Payroll categories allow you to identify the pay rate that an employee falls into. First, you need to set up your pay categories in the system to be ready to be applied to your employees.
Setting up payroll categories
Navigate to payroll on the side toolbar
Select Payroll Categories on the top toolbar.
Click New to set up your first payroll categories.
Enter the payroll category name and ranking.
If you have multiple pay categories, you will need to rank them. When calculating the pay rate based on team leader duties and crew size, this comes into play. (Rank 4 is higher than Rank 1.)
5. Enter an 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 your employees to their Payroll Category
Once you have created your payroll categories, you need to link your employees to their appropriate categories. This will be the pay category that their pay grade falls into. For example, managers pay category, team leader category.
Navigate to Payroll
Select the Employee Payroll Category on the top toolbar
Click into the employee to which you would like to assign a category.
Choose the payroll category that you would like to apply
Save
Repeat this for each employee.
Setting up your Payroll Cost Centre
Once you have set up your payroll categories, you are ready to prepare your cost centre and selected EBA/s. The EBA or Enterprise Bargaining Agreement is where you apply your awards, rates and allowance rules into the system for shifts.
Your cost centre and selected EBA is then linked up to your accounting package so that Traffio can push timesheets into your account package, ready for payroll.
Navigate to payroll on the side toolbar
Select payroll cost centres
Click New
Select a default EBA
Choose your accounting package. This will add specific questions for you to fill out.
Work through the details of the cost centre
Create
Make sure you take your time and read through these so you can set the correct pay rules.
Syncing your Employees
Once you have created your cost centre and linked it up to your accounting package, you can begin mapping your employees in Traffio to your employee list in MYOB. This allows Traffio to send the correct information over to your payroll packages.
Select Payroll
Click payroll cost centre
Select the payroll cost centre you want to apply employees too
selected the Employees tab on the popup
Match the left-hand side that shows all the employees in the Traffio system to the right-hand side has found all your employees in your integration.
Save
Sync your rates
You need to link your Traffio rates up with your rates within your accounting package can read the timesheets pushed to it. This is a similar process to linking up your employees.
Payroll
Select Payroll Cost Centre
Choose your cost centre
Depending on your accounting system there will be a tab in the pop up named either work types, wages, earning rates
Link the left-hand Traffio rates to your accounting package rates
Once completed, save and sync
Linking your cost centre to your depot
Once your cost centre is set up, you must then link it to the depot that it applies to.
Select My Company on the side tab bar
Click Depots on the top tab bar
Select the depot you want to apply the Cost centre too
Scroll down to Cross Centres and apply the correct one
Save
Setting up pay by specialisation
*Optional*
If you have employees who get paid differently depending on what work they are doing, you can create specialisation pay categories. This lets the system automatically change their payroll category depending on what role you hire them out as.
If you don't apply specialisation pay categories, then the employee payroll category will be their default.
Navigate to the payroll page on the side toolbar
select specialisations on the top toolbar.
From here, select the specialisation you would like to apply a category to.
Select that payroll category for the specialisation and click save.
