1. Configure your employee records You must set up employees with a Pay type. This categorises them as either Salary or Hourly paid. This syncs the correct payment information with the correct employees. ▼Updating individual employees Browse to: - Choose Employees in the menu bar.
- Select the relevant employee.
- In the Employee Details tab, under the heading of Employment Details, identify the Pay type field.
- Select Salary or Hourly.
- Click Save.
▼Updating multiple employees Browse to: - Employees in the menu bar.
- Click the Bulk actions button.
- Select all relevant employees by ticking the Select Item checkbox.
- Click the Add Pay type button.
- Choose either Salary or Hourly.
- Click Save.
2. Configure your payments The feature works for employees paid using Hourly payments. Therefore you will not see the same options when setting up or editing a Salary payment. - Select Settings from the menu bar.
- Under Pay Run, choose Payments and deductions.
- Select Create new payment to set up a new payment, or Edit to configure an existing Payment.
- Under the heading HR timesheet category, select all the relevant HR tags.
 NOTE: Sage HR populates the categories. You cannot edit these within Payroll.
- Click Save.
Salary paid employees If you have hourly overtime payments that you want to use for Salary paid employees, you must tick the Apply to salaried employees box. This will ensure that the figures pull through, even though they are not hourly paid employees. |