Indigo Payroll & Leave
All the Payroll & Leave articles in one place
By Marie and 3 others4 authors120 articles
- All About Indigo's HomepageNavigating Indigo | Main screen, menus, and modules explained
- Indigo's Modules and their SubsectionsAn overview of the various features within Indigo
- Introduction to the PayslipAn overview of what payslips are, how to give employees access to them, and where they reside in the Employee Portal
Setting Up Payroll
Configuring Indigo's Payroll process
- Print sorting options for your payslipsYou can sort the order at which your payslips will be printed.
- Inserting pay variable into your payrollsLearn how to use the pay variable insert pop-up for calculating pay items, overtime, and basic hours in your payrolls.
- Hide Basic Hours Details from Employees' PayslipsLearn how to remove the details of basic hours from being shown on employees' payslips
- How to set up a director's fee pay itemYou can tag a pay item for director's fees in Indigo, which will include all emoluments with the pay item in FSS forms.
- How Pro-Rata Statutory Government Bonus is CalculatedAn information process of how bonus is being paid for irregular hours and how to troubleshoot messages from the system
- Set up Restricted DaysSet Leave Restricted Days for multiple Departments, Cost Centres or Occupations in one take, to prevent ⛔ leave requests in 'hot' periods 🔥
- Set up New Leave TypesLearn how to set up Leave Types and how they interact with other elements in Indigo.
- Set up New Leave Entitlement ProfilesConfigure and aggregate leave and holidays into assignable profiles
- Set up a Pay Item Taxation ProfileLearn about this support file which links tax rates to your pay items
- Set up New Fringe Benefit CategoriesCreate Fringe Benefit Categories
- Set up New Pay ItemsLearn how to create new Pay Items to add or deduct amounts from an employee's gross pay
- Set up New Pay Item GroupsGroup Pay Items together to Configure Fringe Benefits
- Set up New Pay Item AnalysisGroup a Number of Pay Items Together for Reporting Purposes
- Set up New Social Security CategoriesDeduct Appropriate Social Security Contributions from Relevant Payrolls
- Set up New Statutory BonusesCreate Statutory Bonuses Prescribed by the State
- Set up Reallocation profilesReallocation profiles let split employee costs between cost centres, either by percentage or by a set value
- Set up New Tax ProfilesSet Tax Components that Affect how Taxes are Deducted from Taxable Income
- Share Option SchemeTaxation on the Share Option Fringe Benefit Scheme
Using Indigo's Payroll
How to run Payroll with Indigo
- Setting up the PayrollConfigure the Payroll Process for Working out Wages & Issuing Payment Files
- Setting up an advanced payrollLearn how to set up an advanced payroll so you can make advance payments to your employees
- The Payroll Calculation ScreenAll about the Payroll Calculation page
- The Payroll Calculation ProcessHow Shireburn Indigo Payroll works out Salaries & Wages
- Making Final Adjustments to a PayrollMake Minor Adjustments to the Payroll Calculation Process
- Calculate & Finalise PayrollFinalise the Payroll Process
- Creating & Publishing PayslipsGenerate, Print, Send and Download Payslips
- Bulk Import of Basic Hour EntriesImporting your Basic Hour entries using Excel for a particular Payroll
- Bulk Import of Pay Item EntriesImporting your Pay Item entries using Excel for a particular Payroll
- Allow Past and Future Overtime, Basic Hours and Pay Item Records for Current Payroll CalculationsInsert Overtime, Basic Pay and Pay Items records even though their dates don't fall withing the current posting dates.
- Periodic PaymentsWhat are Periodic Payments and how do I set them up?
- All about the Net Adjustment CalculatorFind out how to work out your employees' payrolls based on their Net pay instead of their Gross pay.
Payroll & Leave Reports
All Payroll & Leave report articles collected here
- Indigo Payroll and Leave Reports
- Using Payroll ReportsSelecting which Payroll Report to use for your needs
- Payroll Totals ReportGenerate or Extract a Totals Payroll Report
- Contributions ReportLearn how to generate a contributions report for your payroll companies, payrolls, or employees in your Indigo system.
