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
Note: If an employee's payroll category is not set and no relevant payroll category overrides exist, their banner will appear red with a "Missing payroll category" label, and the payroll category button will display "No category set".
Overrides for Payroll Categories
There are four areas where your employee can be assigned a Payroll Category.
Vehicle Override
Vehicle Override
Select a payroll category to be used when an employee is assigned as the driver for a vehicle in the booking.
Navigate to Payroll on the sidebar
Select the EBA tab
Select the desired EBA
Scroll down to the header "Payroll Category Overrides"
Toggle on Use driver vehicle override
Select the Add Override button
Select the desired Vehicle from the dropdown menu
Select the Payroll Category from the dropdown menu
Click Save
Please note that the EBA will need to be assigned to the person's shift in the pay run to have this enforced.
Team Size
Team Size
Choose a payroll category for the employee when they are assigned as the team leader in a booking. There are 5 team sizes where you can set the size threshold and payroll category.
Navigate to Payroll on the sidebar
Select the EBA tab
Select the desired EBA
Scroll down to the header "Payroll Category Overrides"
Toggle on the desired Team Size (adjust the team size threshold as you wish)
Select the Payroll Category for this team size
Click Save
Please note that the EBA will need to be assigned to the person's shift in the pay run to have this enforced.
Region Specialisation
Region Specialisation
There are three ways of navigating to the screen to add a Payroll Category based on the pay region and specialisation.
Please note that the pay region is from the booking depot and the specialisation is from the allocated specialisation within the booking (may be overridden from the persons profile).
Payroll Categories Tab
Navigate to Payroll on the sidebar
Select the Payroll Categories tab
Select the desired Payroll Category
Select the Specialisation tab
Click +New
Pay Region
Navigate to Payroll on the sidebar
Select the Pay Regions tab
Select the desired Pay Region
Select the Specialisation tab
Click +New
Specialisations
Navigate to Payroll on the sidebar
Select the Specialisation tab
Click +New
Employee Payroll Category (Default)
Employee Payroll Category (Default)
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
How a Payroll Category Works in a Pay Run
It's important to understand which payroll category will be selected when a person's shift is created, especially if you have different overrides in place.
For each shift, Traffio will check four areas for the payroll category (vehicle override, team size, region specialisation, and employee payroll category).
It will then gather all possible categories the person might qualify for and rank them. The Payroll Category with the highest rank is chosen (Rank 4 is higher than Rank 1).
If two or more categories share the highest rank (e.g., both Rank 1), Traffio will use the following to decide:
Vehicle override
Team size
Region specialisation
Employee Payroll Category
In the pay run, you can see which rule was used to select the payroll category. Click the payroll category button, and in the menu, the default selection will be highlighted in green with a note showing which rule was applied.
