HR platform: Update my organisations pay categories

Overview

Within your organisation, there would be a myriad of 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 ensuring the correct application of penalty rate multiplies, whether you have applied the correct loading rate and so on.

This feature allows you to synchronise the pay categories created on your payroll platform and make them selectable within the HR platform. This will ensure the HR platform has the latest payroll configuration data and ensures your employee records have the correct information.

Availability

HR Plan:   Free   Standard   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.

Getting started

Update pay categories
  1. Click the   Payroll 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. This means the HR platform has successfully imported your pay categories from your payroll platform.

    Pay_Category_2.jpg

Further information

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 manage pay categories on your payroll platform, 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 update an employee's salary history, 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 ensure 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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