Payroll
From Wiki
theRota provides some basic payroll integration functions, for external calculations or for exporting relevant data to an accounts or payroll program.
In order to produce meaningful data you will need to set up a few areas.
- Shift names - Ensure that the number of payable hours are shown for each shift.
- Staff record - Ensure that a pay rate, and required hours are set up for each person.
- Staff record - For export formats, additional setup instructions are given.
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Integration with SAGE
This exported file (CSV, Excel readable) returns the following columns:
| Employee Reference | Payroll Reference | Hours | Rate |
The export format is hard-coded and requires that unique data is entered for each person.
Employee Reference details must be entered in UDF4 field in the staff record.
Payroll Reference details must be entered in UDF5 field in the staff record.
Rate is taken from Pay Rate field in the staff record.
Hours is calculated from all working shifts within the chosen period, totally the hours defined for those shifts.
