Setting up allowances for staff

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Setting Up Allowances for Staff


Setting up allowances for staff ensures accurate payroll calculations based on work schedules. This guide walks you through creating and assigning allowances in RosterElf to fit each employee’s payroll needs. By following these steps, you’ll streamline payroll processing and ensure allowances are applied accurately.

For more details on setting up pay templates, refer to our Introduction to Pay Templates guide.


1. Creating Allowances in Pay Templates


Creating allowances in Pay Templates is essential to reflect staff entitlements correctly in payroll. This section explains the setup process and each type of allowance to align with your payroll requirements.

1.1 Accessing Pay Templates

1.1.1 Click on the Settings tab, then select Payroll.

1.1.2 Choose one of your existing Pay Templates to open it.

1.2 Selecting Allowances Tab

1.2.1 Open the Allowances tab to view the available allowance types.

1.2.2 Choose an allowance type based on payroll needs:

  • Daily – Adds an allowance unit for each day a shift is worked.
  • Hourly – Adds an allowance unit for each hour worked.
  • Weekly – Adds an allowance unit for each week a shift is worked.

1.3 Setting Allowance Pay Items

1.3.1 For Xero users, select the specific Pay Item for the allowance from the drop-down list.

1.3.2 For other payroll platforms, copy the exact wording of your allowance from your payroll platform and paste it into the allowance field in RosterElf.


2. Assigning Allowances to Staff Members


After creating allowances in Pay Templates, assign them to applicable staff members. This section covers the steps to customise each staff member’s pay template with the necessary allowances, ensuring payroll reflects accurate compensation.

2.1 Accessing Staff Payroll Settings

2.1.1 Click on the Staff tab and select the specific staff member.

2.1.2 Click on the Payroll tab, then select Customise next to each assigned pay template.

2.2 Enabling Allowances for Staff

2.2.1 Within the customised pay template, open the Allowances tab.

2.2.2 Toggle ON each allowance required for the staff member.

2.2.3 Click Back and repeat the process for any additional pay templates assigned to the staff member if allowances are applicable.


FAQs for Setting Up Allowances in RosterElf


1. How do I create allowances in RosterElf’s pay templates?
To create allowances, navigate to the Settings tab and select Payroll. Open an existing pay template, go to the Allowances tab, and choose an allowance type like Daily, Hourly, or Weekly based on payroll needs.

2. What types of allowances can I set in RosterElf?
RosterElf allows three main types of allowances: Daily (per shift worked), Hourly (per hour worked), and Weekly (per week worked). Choose the one that best fits your payroll requirements.

3. Can I link allowances in RosterElf with my Xero pay items?
Yes, RosterElf integrates with Xero. Select the applicable pay item from Xero’s dropdown menu in the Allowances tab. For other platforms, paste the exact wording from your payroll system into RosterElf.

4. How do I assign allowances to individual staff members?
Go to the Staff tab, select a staff member, then open their Payroll tab. Customise their pay template by toggling on the required allowances within the Allowances tab for accurate payroll application.

5. Do I need to customise each staff member’s pay template for allowances?
Yes, you should customise each assigned pay template per staff member to ensure allowances are enabled as needed. Repeat this process for any additional templates the staff member has.

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