In Payroll, go to People Center → Team Members

To change the pay category:

• Select the employee(s)
• Click “Action”
• Click “Update Pay Category”
• Fill out the form
• Once finished, click “Update”

In Payroll, go to People Center → Team Members

To make an employee inactive:

• Select the employee(s)
• Click “Action”
• Click “Make Employee Inactive”
• Fill out the form
• Once finished, click “Update Record”

In Payroll, go to People Center → Hire and Onboard

On this page there with be 3 sections:

1. General Information 
2. Financial Data 
3. Settings

To hire an employee:

Stay on “General Information”→ Fill out each tab that has an asterisk (*) → Click “Next” once finished with this page → This will take you to the other section “Financial Data” → Fill out each tab that has an asterisk (*) → Click “Next” once finished with this page → Fill out this page → Once finished, click “Save Team Member” on the left underneath “Settings”

In Payroll, go to Earnings → Unpaid Hours Worked

To send a record back to HR:

• Select a record
• Click “Action”
• Click “Send Back to HR”
• Fill out the form
• Click “Submit” when finished

In Payroll, go to Earnings → Commissions

To pay commission:

• Click “Enter Commission”
• Fill out the form
• Once finished, click “Save and Continue” to pay another employee commission or “Save and Close” to stop

In Payroll, go to Earnings → Bonus

To pay a bonus:

• Click “Enter Bonus”
• Fill out the form
• Once finished, click “Save and Continue” to pay another employee commission or “Save and Close” to stop

In Payroll, go to Deductions → One-Time Deductions

To deduct from employee:

• Click “One-Time Deductions”
• Fill out the form
• Once finished, click “Save and Continue” to pay another employee commission or “Save and Close” to stop

To recur a deduction:

• Go to Deductions → Recurring Deductions
• Click “Recurring Deductions”
• Fill out the form
• Once finished, click “Save and Continue” to pay another employee commission or “Save and Close” to stop

In Payroll, go to Deductions → Loans

To apply for a loan:

• Click “New Loan Application”
• Fill out the form
• Once finished, Click “Submit Application”

In Payroll, go to Deductions → Loans

To approve a loan application:

• Select the application(s)
• Click “Action”
• Choose either “Manager Approval”, or “Admin Approval”
• Fill out the form
• Click “Update” when finished

In Payroll, go to Hospitality → Tips Distribution

To distribute tips:

• Select either “One-Time Tips” or “Recurring Tips”
• Fill out the form
• Once finished, click “Save and Continue” to create another tip or “Save and Close” to stop

In Payroll, go to Hospitality → Tips Distribution

To distribute Service Charge:

• Select either “One-Time Service Charge”, “Recurring Service Charge”, “Service Charge By Hours Work”, or “Service Charge By Department”
• Fill out the form
• Once finished, click “Save and Continue” to create another tip or “Save and Close” to stop

In Payroll, go to Paysheet Advances → Team Members

To edit an employee’s payroll profile:

• Click the name of the employee who will be edited
• On this page, you will be in the “Settings” tab
• Make changes to your preference
• Once done, click “Update”

In Payroll, go to Paysheet Advances → Team Members

To edit an employee’s salary:

• Click the name of the employee who will be edited
• On the left side, there are 16 tabs to choose from
• Click “Salary and Wages”
• Click “Change Daily Wages”
• Change the salary
• Click “Insert Salary” when finished

In Payroll, go to Paysheet Advances → Team Members

To edit an employee’s salary:

• Click the name of the employee who will be edited
• On the left side, there are 16 tabs to choose from
• Click “Salary Disbursement”
• Click “Add Salary Disbursement”
• Fill out the form
• Once finished, click “Submit”

In Payroll, go to Paysheet Advances → Team Members

To give a salary advance:

• Select the employee(s)
• Click “Action”
• Click “Update Advance”
• Fill out the form
• Once finished, click “Update”

In Payroll, go to Paysheet Advances → Process Advances

1. Process Advances

• Filter options
• Click “Submit Sheet”
• Review to make sure data is correct
• Click “Save Paysheet”

This takes you to Draft Transactions

1. Submit Draft Advances

• Select the drafted advance record
• Click “Action”
• Click “Submit Paysheet”
• Review to make sure data is correct
• Once finished editing, click “Submit Paysheet”

This takes you to Submitted Transactions

1. Execute Paysheets

• Select the submitted advance record
• Click “Action”
• Click “Execute Paysheets”
• Fill out the form
• Click “Execute Advances”

In Payroll, go to Paysheets → Process Paysheet

1. Process Paysheet

• Filter options
• Click “Submit Sheet”
• Review to make sure data is correct
• Click “Save Paysheet”

    2. Submit Draft Paysheet

• Go to Paysheets → Draft Paysheet
• Select the drafted paysheet record
• Click “Action”
• Click “Submit Paysheet”
• Review to make sure data is correct
• Once finished editing, click “Submit Paysheet”

    3. Execute Paysheets

• Go to Paysheets → Submitted Paysheet
• Select the submitted paysheet record
• Click “Action”
• Click “Execute Paysheets”
• Fill out the form
• Click “Execute Paysheet”

In Payroll, go to Paysheets → Paysheet Changes

To approve/deny payroll changes:

• Select the payroll change record
• Click “Action”
• Click “Approve Changes”
• Fill out the form
• Once finished, click “Update”