Payroll categories help determine the pay rate for each employee. To use them, you must first set up your pay categories in the system before they can be assigned to your employees.
Setting Up Payroll Categories
Navigate to Payroll on the sidebar
Select the Payroll Categories tab
Click +New
Enter the Category Name and Rank
If you have multiple pay categories, you’ll need to assign them a rank. This becomes important when calculating pay rates based on team leader duties and crew size, with Rank 4 being higher than Rank 1.
5. Enter a MYOB description
This MYOB field is a legacy field still being used by MYOB Payroll version one clients. It will be retired and replaced in due course, but for now, a value is required here even if you do not use MYOB.
6. Click Save
Linking Employees to Payroll Category
After creating your payroll categories, you'll need to assign each employee to the appropriate category based on their pay grade. For instance, this could include categories like "Labourer" or "Team Leader."
Navigate to Payroll on the sidebar
Select the Employee Payroll Category tab
Click into the desired Employee
Choose the desired Payroll Category
Click Save
Setting Up Payroll Cost Centre
Once your payroll categories are set up, you can proceed with preparing your cost centre and selecting your EBA(s). The EBA (Enterprise Bargaining Agreement) is where you input your awards, rates, and allowance rules into the system for shifts. Your cost centre and selected EBA are then connected to your accounting package, allowing Traffio to push timesheets directly into your accounting system, ready for payroll processing.
Navigate to Payroll on the side toolbar
Select the Payroll Cost Centres tab
Click +New
Enter Cost Centre Name
Select a Default EBA
Choose Accounting Package (this will add specific questions for you to fill out)
Enter Pay Schedule Start Date
Select Pay Schedule Frequency
Toggle on/off Show Specialisation and Show Vehicle Type (this is optional)
Click Create
Take your time to carefully review these details to ensure you set the correct pay rules.
Syncing Employees
After creating your cost centre and linking it to your accounting package, you can start mapping your employees in Traffio to your employee list in your accounting package. This ensures that Traffio sends the correct information to your payroll system.
Navigate to Payroll on the sidebar
Select the Payroll Cost Centre tab
Select the desired Payroll Cost Centre
Select the Employees tab
Match the employees listed on the left-hand side (from the Traffio system) with those on the right-hand side (employees found in your integration)
Click Save
Sync Rates
You need to link your Traffio rates with the rates in your accounting package so it can read the timesheets that are pushed to it. This process is similar to linking your employees.
Navigate to Payroll on the sidebar
Select Payroll Cost Centre tab
Choose desired Payroll Cost Centre
Depending on your accounting system there will be a tab in the pop up named either work types, wages, earning rates etc.
Link the Traffio rates (left) to your accounting package rates (right)
Click Save
Once save, ensure you sync Traffio with your accounting package in the overview page.
Linking Cost Centre to Depot
After setting up your cost centre, you must link it to the relevant depot.
Navigate to My Company on the sidebar
Select the Depots tab
Select the desired Depot
Scroll down to Cost Centres
Select Payroll Cost Centre Override from dropdown
Click Save
Setting Pay by Specialisation *Optional*
If you have employees who are paid differently based on the work they perform, you can create specialisation pay categories. This allows the system to automatically adjust their payroll category depending on the role they are assigned to.
If specialisation pay categories are not used, the employee’s default payroll category will apply.
Navigate to Payroll on the sidebar
Select the Specialisations tab
Select the desired Specialisation
Select the desired Payroll Category
Click Save
