Rota costs for salaried employees

1. From your homepage, click Payroll Settings.
2. Click Rule Sets.
3. Click the Add button.
   
4. Enter the following details:
   • Name.
   • Description.
   • Rule Set Period.
   • Shift Consolidation.
5. Click Save.
   

1. Click Create Rules next to the rule set you want to change.
   
2. Click Add a rule.
   
3. Enter the following details:
   • Rule name.
   • When (the trigger for this rule set).
   • Then (the action when this rule set is triggered).
4. Click Save.
   
   
   

The following rule will cap hours paid to 7.6 hours per day:

The above rule has some flexibility depending on your scenario. In the above scenario, the rules are part of a larger set of rules that need to apply for both salary and non-salaried employees, but I only wanted the 'Daily cap' rule to apply to salaried employees. In order to do this, I've added the tag of 'salary' to the required employees via the 'Employee file' > 'Details' page (at the bottom). Then, by adding that tag to the rule, it ensures that it will only trigger for employees that have the tag. 

The above rule will ensure that even if salaried employee work more than 7.6 hours per day, they will only get paid the base 7.6 hours. 

Once you are happy with the rule, you'll need to click the 'Activate rule set' button to the right of the page and ensure the employee is linked to the rule set via their 'Employee file' > 'Pay run defaults' page. 

The next rule will cap the hours per week. This is also required because it will cater for the event where an employee may work more than 5 days a week. Although the 'Daily cap' rule will ensure only 7.6 hours per day is being paid, if they work more than 5 days a week, they would then be paid over their salaried hours of 38 hours. This rule will ensure that does not happen. 

Click on the 'Add rule' button and create a rule that looks like below:

Again, I have added the 'salary' tag so that it only applies to employees that have the tag on their 'Employee file' > 'Details' page. However, this time the rule will look at hours in a week, not a day, and the hours are set at 38 hours. Selecting the 'NONE' pay category means that any hours above 38 hours will not be paid. 

Once you are happy with the rule, you'll need to click the 'Activate rule set' button to the right of the page and ensure the employee is linked to the rule set via their 'Employee file' > 'Pay run defaults' page. 

Within the rota, if you choose to view shift costs without any rule sets in place to cap the hours, you'll see the costs for the total hours rostered. For example, the below employee is a salaried employee with no rule sets in place. She is scheduled to work 9 hours (which is more than her 'salaried' 7.6 hours), for 2 of her days. The rota is using the salaried yearly rate (converted to an hourly rate) in order to cost each hour scheduled, which is in turn showing a cost that doesn't reflect the true amount they are actually paid. 

When the 'Daily cap' and 'Weekly cap' rule has been created and linked to the employee, the same rota will still show the same hours worked (i.e. the longer hours), however the costing will reflect the capped hours, and will only show costing for 38 hours in the case above. 

If your employees are linked to a rule set, add 2 new rules to the existing set to maintain their linkage. Go to 'Payroll settings' > 'Rule sets' and select the existing rule set. If they are linked to an award, choose the award from the drop-down menu first.

If your employees are not linked to a rule set and you want separate rules, create a new rule set. Go to 'Payroll settings' > 'Rule sets' and click 'Add' on the right side of the page.