Payroll & Revenue

17 articles in this collection
Written by Tom Kile Hartshorn, Eva Maria Aguado Castro, and Cristina Skov

How to lock a payroll period

Locking a payroll period will prevent you from making changes to shifts within that period.

Written by Eva Maria Aguado Castro
Updated over a week ago

Preparing for payroll

Approve punch clock entries, check new or deactivated employees, check payroll and absence reports to prepare for payroll

Written by Tom Kile Hartshorn
Updated over a week ago

Import Payslips into Planday

Import payslips into Planday from your payroll solution so employees can access their salary slips from both web or the app

Written by Cristina Skov
Updated over a week ago

Changing an Employee's pay type (Salaried & Hourly pay rate)

Steps for switching from hourly to salaried pay and vice versa

Written by Tom Kile Hartshorn
Updated over a week ago

Update Employee Pay Rates

Written by Tom Kile Hartshorn
Updated over a week ago

Working with Salaried Employees

Written by Tom Kile Hartshorn
Updated over a week ago

Reporting

Find reports on shift schedule, employee data, holidays, standard hours and pay. Also explore the possibility of creating custom reports.

Written by Cristina Skov
Updated over a week ago

Revenue

Using additional Payroll costs in your Schedule

Written by Eva Maria Aguado Castro
Updated over a week ago

Revenue in Planday

Written by Cristina Skov
Updated over a week ago

Payroll supplements

Payroll Supplements

Set up predetermined supplements to reimburse employees for working overtime, pay them extra on holidays

Written by Tom Kile Hartshorn
Updated over a week ago

How to make a basic Payroll Supplement

See use cases for dispensing Payroll supplements for your portal and set up supplements according to your country’s labour regulations.

Written by Eva Maria Aguado Castro
Updated over a week ago

Payroll Supplements - Troubleshooting

Written by Tom Kile Hartshorn
Updated over a week ago

Payroll reporting

Payroll checklist - what to prepare before creating a payroll report

Written by Tom Kile Hartshorn
Updated over a week ago

Using Shift types for Reporting and Payroll

Written by Cristina Skov
Updated over a week ago

Meal Contributions and Deductions

Make an automatic monetary contribution, or deduction, to a shift for a meal allowance

Written by Eva Maria Aguado Castro
Updated over a week ago

Payroll Prints

Use payroll prints to customise your Microsoft Excel or CSV payroll export file by adding or removing data fields

Written by Eva Maria Aguado Castro
Updated over a week ago

How to pay for Holiday using a Fixed Vacation account

Learn how to set up Fixed Vacation accounts for Payroll for the Healthcare industry in the UK

Written by Cristina Skov
Updated over a week ago