.

1.1.5 Click Save at the bottom right to confirm your changes.

2. Configure MYOB pay templates for monthly payroll calendar

In this section, we focus on aligning RosterElf’s monthly payroll calendar with your MYOB pay templates. Proper configuration ensures your payroll data flows smoothly from RosterElf to MYOB. By reviewing each pay template, you confirm it follows MYOB’s requirements, reducing the likelihood of transfer errors. You will learn how to review your existing templates and find detailed instructions if you need extra help. These steps keep your payroll consistent and accurate, saving you from unexpected issues during each pay run. Once completed, you will have a fully integrated system that reliably handles your organisation’s monthly payroll cycle.

2.1 Review and match MYOB pay templates

2.1.1 Go to your Payroll Settings in RosterElf.

2.1.2 Check each pay template to ensure it matches MYOB’s structure.

2.2 Refer to MYOB setup guide for monthly payroll calendar

2.2.1 Visit the MYOB setup guide for detailed instructions.

2.2.2 Follow the listed steps to finalise your integration setup.

By completing these steps, you will successfully enable and maintain a monthly payroll calendar in RosterElf. This process ensures your system works seamlessly with MYOB, giving you confidence and clarity when it’s time to process payroll.

Frequently asked questions about monthly payroll calendar

1. What is a monthly payroll calendar in RosterElf?

A monthly payroll calendar in RosterElf sets pay runs for once a month. It ensures all wage calculations and pay dates align with a monthly cycle.

2. How do I enable the monthly payroll calendar in RosterElf?

Log in, go to Payroll, and click the gear icon for Payroll Settings. Select the monthly pay cycle, then save your changes.

3. Can I integrate my monthly payroll calendar with MYOB?

Yes. Make sure your RosterElf pay templates match MYOB’s requirements. You can refer to the MYOB setup guide for step-by-step instructions.

4. Why should I review MYOB pay templates before finalising monthly payroll?

Reviewing pay templates avoids data mismatches and errors. Proper configuration ensures a smooth flow of information between RosterElf and MYOB.

5. What happens if my staff need a different pay cycle?

You can adjust your RosterElf settings at any time. Simply choose a different pay cycle in Payroll Settings if monthly doesn’t suit your organisation.