Pay Rate Templates


Managing pay rates for a large number of employees can be an onerous task and pay rate changes happen more often than one might think:

  • Juniors’ rates increasing on their birthday
  • Apprentices moving to the next year of their apprenticeship
  • Employees switching roles
  • Employees being moved to a higher grade

This is where Pay Rate Templates come into play. Similar to the Leave Allowance Templates feature, Pay Rate Templates enable you to create pre-defined sets of pay rates which can then be applied to new and existing employees.

Setting up Pay Rate Templates

Click on the Payroll Settings tab, then choose Pay Rate Templates under the Pay Conditions heading:


This will show you a list of the existing Pay Rate Templates and will display the number of employees that are linked to that template.

Either click on a template to edit it, or click “Add” to create a new template:




The pay rates that are not applicable to this template may be disabled – as you can see in the screenshot above, we have disabled the “Direct Pay” and "loading" pay category.

To set a rate for the template that you are selecting you need to enter it in the field that says rate and press save.

Applying Pay Rate Templates to Employees:

Once Pay Rate Templates are set up, they may be applied to both new employees (via the employee wizard) or existing employees (via the “Pay Run Defaults” or “Pay Rates” pages in the employee settings).A_L_PRT.png



Once a Pay Rate Template is selected, the rate and primary pay category for that employee are assigned automatically.


Opening up the Pay Rates page for this employee, you will see that he/she is now linked to the Pay Rate Template.


The padlock indicates the rates that are linked to the template. Additionally, if we update the rates in a Pay Rate Template that is linked to employees, we will be able to automatically update the rates for all employees associated to it.



To assist with employees whose pays must be reviewed/updated on their birthday, we’ve also introduced a “Employee Birthdays report”. This can be found in the “Reports” section of the site.



This report will inform you about which employees are having birthdays within the specified date range so that preparations can be made to adjust their pay rates (and buy birthday cakes!).


Pay Rate Templates should be a huge time saver for medium to large sized businesses. Maintaining a set of rates in one place and then applying them to employees will also reduce data-entry errors, ensuring happy (and correctly paid) employees!

If you have any comments or suggestions regarding this feature, please leave a message in the comments section below or drop us a line at

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