Prepare the System for a New Financial Year (NZ)

Overview

You may need to update your pay rates, oncosts or charge rates for the new financial year if:

• You have employees who are receiving rate increases effective from 1 April
• You need to update oncost rates to take into account changes to ACC rates (if applicable)
• You need to update charge rates due to agreed changes or increases to ACC rates (if applicable)

The steps to how you amend your pay and charge rates will depend on if you manage your rates directly in Astute. If you manage your rates in your RMS, you will need to amend the rates there.

Update a Pay Rate

To update the pay rate for a job in Astute:

1. Go to Users > Employees > select the employee > Active Jobs > Job Details.

2. Click Edit Rates.

3. Enter the Pay Rate, Oncost (if applicable), Charge Rate and Start Date under Timesheet Rate History > Pay Rate.

4. Click Add Rates.

5. Click Save.

Update a Rate Card

To update a Rate Card in Astute:

1. Go to Config > Payroll > Rate Cards.

2. Click the + next to the Rate Card that you want to change.

3. Click Add Rate Change next to the Pay Rate that you want to change. This will open a popup window.

4. Enter the Pay Rate, Oncost (if applicable), Charge Rate and Start Date.

5. Click Add Rate.

6. Click Save Rate Card.

Update Insurance Rates

You may need to update Insurance rates if you have ACC rate changes effective 1 April.

The following steps only apply if you manage your insurance rates directly in Astute Payroll. If you manage your insurance rates in your RMS, they will need to be amended there.

1. Go to Users > Employees > select the employee > Job > Payroll Admin.

2. Add/Update Insurance Reference (if applicable).

3. Add/Update Insurance Rate (if applicable).

This rate will apply to all pays after the rate has been updated on the employee profile. If a pay is already in process payroll when the change is made, it may require recalculation.

4. Click Save.