Payroll Report

Insights into Pay Management

The Payroll Report is an essential tool for managing and understanding the financial aspects of employee compensation. This report provides detailed insights into all pay-related activities within your organization. It enables you to track who was paid, the amounts they received, and the timing of those payments. Additionally, it offers the ability to summarize payroll by service categories and review pending payments, ensuring comprehensive oversight of your payroll processes.

Quick Views

Pay Last Month by Staff Member - Summary of pay last month by each staff member

Current Pending Pay - List of pending payroll items

Summary View

The Payroll report provides a summary view named Pay details which can be grouped by a set of provided payroll attributes.

The following metrics are computed for the selected pay attribute being grouped by:

Count - Total number of unique payroll entries.
Total Final Pay - Sum of all payroll amounts paid to the staff member.
Total Base-rate Pay - Portion of the Total Final Pay that comes from the base pay rate assigned to a service.
Total Tiered-rate Pay - Portion of the Total Final Pay that comes from the tiered pay. Tiered pay is the bonus set for when attendance reaches a specific number.
Total Per-head-rate Pay - Portion of the Total Final Pay that comes from the per-head pay. Per-head pay is the bonus set for each enrolled client after a minimum attendance is reached.
Total Hours - Total number of hours for services associated with the pays.

Key Dates

Details View

In addition to the summary view, there is also a Details view that shows greater details on payroll. This view can easily be filtered to a desired pay period, specific pay rates, staff members, and more.

Available details in this view are:

Period Start - Start date of the pay period.
Period End - End date of the pay period.
Staff - Name of the staff member who should receive the pay.
Final Pay - Total amount that should be paid to the staff member.
Base-rate Pay - Portion of Final Pay that is base pay. Base pay is the pay rate assigned to a service.
Tiered-rate Pay - Portion of Final Pay that is tiered pay. Teired pay is the bonus set when attendance for a service reaches a specific number.
Per-head-rate Pay - Portion of Final Pay that is per-head pay. Per-head pay is the bonus set for each client after the minimum service attendance is reached.
Hours - Hours associated with a service and pay rate. For non-Service pay types, this will be zero.
Status - Current state of the payroll entry. Possible values are Approved, Denied and Pending.
Pay Type - Type of the payroll entry. Possible values are Adhoc, Commission, Service and Tip.
Pay Description - Additional details for the payroll entry. Descriptions may contain the service name or a custom description for Adhoc pays.
Service - Name of the service associated with the payroll entry.
Service Type - Type of the service associated with the payroll entry. Possible values are Appointment, Course and Class.
Service Date - Date when the service happened. Provided in the event's timezone.
Service Location - Location where the service happened.
Service Category - Category of the service associated with the payroll entry.
Recorded At - Date and time when the payroll entry was created. Entries are created when the attendance is confirmed or when an Adhoc pay is created.
Reviewed By - Name of the person who reviewed the payroll entry.
Reviewed Date - Date and time when the payroll entry was reviewed. Provided in the event's timezone.
Home Location - Current home location of the person who should receive the pay.
Revenue Category - Business defined revenue category assigned to the service assciated with the payroll entry.
Staff ID - Person ID of the staff member who should receive the pay. This is unique across all people.
Pay ID - Unique ID across all pays.

Why It Matters

The Payroll Report is crucial for managing and optimizing your staffing costs. By providing a comprehensive overview of employee pay details, it helps business owners and managers identify trends, assess the effectiveness of compensation strategies, and ensure that staff are fairly rewarded for their contributions. By leveraging insights from the Payroll Report, businesses can better align their payroll practices with their overall objectives and performance goals.