Planday simplifies the payroll process and offers many options to ensure your employees are paid correctly even in complex circumstances. This article walks through the different ways you can set and adjust pay rates in Planday.


Set a Monthly Salary

You can apply a fixed monthly salary for an employee in Planday. To do this go to Employees, select an employee and then press Edit beside their name. Select New monthly salary as shown below.
 

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From there, set the employee’s monthly salary, hours per month, salary code,  the date from which the salary is active, and Save.

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It is possible to control how the salary expenses for monthly salaried employees appear in the schedule by using allocation.

Read more about how you can use the allocation of salary costs in schedules here.

⚠️ Please note that the monthly paid employees must have a pay rate of 0 (zero) under ‘Groups & Hourly rates’ so that they are not registered with double pay.


Set an Hourly Wage / Wage per Shift

You can set an hourly wage or wage per shift for employees based on the Employee group they are in. To do so, go to People, then select Employee groups in the dropdown. From here, create a new Employee group via the blue button in the top right corner, or edit an existing group by hovering over the Employee group and clicking Edit on the right side of the screen.
 

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From the Edit employee group window, set an hourly wage or a wage per shift for the Employee group. You can also add a salary code and description for the Employee group.
 

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Using Payroll Supplements

You can set up payroll supplements to set conditions that will automatically add to an employee’s hourly rate or monthly salary when triggered.

To set up payroll supplements first, go to Settings > Payroll > Payroll supplement.

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There are three types of payroll supplements available:

Normal supplements

Adjust the wage at a certain time of the day or after a specified amount of hours into an employee’s shift based on a percentage of their wage, or as a set monetary value. 

Day-based supplements

Day-based supplements are calculated based on the total hours worked on a particular day. 

Week-based supplements

Week-based supplements can be used to apply a supplement after the set number of hours worked per week.
 

See our in-depth guide on Payroll supplements and some of their use cases.


Using Shift Types

Shift types can be applied to any employee on a per-shift basis to make payroll adjustments such as unpaid leave or absenteeism. To create and edit your Shift types, go to Settings > Schedule > Shift types.

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In the example shown below a shift type is created for use when employees cannot work due to sickness, and consequently should be paid 50% of their normal wage. The option to Allow conflicting shifts has been enabled in this example, as the Shift type may only apply to part of a shift for an employee. The Allow booking option is disabled since a shift with the Shift type applied to it should not be swapped or set to open.

To prevent a template from overwriting the Shift type, the option Overwrite when applying a template is deselected. Also, the option to Include in schedule print and Include in schedule message has been deselected, while the option to Count hours in payroll report is enabled as shifts marked with this Shift type should count towards payroll in this example.

Lastly, the Shift type has been set so that shifts marked with it will not count towards Supplements, breaks, or Meal contributions, and its use will not impact salaried employees. With the Shift type customized based on the above requirements, the Shift type looks like this:
 

See our in-depth guide on Shift types and some of their use cases.


Still have questions? Reach out to our support team via chat if you need help regarding this feature.

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