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Payroll Customisations

Last Update 18 days ago

Payroll - TIL Accrual Worktype Payroll Allowances Applying Paid Parental Leave Worker Compensation Worker Retention Grant (WRG) - Leave Requests

Higher Duties

Higher Duties Set up

When employees are required to be paid Higher Duties for a period of time, to ensure the higher pay rate is applied on the pay run for the individual employee, follow the steps below.

Step 1 - Set up Pay Category

  1. Go to: HR/Payroll > Manage Payroll > Payroll Settings > Pay Category (under Pay Run Settings)

  2. Click +Add

  3. Enter the name as “Higher Duties” and click Save

  4. Configuration:

  • Units “Hourly”

  • Accrues Leave

  • All other areas can be left as is

    5. Click Save
Step 2 - Set up Work Type

  1. Go to: HR/Payroll > Manage Payroll > Payroll Settings > Work Types (under Pay Conditions)

  2. Click Add

  • Enter the name as “Higher Duties”

  • Automatically enabled for: (Select all that applies)

  • Work maps to: Pay Category - “Higher Duties”

    3. Click Save
Note: Work Types are case sensitive and will need to match the rulesets


Step 3 - Add a Rule Set

  1. Go to: HR/Payroll > Manage Payroll > Payroll Settings > Rule Sets (under Pay Conditions)

  2. Select Pay Condition Rule Sets: Awards that employees are linked to

    • E.g. Children’s Services Award or Educational Services (Teachers)

  3. Hover over the rule set that staff are linked to and click Edit Rules

  4. Click Add Rule

  • Rule Name: ‘Higher Duties’

  • When = ‘Work Type’ ‘is one of’ ‘Higher Duties’

  • Then = ‘Apply pay category’ ‘Higher Duties’

    5. Click Save

    6. Select Reorder at the top of the list

    7. Drag your ‘Higher Duties’ rule so that it is below ‘Ordinary Hours’

Step 4 - Update Higher Duties Pay Rate for Individual Staff

  1. Go to: HR/Payroll > Manage Payroll > Employee Profile (click on their name)

  2. In their profile, go to Pay Rates (under Pay Run Settings)

  3. Find “Higher Duties”, may need to tick “Show all Pay Categories”

  4. Select Override and update the hourly rate that the employee would receive with Higher Duties (do not tick, show in pay run)

Step 5 - Test & Activate the Rules

  1. Go to: HR/Payroll > Manage Payroll > Payroll Settings > Rule Sets (under Pay Conditions)

  2. Select Pay Condition Rule Sets: Awards that employees are linked to

    • E.g. Children’s Services Award or Educational Services (Teachers)

  3. Hover over the rule set that staff are linked to and click Test Rules

  4. Select the End date of the period you want to test and click ‘Create timesheet lines’

  5. Enter times or Import and select timesheets for a user

  6. Click Run Test - you should see the timesheets using the Higher Duties work type will pick up the higher rate

    7. Once you can confirmed the rules are working correctly, go back to Edit            Rules and click Activate Draft Rules
Step 6 - Select worktype on the rostered shift for employee
  1. Go to OWNA admin portal. Staff> Roster
  2. Navigate to the rostered shift or add the shift where higher duties is to be applied. (Hover over the shift and select the pencil)
  3. Type in the name of the Work Type and save changes
  4. Please note the Higher Duties checkbox does not apply the worktype.




Step 7- Review on Pay Run
  • When the next pay run occurs, if there is a shift that requires higher duties, review this to ensure it is applying correctly.

**OWNA can set this up on the company's behalf at an additional cost. Please submit a Helpdesk Ticket for more information

 
 
 
 
 

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