1. Log in to Employment Hero Payroll.
2. Click the Business Settings menu.
3. Click the Payroll Settings submenu.
4. Click the Manage Awards button.
5. Use the search field to locate the required award and classification.
6. Click the Install button.

7. Click the Accept button.
   
    

   Helpful Hint

   Once the payroll platform has installed the chosen award and classification, you will see the below confirmation screen.

1. Log in to your Employment Hero Payroll platform.
2. Navigate to Business (suitcase icon) on the left-hand side navigation
3. Click on Payroll Settings.
4. Click the Rule Sets button.
5. Click the Add button. 
6. Complete the following fields:
   • Name.
   • Description.
   • Rule set period.
   • Shift consolidation.
7. Click the Save button. 

The rule set period determines how shift periods are calculated. For example, if overtime is measured over a 4-week cycle, you can set a specific end date for that cycle. For weekly or fortnightly pay periods, you can choose the day the period starts, which the platform then uses to calculate hours worked within that week or fortnight.

1. Log in to your Employment Hero Payroll platform.
2. Navigate to Business (suitcase icon) on the left-hand side navigation
3. Click on Payroll Settings.
4. Click on Pay Conditions.
5. Click on Rule Sets.
6. Select the award from the drop down list.
7. Click on the rule set name (i.e. casual, shift worker).
8. Select the appropriate option from the Rule Set Period drop-down.
9. Change the day or date accordingly.
10. Select Save.

The rule set period does not necessarily have to match your pay schedule. Even if you pay staff weekly, some award rules, such as overtime, may need to be calculated over a different period, like 4 weeks. In these cases, you should set the rule set period to the required length (e.g., 4 weeks), not to your weekly pay cycle.

To decide whether you should change the rule set period, check the help article for the specific award, as it may give guidance. If you do make changes, review and test them carefully to ensure they do not create unexpected issues.

See the help centre for each award here. 

Create and Manage Rule Sets

You can use rule sets and rules to automate the calculations of different employee pay conditions. For example, rule sets can be used to apply the correct overtime modifiers when an employee works past a certain number of hours; set shift conditions to trigger at the right hour, and so on.

1. Log in to your Employment Hero Payroll platform.
2. Navigate to Business (suitcase icon) on the left-hand side navigation
3. Click on Payroll Settings.
4. Under the Pay Conditions subheading, click the Work Types button.
5. Click the Add button.
6. Complete the following fields:
   • Name
   • External ID
   • Automatically enabled for
     • Full-time
     • Part-time
     • Labour hire
     • Independent contractor
     • Superannuation income stream
     • Casual
   • Work maps to:
     • Employee's primary pay category
     • Pay category
     • Leave category
     • Apply to pay run as leave accrual
     • None (Shift condition)
7. Click the Save button. 

Tags allow for multiple variations of the same award condition to be present in one rule set (e.g. a scenario where some employees are paid overtime, whilst others accrue time in lieu). It is critical to attach tags when required to ensure the employee is paid per their agreed arrangement. To create a tag or bulk-assign tags, see this article.  

1. Log in to your Employment Hero Payroll platform.
2. Navigate to Business (suitcase icon) on the left-hand side navigation
3. Click on Payroll Settings.
4. Click the Tags button.
5. Click the Add button.
    
6. Enter the name of the tag and click the Confirm button.
   
7. Click the Add Description button. 
8. Write the required description and click the Save button. 
9. Click the Close button. 

1. Log in to your Employment Hero Payroll platform.
2. Navigate to Business Settings (suitcase icon on the left-hand side navigation menu).
3. Click on Payroll Settings.
4. Click the Pay Rate Template button.
5. Click the Add button.
6. Complete the following fields:
   • Name.
   • Primary pay category.
7.  In the pay rates table, complete the following columns:
   • Enabled.
   • Rate.
   • Super Rate.
8. Scroll to the bottom of the page and click the Save button.

