Overview
Employees are what make up your company. Employees are displayed in the People section of your Talexio account. For information on how to add employees and their basic details, check this out. But how do you add positions to an employee profile?
An employee may have multiple positions. This is known as the employment position history of an employee within your company. On Talexio an employee is linked to one profile, and any changes to their role are reflected within this same profile (For example, an increase in salary, a change in position title, etc..).
Contents
- Permissions
- Adding Positions
- Job Description
- Remuneration Package
- Time & Attendance
- Overtime & Special Rates
- Other Payroll Information
- Editing a Position
- Related Articles
Permissions
To add employees to Talexio, you will need the Create Employee permission (on global) and View or Manage All Employee Data. If you want to add an employee's position (and salary details), you will also need the Manage Employment Position History permission.
A new employee profile can be created individually or else uploaded in bulk via the onboarding assistant.
Adding Positions
If you are creating a new employee from scratch, you will first need to input the employee's details.
Alternatively, if you have already inputted the employee's details, you may locate the employee's profile from the People section and input their details using the steps below:
- From the search bar, type the employee's name and click on it to access their profile (if the employee name does not come up, it might mean that the 'not employed' filter is not selected);
- Click on the Employment tab;
- Click +Add Position:
A window will pop up with 5 different sub-sections (or 4 if you do not have the Time and attendance module enabled):
Job Description
You are required to input the employee's department, position name, and country of employment (it is important that if the employee is going to be part of payroll, Malta is selected here).
Other mandatory fields are the employee's job schedule and the start date (the date the employee begins working this position).
You can also (optionally) specify the following:
- Third party contractor - selecting this option will automatically set the employee's payroll frequency to never (check out Other Payroll Information - Heading 4 below - for more information);
- In managerial position - selecting this option means that the employee will be displayed above colleagues in the same department in the organisation chart. It also means that the employee is not eligible for the 15% Overtime tax concession;
- Is student - if the employee is a student, then they will fall under a different NI category. If the employee is on a student apprenticeship, then you can also specify this. For more information on students, check this out.
- Reports to - if the employee should report to a manager/other employee, you can input such employee(s) in the Reports to field. Please note that the Reports to field does not determine how leave approval will work. For more information on leave permissions, click here.
- Additionally, you may input the probation period and date, as well as any job description.
Once this data has been inputted, click on the second tab.
Remuneration Package
Here, you need to specify the employee's annual or hourly salary, the currency of such salary and director fees (if any).
Additionally, in cases where part of an employee's normal schedule includes working hours at a different hourly rate, you may add such additional hourly rates in the +Add additional hourly rate section. An example of this would be:
- An employee works in the construction industry. If s/he works on different sites and is paid differently at each site, you may add additional hourly rates here. In this case, you would first need to set up the work code (for example: Site A and Site B). Click here for information on how to add work codes.
You may also assign fringe benefits and/or adjustments/allowances to the employee by clicking on the +Add fringe benefits and +Add adjustments buttons.
This brings us to the third tab.
Time & Attendance
This section is only available to those who have the Time & attendance module enabled.
- Switching on the Enable time & attendance button enables employees to record their time using the physical or online punch clock.
- Hide from approval step: selecting this means that the employee needs to punch in and out of work, but such clockings will bypass approval stage and are only used for reporting purposes.
- Use approved basic hours in payroll: selecting this means that the employee will be paid on the basis of his/her approved basic hours. Leaving this unticked means that the employee will be paid on the basis of his/her job schedule hours (for example, an employee working on a full time 40 hour basis would be paid on 40 hours per week, even if s/he clocks in 39 hours).
- Use approved overtime hours in payroll: selecting this means that any hours punched in over and above the employee's normal scheduled hours will be included in the payroll as overtime (once approved).
- Clocks out for break: this applies for employees whose shift includes a portion of unpaid break. Switching on this button means that the employee needs to punch in and out twice during a day (with the time in between being the break). In cases where an employee has an unpaid break but this button is not switched on, the system will automatically deduct that portion of the unpaid break from the clocks hours. For more on shift templates, click here.
- Use fixed job schedule hours limit: During approval, any basic hours that exceed the job schedule fixed weekly hours for the week of any given shift will be calculated as overtime by default.
- Use personalized rotation: this is used to assign a rotation shift to an employee. For more information on this, click here.
This brings us to the fourth tab.
Overtime & Special Rates
In this section, you may set the rates for weekends and public holidays, as well as choose whether to grant employees leave entitlement for any days worked during weekends or public holidays. For information on this tab, click here.
You may also set overtime rates by enabling the Incl. overtime button and setting the rates. For more information on this, click here.
Finally, you may also specify different rates for given time frames. Click here or more information on these additional shift allowances.
Other Payroll Information
The final section of an employee's position specifies other payroll details:
- Payroll Frequency: this refers to the frequency of the payroll that the employee will be available on. The options are monthly, weekly, fortnightly, four weeks, or never. Please note that if you select never, the employee will not appear in payroll.
- Monthly Advance Payment: if an employee is to be paid an advance payment, insert the monthly amount here. You may refer to this for more information.
- Tax Rate Types: this refers to the rate of tax an employee is to pay. There are various options:
- Standard: these are the progressive income tax rates, and are dependent on the employee's tax status (single, married, parent). Refer to this link for more details on the rates.
- Part-Time (if not main employment): if the employee's position is not their main source of employment, then such employee is eligible to pay 10% tax on the first €10,000 of income. After that, the system defaults tax payments to 25%. These percentages may be changed, however, changing tax rates may result in the employee receiving a bill at the end of the year. If you take a look at the below image, you will see that 'PT Tax Rate' is blank. When this is blank, it will take the latest applicable PT rate (in cases where the government announces changes).
- Qualified person: this option is fixed at 15% tax. You should only select this option if the employee is eligible for this tax rate.
- Sport: this option is fixed at 7.5%. You should only select this option if the employee is eligible for this tax rate.
- Artist: like the sport tax rate, this option is fixed at 7.5%. You should only select this option if the employee is eligible for this tax rate.
- Permanent Non-Resident: this option is set at 0% tax and applies only to permanent non-residents.
- Other: this option must only be chosen if the applicable tax rate is not found in any of the above options. Here you may specify the tax rate.
- Pay from: this refers to the company bank account from which the employees' payslip payments will be taken. This is set up here.
- Use Overtime Concession: by ticking this, the employee is opting in for overtime concession rates. Not everyone is eligible for this, however, so if an employee has opted in for the overtime concession but is not eligible, the system will exclude him/her from this scheme. Click here for detailed information on this.
- Use base rate for NI Calculations: this option is only applicable where an employee is paid at different rates for basic hours. In such case, by ticking this tick box, the NI will be calculated on the base rate, even when an employee earns more than 100% for hours of work.
- Exclude Gov. Bonuses: if an employee is not eligible for the government bonuses, this button needs to be ticked.
- Exclude leave entitlements: if an employee is not eligible for any leave, you may tick this option.
- Cost centre: here, you may select the cost centre(s), if any, that the employee is assigned to. Click here for more information.
- NI Basic Wage Type: Click here for more information on how the calculation of NI is calculated.
Finally, clicking add will complete the position:
Editing Position
To edit a position, click on the edit icon next to the position. Adding multiple positions will display the employee's trail:
Having a trail of positions linked to one account means that you do not need to create a new profile each time an employee changes position/schedule/salary/etc. It also serves a good history of the employee's time at a company.
Click here for detailed information on how to edit a position.
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