Payroll & Revenue

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17 articles in this collection
Written by Tom Kile Hartshorn, Eva Maria Aguado Castro, Cristina Skov and 1 other

How to set an employee's pay

Set a fixed salary for employees, set an hourly wage via Employee groups, dispense pay rates via supplements, or allocate via Shift types.

Written by Saad Saeed
Updated over a week ago

How to change an employee's pay type (Hourly to fixed salary & vice versa)

Follow these steps to switch an Employee's pay from hourly to fixed salary and the other way around.

Written by Saad Saeed
Updated over a week ago

How to set a Pay period (monthly, fortnightly or weekly)

Set a Pay period to choose how often your hourly waged and salaried employees should be paid.

Written by Saad Saeed
Updated over a week ago

How to lock a payroll period

Locking a payroll period prevents you or any other Schedule manager from making accidental changes to approved data.

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

How to set salary cost allocation of salaried employees

Set salary cost allocation to make your salary percentage as accurate as possible if you work with fixed-salaried employees.

Written by Saad Saeed
Updated over a week ago

Revenue

Revenue in Planday

Written by Cristina Skov
Updated over a week ago

Using additional Payroll costs in your Schedule

Written by Eva Maria Aguado Castro
Updated over a week ago

Payroll supplements

Payroll supplements

Set predetermined supplements to pay employees for overtime and set payment rules if they go over their contracted hours.

Written by Saad Saeed
Updated over a week ago

How to make a basic Payroll Supplement

See use cases for dispensing Payroll supplements to your employees 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

Use Shift types to track sickness, late punches or other criteria based on the usage of Shift types. Download Schedule statistic reports.

Written by Saad Saeed
Updated over a week ago

How to set Meal contribution and deduction

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

How to pay for Holiday using a Fixed leave account

Learn how to set up Fixed leave accounts for Payroll for the Healthcare industry in the UK and pay your employees automatically.

Written by Cristina Skov
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