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Team salary and payroll runs
See the team's pay side by side, then save the month as a payroll run for your accountant. A run only records the figures; you log what you paid as an expense.
Owners can change what each role may do.
Team salary shows everyone's hours, commission and payout for a period. A payroll run freezes those figures so you and your accountant have a copy that no longer moves.
Before you start
- By default the owner, administrators and Human Resources see Team salary and run payroll. Managers can read Payroll history.
- Check everyone's pay is set up (Set someone's pay: hourly rate and commission) and their check-ins are complete (Check in and out).
Steps
Check the team's pay
- Step 1
- Step 2
Under Period, tap Month and go to the month you are paying.
- Step 3
Read each row: Hours, Net sales, Commission, Hourly ledger, Bonuses and Payout.
- Step 4
Tap a name to open that person's day-by-day page.
Add a bonus or deduction
- Step 5
On the person's page, tap Add adjustment.
- Step 6
Choose Bonus (+) or Deduction (−) and type the amount.
- Step 7
Under Settlement, pick Settled on payroll, or Already paid (post to ledger) if the money has already changed hands.
- For a bonus already handed over, pick the account it came out of; for a deduction already paid back, the one it went into.
- Step 8
Set the Effective date: it decides which month it counts in.
- Step 9
Tap Save bonus or Save deduction.
Save a payroll run
- Step 10
On Team salary, tap Run payroll.
- Step 11
Pick the period, and the Region if you are offered one.
- Step 12
Tap Preview run and check the lines.
- Step 13
Type an Adjustment and a reason on any line that needs correcting.
- Step 14
Add Notes (optional) for your accountant, then tap Save snapshot.
What happens next
- The run appears in INSIGHTS › Payroll › Payroll history as a frozen copy. Later refunds or pay changes don't alter it.
- Nobody is paid, and the run doesn't touch your accounts or net profit.
- Pay your staff as usual, then log what you actually paid, tax included, as an expense (Record an expense (including wages you paid)).
- A bonus marked Already paid (post to ledger) leaves the account you picked when you save it, and the run takes it off that person's payout so it isn't paid twice. A deduction marked so is money they paid back: it goes into that account, and their payout doesn't take it off again.
Inside a run
Open a run from Payroll history to see each person's line and the Adjustments breakdown.
Under Final, a line names what its payout leaves out because it was settled at the time: bonuses already paid, and deductions already paid back. They are settled: don't apply them again on the payslip.
You can change line adjustments and Notes, then tap Save changes. Saved total and Live total show whether your edits are saved.
Delete removes a run for good.
Questions
Does saving a run pay anyone or post to my accounts?
How do I record a cash advance?
A refund came in after I saved the run.
How do I get a spreadsheet?
Why can't a manager run payroll?
Good to know
- Save the run after the month has closed and every check-in is fixed; a run doesn't update later.