Payroll Management
Overview
The Payroll Management module of Inzenius is where the “backbone” of the system is configured and edited, including all Pay Run Schedules, Allowances, Deductions, Periods, as well as Grades.
The payroll process, whilst taking place within the Payroll Management module, is detailed in the Pay Run Controller – a centralised screen where all payments can be made.
Pay Run Schedules
Pay Run Schedules are created as a way of grouping employees paid at a similar, period specific, frequency in one ‘run’. Multiple schedules can be created as per pay frequencies of different types of groups of employees e.g.: Casual, Permanent, Salary; Weekly, Fortnightly, Monthly etc.
Schedules, once created, are linked to Grades which are assigned to Employee Files, thus dictating which schedule they ultimately fall under.
Figure #1: Pay Run Schedule
When all the required information is selected and input, you will be required to generate Pay Run Periods in order to successfully save the Pay Run Schedule. To do this, select the “Generate Pay Run Periods” button. 
Pay Runs will populate accordingly under the “Pay Run Periods” column after the Periods have successfully been generated.
Figure #2: Pay Run Schedule; Pay Run Periods
Once the Pay Run Periods have been generated a period can be selected to be the TPOT starting period. Until a TPOT starting period has been selected no Time Period Over Time Non-Base Rates can be configured for Grades assigned to the Pay Run Schedule and any existing Time Period Over Time Non-Base Rates for Grades assigned to the Pay Run Schedule will not be processed when Executing Pay Runs.
Work, Holiday Periods, and Standard Days Off
Work Periods
Work Periods are utilised as a way to pre-configure dates regarded as standard days of work. Standard days of work are the days in which an employee works on a weekly basis, which can then be added to a particular Grade or Employee File.
Typical Work Periods include Monday – Friday, Saturday, and Sunday.
Figure #3: Work Period Details
Note: When adding a Work Period as a Standard Day Off type, the work period will be saved under the “Standard Days Off” folder.
Select the “Add” button to configure the day’s applicable and time interval.
Figure #4: Work Period Details; Time Interval
Note: Work Periods are pre-configured within the system during client implementations. Existing Work Periods should not be altered. If an employee is contracted to work a weekly period outside of the scope of existing Work Periods (e.g.: Tuesday – Saturday), new Work Periods will be required to be created and assigned to the applicable employee within the Employee File.
Holiday Periods
Holiday Periods are utilised as a way to pre-configure dates regarded as Public Holidays for the current financial year (or beyond, should the dates be confirmed). Dates set up as a Holiday Period will be regarded as a Public Holiday when employees are Rostered on these dates, and rates configured within each Grade for Public Holidays will be applicable.
Figure #5: Holiday Group Details
Select the “Add” button to configure the day’s applicable and time interval.
Figure #6: Holiday Period Details; Time Interval
Tip: Holiday Periods applying for Specific Times that end at midnight, need to be configured to end at 11:59:59PM (as 12:00:00AM would indicate the START/first minute of the next day).
Note: Holiday Periods are pre-configured within the system during client implementations. Holiday Groups for all states and territories will be created (ACT, NSW, NT, QLD, SA, TAS, VIC, WA) with Public Holidays added for the current financial year. Clients will be required to add future Public Holiday dates in as a part of the end of financial year process. Please ensure all Holiday Periods are flagged to apply ‘all day’ if not configured to apply between certain times (e.g. 9:00 am to 5:00 pm).
Standard Days Off
In some instances, there may be a requirement for a specific employee or group of employees to set specific day(s) in the week as Unavailable, e.g.: employee(s) whom work on a part-time basis and have days off during the week.
Standard Days Off allows for the creation of specific days to be set as a day(s) an employee does not work (on a frequent interval), which can then be added to a particular Grade or Employee File.
Figure #7: Employee Standard Days Off
Select the “Add” button to configure the day’s applicable and time interval.
