Before using reallocation profiles, you need to enable reallocations by cost centre in Indigo's settings.
Table of Contents
Creating a Reallocation Profile
Go to Payroll & Leave > Payroll Setup > Reallocation Profiles.
Click ➕ Insert in the functions bar.
Enter a Code, a Profile name and an Effective date (which is the date the reallocation profile will start working).
Set up the required pay values for:
Basic hours
Leave pay
SSC
Tax
Share options tax
Maternity leave fund
Pay items
Overtime pay/tax
Click ✔️ Save.
Reallocation Values
There's a list of values you can choose from, according to the pay element needed:
None: no reallocation will be made in this reallocation profile.
Per basic hour transaction cost centre: a reallocation will be made for each basic hour entry according to its cost centre.
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.
Per overtime transaction cost centre: a reallocation will be made for each overtime entry according to its cost centre.
These reallocations are reported when you generate a payroll report.
Editing a Reallocation Profile
To edit a reallocation profile:
Go to Payroll & Leave > Payroll Setup > Reallocation Profiles.
Click on a reallocation profile, then click ✏️ Edit in the functions bar.
Make the changes to the profile.
Click ✔️ Save.
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