How to Apply Tags for Allowances in Employment Hero Payroll
Introduction
This video explains how to efficiently manage and apply employee tags in Employment Hero Payroll. It covers understanding relevant tags, assigning them to individual employees, and applying them in bulk. The video highlights specific tags used under the SCHADS award, including Uniform Allowance, Laundry Allowance, and First Aid Allowance, and shows how these tags automatically calculate and add allowances to employee pay each pay run. It also demonstrates navigating the payroll system, using the tag section, and reviewing employee files to ensure all employees are correctly tagged. The video provides practical guidance to save administrative time while ensuring employees receive the allowances they are entitled to.
Key Takeaways
- Tags in Employment Hero Payroll automate allowance calculations for employees.
- Under the SCHADS award, the key tags are Uniform Allowance, Laundry Allowance, and First Aid Allowance.
- Tags can be applied to employees individually through their employee file or details screen.
- Bulk tag application is possible via the tag section, allowing multiple employees to be assigned a tag at once.
- Reviewing the tag guide ensures all employees have the correct tags and receive entitled allowances.
- Applying tags correctly saves administrative time and ensures accurate payroll calculations.
Transcript
Introduction to Employee Tags
Having implemented Employment Hero Payroll for over 1,000 Australian businesses, we've developed the most efficient way to manage employee tags. Today, we're going to show you a straightforward approach to applying tags that saves hours of administrative work. In this video, we'll cover how to understand and use relevant tags, applying tags to individual employees, our efficient method for bulk tag application, and tips for organizing your employee tags.
Accessing the Tags Section
I'm going to navigate to Payroll Settings and open up Tags, which is under the Pay Conditions heading. Tags have different functionality, and I'm not going to go through all of them because there are different tags based on whatever awards you have installed and which ones are relevant. In this system, I have a lot of tags created because I have a lot of awards installed.
Relevant Tags for SCHADS Award
A lot of our businesses are using the SCHADS award, and if that is the case, the three tags that are very relevant for you would be Uniform Allowance, Laundry Allowance, and First Aid Allowance. What these tags do is once you have assigned an employee a tag, it will calculate and add that allowance to their pay each pay run, whether fortnightly or weekly. For example, if an employee is entitled to First Aid Allowance, you just need to tag them with the First Aid Allowance tag, and it will calculate their First Aid Allowance cost from week to week based on one unit of First Aid Allowance per hour worked.
Applying Tags in Bulk
You can apply tags in bulk by coming into this tag section. We are going to use First Aid Allowance as an example. I have First Aid in here, and it should show the number of employees who have been assigned this tag. You can click on that number, which will show you a list of all your employees. If you need to assign that to other employees, you can tick them on their files and then click the X, which will save the First Aid Allowance tag onto their file going forward.
Applying Tags to Individual Employees
If you want to apply the First Aid Allowance tag to just one individual employee, you can do that here, or you can navigate to the employee file. In their employee details screen, scroll down to the bottom and apply the tag there. That is how you would apply tags.
Reviewing Tags and Guides
I would always recommend reviewing the tag guide we send out when you go live. It’s a good idea to brush up on that and make sure all your employees have the tags they should be entitled to so they are earning the allowances they should.