To link a pay rate sheet to an employee, please follow the steps below:
Click HR, then click Employee.
Click Find, then search for the relevant employee.
Click Rate Sheets in the top menu.
Click the plus button.
In the General tab, enter the relevant details using the table below.
Click the Rate Sheet tab.
Select the Rate Sheet to be linked to the employee.
Click Save.
From Date | The date from which the rate sheet applies from. |
Reason | The reason for adding the rate sheet to the employee record. |
Salaried | Tick if the employee is salaried and enter the salary in the Salary field. |
Days Per Week | Optional: enter the days per week contracted to the employee |
Hours Per Week | Optional: enter the hours per week contracted to the employee |
Enforce Hours | Tick if the hours entered in the Hours Per Week field need to be enforced for rostering purposes. |
Amending or setting employee hours
Click HR, then click Employee.
Click Find, then locate the relevant employee.
Click the Rate Sheets tab, then open the relevant rate sheet.
In the general tab, you can amend the days and hours.
Set the maximum number of days and hours the employee should work weekly.
Click Save.
The wrong rate sheet was applied
If you notice that the wrong rate sheet has been applied but do not remember choosing it, it may be because the rate sheet was not selected at the beginning, so the system selected one for you. It would select the first one on the list in alphabetical order.