71% of RotaMaster customers use Sage financial systems
The finance module
The finance+ module is designed to save time, reduce errors and eliminate manual data entry by identifying the specific pay data already recorded within your RotaMaster system and using it to calculate pay transactions.
It is an export utility designed to pull the relevant pay data from your RotaMaster system and turn it into an ‘import-ready’ file for your 3rd party financial systems so you can pay both your employed and self-employed workers.
- Fully integrated with RotaMaster
- Easy to set up
- Runs pay calculations from existing RotaMaster data
- Provides pay data for both ’employed’ and ‘self-employed’ workers
- Produces Sage-ready files for Payroll and Sage Line 50 Accounts
- Bespoke integration service available for other packages. E.g. iTrent and IAW
- Locks shifts and adjustments
- Handles basic, overtime and other pay types. E.g. flexi-pay
- Handles pension contributions for self-employed workers
- Provides a suite of pay-related reports
- Full audit trail
- Highly secure
- 24/7 support
- Full training
What our customers say…
“On a monthly basis we save a significant number of man hours as a direct result of using finance+. Without it we’d spend hours running reports, working in Excel and manually manipulating the data to re-format before we could import it to our 3rd-party systems.”
Senior Payroll Manager – Unscheduled Care Provider
Eliminates manual data entry
You already log and record a large amount of data relating to your staff, their pay and their work patterns in your RotaMaster system. Finance+ takes advantage of this eliminating the need for your administration staff to then have to re-key that data into your payroll or finance system in order to pay your workers. Finance+ provides a pay window where you can enter date and shift criteria to run oay calculations for both your employed and self-employed workers, generating an import-ready file for your payroll or finance system.
Exports your pay files in correct format
The vast majority of RotaMaster customers use Sage payroll and Sage Line 50 Accounts so the standard finance+ module exports a file specifically aligned with the requirements of these systems. In addition RotaMaster offers a bespoke data export service for organisations that need to create pay outputs to other payroll and finance systems.
Locking your pay data
So that shifts and adjustments cannot be changed in RotaMaster once you have calculated pay and exported your pay data, finance+ performs a ‘locking’ process to ensure data remains intact. This means processed shifts and adjustments cannot be charged inadvertently.
Handles a variety of pay types
For employed workers the import-ready file breaks down pay types such as basic, overtime and flexi-pay ready to feed into the payroll system which then does its job working out NI, PAYE and pension contributions etc. For self-employed workers, of course there is no NI and PAYE, but their is still often a need to calculate pension contributions. Finance+ will calculate pension contributions and generate pension reports.
There is a comprehensive report library available with RotaMaster and all of its value-add modules. This includes a suite of pay-related reports that come as standard with the finance+ module. There is also a bespoke reporting service available for users with unique and complex reporting needs.