- How to Generate an Adjustments ReportIsolate only extraordinary pay variables from a payroll in an Adjustments Report
- Generating a Basic Hours ReportGet a breakdown of total basic hours and pay totals from your payrolls with a basic hours report
- How to Export a Detailed Payroll Report to ExcelLearn how to export a detailed payroll report to Excel which include overtime concession taxation; how to show total hours in the report
- Employee Leave History ReportEmployee Leave History Reporting
- Employee Leave Situation ReportEmployee Leave Balance Reporting
- Employee Leave Situation Report GroupingOrganise Leave Situation Report by Grouping
- The Leave Accruals ReportThe Leave Accruals report, explained
- Generating a leave accruals reportLearn how to create a leave accruals report that summarizes remaining leave balances of your employees
- Payroll Monthly Gross Totals ReportComparing an FS5 with Payroll Details
- Why is the Pay Items Grid empty when compiling the Union Deductions report?Including Union Pay Items in the Unions Deduction report
- Pay Item Cost Report in IndigoLearn how to generate a Pay Item Cost report and what you'll find in it
End of Year Process
View all EoY operational articles here
- Payroll End of Year ProcessRing in the new year with style and ease using Indigo Payroll & Leave for a seamless and stress-free transition. 🎆
- The Electronic Lodgement Report and Fixing Related ErrorsTurn those payroll numbers into an Electronic Lodgement and get rid of errors like a wizard 🧙
- Carrying Forward Leave to the New Year in IndigoLearn how to carry over Leave Entitlement to the following year for the whole company via Indigo Payroll & Leave
- Assign Leave Entitlement to all EmployeesLearn how to use the Global Leave Entitlements utility to give vacation, sick, and sick half pay leave to your employees.
- How do I Pay Off/Write Off Leave Entitlement Globally?Handle remaining Leave Entitlement using the Global Leave Write Off/Pay Off Utility
- How Do I Issue FSS Forms? (FS3, FS5, FS7, FS4)One of your key obligations as an employer is issuing FSS forms—a crucial part of the End-of-Year Process. Learn how below 📚
- How do I allocate C.O.L.A. to all employees at once?Using the Global Basic Pay Adjustments Utility for COLA
Cheque Printing Module
Guides to Indigo's Cheque Printing feature
- Setting up the Cheque Printing ModulePerform Initial Setup for the Cheque Printing Module
- Using the Cheque Printing ModulePay Employees through Cheques
- How can I pay Employees using Cheques?Obtaining the Cheque Printing Module, and Setting Employee Payment Types to be Cheques
- How do I pay an Employee by Cheque in the middle of the month?Pay a Terminated Employee by Cheque Mid-Month
Payroll FAQ
FAQ specifically about Indigo Payroll
- How do I Delete a Calculation for a Single Employee?Delete an Employee's Calculation
- How do I Enter an Adjustment to be Included in an Employee's Calculation, AFTER I Finalised Calculation?Adjust / Modify an Employee's Calculation after Finalisation / Calculation
- How do I Change the Number of Social Security Contributions of one Employee for a Particular Calculation?Modify / Change Number of SSC Contributions of an Employee
- How to Reverse a Leave Pay-offReversing a leave pay-off generated by global or individual pay-off utility
- How to pay using Direct CreditsPaying an employee via the Direct Credits feature
- Creating a Direct Credit Test FileHow to create a direct credit test file for your bank
- Bulk Import of Overtime EntriesImporting your overtime entries using Excel for a particular Payroll
- Delete an FS5 for a Specific MonthDelete an FS5 to Generate it again correctly
- What is the difference between Date From/To and Post From/To when creating a Payroll?Why should Date From and Date To be Consecutive in a Payroll?
