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Adding pay templates to staff helps make budgeting accurate when rostering and allows you to export payroll information to several software providers.
Follow the below instructions to assign pay templates to staff.
1. Click the Staff tab, then select the staff member you want to assign pay templates to.
2. Click the Pay Template tab.
3. For the Type of Employment, select Fixed Salary.
4. Input the Annual Salary and number of hours they are employed for.
5. Select the Xero Pay Item.
6. Add in their Standard Hours and what Site and Position they work on those days.
7. If you want these hours to show on the roster weekly, tick Automatic ADD to the Roster. The staff member will then show on the roster for the specific site and position as you have set up the staff member.
- Salary staff will have a green $ symbol on each shift to differentiate them on the roster. You can still delete their shifts or add additional shifts.
- On the Roster, you will see the hours they are rostered for in black if it matches their assigned hours on their staff card.
- If their shifts have been edited, their hours will show in red if their hours no longer match with their staff card. As they are a fixed salary employee, regardless of their hours rostered or worked, RosterElf will still push the assigned hours from their staff card to your payroll software. For instance, if my staff card has 40 hours as per my employment contract and I do 45 hours, then the 40 hours in the staff card will go to payroll.
- Salary Staff that have their hours automatically assigned to the roster will not show on the roster during periods of approved leave.