1. Log in to your Employment Hero Payroll platform.
2. Navigate to Business Settings (suitcase icon on the left-hand side navigation menu).
3. Click on Payroll Settings.
4. Click the Leave Allowance Templates button.
5. Click the Add button.
6. Complete the following fields:
   • Template name.
   • Leave year should start on.
7. Select the leave categories that need enabling.
8. In the Leave Allowance section, select Override to determine if an allowance can be overridden or not. If this is un-ticked, the fields will be blocked and cannot be changed. If you select the override option, then you can change the original settings and rate of accrual from the original set-up of the leave category.
9. Click the Save button. 

1. Log in to your Employment Hero Payroll platform.
2. Navigate to Business Settings (suitcase icon on the left-hand side navigation menu).
3. Click on Payroll Settings.
4. Click on Pay Conditions
5. Click on Rule Sets.
6. Click on the rule set name.
7. Click on Test Rules.

Review triggered rules

• The list of rules triggered by that shift will be shown.
• Examine each triggered rule to understand how and why it has been applied to that shift.
• Remember that rules are executed in order from top to bottom, so a rule triggered earlier in the list might be overridden by another rule further down.
• Using the rules tester enables you to evaluate the application of rules on shifts and understand the outcomes. This feature helps make sure that the rule set is functioning as intended and helps identify any potential conflicts or unexpected results.

1. Log in to your Employment Hero Payroll platform.
2. Navigate to Business Settings (suitcase icon on the left-hand side navigation menu).
3. Click on Payroll Settings.
4. Click the Employment Agreements button.
5. Click the Add a Custom Agreement button.
6. Complete the following fields:
   • Classification.
   • Rank.
   • Employment type.
   • Pay conditions.
   • Leave allowance templates.
   • Pay rate templates based on:
     • Date of birth.
     • Anniversary date (in years).
     • Anniversary date (in months).
     • Date of birth and anniversary date (in months).
7. Click the Save button.

Note: If you disable auto-progression, a confirmation popup will appear explaining the implications. Employment agreements with disabled auto-progression will show a special indicator for easy identification.

1. Log in to your Employment Hero Payroll platform.
2. Navigate to Business Settings (suitcase icon on the left-hand side navigation menu).
3. Click on Payroll Settings.
4. Under Pay Conditions, click on Rule Sets.
5. In the Pay Condition Rule Sets drop-down, select the Your Pay Condition Rule Sets option.
6. Click the rule set that needs editing.
7. Make the required changes and click the Save button.

For customers utilising pre-built award packages or their own Enterprise Bargaining Agreements (EBAs) or custom rule sets, there might be a need to deactivate certain rules that are not relevant.

For instance, let us consider the General Retail Industry Award, where the Laundry Allowance may not be applicable if the employer already provides facilities for washing the employee's uniforms.

You have the option to disable rules either across all employees using a specific rule set or for specific individual employees.

Before making any changes, apply any necessary award updates to your business if prompted to do so.

1. Log in to your Employment Hero Payroll platform.
2. Navigate to Business Settings (suitcase icon on the left-hand side navigation menu).
3. Click on Payroll Settings.
4. Click on Manage Awards.
5. Click on Actions.
6. Click on Unlock Award Rules.
7. Navigate back to the payroll dashboard.
8. Click on Business Settings (suitcase icon on the left-hand side navigation menu).
9. Click on Payroll Settings.
10. Click on Pay Conditions.
11. Click on Rule Sets.
12. Select the award from the drop-down list.
13. Click on the rule set name (i.e. casual, shift worker)
14. Select Edit Rules.
15. Click into each rule and if you do not require this to be applied, select Disable. This will mark a red icon noting “disabled” next to the rule.

1. Log in to your Employment Hero Payroll platform.
2. Navigate to Business Settings (suitcase icon on the left-hand side navigation menu).
3. Click on Payroll Settings.
4. Click on Pay Conditions
5. Click on Rule Sets.
6. In the Pay Condition Rule Sets drop-down, select the Your Pay Condition Rule Sets option.
7. Click the Edit Rules button. 
8. Click the rule that needs editing.
9. Click the Edit button.
10. Make the required changes and click the Save button.
11. Click the Test Rules button. Clicking the Test Rules button allows you to trial the draft rules before activating them.
12. Click the Activate Draft Rules button. You need to activate a rule before you can apply the changes to a future pay run. 