Figure #8: Employee Standard Days Off; Time Interval
Note: Multiple days can be set together (e.g., Mondays, Thursdays and Sunday).
Allowances
Allowances are a sum of money paid on a regular basis to a person to meet needs or expenses. Examples of different types of Allowances are meal, travel, carers, youth, and living away from home.
Figure #9: Allowance Details
Note: Allowance Groups are utilised for Report Grouping in both the Allowance Report Summary and Detailed, as well as for Single Touch Payroll (STP) purposes.
Allowance Types
There are four types of Allowances that can be configured. Most Allowances are created during implementation, and are configured according to the preferred method of use.
Figure #10: Allowance Details; Allowance Type
Work Time Based Allowances
“Work Time Based” Allowances ensure a specified amount is paid per an applicable amount of time worked within each Shift (for example $1 every 2 Hours). They must be applied to the Roster. These Allowances are calculated per engagement it is applied to, which will occur automatically when executing a Pay Run.
Figure #11: Allowance Details; Work Time Based
Unit Based Allowances
“Unit Based” Allowances are paid as per a number of Units entered. These Allowances are configured in the Allowances screen but are applied to the employee in the Roster screen (see ‘Inzenius Rostering Manual’ for more information).
Figure #12: Allowance Details; Unit Based
Note: “Unit Types” are pre-configured within the system during client implementations. To create a new “Unit Type”, navigate to “References” in the Labour Logistics Panel, right click the “A/D Units” folder and select “Add New A/D Units”.
Employment Time Based Allowances
“Employment Time Based” Allowances are paid to employees based on a specified amount of time employed. This Allowance is calculated at longer intervals than “Work Time Based” and has a scope of weeks, months and years. This Allowance will also occur automatically when executing a Pay Run.
Figure #13: Allowance Details; Employment Time Based
Shift Based Allowances
“Shift Based” Allowances are typically an Allowance type paid to an employee regularly per each shift worked (e.g.: meal-based Allowances). These Allowances are configured in the Allowances screen but are applied to the employee in the Roster screen (see ‘Inzenius Rostering Manual’ for more information).
Figure #14: Allowance Details; Shift Based
Allowances Capping Method
All Allowances have the option to cap the amount being paid to employees. The “Capping Method” options are available as per the type of Allowance selected.
Figure #15: Allowance Details; Capping Method
Note: Capping Methods available will differentiate based on the Allowance Type selected.
Allowance Tax
The Tax options selected in the Allowance Set Up will affect the Tax Calculated on the Allowances and also Employees’ PAYG Payment Summaries. Allowances that will appear separately on the PAYG Payment Summary flagged as “Applied before Tax is deducted?” should not be flagged to be included as a part of PAYG Gross (“Is Part Of PAYG Gross?”) as this will cause balancing discrepancies.
Figure #16: Allowance Details; Tax Options
Note: Due to the phasing out of PAYG Payment Summaries, with the introduction of STP, past configurations regarding PAYG Payment Summaries have become irrelevant. However, should a PAYG Payment Summary be provided to an employee, only four Allowances will appear separately on the PAYG Payment Summary for each employee. Where an employee has been paid more than four separate Allowances in a financial year, the word ‘Various’ will be displayed on the PAYG Payment Summary and all additional Allowance totals (excluding the original four displayed separately) will be combined.
Note: Due to changes introduced in STP Phase 2, the “Appears on Employee Tax Statement?” check box should no longer be flagged for any Allowance.
Bonus/Commission/Similar Payments Setup
If/when required to configure bonuses/commissions/similar payments to be made to employees, clients should create a new Allowance (if not already done), and ensure that the “Bonus/Commission/Similar Payments” checkbox is flagged.
Figure #17: Allowance Details; Bonus/Commission/Similar Payments setup
This checkbox will ensure that the payment will be taxed using the ATO’s Tax Schedule 5 (for more information on Schedule 5, please refer to the ATO’s website: here) and output to STP correctly.
