Using Smart Formulas

SMART FORUMLAS ARE CURRENTLY AVAILABLE IN AUSTRALIA ONLY

Please contact us if you need this in the UK/NZ

Smart Formulas can be used to calculate earnings rates based on the dates and times worked by an employee.

They can calculate different rates for such things as:

• different times of the day
• daily overtime
• weekly overtime
• minimum shift engagement
• split shifts
• public holidays

There are two ways to use this feature in UpSheets

1. Define your pay items in Xero with a specific format that describes the rules
2. Select a pre-defined Pay Rule from UpSheets

To enable Smart Formulas Sourced from Xero (Option 1)

1. In your user settings, enable Smart Formulas
2. In your smart formula settings, set your Smart Formula Source to Xero
3. Set up your formulas and import them using these instructions

To Smart Formulas Sourced from UpSheets (Option 2)

1. In your user settings, enable Smart Formulas
2. In your smart formula settings, set your Smart Formula Source to UpSheets
3. Assign formulas to Employees using these instructions

This functionality is currently in development and a limited number of awards are available:

• Hair and Beauty Industry Award (HBIA) [MA000005]
• Hospitality Industry General Award (HIGA) [MA000009]
• Cleaning Award (CleanA) [MA000022]
• Amusement, Events, and Recreation Award (AREA) [MA000080] (CASUAL)
• Social, Community, Home Care and Disability Services Industry Award (SCHADS) [MA000100] (Home Care)
• Restaurant Industry Award (RIA) [MA000119] (CASUAL)

Click here to request the addition of a new award to the Smart Formula library