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Create pay templates in Reckon One

Learn how to create pay templates in Reckon One.

This feature is available on Reckon Payroll Plus and Premium Plans.

About pay templates

A pay template is assigned to an employee’s pay setup and is linked to an agreement.

The pay template uses the classifications defined in the agreement and includes the rates for full-time, part-time, and casual employees. Casual rates can be set as either an additional dollar amount or a percentage. Additional earnings and allowances can also be added.

Create a pay template

  1. In the Payroll menu, select Payroll Settings, then Pay templates.
  2. Select Create template.
  3. Select an Employment agreement or create a new one.
  4. Give the pay template a unique name.
  5. Select a classification from the Classification type dropdown menu, or create a new one.
  6. For each classification, select the:
  • Rate type - hourly will populate the Ordinary earnings item on the employee's pay tab and annual will populate the Salary pay item.
  • Full-time/Part-time rate - when the employee has the employment type of Full time or Part time, this rate will populate the employee's base rate.
  • (Optional) Casual rate - when the employee has the employment type of Casual, this rate will be used to to populate the employee's base rate, in addition to the Full time or Part time rate
  1. Select Save & continue. This will take you to step 2 in the wizard: Pay items.

Add pay items to the template

You can add any earnings or allowance pay items to the pay template. The ordinary or salary pay item should be included in the template to ensure it is processed for the employee in each pay run.

If a default rate is assigned to an allowance pay item, it will automatically populate in the template. This rate can be overridden.

  1. Select Add earning to include an earnings pay item type.
    1. Select the pay item from the drop down list.
    2. Where applicable, enter a rate.
  2. Select Add allowance to include an allowance pay item type.
    1. Select the pay item from the drop down list.
    2. Where applicable, select override and enter a rate.
  3. (Optional) To exclude specific pay items from certain classifications (as all pay items added to the pay template are assigned to all classifications within the template):
    1. Select Edit against the pay item.
    2. Untick the classifications that should not be associated with the pay item. At least one classification must be assigned.
    3. Select Assign pay item to classifications.
  4. When finished, click Save & Continue. This will take you to step 3 in the wizard: Employees

Assign the pay template to an employee

If employees have not yet been assigned to the pay template, click on the Assign button to go to the employee profiles, where you can select a pay template in the employees' pay setups.

Or you can click Done and assign employees to pay templates later.

Delete a pay template

You can delete a pay template, as long as it's not assigned to any employees. To delete a pay template:

  1. In the Payroll menu, select Payroll Settings, then Pay templates.
  2. Select the ellipses menu (3 dots) next to the pay template you wish to delete.
  3. Select Delete template.
  4. Select Delete pay template on the confirmation message.

Read more

How did we do?

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Creating and managing employment agreements

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