Updating a pay template for Xero

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Updating Pay Templates in RosterElf


This guide explains how to update pay templates in RosterElf after changing pay rates in your payroll software. Although RosterElf doesn’t send financials to your payroll software, it uses pay template details for roster planning and payroll review estimates. Following these steps ensures your roster reflects accurate pay rates, helping you to maintain budget accuracy.


1. Access Payroll Settings


This section guides you to locate payroll settings in RosterElf, where you can view and manage pay templates. Following these steps provides a smooth way to access the pay templates for editing.

1.1 Open Payroll Settings

1.1.1 Click Settings on the RosterElf dashboard.
1.1.2 Select Payroll from the dropdown menu.


2. Edit Existing Pay Templates


Here, you’ll learn how to update pay rates in existing pay templates to match those in your payroll software. This ensures the financial information used for roster planning and payroll review remains accurate.

2.1 Open a Pay Template

2.1.1 In the Pay Templates section, click on one of the existing templates in your account.

2.2 Update Pay Rates

2.2.1 Click on the dollar amount in each pay rule to edit the pay rate.
2.2.2 Enter the updated rate as required for each rule.

2.3 Save Updated Pay Rates

2.3.1 Click Save to confirm the changes.


3. Repeat for Additional Templates


If you have multiple pay templates to update, repeat the previous steps for each one. Ensuring all templates reflect current pay rates provides consistency across rosters and payroll estimates.

3.1 Repeat for Other Templates

3.1.1 Follow steps 2.1 to 2.3 for each pay template as needed.


Updating Pay Templates FAQs


1. How do I access payroll settings in RosterElf?
To access payroll settings in RosterElf, click Settings on the dashboard, then select Payroll from the dropdown menu. This opens the payroll section where you can manage pay templates.

2. Can I update pay rates for multiple templates in RosterElf?
Yes, you can update pay rates for multiple templates. Simply open each pay template, edit the rates as needed, and save changes to ensure consistency across your roster.

3. Do changes to RosterElf pay templates update my payroll software?
No, changes to pay templates in RosterElf don’t sync with your payroll software. RosterElf uses these templates solely for roster planning and payroll estimate reviews.

4. How do I save updates to pay rates in RosterElf?
To save updates to pay rates, click on the dollar amount within each pay rule, enter the updated rate, and then select Save Rules to confirm the changes.

5. Why is it important to update pay templates in RosterElf?
Updating pay templates ensures your roster reflects accurate pay rates, helping you maintain budget accuracy and reliable payroll estimates. 

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