1. Log in to your Employment Hero Payroll platform.
2. Navigate to Business Settings (suitcase icon on the left-hand side navigation menu).
3. Click on Payroll Settings.
4. Click on Pay Conditions
5. Click on Rule Sets.
6. Click on the rule set name.
7. Click on Test Rules.

1. Log in to your Employment Hero Payroll platform.
2. Navigate to Business Settings (suitcase icon on the left-hand side navigation menu).
3. Click on Payroll Settings.
4. Click on Pay Conditions
5. Click on Rule Sets.
6. In the Pay Condition Rule Sets drop-down, select the Installed Award option.
7. Click the rule set that needs editing.
8. Make the required changes, and click the Save button.
    

• Apply pay category:
  • This action assigns a specific pay category to the matching shift segment. If the pay category is designated as [NONE], the shift segment will effectively be discarded and not receive any payment. This can be useful for scenarios like reallocating overtime to a 'time in lieu' leave category.
• Apply minimum time:
  • This action adjusts the effective duration of the shift to a specified amount if the shift's actual duration is less than the specified value. For instance, it could be used when a casual employee is guaranteed a minimum of 3 hours of pay, even if their shift is less than three hours.
• Apply shift breaks:
  • This action enforces unpaid breaks within the shift. For example, "Apply a 30-minute break for every 5 hours and 30 minutes worked" would divide a shift entered as 9 am - 5 pm into:
    • Work from 9 am - 2 pm
    • A break of 30 minutes from 2 pm - 2:30 pm
    • Work from 2:30 pm - 5 pm
• Stop processing:
  • This action instructs the rules engine to cease processing any further rules for this shift. For example, leave category-related rules might be placed at the top of the rule set, and the processing could stop if the work type is linked to a leave category.
• Add allowance:
  • This action adds an allowance to the shift. It can be configured to limit the number of allowance units per day or per week.
• Add leave accrual:
  • This action allocates a specific amount of a specified leave category to the employee working the shift. This can be used, for example, when employees accrue time-in-lieu instead of being paid for overtime.
• Multiple actions:
  • This action allows the application of multiple actions for a specified condition.
• Set rate multiplier:
  • This action allows setting the rate multiplier for the matching shift parts. However, it is generally not the preferred method to assign rates to shifts. Instead, pay categories should be assigned through rules, and pay rate templates should govern the rates paid for different pay categories.
• Apply tiered overtime:
  • This action allows multiple levels of overtime to apply to matching shift parts. For example:
    • For the first 2 hours, apply pay category "time and a half"
    • For the remaining time, apply pay category "double time"
    • The tiers are reset each day from the start of each shift when used as part of the 'Time Worked' condition.
• Add remaining time:
  • This action is used with a 'Time Worked' condition (and should be used with a 'less than' duration). It extends the effective time of the last shift to make up the remaining time. For example:
    • WHEN: Time Worked in a shift WHERE Work Type is Ordinary Hours is less than 8h
    • THEN: Add remaining time
• Conditional:
  • This action is enabled for the 'Time Worked' condition. It allows different actions to be applied based on specific conditions when the time-worked condition potentially matches a series of shift parts.
• Add split shift allowance:
  • This action is enabled for the 'Split Shift' condition. It allows the addition of an allowance either to the first shift in split shifts or to any of the split shifts that are over a certain duration.
• Take higher of earnings or ordinary:
  • This action is useful for shift workers entitled to receive the higher value between their shift pay and ordinary hours pay. It should only be used for shifts that have a work type linked to a leave category.
• Treat breaks as paid time:
  • This action indicates that breaks associated with a shift should be treated as paid time. All additional rules will consider the breaks as paid parts of the shift and assign pay categories accordingly.
• Convert units to start/end times:
  • This action is helpful if a work type requires entering units instead of start and finish times. It converts the timesheet into a shift with notional start and finish times, allowing the shift to be used in later pay conditions like hours worked or shift duration.
• No break recorded:
  • This rule is designed for use in an "automatic meal break" rule, where it checks the entire shift for breaks before adding a mandatory break if one has not been taken by a certain time.