Planday

Maud

Saad Saeed

Kyle

Get help with salaries, revenue, payroll add-ons, and more.

Payroll & Revenue

Get solutions to frequently asked questions from admins who want an accurate display of upcoming payroll costs in the schedule view.

Payroll costs in the schedule - FAQs and troubleshooting

Find answers to common questions you may have around revenue and budgeting in Planday

Revenue in Planday - FAQs and troubleshooting

Troubleshoot payroll supplement issues such as supplements not applying, duplicate supplements, supplements missing from payroll reports.

Payroll supplements - FAQs and troubleshooting

Payroll reports - FAQs and troubleshooting

Troubleshooting and FAQs

Manage hourly wages by setting default rates and updating them individually or in bulk.

How to set hourly wages for employees

Learn how to manage fixed salaries, set payment intervals, and track salary history.

How to set a fixed salary for employees

Follow these steps to switch an employee's earnings from hourly to a fixed salary and the other way around.

How to change salary from an hourly wage to fixed

Set how often your employees should be paid salary by setting their pay period to monthly, fortnightly, weekly or four-weekly.

How to set a pay period

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

How to view the payroll costs of salaried staff in the schedule

Enabling payroll costs gives you a more realistic view of your labour costs when scheduling.

How to show additional payroll costs on the schedule

Learn how your employees can see their actual worked and approved hours and estimated earnings in one place, for the pay period that matches their schedule.

How to enable pay transparency for employees in the Planday app

Salary and wages

Get an overview of how to set up and manage revenue in Planday.

Revenue explained

Learn how to use the Performance tool in the Revenue module to track revenue, analyse employee performance, and export useful insights.

Introduction to Revenue Performance

Rebekka

Revenue

Configure your revenue tool by creating cost centres and setting up your budgets.

Set up revenue with cost centres and budgets

You can set optional advanced revenue settings to optimise revenue management.

Set advanced revenue settings

Set up revenue

See how to enter and update your actual revenue during the week.

How to record your daily sales

See how to view your revenue figures on the Schedule so you can schedule in a more informed way.

View your revenue figures in the Schedule

See an overview of your payroll costs vs revenue in the revenue reports page with KPIs.

See an overview of your payroll costs vs revenue

Create personalised revenue charts to gain insights into your business performance, with export options available.

How to create and use custom revenue charts

Manage revenue

Use payroll supplements to compensate employees for overtime and define payment rules for hours worked beyond their contracted hours.

Overview of Payroll supplements

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

Payroll supplements - Use cases

See how to use supplements to record and register tips manually in Planday.

How to enter tips manually in Planday

Automatically add or deduct meal costs from an employee’s pay based on the shift length.

How to set up meal contributions or deductions

Payroll supplements

Follow these steps in preparation of your pay run to avoid mistakes before exporting a payroll report from Planday.

Payroll checklist - Steps to take before generating a payroll report

Watch this webinar on payroll reporting in Planday so you can make the best use of it for your business or your organisation.

Webinar on payroll reporting in Planday

Learn how to create a payroll report in Planday and then export it as a PDF, Excel spreadsheet, or CSV file for use with a third-party service.

How to export a payroll report

Track sickness, late punches, etc. using Shift types. Download schedule statistics report for Shift types utilisation.

How to generate reports on schedule statistics or Shift type usage

Set default PDF and Excel payroll report settings. Customise Excel or CSV exports by adding, updating or removing data fields.

How to customise your payroll report

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

How to lock a payroll period

Learn how to set up fixed leave accounts for payroll for the healthcare industry in the UK and pay your employees automatically.

How to pay for holidays using a fixed leave account

Anton E

Payroll reporting

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