Deductions
Deductions are a sum of money deducted on a regular basis to a person to meet needs or expenses. Examples of different types of Deductions are social club, union, garnishee and child support.
Figure #18: Deduction Details
Note: Deduction Groups are utilised for Report Grouping in both the Deduction Report Summary and Detailed, as well as for Single Touch Payroll (STP) purposes.
Deduction Types
There are four types of Deductions that can be configured. Most Deductions are created during implementation, and are configured according to the preferred method of use.
Figure #19: Deduction Details; Deduction Type
Work Time Based Deductions
“Work Time Based” Deductions ensure a specified amount is deducted as per an applicable amount of time worked within each Shift (for example $1 every 2 Hours). They must be applied to the Roster. These Deductions are calculated per engagement it is applied to, which will occur automatically when executing a Pay Run.
Figure #20: Deduction Details; Work Time Based
Unit Based Deductions
“Unit Based” Deductions are deducted as per a number of units entered. These Deductions are configured in the Deductions screen but are applied to the employee in the Roster screen (see Roster Training Manual for more information).
Figure #21: Deduction Details; Unit Based
Note: “Unit Types” are pre-configured within the system during client implementations. To create a new “Unit Type”, navigate to “References” in the Labour Logistics Panel, right click the “A/D Units” folder and select “Add New A/D Units”.
Employment Time Based Deductions
“Employment Time Based” Deductions are deducted from employees based on a specified amount of time employed. This Deduction is calculated at longer intervals than “Work Time Based” and has a scope of weeks, months and years. This Deduction will also occur automatically when executing a Pay Run.
Figure #22: Deduction Details; Employment Time Based
Shift Based Deductions
‘Shift Based” Deductions are typically a deduction type deducted from an employee regularly per each shift worked (e.g.: union deduction). These Deductions are configured in the Deductions screen but are applied to the employee in the Roster screen (see Roster Training Manual for more information).
Figure #23: Deduction Details; Shift Based
Deductions Capping Method
All Deductions have the option to cap the amount being deducted from employees. The “Capping Method” options are available as per the type of Deduction selected.
Figure #24: Deduction Details; Capping Method
Deduction Tax
The Tax options selected in the Deduction Set Up will affect the Tax Calculated on the wages before the Deduction is applied, and also Employees’ PAYG Payment Summaries.
Figure #25: Deduction Details; Tax Options
Note: Due to the phasing out of PAYG Payment Summaries, with the introduction of STP, past configurations regarding PAYG Payment Summaries have become irrelevant. However, should a PAYG Payment Summary be provided to an employee, only four Deductions will appear separately on the PAYG Payment Summary for each employee. Where an employee has been paid more than four separate Deductions in a financial year, the word ‘Various’ will be displayed on the PAYG Payment Summary and all additional Deduction totals (excluding the original four displayed separately) will be combined.
Note: Due to changes introduced in STP Phase 2, the “Appears on Employee Tax Statement?” check box should no longer be flagged for any Deductions.
Payroll Rules
Inzenius introduced the concept of “Payroll Rules” to enable support for complex Employment and Remuneration structure. Payroll Rules allow for specification of certain qualifying conditions that, if met, will trigger configured outcomes.
A setup wizard has been designed to help you with the setup of these particular rules.
Figure #26: Rule Maintenance Wizard; Select Type of Rule
There are 7 types of Payroll Rules that can be configured. Each one will be detailed below, however, all Payroll Rules have details describing the rule required to be entered. The “Rule Details” flagging options are available as per the type of Payroll Rule being created.
Figure #27: Rule Maintenance Wizard; Rule Details
Minimum Break Between Shifts
The “Minimum Break Between Shifts” Rule is utilised where an employee is required, by contract/award/EBA, to have a specified period of time break from the end of the previous shift to the start of the next.
