Business Partner | Employee Templates

Business Partner | Employee Templates

Overview

Employee Templates is a feature that enables users to create and manage standardized payroll configurations for defined employee groups, based on contract types, pay structures, and payroll variations. For Business Partners, this feature provides super users with increased flexibility to support customers at scale. It streamlines country-level payroll management by allowing the creation of country-specific templates that can be applied consistently across all companies operating within that country.

Edition

Alert
This feature is available on all Deel Local Payroll powered by payspace payroll editions

      Config > Business Partner > Business Partner > Template Setup
      Config > Business Partner > Business Partner > Template Configuration


Details

How Employee Templates Support Business Partners

Business Partners can use the Employee Templates feature to configure standardized templates for specific employee sub-groups at either a country or company level.

For example, in South Africa, many organizations employ staff who fall under different Bargaining Councils, each with distinct wage rates, contribution rules, and statutory requirements. Managing these variations at an individual employee level can be complex, error-prone, and difficult to maintain over time.

With Employee Templates, Business Partners can create Bargaining Council–specific templates that capture all required payroll variables for each council. Business Partner customers can then apply these pre-configured templates by assigning employees to the appropriate Bargaining Council based on their role, location, or employment contract.

Once created -
  1. Payroll calculations automatically reference the correct variable values.
  2. Income bases and contribution calculations remain consistent for all employees linked to the same council template.
  3. Updates to council rates can be managed centrally by modifying the relevant template, eliminating the need to update individual employee records.

Creating Employee Templates

Templates (tab 1): Create and manage templates and their sub-templates for a specific country.

      


Component Variables (tab 2): Define the Component Variables that will be used in the templates.

      

Business Partner Template Configuration

The Template Configuration screen allows users to assign values to Component Variables that are associated with each template. These assigned values can then be utilised when calculating income bases for determining employee pay or contribution structures.

      

Info
Note
If there are customers with company-specific requests, company templates can be created to apply template configurations exclusively to the company in which they are defined.

      Config > Basic Settings > General Company > Template Setup

      

Employee Template Setup

Once the Employee Templates have been configured, they can be linked to employee profiles on the Employee Templates screen.

    Navigate >  Employee > Basic Information > Employee Templates

      

Template Variables Within an Income Base Reference

The Employee Templates feature introduces a Component Variables source type, allowing component variables from Templates and Sub-templates to be referenced within an income base. These variables are automatically applied in calculations, removing the need for manual updates when values are modified.

      Navigate > Config > Payroll > Payroll Config > Payroll Components.