Using pay templates for employee pay setup in the payroll mobile app

Learn how use pay templates to set default pay items and amounts for employees and automatically prefill pay runs in the payroll mobile app.

This feature is available on the Reckon Payroll Plus and Premium plans.

You can do this as a last step when creating a new employee record, or for an existing employee.

Before using pay templates

Before you can use a pay template in an employee's pay setup, you need:

Selecting and adjusting a pay template for employee pay setup

  1. Go to Employees.
  2. Select the employee from the list.
  3. Select Pay setup from the tabs at the top of the screen.
  4. If pay setup has already been started, select Edit next to Pay setup. Otherwise, select Configure pay setup.
  5. In Pay setup type, select Pay template
  6. Select the pay template from the Select pay template dropdown menu. Pay templates will only show here if they are based on the same employment agreement and contain the same classification as that recorded for the employee.
  7. Select Apply pay template
If you have already configured the pay setup manually, you will be given the option to keep or remove existing pay items.
  1. (Optional) Select Override rate if you wish to override the pay template base rate shown in Pay rate / period
  2. (Optional) Adjust any of the pay items by:
    1. Selecting an item and making changes
    2. Adding new items
    3. Deleting pay items by selecting the item, then selecting Delete item. You can restore any deleted templated pay items by selecting Restore deleted templated items on the Pay setup screen.

Changing the selected pay template

If a pay template is already applied, you can change it. Changing the pay template will overwrite all default earnings and allowance items for the employee.

  1. Go to Employees.
  2. Select the employee from the list.
  3. Select Pay setup from the tabs at the top of the screen.
  4. Select Edit next to Pay setup.
  5. Select the new pay template from the Select pay template dropdown menu
  6. Select Change on the confirmation message.

Manually setting the pay profile after using a pay template

If a pay template has been applied in the employee pay setup and you wish to change back to manually setting the pay profile, all templated pay items will be removed. You will be given the option to keep or remove any additional pay items you added to the pay profile.

  1. Go to Employees.
  2. Select the employee from the list.
  3. Select Pay setup from the tabs at the top of the screen.
  4. Select Edit next to Pay setup.
  5. Select Manually set pay profile
  6. Choose between Keep additional pay items or Remove additional pay items.
  7. Set up the default pay items and amounts.

Read more

  • Learn how to configure pay templates in web

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