Qualifying Conditions
Figure #28: Minimum Break Between Shifts Rule; Qualifying Conditions
Rule Outcomes
“ADD TIME TO LEAVE” OUTCOME TYPE
Figure #29: Minimum Break Between Shifts Rule; Add Time to Leave Outcome
“PAY ADJUSTED RATE OF PAY” OUTCOME TYPE
Figure #30: Minimum Break Between Shifts Rule; Pay Adjusted Rate of Pay Outcome
“PAY FIXED AMOUNT OF MONEY” OUTCOME TYPE
Figure #31: Minimum Break Between Shifts Rule; Pay Fixed Amount of Money Outcome
Minimum Shift Break Rule
The “Minimum Shift Break” Rule is utilised where an employee is required, by contract/award/EBA, to have a specified period of time break within each shift worked.
Qualifying Conditions
Figure #32: Minimum Shift Break Rule; Qualifying Conditions
Rule Outcomes
“ADD TIME TO LEAVE” OUTCOME TYPE
Figure #33: Minimum Shift Break Rule; Add Time to Leave Outcome
“PAY ADJUSTED RATE OF PAY” OUTCOME TYPE
Figure #34: Minimum Shift Break Rule; Pay Adjusted Rate of Pay Outcome
“PAY FIXED AMOUNT OF MONEY” OUTCOME TYPE
Figure #35: Minimum Shift Break Rule; Pay Fixed Amount of Money Outcome
Not Rostered Penalty Rule
The “Not Rostered Penalty” Rule is utilised where an employee is required, by contract/award/EBA, to be paid for the public holiday even if the employee is not rostered to work.
Qualifying Conditions
Figure #36: Not Rostered Penalty Rule; Qualifying Conditions
Rule Outcomes
“ADD TIME TO LEAVE” OUTCOME TYPE
Figure #37: Not Rostered Penalty Rule; Add Time to Leave Outcome
“PAY ADJUSTED RATE OF PAY” OUTCOME TYPE
Figure #38: Not Rostered Penalty Rule; Pay Adjusted Rate of Pay Outcome
“PAY FIXED AMOUNT OF MONEY” OUTCOME TYPE
Figure #39: Not Rostered Penalty Rule; Pay Fixed Amount of Money Outcome
Rostered on Standard Day Off Penalty
The “Rostered on Standard Day Off Penalty” Rule is utilised where an employee is rostered to work on a configured Standard Day Off.
Qualifying Conditions
This Rule type does not require any qualifying conditions. When the Pay is calculated, if an employee has worked during this period, the Rule will be applied as per the outcomes configured for the Rule.
Rule Outcomes
“ADD TIME TO LEAVE” OUTCOME TYPE
Figure #40: Rostered on Standard Day Off Penalty Rule; Add Time to Leave Outcome
“PAY ADJUSTED RATE OF PAY” OUTCOME TYPE
Figure #41: Rostered on Standard Day Off Penalty Rule; Pay Adjusted Rate of Pay Outcome
“PAY FIXED AMOUNT OF MONEY” OUTCOME TYPE
Figure #42: Rostered on Standard Day Off Penalty Rule; Pay Fixed Amount of Money Outcome
Over Rostered Penalty
The “Over Rostered Penalty” Rule is utilised where an employee is required, by contract/award/EBA, to be paid for the anytime worked that exceeds the employee’s Standard Hours per Day.
Qualifying Conditions
Figure #43: Over Rostered Penalty Rule; Qualifying Conditions
Rule Outcomes
“ADD TIME TO LEAVE” OUTCOME TYPE
Figure #44: Over Rostered Penalty Rule; Add Time to Leave Outcome
“PAY ADJUSTED RATE OF PAY” OUTCOME TYPE
Figure #45: Over Rostered Penalty Rule; Pay Adjusted Rate of Pay Outcome
“PAY FIXED AMOUNT OF MONEY” OUTCOME TYPE
Figure #46: Over Rostered Penalty Rule; Pay Fixed Amount of Money Outcome
Under Rostered Penalty
The “Under Rostered Penalty” Rule is utilised where an employee is required, by contract/award/EBA, to be paid for the anytime not worked that hasn’t met the employee’s Standard Hours per Day.
