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).