Payroll Categories are used to group the selection of Traffio pay rates/allowances.
This allows you to link different pay rates from your external payroll system for each Payroll Category.
Here is an example of what the 'Earnings Rates' tab in the Payroll Cost Centre looks like using the external payroll system Preceda. In the 'Earnings Rates' tab you can link your payroll system rates with Traffio rates/allowances.
As you can see, the rates are grouped by a Payroll Category.
Depending on your external payroll system (e.g. Preceda, MYOB, Xero, etc) the display will look different and may have a different tab name.
You do not have to create multiple Payroll Categories if your company does not require it.
Contents
Create a Payroll Category
From the left menu select 'Payroll'
From the top tab select 'Payroll Categories'
Select the green 'New' button on the top right
Enter a Payroll Category name
Rank
If using MYOB a 'MYOB description' is required
Select the green 'create' button on the top right
Assign an employee Payroll Category
It's good practice to set an employee Payroll Category at a minimum to be used as the default Payroll Category.
From the left menu select 'Payroll'
From the top tab select 'Employee Payroll Category'
Select the employee to whom you would like to assign a Payroll Category.
Choose the Payroll Category that you would like to apply to the employee
Select Save
If an employee Payroll Category is not set and there are no relevant Payroll Category overrides then the persons banner will be red with a "Missing payroll category" label and the payroll category button will show as "No category set".
Overrides for Payroll Categories
There are four areas where your employee can be assigned a Payroll Category.
1. Vehicle override
1. Vehicle override
Select a Payroll Category to be used when an employee is assigned as the driver for a vehicle in the booking.
From the left menu select 'Payroll'
From the top tab select 'EBA'
Scroll down to the header "Shift Overrides"
Toggle on "Use driver vehicle override"
Select the vehicle from the dropdown menu
Select the Payroll Category from the dropdown menu
Save the EBA
Please note that the EBA will need to be assigned to the person's shift in the pay run to have this enforced.
2. Team size
2. Team size
Select a Payroll Category to be used when an employee is assigned as the Team Leader in a booking.
There are 5 different team sizes where you can set the team size threshold and the Payroll Category.
From the left menu select 'Payroll'
From the top tab select 'EBA'
Scroll down to the header "Shift Overrides"
Toggle on the team size/s you would like to utilise
Adjust the team size threshold you would like to condition off of
Select the Payroll Category for this team size
Save the EBA
Please note that the EBA will need to be assigned to the person's shift in the pay run to have this enforced.
3. Region specialisation
3. 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).
1. Payroll Categories tab
From the left menu select 'Payroll'
From the top tab select 'Payroll Categories'
Select the Payroll Category you would like to update
Then select the 'Specialisation' tab
Select the green 'New' button
2. Pay Region
From the left menu select 'Payroll'
From the top tab select 'Pay Region'
Select the Pay Region you would like to update
Then select the 'Specialisation' tab
Select the green 'New' button
3. Specialisations
From the left menu select 'Payroll'
From the top tab select 'Specialisations'
Select the green 'New' button
4. Employee Payroll Category (default)
4. Employee Payroll Category (default)
See above under "Assign an employee Payroll Category"
How the Payroll Category assignment works in the pay run
Particularly if you have different overrides in place it's important to understand which Payroll Category the pay run will choose when a person's shift is created.
For each shift in the pay run, Traffio will look at the four areas you can assign the Payroll Category (vehicle override, team size, region specialisation and employee Payroll Category).
It will gather up all of the categories that the person may be qualified for and then review the Payroll Category rank.
It will then choose the Payroll Category with the highest rank (Rank 4 is higher than rank 1).
IF there are two or more Payroll Categories with the same highest rank number (e.g. both ranked 1) then it will select the Payroll Category based on the following hierarchy...
Vehicle override
Team size
Region specialisation
Employee Payroll Category
In the pay run, you can see what rule was used to select the payroll category assigned to the person's shift. Click the Payroll Category button and within the Payroll Categories menu, the default payroll category selection is highlighted in green and has a note in brackets to indicate which rule was applied.
Example