Qualifying Conditions
Figure #47: Under Rostered Penalty Rule; Qualifying Conditions
Rule Outcomes
“ADD TIME TO LEAVE” OUTCOME TYPE
Figure #48: Under Rostered Penalty Rule; Add Time to Leave Outcome
“PAY ADJUSTED RATE OF PAY” OUTCOME TYPE
Figure #49: Under Rostered Penalty Rule; Pay Adjusted Rate of Pay Outcome
“PAY FIXED AMOUNT OF MONEY” OUTCOME TYPE
Figure #50: Under Rostered Penalty Rule; Pay Fixed Amount of Money Outcome
Shift Override Rule
The “Shift Override” Rule is utilised to override the default payment for a shift, and is specified in the Roster.
Qualifying Conditions
Figure #51: Shift Override Rule; Qualifying Conditions
Rule Outcomes
“ADD TIME TO LEAVE” OUTCOME TYPE
Figure #52: Shift Override Rule; Add Time to Leave Outcome
“ADD TIME TO LEAVE TO MAX OF STD HRS” OUTCOME TYPE
Figure #53: Shift Override Rule; Add Time to Leave to Max of Std Hrs Outcome
“PAY ADJUSTED RATE OF PAY” OUTCOME TYPE
Figure #54: Shift Override Rule; Pay Adjusted Rate of Pay Outcome
“PAY ADJUSTED RATE OF PAY TO MAX OF STD HRS” OUTCOME TYPE
Figure #55: Shift Override Rule; Pay Adjusted Rate of Pay to Max of Std Hrs Outcome
“PAY FIXED AMOUNT OF MONEY” OUTCOME TYPE
Figure #56: Under Rostered Penalty Rule; Pay Fixed Amount of Money Outcome
Taxation Setup
Tax Scales are pre-configured within the system during client implementations. When updates are necessary, new Tax Scales will become available to clients via patches.
Figure #57: Tax Calculation Method Details
The “Taxation Setup” folder is primarily utilised to calculate Tax for employees, should quick calculations be required to be conducted, without needing to execute a Pay Run.
Figure #58: Tax Calculation Method; Tax Calculation Test
Leave
Leave Types are pre-configured within the system during client implementations. However, a new Leave Type may be required to be created, or an existing one altered.
Figure #59: Leave Details
Note: Leave Categories are utilised for Report Grouping in the Leave Liability Report.
Note: Leave Type Codes are utilised for STP (Single Touch Payroll).
Leave Types
Figure #60: Leave Details; Leave Types
Employment Time and Work Time Setup
“Employment Time” Leave denotes that Leave is accrued based on the amount of time an employee has been Active. “Work Time” Leave denotes that Leave is accrued based on the amount of time worked each period. Although both accrue differently, their setup is similar.
Figure #61: Leave Setup Details; Employment/Work Time Leave Period Details
Note: More than one tier can be created should different accruals be required as per agreements. Should you require further assistance with leave tiers, please contact the Inzenius Support Team (support@inzenius.com).
Standard Hours Leave
“Standard Hours” Leave denotes that Leave is accrued based on the Standard Hours configured within the Employee File (‘Availability’ tab), regardless of the number of hours they work for the period.
Figure #62: Leave Setup Details; Standard Hours Leave Period Details
All Leaves setup to accrue by “Standard Hours” will be provided with the check box option ‘Pro-Rate to Pay Cycle’. 
Flagging this option will ensure all Employees who accrue Leave by Standard Hours calculate accrual amounts correctly if they begin employment or are terminated within a commenced Pay Period.
Inzenius also facilitates the checkbox for Leave Accruals by Standard Hours so that Leave ‘Does not Accrue when an Employee on Unpaid Leave’ in order to prevent over-accruing. 
