How to Create Pay Templates in RosterElf

This article explains how to create pay templates in RosterElf. Pay templates are essential for accurate staff budgeting and payroll compliance. They group multiple pay rules, covering different days and hours to ensure correct payment for all shifts.

You’ll learn how to name a template, add pay rules, set hours, and save your template for use. This guide is beneficial for businesses managing complex rosters, such as hospitality, ensuring compliance with industry standards and simplifying payroll processes.

Understanding Pay Templates

Pay templates group pay rules to define hourly rates for different shifts, ensuring accurate staff payment. They are vital for budgeting and payroll exports. Templates can include rules for regular hours, weekends, public holidays, and late shifts.

This section introduces the concept of pay templates and their flexibility to handle varied industry requirements.

What is a Pay Template?

1.1.1 A pay template groups multiple pay rules into one system.

1.1.2 It defines specific pay rates for days, times, and shifts.

1.1.3 Common rules include standard weekday, weekend, and holiday rates.

1.1.4 Pay templates can handle shifts like after 9 pm or late-night.

Steps to Create a Pay Template

This section walks you through the process of creating a pay template in RosterElf. You’ll learn how to set pay rules for all hours of the week.

Access Payroll Settings

2.1.1 Log in to RosterElf and click the Settings tab.

2.1.2 Select Payroll from the dropdown options.

2.1.3 Click the green Plus (+) button next to the Pay Templates heading.

Name the Template and Add Pay Rules

2.2.1 Give the template a clear name, e.g., 19-Year-Old Level 1.

2.2.2 Type in the name of the first pay rule, e.g., Ordinary hours (Monday - Friday).

2.2.3 Click Add to include a new rule in the template.

Configure Pay Rules

2.3.1 Select the days the rule applies, e.g., Monday to Friday.

2.3.2 Adjust the sliding bar to define rule hours, e.g., 7 am to 9 pm.

2.3.3 Enter the hourly pay rate for the rule.

2.3.4 Add early or late rules if required by sliding the bar to the appropriate times.

Save and Finalise the Pay Template

2.4.1 Ensure pay rules cover all hours of the week.

2.4.2 Click Save in the popup window.

2.4.3 Review any warnings for incomplete hours and adjust rules as needed.

FAQs About Creating Pay Templates in RosterElf

1. What is a pay template in RosterElf?

A pay template in RosterElf is a system that groups multiple pay rules for accurate staff payment. It defines specific pay rates for different shifts, such as weekdays, weekends, public holidays, or late nights.

2. How do I create a pay template in RosterElf?

To create a pay template in RosterElf:

1. Log in to RosterElf and go to Settings Payroll.

2. Click the green Plus (+) button under Pay Templates.

3. Name the template, add pay rules, define rule hours and pay rates, and save.

3. Can I include late-night or public holiday rules in a pay template?

Yes, RosterElf allows you to include rules for late-night shifts, public holidays, or any other specific conditions. Use the sliding bar to set hours and apply relevant pay rates.

4. How do I ensure all weekly hours are covered in a pay template?

Ensure every hour of the week has a pay rule assigned. RosterElf will notify you of incomplete hours when you try to save the template, so you can adjust the rules accordingly.

5. Why are pay templates important for payroll compliance?

Pay templates ensure staff receive the correct pay rates for all shifts, including special conditions like public holidays. They simplify payroll exports and help businesses comply with industry standards.