Enabling units of work for timesheets via the HR and payroll platform

How it works

Employment Hero allows employees to submit timesheets using a unit measurement. This allows employees to record a total amount of units rather than hours and have the information linked to a custom work type. For example, an employee can enter the total distance travelled; needed to claim a reimbursement; rather than entering the total amount of hours travelled.

What you need to do

There are four steps that an administrator needs to complete when setting up units of work for employees to use when submitting their timesheets. An administrator needs to complete these actions on the Employment Hero HR and Payroll platform. The four steps are:

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

EH Payroll KeyPay

Availability

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

  This is the default access level per user and whether they have  view,  edit and  delete access, excluding any changes made via our Custom Security feature.

Step 1: Creating the pay category
  1. Log into your Employment Hero Payroll platform.
  2. Click the   Business Settings menu.
  3. Click the Payroll Settings submenu.
  4. Click the   Pay Categories button.
  5. Click the   Add button.
    Work_Type__NZ__1.jpg
  6. Enter the name Fixed Units of Work into the pay category name field.
  7. Click the Save button.
    Work_Type__NZ__2.jpg
  8. In the Units drop-down select the Fixed option.
  9. Complete the following fields:
    • Units.
    • Rate loading.

    Important

    We will add the rate loading amount on top of the base rate.

    • Penalty loading.

    Important

    We will add the penalty loading amount on top of the base rate and the rate loading.

    • PAYE Exempt.
    • Accrues leave.
    • KiwiSaver exempt.
    • Parental leave.
    • ACC leavy exempt.
    • Exclude from average weekly earnings.
    • Exclude from ordinary weekly pay.
    • Hide units on pay slip.
    • External ID.
    • Rate precision.
  10. Click the Save button.
    Work_Type__NZ__3.jpg
Step 2: Creating the work type
  1. Log into your Employment Hero Payroll platform.
  2. Click the   Business Settings menu.
  3. Click the Payroll Settings submenu.
  4. Click the   Work Types button.
  5. Click the Add button.
    Work_Type__NZ__4.jpg
  6. Enter the name Units of Work into the Name field.
  7. In the Work Type Maps To section, select the Pay Category option and select the Fixed Units of Work pay category you created in step 1.
  8. Complete the following fields:
    • Name.
    • External ID.
    • Automatically enabled for:
      • Full time.
      • Part time.
      • Casual.
      • Independent contractor.
    • Work type maps to:
      • Employees primary pay category.
      • Pay category.
      • Leave category.
    • Short code.
  9. Click the Save button.
    Work_Type__NZ__5.jpg
Step 3: Importing the work type
  1. Log into your Employment Hero platform.
  2. Click the   Settings menu.
  3. Click the Work Types submenu.
  4. Click the   Update From Payroll button.
    Work_Type_1.jpg

    Helpful Hint

    The Work Types page will now show a grey   Updated button and means the HR platform has successfully imported your work types from your payroll platform.

    Work_Type_2.jpg
Step 4: Appling the work type
  1. Log into your Employment Hero platform.
  2. Click the   People menu.
  3. Click the Employees List submenu.
  4. Select the employee that needs the Units Worked, work type applied.
  5. Click the Pay Details tab.
  6. Click the Pay Run Details tab.
  7. Select the Units Worked in the Work Type section.
  8. Click the Save button.

    Important

    The work type field is only available for these two timesheet types:

    • Use timesheets to submit all time worked.
    • Use timesheets for exceptions only.
    Work_Type__NZ__6.jpg

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