The Options tab contains company-wide processing settings, defaults for new employees, output preferences and employee-setup options.
These include:
default RDO/TOIL settings for new employees
default Automatic overtime settings for new employees
the standard work pattern assigned to new employees
casual-staff costing options where applicable
spreadsheet export and employee-list preferences
options used when creating new employees
settings associated with supported integrations
The fields and options available may vary depending on the jurisdiction the payroll is configured for.
Making changes
The Options tab contains a detail panel only.
Changes are made using the Edit button.
Rostered Days Off (RDO) options
These settings determine the default automatic RDO/TOIL configuration assigned to new employees.
The terminology used may vary by jurisdiction. References to RDO, TOIL or Flexi-time refer to the corresponding time-banking functionality.
RDO basis
Type: Dropdown menu
The available options are:
None
Daily above threshold
Weekly above threshold
Pay cycle above threshold
Constant saving
Percentage saving
Purpose: Determines the default method used to calculate automatic RDO/TOIL for new employees.
Dependency: Requires the remaining Automatic RDO/TOIL setup to be completed before the function can operate.
Other functionality: Works together with RDO cutoff.
RDO cutoff
Type: Numeric field
Purpose: Sets the default threshold or saving value used with the selected RDO basis for new employees.
Dependency: Depends on the selected RDO basis.
Other functionality: Threshold and constant-saving methods use an hours value. Percentage saving uses the entered value as a percentage.
For more information about configuring and using this function, refer to:
<Automatic TOIL/RDO>
Automatic overtime options
These settings determine the default Automatic overtime configuration assigned to new employees.
Basis
Type: Dropdown menu
The available options are:
None
Daily above threshold
Weekly above threshold
Pay cycle above threshold
Purpose: Determines the default period over which ordinary time is assessed for automatic conversion to overtime.
Dependency: Requires the remaining Automatic overtime setup to be completed before the function can operate.
Other functionality: Works together with Ordinary time cutoff.
Ordinary time cutoff
Type: Numeric field
Purpose: Sets the default number of ordinary hours permitted before additional qualifying time is converted to overtime.
Dependency: Depends on the selected Basis and requires Automatic overtime to be configured.
Other functionality: None
Balance goes to
Type: Dropdown menu
Purpose: Selects the Work code to which ordinary time exceeding the Automatic overtime threshold is converted.
Dependency: The available options are Work codes classified as Overtime in the Codes screen.
Other functionality: This is a company-wide setting. Employees can have individual Automatic overtime thresholds, but the Balance goes to Work code is selected here.
For more information about configuring and using this function, refer to:
<Automatic overtime>
Standard work pattern
These settings determine the default working pattern assigned to new employees.
The values populate the corresponding working-week and Pay cycle settings on the new employee record.
One day equals
Type: Numeric field
Purpose: Sets the default number of hours that represents one working day for a new employee.
Dependency: None
Other functionality: None
One week equals
Type: Numeric field
Purpose: Sets the default number of hours that represents one working week for a new employee.
Dependency: None
Other functionality: None
Default pay cycle
Type: Dropdown menu
Purpose: Selects the default Pay cycle assigned to new employees.
Dependency: None
Other functionality: None
Casual Staff
This setting may still be displayed in jurisdictions where the functionality does not apply.
Charge loading to
Type: Dropdown menu
The available options are:
Employee default cost centre
Pro-rated over work cost centres
Leave specific cost centre
Purpose: Determines how applicable casual loading or holiday-pay costs are allocated for costing purposes.
Dependency: Only applicable in jurisdictions that support this functionality.
Other functionality:
Employee default cost centre uses the employee’s default cost centre.
Pro-rated over work cost centres distributes the cost across the expense accounts used to pay the employee.
Leave specific cost centre uses the applicable leave cost centre.
Misc options
Excel format
Type: Dropdown menu
The available options are:
XLS (XL 97-2003)
XLSX (XL 2007-2013)
Purpose: Determines the spreadsheet file format used when a report is exported to Excel.
Dependency: Applies when exporting supported reports to a spreadsheet.
Other functionality: None
Employee list
Type: Dropdown menu
The available options are:
Surname, Firstname
Firstname, Surname
Badge#, Surname, Firstname
Purpose: Determines how employees are ordered and displayed in employee lists, including the Staff and Payrun screens.
Dependency: None
Other functionality: Employees are ordered according to the selected name or Badge # format.
Clone new employees
Type: Tick box
Purpose: Determines whether standard settings from the currently selected employee are copied when a new employee is created.
Dependency: An existing employee must be selected when the new employee is created.
Other functionality: When enabled, SmoothPay automatically copies the applicable standard settings from whichever employee is currently selected. No separate employee-selection prompt is displayed.
Auto-set Badge # to employee ID
Type: Tick box
Purpose: Automatically sets the Badge # of a new employee to their internal SmoothPay employee ID.
Dependency: None
Other functionality: When enabled and saved, an additional spanner button becomes available for applying this setting to existing employees.
Store pay rate per activity
Type: Tick box
Purpose: Enables the pay-rate-per-activity function used with Lauranka time-file imports.
Dependency: Applies only to imports from Lauranka time files.
Other functionality: Works together with the Cost centre and Job options.
Cost centre
Type: Tick box
Purpose: Uses Cost centre as part of the Lauranka pay-rate-per-activity function.
Dependency: Requires Store pay rate per activity and applies only to Lauranka time-file imports.
Other functionality: None
Job
Type: Tick box
Purpose: Uses Job as part of the Lauranka pay-rate-per-activity function.
Dependency: Requires Store pay rate per activity and applies only to Lauranka time-file imports.
Other functionality: None
For more information about Lauranka imports, refer to:
<Lauranka>
Additional functionality
RDO basis spanner
A spanner button appears beside RDO basis.
The available action is:
Apply RDO settings to all staff
This applies the RDO/TOIL settings configured here to existing employees.
Changing the RDO/TOIL settings without using the spanner changes the defaults used for new employees but does not update existing employees.
Automatic overtime Basis spanner
A spanner button appears beside the Automatic overtime Basis.
The available action is:
Apply Auto-Overtime settings to all staff
This applies the Automatic overtime settings configured here to existing employees.
Changing the Automatic overtime settings without using the spanner changes the defaults used for new employees but does not update existing employees.
Auto-set Badge # to employee ID spanner
When Auto-set Badge # to employee ID is enabled and the change has been saved, an additional spanner button becomes available.
The available action is:
Set badge to ID for all staff
This updates the Badge # of existing employees to match their internal SmoothPay employee ID.