Updating my organisations pay categories | HR Web Platform

Overview

Within your organisation, there would be many different employee payment rates, depending on the pay conditions assigned to your employees. Automating the calculations of these rates will reduce the management time spent on making sure the correct application of penalty rate multipliers, whether you have applied the correct loading rate, and so on.

The Update Pay Categories feature allows you to synchronise the pay categories created on your payroll platform and make them selectable within the HR platform. Making sure the HR platform has the latest payroll configuration data and your employee records have the correct information.

Getting started

  Select the payroll platform you integrated with for the relevant instructions.

EH Payroll KeyPay Xero

Availability

HR Plan:   Premium   Platinum
Payroll Plan:   Standard   Premium
  User Access:   Employee         Manager         Admin      

  We base the default access level on a per user basis and whether they have  view,  edit and  delete access and excluding any changes made via our Custom Security feature.

Update pay categories
  1. Click the   Settings menu.
  2. Click the Pay Categories submenu.
  3. Click the   Update From Payroll button.
    Pay_Category_1.jpg

    Helpful Hint

    The Pay Categories page will now show a grey   Updated button and means the HR platform has successfully imported your pay categories from your payroll platform.

    Pay_Category_2.jpg

Further information

  Select the payroll platform you integrated with for the relevant instructions.

EH Payroll KeyPay Xero

Availability

HR Plan:   Premium   Platinum
Payroll Plan:   Standard   Premium
  User Access:   Employee         Manager         Admin      

  We base the default access level on a per user basis and whether they have  view,  edit and  delete access and excluding any changes made via our Custom Security feature.

Ongoing synchronisation with the payroll platform

Once you have connected your payroll and HR platforms, the HR platform becomes the source of truth for your company settings, payroll settings, and employee file data. To read further details on how to update an employee's salary history, refer to the following article.

When you first connect the two platforms, the HR platform will pull the data from the payroll platform into the HR platform, such as your pay category data. Any additional changes to pay schedules after this initial integration, requires you to update your pay schedule data manually.

Once you have imported any recent changes from the payroll platform, you can make amendments to an employee's file, such as their salary history. To read further details on how to manage pay categories on your payroll platform, refer to the following article.

Why does the pay category show as disabled?

The HR platform will show a pay category as disabled if the data no longer exists on your payroll platform. You can not delete disabled pay categories if you have used them previously in the HR platform. The reason for this is platform data accountability and to make sure that when you use the Audit Trail feature, we display the correct logs of what changes occurred within your platform.

Author recommended

So you have now updated your organisations pay schedules and you are now wondering what next can I do. There are two recommendations I would make on this front and they are:

  • HR platform: Update pay schedules This feature allows you to synchronise the pay schedules created on your payroll platform and make them selectable within the HR platform.
  • HR platform: Leave categories This feature allows you to synchronise the leave categories created on your payroll platform and make them selectable within the HR platform.
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