Available for the following Payroll plan: Standard, Premium, Core Payroll, Unlimited+Payroll
Available for the following user access levels: Admin
Pay rates templates allow you to group pay rates together so you can assign them to employees in one instance. This will reduce the administrative time you spend on managing the many disparate pay rates your employees could be under.
This feature allows you to create a new pay rate template, edit and/or clone any you have created previously, and delete ones that are no longer required. The feature also has an export and import feature, allowing you to download the data, make any required changes and then re-import the edited file.
Adding a pay rate template
- Click the Business Settings menu.
- Click the Payroll Settings submenu.
- Click the Pay Rate Template button.
- Click the Add button.
- Complete the following fields:
- Name.
- Primary pay catergory.
- In the pay rates table complete the following columns:
- Enabled.
- Rate.
- Super Rate.
- Scroll to the bottom of the page and click the Save button.
Managing pay rate templates
- Click the Business Settings menu.
- Click the Payroll Settings submenu.
- Click the Pay Rate Template button.
-
Click the pay rate template that needs assigned employees viewed.
Helpful Hint
You will now see on your screen the employees assigned to the pay rate template.
- Click the Business Settings menu.
- Click the Payroll Settings submenu.
- Click the Pay Rate Template button.
- Click the Export button.
- Select the required data type from the Data Type drop-down.
- Select the required file format from the File Format drop-down.
- Click the Download button.
- Click the Business Settings menu.
- Click the Payroll Settings submenu.
- Click the Pay Rate Template button.
- Click the Import button.
- Choose whether to select the Update Employee Pay Rates tick box.
- Click the Select File button.
-
Click the Confirm Upload button.
Helpful Hint
After the importing process finishes a summary appears on your screen outlining what data successfully uploaded and what errors occurred.
- Click the Business Settings menu.
- Click the Payroll Settings submenu.
- Click the Pay Rate Template button.
- Click the pay rate template that needs editing.
- Make the required changes and click the Save button.
- Click Update Employees button.
- Click the Business Settings menu.
- Click the Payroll Settings submenu.
- Click the Pay Rate Template button.
- Click the Clone button.
- Click the Clone button.
Important
You can only use the delete feature when a pay rate template has no assigned employees.
- Click the Business Settings menu.
- Click the Payroll Settings submenu.
- Click the Pay Rate Template button.
- Click the Delete button.
- Click the Delete button.
Changing super thresholds
You can change the minimum amount that an employee needs to earn in a calendar month to be entitled to super contributions.
- Click the Business Settings menu.
- Click the Payroll Settings submenu.
- Click the Pay Rate Template button.
- Under the Super Threshold section, click Override.
- Type in the new Super Threshold.
- Scroll to the bottom of the page and click Save.
- A modal will appear saying how many employee's super thresholds will be changed. Click Update Employees.
Watch the training video
Explore related content
- Bulk update pay rates This payroll platform article will walk you through the steps you need to update pay rates for multiple employees in bulk.
- Employee pay slip reporting This payroll platform article will walk you through creating a report that shows all the pay slips generated in a particular Pay Run.