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 Edit beside their name. Select New monthly salary as shown below.
From there, set the employee’s monthly salary, hours per month, salary code, the date from which the salary is active, and Save.
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.
From the Edit employee group modal, 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.
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 a payroll supplement:
Click Settings in the top navigation.
Scroll down and select Payroll supplement under the Payroll category in the left navigation.
There are three types of payroll supplements available:
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 are calculated based on the total hours worked on a particular day.
Week-based supplements can be used to apply a supplement after the set number of hours worked per week.
For more detailed information on Payroll supplements and some of their use cases, see our in-depth guide here.
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.
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:
For a more detailed guide on Shift types and some of their use cases, see our in-depth guide here.
Update multiple wages using Employee groups
Use Employee groups to update the wages of multiple employees at a time. To do so, go to People, then select Employee groups from the dropdown menu. From there, hover over over the required Employee group and click on the Add/edit employees icon on the right of the screen, then click Edit wages.
From there you can set multiple employees to a new wage by enter the wage in the New wage field, set the date the wage should be valid from, select the employees the new wage should apply to by selecting the checkbox next to their names, and Save.
If the employees have different wages, enter the New wage and the Valid from date next to their name, and Save.