People and Payroll: overview

Crews, employees, certifications and training, timesheets and approvals, leave, pay rates and payroll preparation, certified payroll, workers compensation costing and year-end 1099 data.

The steps, written out

1. Crews: Crew line-up, today’s assignments and the weekly schedule board
2. Employees: open it from the left menu.
3. Certifications: Safety certifications and cards for field staff
4. Certification matrix: Licences, certificates and training for your people
5. Certification types & alerts: open it from the left menu.
6. Performance plans: All employees
7. Training: Toolbox talks, classroom and on-site training with signed attendance
8. Timesheets: Weekly hours, approvals, payroll and labour cost
9. Timesheet approvals: Approve the hours your crew worked. Approved hours go into payroll preparation.
10. My hours and status: open it from the left menu.
11. Timesheet checks: Entries worth a second look before they are approved
12. Leave and holidays: Balances, time-off requests and holidays
13. Time off: Vacation, sick days and training absences — shown as conflicts on the crew board
14. Payroll preparation: Pay periods, approved hours, overtime and the pre-payroll report
15. Pay rates: Hourly pay rates by employee and by job type. These are confidential: only the office manager, accounts and administrators can see them.
16. Piece rates: Pay per square metre, per unit or per task. Quantity times rate is added to gross pay in the pre-payroll report.
17. Clock in/out: open it from the left menu.
18. Site and shift rates: Pay a different rate on a particular site or shift. It is applied automatically from the timesheets.
19. Per diems and allowances: Travel time, mileage, tool allowances and site bonuses, generated from the approved timesheets, the site’s geofence and the job.
20. Payroll audit trail: Every change to hours and pay rates: who, when, the old value and the new value. Read only.
21. Productivity bonuses: Optional rules: when a finished job’s labour cost comes in under the labour in its quote, share part of the saving with the people who worked on it.
22. Payroll integrations: Send closed pay periods to Gusto, QuickBooks Payroll or ADP and read your employee list back.
23. Hiring and onboarding: Send a new hire a private link. They fill in the form on their phone, upload their ID and certificates and sign the W-4 answers. You review and approve.
24. Certified payroll: The weekly certified payroll report (WH-347 style) for a job, from approved timesheets. Print it, or export CSV, Excel or PDF.
25. Workers compensation costing: Estimated insurance cost by job and class code: wages x the rate per $100 of payroll from your policy.
26. Year-end 1099 data: Subcontractor payments for the year, ready for your accountant or a 1099 filing service. This does not file anything with the IRS.
27. Crew & timesheet rules: Certifications required per task type, and the clock-in geofence
28. Payroll settings: Pay periods, overtime rules, earnings, deductions and the payroll export

Tip

People covers crews, certifications, timesheets and everything payroll.