Payroll Configuration

Prerequisites

Prior to commencing generating Time Sheet Batches for importation into your organisations Payroll system, it is vital that your organisation has reviewed the SupportAbility Payroll Configuration options and configured those that are relevant to your Payroll Integration Strategy


General Ledger Codes (required)

A crucial part of Payroll integration is the  Configuration of General Ledger Codes

SupportAbility is able to allocate a Staff Timesheet GL Code to any unique combination of:

  • Site, and/or
  • Service:


Job Codes (optional)

Optional - Following General Ledger Codes being configured, Job Codes [used by invoices and time-sheets] can also be configured for your organisation. Please note that Job Codes are an optional component of SupportAbility that require paid support time to implement. We have a number of Support Contract options available to help reduce costs.


Payroll Time Type Codes (where applicable)

Some Payroll systems such as MYOB use Payroll Time Type Codes to identify different types of Staff time and rates.  If your organisation uses one of these systems such as MYOB, Payroll Time Type Codes will need to be configured first to ensure the payroll information exported from SupportAbility uses the same Payroll Categories setup in your organisations Payroll software.

Time Type Codes essentially relates to a pay rate that as set up in payroll that relates to each award categorisation rate.  This can be configured in the Settings tab in System Preferences: 


Payroll System Categories (where applicable)

Some Payroll systems such use Payroll System Categories to identify the appropriate awards, role, payroll categories, or remuneration level for each Time Sheet.  If your organisation use one of these systems, Payroll System Categories will need to be configured first to ensure the payroll information exported from SupportAbility uses the same Payroll Categories setup in your organisations Payroll software.  

Configuring Payroll System Categories for Staff Accounts

Payroll categories can be set for each Staff member to select from in the Human Resources tab on the Staff record under the Payroll Details section.Viewing and configuring the Payroll settings on a Staff record requires that you have Human Resources privileges for the Staff record in question. 

Once added to the Staff record, this information will populate on the detailed and summary timesheet exports and exports for other payroll systems that utilise this feature.

Configuring Payroll System Category options

Payroll category options can be configured in the Staff: Payroll Category list in System Preferences.  The 'Edit System Preferences' privilege is required to configure this information in System Preferences.


Payroll Identifier (where applicable)

When integrating SupportAbility with other systems for the purpose of transmitting Time Sheets,  only one of these systems will be responsible for generating the staff members unique ID. If SupportAbility is responsible for managed Staff IDs

In cases where SupportAbility is responsible for managing the Staff member's unique ID, the SupportAbility ID for each staff member can be referenced on the Human Resources tab on the Staff record.  This SupportAbility ID can then be entered into the same Staff member's record in the payroll system to link the SupportAbility Staff record with the corresponding Staff record in the Payroll system.  Viewing and configuring the Payroll settings on a Staff record requires that you have Human Resources privileges for the Staff record in question.

If the Payroll system is responsible for managed Staff IDs

In cases where the Payroll system is responsible for managing the Staff member's unique ID, the Payroll System Identifier can be entered on the Human Resources tab on the Staff record in the Payroll details section.  This Payroll System Identifier is entered to link the SupportAbility Staff record with the corresponding Staff record in the Payroll system.  Viewing and configuring the Payroll settings on a Staff record requires that you have Human Resources privileges for the Staff record in question.


Xero (not supported)

SupportAbility does not currently export Time Sheet Batch data to the Xero Finance package, nor do we have any plans to add this feature. Please review the Does SupportAbility integration with Xero for Payroll? article for more information regarding this. 

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