Banked Leave
“Banked Leave” is not a regularly accruing Leave, but rather a Leave that has hours added to it when certain conditions are met (i.e., RDO Leave types), configured via the Grade or Payroll Rules.
Figure #63: Leave Setup Details; Banked Leave
Credit Leave
“Credit Leave” is similar to “Banked Leave” in that it does not regularly accrue, but has hours added when certain conditions are met. However, “Credit Leave” has these conditions configured within the Leave type itself, and is not affected by Grade or Payroll Rule configuration.
Figure #64: Leave Setup Details; Credit Leave
Grades
Grades are pre-configured within the system during client implementations. However, new Grades may be required to be configured at any time.
The setup wizard has been designed to walk the User through the process with clear definitions for each field required to be populated. The Grade rule setup is a Parent-Child structure facilitating the simplification of the business pay rate updates when published by the relevant authority.
As the Grades are set up in the system the Child Grades will inherit the attributes of the Parent requiring the implementer to only modify those fields necessary for each level, usually only the basic rate of pay.
Figure #65: Grade Maintenance Wizard; Select type of Grade
Note: When creating new Grades, Master Grades will need to be created first, followed by Child Grades whose characteristics will be inherited from the Master Grade.
Grade Types
There are 3 Grade Types, Salaried, Permanent and Casual: select the right one for the Grade branch you wish to create a New Grade in.
Salaried Grades
Salaried Grades are used for Employees who are to recieve a fixed amount of renumeration, irrespective of hours worked. These Employees can be Rostered, however the rosters will not impact their renumeration, though Rostered Hours may impact on the Hourly Rate that is calculated in each Pay Run (working backward from the Renumeration required for the Pay Period, divided by the Hours in the Pay Period). If a Pay Period has more Rostered hours than the Standard Hours set up, this amount of hours will be used, otherwise the Standard Hours will be used.
The Standard Hours is set up in the Grade but may be overwritten on the indivdual Employee Files (See Employee Standard Work Times). For this purpose, the Standard Hours per Pay Period is calculated by the “Normal” Hours per day x No. of Shifts per week x weeks in Pay Period. Note: These are named differently on the Grade – Normal Shift Length x Normal Shifts worked per week x weeks in Pay Period.
In the case of a Monthly Pay Period, the Yearly Hours are calculated by “Normal” Hours per day x No. of Shifts per week x 52, then divided by 12 to get an average “Monthly” Standard Hours per Pay Period.
These Employees are paid each Pay Period, based on their Yearly Renumeration divided by the number of Pay Periods in the year.
Note: Setting up Salaried Grades does not require configuration for Public Holidays, Non-Base Rates, Overtime, Unsociable Hours or Rules, as they are not applicable.
Permanent Grades
Permanent Grades are used for Full Time and Part Time, Permanent Employees. These Employees must be Rostered, and are paid based off their Authorised Rosters. Inzenius’s Pay Run Controller will interpret the Authorised Hours and their Grade Configuration and automatically pay the Employee all their Base Rates, Overtime, and Penalty Rates!
Casual Grades
Casual Grades are used for Casual Employees. The Grades function much like the Permanent Grades. These Employees must be Rostered, and are paid based off their Authorised Rosters. Inzenius’s Pay Run Controller will interpret the Authorised Hours and their Grade Configuration and automatically pay the Employee all their Base Rates, Overtime, and Penalty Rates!
Grade Details
The ‘Grade Details’ tab will allow you to define describing details of the Grade you are creating.
Figure #66: Grade Maintenance Wizard ‘Grade Details’ Tab
Note: The “State controlling Payroll Tax” is required to be entered for GL purposes, as the State selected will dictate the Payroll Tax percentage applied. These figures are hard coded for each State upon client request.
Rate Details
The ‘Rate Details’ tab will allow you to define the normal remuneration details of the Grade you are creating.
