Planday

Maud

Saad Saeed

Anton E

Help with wages, salaries, revenue or payroll supplements in Planday.

Payroll & Revenue

Get the keys to understanding what payroll costs are included in the schedule and find answers to some FAQs

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

How to display the payroll costs of salaried employees in the schedule

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

Salary and wages

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

Revenue explained

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

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

How to show additional payroll costs on the schedule

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

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

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

Payroll checklist — What to prepare before creating a payroll report

Learn how to run payroll in Planday by following these steps.

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

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

Set default settings for PDF and Excel payroll reports and customise your Excel or CSV payroll export file by adding or removing data fields

Customise your payroll exports

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

How to lock a payroll period

Payroll reporting

Planday.com

Login

Video tutorials

Pricing and Plans

Planday Glossary

Resources

Find answers and get help from Intercom Support and Community Experts

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

Link, Press control-option-right-arrow to exit

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.