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Set up Reallocation profiles

Reallocation profiles allow you to split employee costs between cost centres, either by percentage or by a set value.

Marie Claire Saliba avatar
Written by Marie Claire Saliba
Updated over 11 months ago

Before using reallocation profiles, you need to enable reallocations by cost centre in Indigo's settings.


To create a reallocation profile
:

  1. From Indigo, go to Payroll & Leave > Payroll Setup > Reallocation Profiles.

  2. Click Insert (+ icon) in the functions bar. 

  3. Enter the details of the reallocation profile.

  4. 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.

These reallocations are reported when you generate a payroll report.

Editing a reallocation profile

To edit a reallocation profile:

  1. Go to the Reallocation Profiles page.

  2. Click on a reallocation profile, and then click Edit (pen icon) in the functions bar.

  3. Make the changes to the profile.

  4. Click Save (check mark icon)


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