Figure #67: Grade Maintenance Wizard ‘Rate Details’ Tab
Note: The Master Grade Base Rate (basic rate of pay) will be carried to all Child Grades. The ability to alter this Basic Rate is present within Child Grades. Typically, the Master Grade is set to $1.00 or $10.00 for Permanent and Casual Grades, and $10,000 for Salaried Grades.
Standard Hours
The ‘Standard Hours’ tab will allow you to define the typical Standard Work Times and Standard Days Off of the Grade you are creating.
Figure #68: Grade Maintenance Wizard ‘Standard Hours’ Tab
Note: The Standard Work Times and Standard Days Off can be overridden in the Employee File. The Standard Hours dictated in the Grade should reflect the large proportion of employees to be assigned.
The set up of Standard Hours is vital for Salaried Grades. See Salaried Grades for more information.
For all Employees, the Standard Hours settings will be used when adding a roster “By Standard Hours”. See the Note in Rostering By Employee for more information.
Standard Hours are also utlised in various Payroll Rules – see Not Rostered Penalty Rule, Over Rostered Penalty Rule, Under Rostered Penalty Rule. It is also used for Standard Hours Leave calculations.
Set Employees Standard Hours
The “Set Employees Standard Hours” button is utilised to synchronise the Standard Hours of all employees assigned to the Grade. This button should only be pushed where Standard Hours have not been customised for employees under the Grade.
Set Employees Standard Days Off
The “Set Employees Standard Days Off” button is utilised to synchronise the Standard Days Off of all employees assigned to the Grade. This button should only be pushed where Standard Days Off have not been customised for employees under the Grade.
Leave Details
The ‘Leave Details’ tab provides the flexibility to assign a number of different Leave Types to a Grade, and will allow you to override rates where different to the Base Rate of the Grade you are creating.
Figure #69: Grade Maintenance Wizard ‘Leave Details’ Tab
Public Holidays
The ‘Public Holidays’ tab provides the flexibility to assign a multiple grouping of Public Holidays to a Grade, and will allow you to override rates where different to the Base Rate of the Grade you are creating.
Figure #70: Grade Maintenance Wizard ‘Public Holidays’ Tab
Grade Allowances
The ‘Allowances’ tab will allow you to assign any number of Allowances to the Grade you are creating. Each Allowance can be flagged as “Default Per Shift” to ensure the Allowance is automatically applied to an employee assigned to this Grade.
Figure #71: Grade Maintenance Wizard ‘Allowances’ Tab
Note: Each Allowance can be flagged as “Default Per Shift” to ensure the Allowance is automatically applied to any shift.
Grade Deductions
The ‘Deductions’ tab will allow you to assign any number of Deductions to the Grade you are creating. Each Deduction can be flagged as “Default Per Shift” to ensure the Deduction is automatically applied to an employee assigned to this Grade.
Figure #72: Grade Maintenance Wizard ‘Deductions’ Tab
Note: Each Deduction can be flagged as “Default Per Shift” to ensure the Deduction is automatically applied to an employee assigned to this Grade.
Threshold
The ‘Threshold’ tab will allow you to define the default Retirement Threshold of the Grade you are creating.
Figure #73: Grade Maintenance Wizard ‘Threshold’ Tab
Rostering Defaults
The ‘Rostering Defaults’ tab will allow you to configure default Rostering options of the Grade you are creating.
Figure #74: Grade Maintenance Wizard ‘Rostering Defaults’ Tab
Note: Typically, clients will find that this screen is not altered during configuration unless the company day does not end at 12:00AM.
Non-Base Rates
The ‘Non-Base Rates’ tab will allow you to configure a number of rates that apply after a pre-determined threshold has been met, typically where overtime and weekend rates apply.
Figure #75: Grade Maintenance Wizard ‘Non-Base Rates’ Tab
There are two different types of Non-Base Rates:
Shift Rate
Non-Base Rates configured as Shift Rates will be applied per Shift, thus are configured on an hourly basis. Shift Rate Non-Base Rates will override the Base Rate for the applicable time.
