Onboarding Assistant: Employee Overtime & Basic Rates Data Upload File

Talexio
Talexio
  • Updated

Overview

After adding your employees, you may also add, at employee level:

  • Overtime rates that apply based on hours worked on Weekday, Saturdays, Sundays, Public Holidays, and Public Holidays on Sundays
  • Specific Basic Hours rates based on hours worked on Weekday, Saturdays, Sundays, Public Holidays, and Public Holidays on Sundays, in the case where these employees should get paid more than 100% of their basic rate

The Onboarding Assistant's appearance has been updated. The videos in this article may look different from your account, but the system works the same.

Company Default Rates

Employers can set default rates for their employees as part of their account setup stage. These rates will be taken into effect when new employees are created and new position histories added to current employees. Read more here to set company default rates for basic hours & overtime hours.

 

Manual Updates

To set the Overtime & Basic Hours rates at employee level, this can be done through the relevant employee's Position History. It is necessary to first add your employees to Talexio before adding this additional information. Go to the relevant employee profile, select their Employment position and update the tab called Overtime & Basic Hours.

 

Bulk Import Template

To upload Employee Overtime & Basic Hours in bulk, you may do this through the Onboarding Assistant. Click on the 'download template' button. An excel spreadsheet will be downloaded. This will need to be filled out based on your employees' remuneration package. To upload the template, simply save the file, go back to the Onboarding Assistant and select 'Upload'. 

The template features the following fields:

    • Employee Code: this refers to the employee's employee code (it can be found in the drop down menu, or in the second tab of the upload template);
    • Apply to Position: There are six options to choose from here:
      • Current position: this means that the overtime/basic rates will apply to the employee's current position;
      • Past positions: this means that the overtime/basic rates will apply to any past positions that the employee might have (but it will not affect the current position); 
      • Future Positions: this means that the overtime/basic rates will apply to any future positions (those with a start date set in the future);
      • Current and future positions: this means that the overtime/basic rates will apply to both current and future positions (past ones will not be affected);
      • Current and past positions: this means that the overtime/basic rates will apply to current and past positions (future ones will not be affected);
      • All positions: this means that the overtime/basic rates will apply to all the positions that the employee(s) may have. 
    • Basic Rates % Saturday/Sunday/Public Holiday/Public Holiday on a Sunday: here you will need to input the PERCENTAGE rate applicable when an employee works basic hours on Saturday, Sunday, Public Holiday, and/or Public Holiday on a Sunday. Here, 100% means that this rate is the same as the employee's basic hourly rate (1:1). 150% means that this rate is 1.5 times the basic hourly rate (1.5:1), 200% means that this rate is double the basic hourly rate (2:1), etc. 
    • Basic Rates Saturday/Sunday/Public Holiday/Public Holiday on a Sunday (Applies only on Shift): This is a YES or NO field. If YES is selected, then the basic rates specified previously will only apply if the employee has a published shift on the day (this only applies to users who have the Time and Attendance module). 
    • Basic Rates Saturday/Sunday/Public Holiday/Public Holiday on a Sunday (Grant leave entitlement):  This is a YES or NO field. If YES is selected, then if an employee were to work basic on such days, then the employee would be granted additional leave these hours worked (in addition to being paid at the specified rate);  
    • Overtime Standard/Saturday/Sunday/Public Holiday/Public Holiday on a Sunday: here you will need to input the PERCENTAGE rate applicable when an employee works overtime hours as part of their normal week (Standard), on a Saturday, Sunday, Public Holiday, and/or Public Holiday on a Sunday. Here, 100% means that this rate is the same as the employee's basic hourly rate (1:1). 150% means that this rate is 1.5 times the basic hourly rate (1.5:1), 200% means that this rate is double the basic hourly rate (2:1), etc. 
    • Overtime Standard/Saturday/Sunday/Public Holiday/Public Holiday on a Sunday (Specify Hourly Rate): the previous field relates to percentage rates. If you would rather input an hourly figure, you may specify that here. For example, an employee's basic hourly rate is €10/hour, but when they work standard overtime, they are to be paid €11.25/hour. In that case, you would input 11.25 in this field. 

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