What is a pay template and why use one?
A pay template is a configuration of pay rules combined to determine how an employee is paid. These pay rules are based on the time of day, day of the week and other working conditions.
You can create as many pay templates as you like, and these templates can be used across your team. Pay templates give you control over the rules and wages of employees from one place.
Create a custom pay template
Navigate to the Employee page
Select Pay Templates from the sidebar
Select Add Template
Enter a name for the template, select a calculation type and rate details
Understand calculation types:
Dollar amount - A fixed rate that will be used to calculate an employee's pay.
Multiplier - This is applicable when you want to use multiplier that will scale off the base rate you enter. For example, overtime may be a 1.2x multiplier of their base rate
Select Create Template to proceed
Adding pay rules to a template
Once a template has been created, add pay rules to it to define when and how it affects pay.
Go to Employees.
Select Pay Templates.
Select the template you want to add pay rules to.
Select Pay Rules.
Select + Add Rule.
Enter a name for the rule.
Under Activation Rule, set the time window the rule applies in. Select Set to Midnight if the rule should run until the end of the day.
Turn on Apply Allowance if the rule should also add an automatic allowance.
Under Active Days, select the days the rule applies on. Public holidays and rostered days off can be selected separately from ordinary days.
Under Rate Settings, turn on Add to Hour to add an amount per hour on top of whatever rate applies under another rule, then enter the rate. Overtime minutes are not included in this calculation.
Select Save.
What pay rules do
Each pay rule on the Pay Rules tab is built from a few parts:
Days - the rule can apply on specific weekdays, public holidays, and rostered days off, each selected separately.
A trigger - either a time window (for example, a loading that applies during evening hours) or a threshold (for example, once daily hours pass a set amount).
A rate - either a fixed dollar amount added per hour, or a multiplier applied to the base rate.
A category - Ordinary or Overtime, which determines how the rule is treated in pay calculations and exports.