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
- Define your pay items in Xero with a specific format that describes the rules
- Select a pre-defined Pay Rule from UpSheets
To enable Smart Formulas Sourced from Xero (Option 1)
- In your user settings, enable Smart Formulas
- In your smart formula settings, set your Smart Formula Source to Xero
- Set up your formulas and import them using these instructions
To Smart Formulas Sourced from UpSheets (Option 2)
- In your user settings, enable Smart Formulas
- In your smart formula settings, set your Smart Formula Source to UpSheets
- 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]
Click here to request the addition of a new award to the Smart Formula library