How to set up payroll preparation (pay period, overtime, rates, earnings and deductions, export)
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How to set up payroll preparation (pay period, overtime, rates, earnings and deductions, export). Accounts staff and Administrators set this up under People → Payroll settings and Pay rates.
The steps, written out
- Pay period: weekly, bi-weekly, semi-monthly or monthly, with an Anchor date (the first day of any period). Change it only between periods.
- Overtime rules: by default, hours over 40 in the work week are paid at 1.5 times, and the work week starts on Monday. You can add a daily limit and a Double time (optional) line. Hours already paid as daily overtime or double time are not counted again toward the weekly limit.
- Pay rates: a default rate per employee and rates per job type, each with a start date. A new rate starts on its date and replaced rates stay as history. An employee with no rate shows zero pay with a warning.
- Earnings and deductions: press Manage to add fixed amounts (per pay period, per day or per hour worked) or a percentage of gross pay, for everybody or selected people. A deduction carries a Before tax or After tax label only; nothing is worked out from the label.
- Payroll export: the Generic CSV format. Choose the columns, header names, order, separator, decimals and file name.
- Link each login to an employee (Administration → Logins) so people see their own hours and Foremen get their crew.