- How can I pay an employee twice a year, instead of monthly?Pay Employees at Larger Intervals
- How can I see if a Pay Item in a calculation is recurring or has been manually inputted?View the Source of a Pay Item
- How do I Refresh an Employee's Calculation?Refresh an Employee's Calculation
- How does the system calculate the hours of a new / terminated employee?Calculating Pay on Employment and Termination
- I've completed a payroll but I forgot to save the employee payslips. How can I get them without unfinalising and recalculating?Accessing a Completed Payroll's Payslips
- I Updated the Employee's Basic Pay AFTER Calculation, how do I Refresh his Calculations?Refresh an Employee's Calculation after Calculating and Updating the Basic Pay
- I cannot finalise a payroll because there are terminated employees on the roll. How do I fix this?The system will prevent you from finalising a payroll with terminated employees with pending pay items on the roll
Setting Up Leave
Configuring Indigo's Leave processes
- Show Leave Balances on PayslipShow or hide leave balances, as well as taken leave and leave entitlement, on payslips
- Giving bereavement, birth of child, parental, marriage, or study leave to employeesLearn how to give one the above-listed leaves, among others, to employees in Indigo Payroll
- How to add a new Leave Hour ScheduleAdding a new type of leave hour schedule in Indigo
- Variable Leave Hour Schedules in IndigoLearn how to set up Leave Hour Schedules for year-round variable and seasonally variable cases in Indigo Payroll & Leave
- How do I Create Leave Entitlement for Part-Timers with Regular Hours?Leave Entitlement for Part-Timers working Regular Hours
- Leave Type PrioritiesPrioritise Leave Types to allow Deduction from Leave Carried Forward
- Pro-Rata Leave EntitlementUsing the Pro Rata Leave Entitlement Utility
- Setting up Leave for Night Shift SchedulesCreate Leave Hour Schedules to Accommodate Night Shifts
- Enabling Earned Leave in Indigo
- Set up CC Email Addresses for Leave ApprovalSet up Leave Approval emails
- Quick Guide on Leave Setup in IndigoDiscover all the essential steps to smoothly set up the Leave module, along with related articles gathered all in one place đź“š
Using Indigo's Leave
Read about Indigo's Leave processes
- Processing Leave Requests as AdminSubmit and manage leave requests on behalf of other employees via the Leave Request Audit page
- Setting up Secondary Leave ApproversIf the direct approver is unavailable, escalate leave requests to the next level in the organisation chart
- Pay off a Leave Entitlement for an Individual EmployeeLearn how to pay off a leave entitlement for a particular employee in Indigo Payroll
- The Leave Write-Off UtilityWrite off leave for individual employees in your roster
- Requesting Leave AttachmentsLearn how to ask employees for documentation related to their vacation and sick leave requests
Leave FAQ
FAQ about Indigo Leave only
- Update your Calendar with Approved LeaveGenerate ICS File to update your calendar
- Bulk Import of Leave RecordsDownload our Excel template and upload your leave entries in the Leave Request Audit page in bulk
- How can I check the used and remaining leave balance of an employee?Leave Balance Reporting
- How can I Remove Pro-Rata Leave Pay-Off Calculation for a Leave type?Remove Pro-Rata Leave Pay-Off Calculation for a Leave Type
- How can I Update Leave Taken by an Employee?Update an Employee's Leave
- How do I pay off a select number of leave hours for an employee?Learn how to pay off all or a select number of leave hours to an individual employee before calculating and finalising your payroll.
- How do I print payslips with details of overtime ungrouped?
- How do I submit leave taken to all employees at once?Using the Global Leave Update Utility
- How does Night Shift Leave work?Leave Calculation for Abnormal Hours Spanning over Multiple Days
- Searching for Leave and Out of Office RecordsSearch for Leave records and Sick Leave using various criteria in Out of Office widget.
- Staff Reporting to me Leave Balances WidgetLook đź‘€ for the remaining leave balances for the staff reporting to you on the Employee Portal.
- What happens if an employee applies for leave and it's not approved in time for the payroll?Late Leave Approvals
- Why can't a user Apply for Half an Hour of Leave?Applying for Half-Hour Leave
- Why is Leave Type not showing when applying for Leave from the Employee Portal?Including Leave Type in the Leave Entitlement Profile
- Enable Apply for Leave on Behalf of Someone ElseLearn how to display the On Behalf of button in the Out of Office Widget for selected people
- Can Sick Leave Requests be Submitted Without Permissions?Learn how to let employees submit sick leave requests without giving them access to data they shouldn't see.
Tax & Contributions FAQ
Indigo's Tax & Social Security Contributions FAQ
- How to Disable Employer SSCHandling exempt Social Security Contributions when the employee has a Disability Exemption
- How do I Amend a Tax Amount in a Calculation?Change / Modify a Tax Amount in a Calculation
- How do I Change the Tax Status for an Employee?Changing an Employee's Tax Status
- How do I Create an Employee to Pay SSC with Student Rates?Create an Employee with a Student Employment Type
- How do I Create an Employee who Does Not Pay SSC?Set Employee to Pay no Social Security Contributions
- Why is no Tax being Deducted for a Particular Employee?How Tax is being calculated.