Before using reallocation profiles, you need to enable reallocations by cost centre in Indigo's settings.
To create a reallocation profile:
- In the left sidebar of Indigo, click Payroll.
- In the Payroll Setup section, click Reallocation Profiles.
- Click on Insert (plus icon) in the functions bar.
- Enter the details of the reallocation profile.
- Click Save (check mark icon).
There are up to three types of reallocations for each pay item:
- None – no reallocation will be made in this reallocation profile.
- Per [pay item] transaction cost centre – a reallocation will be made for each pay item entry according to its cost centre.
- Per employee percentage – a reallocation will be made based on a percentage set in the employee profile.
You can reallocate the following pay values:
- Basic hours
- Leave pay
- SSC
- Tax
- Share options tax
- Maternity leave fund
- Pay items
- Overtime pay
Only one pay value needs a reallocation option in each reallocation profile.
You can now add these reallocation profiles to your employees' profiles.
These reallocations are reported when you generate a payroll report.
Editing a reallocation profile
To edit a reallocation profile:
- Go to the Reallocation Profiles page.
- Click on a reallocation profile, and then click Edit (pen icon) in the functions bar.
- Make the changes to the profile.
- Click Save (check mark icon).