Setting up a monthly payroll calendar in RosterElf (BETA Customers only)

This guide explains how to enable a monthly payroll calendar in RosterElf and ensure your pay templates are set up for MYOB integration. By following these steps, you’ll streamline payroll processes and avoid manual errors. The setup is simple and ensures seamless integration with MYOB, saving time and effort.

1. Access payroll settings in RosterElf

To begin, navigate to the payroll settings in RosterElf. This section is where you enable the monthly payroll calendar. Ensuring these settings are correct is crucial for accurate payroll calculations.

1.1 Navigate to settings and payroll

1.1.1 Log in to your RosterElf account.

1.1.2 Click on the Settings tab.

1.1.3 Select the Payroll option from the menu.

2. Enable the monthly payroll calendar

Enable the monthly payroll calendar to align your payroll schedule. This option ensures consistent and accurate pay cycles.

2.1 Enable monthly payroll calendar

2.1.1 In the payroll settings, locate the payroll calendar section.

2.1.2 Select the option for Monthly payroll calendar.

2.1.3 Save your changes.

3. Ensure MYOB pay templates are set up

Before integrating with MYOB, ensure your pay templates in RosterElf are correctly configured. This ensures smooth data transfer and avoids errors.

3.1 Check MYOB pay templates

3.1.1 Review your pay templates in RosterElf under the payroll settings.

3.1.2 Ensure each template matches the required MYOB structure.

3.2 Refer to MYOB setup guide

3.2.1 For detailed instructions, visit the MYOB setup guide.

3.2.2 Follow the steps provided to complete the integration setup.

FAQs about setting up a monthly payroll calendar

1. How do I access payroll settings in RosterElf? Log in to your RosterElf account, click on the Settings tab, and select Payroll from the menu.

2. How do I enable the monthly payroll calendar in RosterElf? Navigate to the Payroll Calendar section under payroll settings. Choose the Monthly Payroll Calendar option and save your changes.

3. Why should I enable the monthly payroll calendar in RosterElf? Enabling the monthly payroll calendar ensures consistent payroll cycles, reduces manual errors, and aligns your schedule for seamless integration with MYOB.

4. How do I ensure my MYOB pay templates are set up correctly? Review the pay templates in RosterElf under payroll settings. Ensure each template matches MYOB's structure for smooth integration.

5. Where can I find the MYOB setup guide for payroll integration? You can access the detailed MYOB setup guide from the payroll settings section in RosterElf or visit MYOB's official support page for step-by-step instructions.