Timesheet Template

 

There are two sorts of timesheets, Timesheet Templates and those that are part of a Payroll. When you Open a new payroll, Timesheet Templates for the people selected are copied into that new payroll.

Important: If you change a person's Timesheet Template, those changes will be copied into and used in every subsequent payroll.

Adding, Changing or Removing Transactions

  1. To Change an existing transaction in the timesheet, select the line you wish to change.
  2. To Add a new transaction to the timesheet, enter the Quantity, Select a Payment / Deduction from the drop down list and press the Add button.
  3. To Remove an existing transaction, select the line you wish to change and then press the 'Remove this transaction' button.

Qty    Description Cost Centre Rate Amount  
36.00 hrs  T1 - Ordinary Time, Weekly 2000 - 90.0% 16.0000 $576.00
4.00 hrs  T1 - Ordinary Time, Weekly 3000 - 10.0% 16.0000 $64.00
 -    AL20 - Annual Leave Ent. rolls on Standard Hours. 2000 20days pa -  
 -    SICK-ENT - Sick Leave Ent. 2000 5days pa -  
2.00 % KSR - KiwiSaver Employer Contribution, Weekly 9000 2% KSR -$12.80  
1.00   PAYE - PAYE (Tax Code M) to 26-980-658, Weekly 9000 M -$106.20  
3.00 % KSE - KiwiSaver, Weekly 9000 3% KSE -$19.20  
1.00   DONATION - iPayroll Giving Donation (Tax Credit: $3.33), Weekly 9000 10.0000 -$10.00  
  Set up via Kiosk for Choirs Aotearoa New Zealand Trust
 -    BANK - Take Home Pay to 12-3059-0211383-00, Weekly BANK Take Home -$507.93  
40.00
hrs Standard Weekly Payroll Template Gross Pay $640.00  
To Add Recurring Weekly Payments or Deductions:-
 
 Note: These will be copied into every payroll. For one-off changes use Timesheet Entry.

Timesheet Templates in Use

When you Open a new payroll, Timesheet Templates for the people selected will be copied into that new payroll. These Timesheet Templates will always contain tax and banking transactions. You should also add any recurring or regular transactions to a person's Timesheet Template so you don't have to enter them every pay.

Typical Uses for Timesheet Template

Timesheet Template are usually used to:

  • Automatically pay a salary to salaried staff.
  • Automatically pay standard / core hours to a full time or part time person on an hourly wage.
  • Make regular deductions each pay (e.g. union fees, personal savings, or superannuation).
  • Pay regular allowances each pay (e.g. telephone allowances, or length of service based allowances).

Timesheet Templates also contain Leave Entitlement transactions, that are important for calculating leave entitlements, balances and accruals.

Finding Timesheet Templates and Payroll Timesheets

  • To see Timesheet Templates, Select a Person and follow the 'Timesheet Template' link.
  • To see Timesheets in your current payroll, go to Enter Timesheets and select the timesheet you want to view.
    Note: If you have just set up an organisation you will have to Open a new Payroll before you can see any timesheets.
  • When viewing a timesheet in a payroll, select the 'Timesheet Template' link (displayed above the timesheet), to quickly display the Timesheet Template.

Multiple Cost Centres / Costing Splits

Standard percentage splits for costing purposes, can be set up on the Timesheet Template.

For example, if a weekly paid person has 60% of their time going to cost centre 1000 and 40% of their time allocated to cost centre 2000 their Timesheet Template would be set up with:-

  • 24 hours Ordinary Time to Cost Centre 1000
  • 16 hours Ordinary Time to Cost Centre 2000

The cost centre split will be displayed below the Timesheet Template like this:-

Cost Centre Splits

  • 1000: 60.0%
  • 2000: 40.0%

These transactions will be used for every payroll. If the person receives overtime or other payments that are to be split these can simply be allocated to the appropriate cost centre when entering timesheets.