This article covers how an Owner or Admin can create a simple pay template with rates that do not change within a single day and no overtime or allowances to export to a CSV file or If you are not exporting your payroll but are using RosterElfs budgeting features 


This is relevant for any companies that do not pay their staff according to a complex award structure and are not required (or due to trading hours, will never) pay overtime and allowances, 


For complex pay templates with allowances, overtime and multiple pay rates per day please click here.


Please note this functionality is only available from the RosterElf web app.




Prerequisites


If you are looking to export your payroll to CSV to import to a specific software package the RosterElf does not natively support, please contact us on customersupport@rosterelf.com and we will be happy to help you research how this is possible 


Create a Pay Template


Open RosterElf and Navigate to Setting > Payroll Settings.



Click the + beside Pay Templates. 




Now you will see a Pay Template with some pre-configured rules. 

First, you need to set a name for your Pay Template. In this Example: Level 1 Casual. 


Then as we are creating a basic template, for this example, we should remove the Early Morning and Late Night Rates by clicking the red x on each of these, which appears when you hover your mouse over the rule.



Now we can configure the other rules. 


Pay Templates need to cover every hour of the Monday-Sunday week, so here is the setup that we want to replicate.


Create Pay Template Rules



Pay Template Rule Name: This is for use within the Pay template and RosterElf only. You will only see this if you are viewing rates.


Budgeting Rate: The budgeting rate is the rate that RosterElf will use for budgeting.


Active on days: These are the days that the rule is active on. You can click as many or as few as you want, depending on the complexity of your template. As you can see, Mon to Sun are self-explanatory, Hol is for Public Holidays. 


Relevant Hours:  Relevant hours can be changed either by Slider or by entering the From and To times.



Monday to Friday / Ordinary Hours All Day: $21.72:

This rule is active on:

Monday Tuesday Wednesday Thursday Friday 

From 00:00

To: 24:00


Saturday All Day: $32.58


This rule is active on:

Saturday

From 00:00

To: 24:00


Sunday All Day: $38.01

This rule is active on:

Sunday 

From: 00:00

To: 24:00


Public Holiday All Day: $54.30

This rule is active on:

Public Holidays (Hol)

From: 00:00

To: 24:00


This is now a complete Pay Template without any time gaps. 


Click Save Rules.



The Pay Template will now be displayed in the Payroll Settings Tab. You are able to go back here to edit it at any time. 



Repeat this task for the various pay levels that you require pay templates for.


Next, you will need to apply your Pay Templates to your staff members.




Further Reading