The General Settings of the Payroll module allow you to configure essential options such as Leave Types, Integration settings, and Payroll export options.
You can also define which groups are considered employees, set the duration of public holidays, and specify the start and end days of the payroll period.
Additionally, settings for lunch breaks and smoko durations are available.
General Settings
The top section of the General Settings contains the following:
| State to Use for Public Holiday | Determines which days are marked as a Public Holiday. |
| Employee Groups | Only the selected groups will be marked as Employees for payroll purposes. |
| Default Public Holiday Hours (Decimal) | The decimal duration of a Public Holiday. 7.6 is the default. |
| Payroll Start of Period | The day of week that starts a Payroll period. |
| Payroll Start of Period | The day of week that ends a Payroll period. |
| Default Lunch Duration (Minutes) | Duration in minutes of the standard lunch break. |
| Default Smoko Duration (Minutes) | Duration in minutes of the standard “Smoko” break. |
| Deduct Lunch From Shifts | If enabled, the Lunch duration will be deducted from an overall shift total. |
| Deduct Smoko From Shifts | If enabled, the Smoko duration will be deducted from an overall shift total. |
Leave Settings
The Leave Settings is where you can decide which leave types are available for selection on Forms.
Click the X icon on each entry to remove it from the available pool.
To add an entry back, or create new entries, click +Add/Delete Leave Options.
From this menu you can delete leave options or create new entries from the Add Leave button.
Integration, Export, and Other Settings
The Integration, Export, and Other Settings are a series of checkboxes or drop-downs that affect how the Payroll module functions.
Integration
Mark as Sent or Send to Xero
The selection made here with either filter the payroll entries as Sent or to Send to Xero, allowing your integration to create entries in the Xero accounting package.
If you are not integrated to Xero, select “Mark as Sent”.
Export
This section enables or disables options available when exporting Payroll data.
Below is a breakdown of the fields that are in each export.
| Export as Report | Export Custom | Export INP | Export MYOB | Export Microsoft Dynamics |
|---|---|---|---|---|
| Timesheet Name | Date | File Type | Employee Co./Last Name | Completed By |
| Employee ID | Job Number | Location | Employee First Name |
Checklist Name
|
| Employee | Payroll ID | Employee Coe | Payroll Category | Started at |
| Job | Phase Code | Pay Description | Job | Geo-Fence name |
| Start Time | Earn Code | Line Type | Notes | Distance away from the job |
| End Time | Vista Switch | Attache Payroll Code | Date | |
| Lunch Duration | Description | Hours | Units | |
| Smoko Duration | Notes | Employee Card ID | ||
| Leave | Hours | Start/Stop Time | ||
| Other | ||||
| Total Hours | ||||
| Status | ||||
| Hours Description |
Other
- View Calculation Shows Sub Activities - Adds Sub Activities on the View Calculation menu.
- Enable to Edit Sub Activities - Add an “Edit Activities” button on the View Calculations menu.
- Enable to Edit Payroll Categories External ID
- Enable Job Base Allowance
Display Settings
The categories displayed in this section influence the available options when interacting with a payroll timesheet.
Click on a category to see available options. Click an option to add it to that category.
Conditional Allowances
Conditional allowances function similarly to a Job Site Allowance rule. The primary difference is that a Conditional Allowance applies to all days, rather than specific days as configured on a Job Site Allowance rule.