Welcome to our Roubler implementation self service training.
This module will help you get set up with the basics of your Roubler and Simplepay systems.
Part 1: Welcome and Introduction
| Watch the video | Read the support document | |
| 1.1 Welcome to Roubler | Watch now | N/A |
| 1.2 Dashboard | Read now |
Part 2: Simplepay Payroll Settings
| Watch the video | Read the support document | |
| 2.1 Introduction | Before we begin mapping out Roubler a number of settings must be embedded into the Simplepay platform. Navigate to Management > Payroll > Payroll Processing to access Simplepay | |
| 2.2 Payslip Settings | Read now | |
| 2.3 Employer Details | Read now | |
| 2.4 Employer Filing Details | Read now | |
| 2.5 Eft Settings | Read now | |
| 2.6 Beneficiaries | Read now | |
| 2.7 Pay points | Before setting these also see our explanation on locations below. | Read now |
| 2.8 Job Grades | ||
| 2.9 Custom Items | ||
| 2.10 Basic Pay Settings | Read now | |
| 2.11 MIBFA - Optional | Read now | |
| 2.12 Bargaining Councils | ||
| 2.13 Leave Types and Entitlements | ||
Part 3: Company settings
| Watch the video | Read the support document | |
| 3.1 Introduction | Watch now | Company settings are found by navigating to Management > Settings > Company Settings. |
| 3.2 Roster | Watch now | Read now |
| 3.3 Onboarding | Read now | |
| 3.4 Features | Watch now |
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| 3.5 Rounding rules | Watch now | Read now |
| 3.6 Business intelligence | Watch now | Read now |
| 3.7 Workflows | Skip this menu | |
| 3.8 Integration URLs | Read now | |
| 3.9 Security | Read now | |
| 3.10 Mobile clocking - Optional | Watch now | Read now |
| 3.11 Theme | Read now |
Part 4: Management settings
| Watch the video | Read the support document | |
| 4.1 Introduction | Watch now | Management settings are found by navigating to Management > Settings |
| 4.2 Locations |
Match your location to the same service location as previously setup in Simplepay. |
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| 4.3 Positions | Watch now | |
| 4.4 Requirements - Optional | Watch now | |
| 4.5 Permissions | ||
| 4.6 Company Paygroups / Pay Frequency |
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Once created these will sync to Simplepay |
| 4.7 Expense Types - Optional | Match your expense to the same reimbursement item as setup in Simplepay custom items using the service drop down menu item. | |
| 4.8 Leave Types | Match your leave type to the same external service leave type as setup in Simplepay. | |
| 4.9 Holidays | Watch now |
South Africa clients please ignore the payroll settings step 2 embedded in this guide. |
| 4.10 Clocking Devices - Optional | Use these guides should you wish to setup up clocking kiosks located around your business. You can offer employees points to clock in/out; in addition to or as alternative to mobile clocking through their employee mobile app. If you do not wish to have devices mobile clocking as above must be enabled. |
All devices then need to be registered to a location. Apple and PC users can now opt to use the new browser clocking which can be found here. A new app for Android coming soon. |
| 4.11 Default Standard Hours | Watch now | |
| 4.12 Alerts | Watch now | |
| 4.13 Blackout Periods - Optional | Watch now | |
| 4.14 User defined fields - Optional | Watch now | Read now |
| 4.15 Clock in questions - Optional | Watch now | Read now |
Part 5: Roubler Payroll settings
| Watch the video | Read the support document | |
| Pay Levels | Here we can map job grades to your Roubler platfrom from Simplepay | |
| Pay Tags | Skip this menu if these are required your CS Specialist will build this for you. | |
| Pay Conditions | Skip this menu if these are required your CS Specialist will build this for you. | |
| Pay Types | Here we can set different pay rates, penalties, OT etc. | Read now |
| Cost Centres - Optional | This is a reporting tool only and is independent to payroll journaling. | |
| Leave Entitlements - Optional | Read now | |
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