This guide explains how to set up and manage payroll in RosterElf. By following these steps, you’ll ensure accurate payroll data, improving efficiency and payroll accuracy. This process includes accessing the payroll tab, selecting relevant date ranges, filtering data, and reviewing shift notes and photos. By the end, you’ll have the skills to navigate RosterElf’s payroll features, making payroll management straightforward and hassle-free.
1. Setting up payroll
This section covers how to access the payroll tab and select your desired date range. By completing these steps, you’ll be ready to organise payroll data according to specific time frames, making it easier to review, filter, and manage.
1.1 Access the payroll tab
1.1.1 Log in to your RosterElf account.
1.1.2 Select the Payroll tab from the top menu.
1.2 Select the date range
1.2.1 Choose the relevant date range at the top centre of your screen.
1.2.2 If you’re in daily view, click on each relevant day at the top of your screen.
2. Filtering payroll data
This section details how to filter payroll data to meet your needs. You can switch between the By Day, By Employee and Summary views, filter by staff or site, and group rows by site or position. This makes it easier to focus on specific payroll data and streamline the payroll process.
2.1 Choose filters
2.1.1 Choose By Day, By Employee or Summary at the top centre of the screen to change how payroll is laid out.
2.1.2 Use the grouping list beside Select Site to group rows by None, Site or Position. Position is a grouping choice, not a filter.
2.1.3 To view specific staff or sites, choose them in the Select Staff and Select Site filters.
2.2 Order data
2.2.1 Click on the icons at the top right to order data by name, cost, or shift length.
3. Accessing shift notes and photos
This section shows how to access shift-related notes and photos in payroll. Reviewing these details, such as payroll notes, clock-in/out notes, and associated photos, ensures you have a complete picture of each shift.
3.1 View shift notes and photos
3.1.1 Click the icon in the INFO column of a shift to open Shift Details, which shows the shift’s Clock In, Clock Out, Payroll Notes and Location.
3.1.2 If photos for clock-in/out are enabled, you’ll see photos linked to each shift there.
Frequently asked questions
1. How do I access the payroll tab in RosterElf?
Log in to your RosterElf account and select the Payroll tab from the top menu. This will give you access to payroll features and data management options.
2. Can I filter payroll data by employee or site?
Yes. Use the Select Staff and Select Site filters to narrow the view to specific employees or sites. Position is not a filter: use the grouping list beside Select Site to group rows by None, Site or Position. You can also switch between the By Day, By Employee and Summary views.
3. How do I select a date range for payroll in RosterElf?
Choose the desired date range at the top centre of your screen. If you’re in the daily view, select each relevant day from the top of the screen to focus on specific dates.
4. What details can I view in shift notes and photos?
Click the icon in a shift’s INFO column to open Shift Details, which shows the shift’s Clock In, Clock Out, Payroll Notes and Location. If clock-in/out photos are enabled, you’ll see photos linked to each shift, providing a complete view of employee attendance.
5. How do I order payroll data by name or shift length?
Click on the icons at the top right of the payroll screen to order data by name, cost, or shift length, allowing for easy data management and review.