AU Implementations Module 1 Company Settings & Platform Set Up

Welcome to our Roubler implementation self service training.

This module will help you get set up with the basics of your Roubler and Pay Engine systems.

Part 1: Welcome and Introduction

	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 Pay Engine. Navigate to Management > Payroll > Payroll Settings Watch Now
2.2 Payment File	Watch Now	Read Now Ensure APCA User ID is Correct.
2.3 ATO Supplier Settings	Watch Now	Read Now
2.4 Payslip	Watch Now	Read Now
2.5 Journal Services	Watch Now	Read Now
2.6 Superannuation Settings	Watch Now	Read Now
2.7 Leave Categories	Watch Now	Read Now
2.8 Pay Schedules	Watch Now	Read Now
2.9 Company Pay Groups	Watch Now

	Watch the video	Read the support document
3.1 Introduction	Watch now	Management settings are found by navigating to Management > Settings
3.2 Permission	Watch now	Default Permissions Creating Custom Permissions - Optional
3.3 Requirements	Watch now	Read now
3.4 Locations	Watch now	What are locations? Create and manage locations New feature Geofencing for locations
3.5 Positions	Watch now	Read now
3.6 Holidays	Watch now	Read now
3.7 Holidays (payroll settings)	Watch now
3.8 Expense Types - Optional	Match your expense to the same reimbursement item as setup in the pay engine using the service drop down menu item.	Setting Expense types Managing Expense Claims Employee Guide
3.9 Leave Types	Match your leave type to the same external service leave type as setup in the pay engine.	Read now
3.10 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.	Minimum device requirements Guide for Apple Devices Guide for PC Devices Guide for Android Devices All devices then need to be registered to a location. Read now 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.

	Watch the video	Read the support document
4.1 Introduction	Watch now	Company settings are found by navigating to Management > Settings > Company Settings.
4.2 Roster	Watch now	Read now
4.3 Onboarding	Watch now	Read now
4.4 Features	Watch now	Read now
4.5 Rounding rules	Watch now	Read now
4.6 Business intelligence	Watch now	Read now
4.7 Workflows	Skip this menu	This item will be configured by your Implementation Specialist.
4.8 Mobile clocking - Optional	Watch now	Read now
4.9 Theme	Watch now	Read now
4.10 Integration URLs		Read now
4.11 Security		Read now

	Watch the video	Read the support document
5.1 Default Standard Hours	Watch now	Read now
5.2 Alerts	Watch now	Read now
5.3 Blackout Periods - Optional	Watch now	Read now
5.4 User defined fields - Optional	Watch now	Read now
5.5 Clock in questions - Optional	Watch now	Read now
5.6 Set up clocking device	Watch now