One of the most powerful features in Tanda is the award engine, where you can program in the conditions which staff are paid according to. Built for flexibility, there are a range of ways you can create your rules. But for a strong foundation, we recommend:
Breakdown your rules by day
Typically rates of pay will differ depending on day and will need to be broken down into a few rules. However, even if you have the same rates across the board, we recommend to split rules to apply:
- Monday to Friday
- Public Holiday
Each rule should be designed to handle one scenario. If the same rate of pay can apply to a few different scenarios, break these down into multiple rules.
For example, let's say Overtime x1.5 kicks in when an employee work past 7pm, or if they work more than 8 hours in a day, or if they work more than 38 hours in a week. We'll want to create a rule for each scenario.
Use Numbers to organise your rules
When creating specific rules that are broken down by day, you'll start accumulate a few rules. In order to make it easier organising your rules, we recommend using numbers at the beginning of the rule's name. If looking at rules from a template or custom build created by Tanda, you'll notice we use a numbering system (i.e 1.1.1 Weekday Ordinary), which your welcome to use too. How our numbering works is:
- The first number refers to a set of Staff. Typically 1 is used for Full Time, 2 is Part Time, 3 is Casual, and so forth.
- The second number refers to day/s. 1 is for Weekdays, 2 is for Saturday, 3 is for Sunday, and 4 is for Public Holidays.
- The third number refers to how specific the rule is. 1 will typically be your base rule (i.e ordinary hours). As the larger the number, the more specific the rule. For example, 2 may be Ordinary hours after 7pm, which is more specific than 1 as it can only apply after 7pm.
When creating rules, you'll see there is the option to use multipliers or rates. We recommend to use multipliers where possible. This is because multipliers tend to remain consistent across employee classifications and over time, whereas rates change more frequently (ie EOFY, birthdays, promotions). Multipliers typically won't require as much updating, and from a payroll perspective would mean less pay items would be required.
Test on a Staging Account
If you'd like to play around with rules without affecting your live account, you can do this at https://staging.tanda.co/. Simply login with your usual credentials, and then you'll see a copy of your account with information as accurate as yesterday. When you're happy with your rules, you can then create these rules in your live account. Please note: changes made in Staging will not push through to the live account, and Staging will reset daily at 5am.
Creating and Updating rules via CSV
If you need to bulk manage rules, doing this via csv may be the easier and more efficient option.