Payroll
- Payroll
People Center
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:
- General Information
- Financial Data
- 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”
Earnings
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
Deductions
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
Hospitality
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
Paysheet Advances
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
- Process Advances
- Filter options
- Click “Submit Sheet”
- Review to make sure data is correct
- Click “Save Paysheet”
This takes you to Draft Transactions
- 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
- Execute Paysheets
- Select the submitted advance record
- Click “Action”
- Click “Execute Paysheets”
- Fill out the form
- Click “Execute Advances”
Paysheets
In Payroll, go to Paysheets → Process Paysheet
- 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”
TOPICS
Onboarding
In the HR Admin, go to Onboarding -> New Team Member