Figure #76: Grade Maintenance Wizard ‘Shift Rate’ (‘Non-Base Rates’ Tab)
Note: “Apply this Rate to the entire shift” should only be flagged if the Non-Base Rate is to be applied to an entire day e.g.: Saturday.
Note: Once a Non-Base Rate has been saved it cannot be changed to a Time Period Rate at a later date.
Figure #77: Grade Maintenance Wizard ‘Shift Rate’ (‘Non-Base Rate’ Tab)
Time Period Rate
Non-Base Rates configured as Time Period Rates will be applied based on a specified period of time, and are configured on a time period basis. Time Period Rate Non-Base Rates will apply on top of the existing Rate(s) for the applicable time.
Figure #78: Grade Maintenance Wizard ‘Time Period Rate’ (‘Non-Base Rate’ Tab)
Note: Once a Non-Base Rate has been saved as a Time Period Rate it cannot be changed to a Shift Rate at a later date, nor can the Time Period that the Rate will cover.
Note: If the Pay Run Schedule that the Grade is assigned to does not have a TPOT Start Date the Time Period Rate option cannot be selected.
Figure #79: Grade Maintenance Wizard ‘Time Period Rate’ (‘Non-Base Rate’ Tab)
Non-Base Rate: Rate Transitions
Rate Transitions are used to specify which Rate to apply when 1 Shift crosses 2 Non-Base Rates over separate work periods.
Figure #80: Grade Maintenance Wizard ‘Rate Transitions’ (‘Non-Base Rates’ Tab)
Unsociable Hours
The ‘Unsociable Hours’ tab will allow you to configure specific time periods where loading amounts are paid to employees.
Figure #81: Grade Maintenance Wizard ‘Unsociable Hours’ Tab
Figure #82: Grade Maintenance Wizard ‘New Unsociable Hours’ (‘Unsociable Hours’ Tab)
Note: “Unsociable Hours is not applied after this amount of time” applies to the amount of time from the start of the Unsociable Hours Rate, not the time from the start of the shift. This can be found in the “Override (Shift Based) Capping” setting for “Unsociable Hours Shift Based Time Capping”.
Figure #83: Grade Maintenance Wizard ‘New Unsociable Hours’ (‘Unsociable Hours’ Tab)
Override (Shift Based) Capping
Shift Based Unsociable Hours Rates may be capped at the Grade level, affecting all Rates accumulatively. To Override Shift Based Capping, select the “Do you want to override (Shift Based) Capping?” option on the Unsociable Hours screen. 
Once flagged, option will become available, allowing you to specify the Override Shift Based Capping parameters.
Figure #84: Grade Maintenance Wizard ‘Override Shift Based Capping’ (‘Unsociable Hours’ Tab)
Rules
The ‘Rules’ tab will allow you to assign specific Payroll Rules to the Grade you are creating, which will apply to all employees assigned to the Grade.
Figure #85: Grade Maintenance Wizard ‘Rules’ Tab
Note: Highlighting either the “Associated Rules” or “Available Rules” and selecting the ellipsis ( ) or “Details” button will allow the user to alter the Rule without needing to navigate to the “Payroll Rules” folder (under “Payroll Management” in the Labour Logistics Panel).
Note: Selecting the “Delete” button will remove the Rule from the list of “Rules Associated”.
Grade Tree and Cloning/Copying
Grade Tree
There is the facility to display all configured Grades within a tree format, based on the type of Grade (Salaried, Permanent and Casual).
Figure #86: Grade Setup
Grade Cloning/Copying
It is possible to clone, or copy, an existing Grade to create a new one, where information such as rate details can be altered accordingly, but be pre-populated from the copied Grade.
Copying an existing Grade can be done by right clicking the Grade Name in the left-hand side menu list and selecting “Copy Grades”.
Note: Cloning/copying a Grade will inherit all information configured in the existing Grade. Information such as the Pay Run Schedule cannot be altered.