You can view an example of timesheet and payroll of demo-organization.
You can choose the period in the worklog by next ways:
Docs | |
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Shift |
The shift is used to enter:
Regular pay is calculated as Hourly rate (from Hourly rates classifier) * actual hours (with subtraction of unpaid breaks). Overtime hours to be calculated if overtime option is checked in the selected employer. If it is not needed to calculate time-rate pay, check the "Piecework" box. Enter extra pays and deductions (bonus, night hours, piecework and other) if needed on the appropriate tab. Total amount = regular pay + overtime pay + extra pays - deductions. To enter the shift quickly use shift templates. |
Extra pay, deduction Timesheet record |
Use the doc "Extra pay, deduction" to record exra additions and subtractions within pay period. For example, bonuses, salary, vacation pay and so on. To record absences use the doc "Timesheet record". Thus, for example, to reflect vacation leave in the app, you should enter two docs: - "Extra pay, deduction" to record the amount of the vacation leave. - "Timesheet record" to reflect each day of the vacation leave in the timesheet. |
Tax withholding | The doc is used to calculate and record the taxes, such as Income Tax, Medicare, Social Security and so on. Select the tax in the doc and tax amount will be calculated for the pay period. The app is using extra pays with checked "Taxable" field for tax base. |
Payout | The doc is used to reflect payouts to an employee within pay period. You can see the result in the paycheck - Beginning balance, Payout and Closing balance. |
Classifiers | |
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Employers |
The employer in the app is an organization that keeps track of worktime and payroll of their employees.
The app allows to keep track for multiple employers. Each employer has own settings: Pay period. Specify the pay period template and start of the period. All calculations will be performed within the pay period and totals will be grouped by pay periods. Overtime hours. Specify whether you want to calculate overtime hours automatically. |
Hourly rates |
Specify the hourly rate rules. The rate is applying automatically in the shift doc to calculate shift pay. You may enter some rules. The rule should be one of:
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Employees |
Specify unpaid beginning balance for each employer the employee is working in. This is necessary for
the correct calculations of beginning and closing balances in the paycheck. The photo is showing in the worklog and reports. You can fire the employee. Fired employee can't be chosen in the new docs. |
Projects |
As projects you may use the kinds of company's activities, objects, locations, divisions and so on. Analyze the worktime and payroll by projects in the reports. You can archive the project. Archived project is not available to select in the new shifts. |
Shift types |
The shift type is using in the shift doc to populate start time and duration by default, calculate unpaid
breaks. Overtime hours are calculated by comparison of shift type's duration and actual hours. Analyze the worktime and payroll by shift types in the reports. |
Extra pays and deductions |
You may enter various extra additions and subtractions in the shift doc. If the extra pay or deduction
relates to the pay period (not to specific shift), use the doc "Extra pay, deduction". There are some calculation methods: Flat amount. No calculations. For example, shift bonus. Hourly amount. The amount to be added for each hour. Rate. Price for the unit, piecework. The quantity will be specified in the shift doc. Rate multiplier. The multiplier to be applied to the employee's hourly rate. For example, extra pay for the night hours: Hourly rate = $10, Multiplier = 0,4, Night hours = 3, then Night hourly rate = $10 * 0,4 = $4, extra pay for the night work = 3 h * $4 = $12. Multiplier. The multiplier to be applied to the base amount in the shift doc. |
Time types |
This is a classifier of kinds of worktime and absences. The classifier is using in the shift types and "Timesheet records" docs. The code is using in the Timesheet report. |
Shift templates |
Avoid enter the same data in each shift - use templates. In the template you may enumerate employees performing the same jobs at the same time (work brigade). When you enter the shift by template, you can change the members of work brigade. The shift will be created on each employee. |
Pyout types |
You can break payout by types - advance, payroll and etc. Specify payout type in the Payout doc and view in the reports - Paycheck, Payroll sheet, Payouts. |
Taxes | This is a classifier of taxes. It's using in "Tax withholding" doc. |
Measurement units | This is a classifier of measurement units. It's using with piecework calculations. |