Back Office: Payroll Report Settings

Back Office: Payroll Report Settings


Navigation: Sign into the Back Office. On the left side, select Settings. On the Settings page, under Reports click Payroll Report.
     


On the Payroll Report page, 3 tabs appear: Settings, Overtime Settings, and Manage Breaks.

Settings
Over Time Settings
Manage Breaks
Settings
  1. Allow Over Tip Out – If enabled (set to YES), the Tip Out will be shared at Tip Adjustment for the Employee.


  2. Payroll Week Start Day – Select the starting day of payroll from the dropdown. All 7 days are available, and you’re only able to select 1 day.


  3. Default Payroll Process – Select the cadence of the default payroll processing (Daily, Weekly, or Daily/Weekly).


  4. Minimum Age – For the Age (years) and the number limit of Hours (both mandatory): enter the values, or use ▲/▼ to increase/decrease the values by 1.


  5. Select the Terminal to log Break-In/Out from the dropdown, including when offline.


  6. Select whether to include the Weekly clock-in/out details in the clock-out print.


  7. When ready, click Save at the upper-right. The ‘Payroll Settings Updated…’  banner appears and the Save button is greyed-out, confirming that the updates were saved.

Over Time Settings
The + OVERTIME button appears along with a table that has columns for an Overtime’s Type, Effective Date, Hours, Percentage and Actions (which contains an Edit [pencil] button).




  1. Click + Overtime. The New Over Time pane appears.


  2. Set the selection for the Overtime (Daily or Weekly).

Daily
Weekly
  1. Consecutive Workday – Grayed out, with a number value appearing.
  2. Effective Date – Select a Date (mandatory, calendar view).
         


  3. Over Time 1 – Enter the Hours and Percentage.
    1. Enter the number values, or use ▲ / ▼ to increase/decrease the value by 1.
    2. Percentage – (mandatory) since the employee is working beyond their normal required hours, the Overtime pay should be more than the usual rate (greater than 100).

  4. Overtime 2 Hours – Enter the Hours and Percentage.

    1. Enter the number values, or use ▲ / ▼ to increase/decrease the value by 1.
    2. Hours – (mandatory) the value must be greater than the Over Time 1 Hours.
    3. Percentage – (mandatory) since the employee is working beyond their normal required hours, the Overtime pay should be more than the usual rate (greater than 100).

  5. Overtime 3 Hours – Enter the Hours and Percentage.

    1. Enter the number values, or use ▲ / ▼ to increase/decrease the value by 1.
    2. Hours – (mandatory) the value must be greater than the Over Time 2 Hours.
    3. Percentage – (mandatory) since the employee is working beyond their normal required hours, the Overtime pay should be more than the usual rate (greater than 100).

  6. When the new Over Time is set, click Save at the bottom right. You are returned to the main Payroll Report screen with the Over Time Settings tab, the 'OT Saved Successfully' banner appears at the top right.
    1. Click Cancel to cancel any Over Time updates and close the pane, then return to the Payroll Report screen.
  1. Hours – (mandatory) Enter the number value, or use ▲ / ▼ to change the value by 1.
  2. Percentage – (mandatory) Enter the number value, or use ▲ / ▼ to change the value by 1.
    1. Since the employee is working beyond their normal required hours, the Overtime pay should be more than the usual rate (greater than 100).


  3. Effective Date – Select the date (calendar view).


  4. When the new Over Time is set, click Save at the bottom right. You are returned to the main Payroll Report screen with the Over Time Settings tab, the banner OT Saved Successfully appears at the top right.

    1. Click Cancel to cancel any Over Time updates and close the pane, then return to the Payroll Report screen.


Edit 

Under Actions, if Edit is clicked:
  1. You can edit details of the existing Overtime.

  2. An Overtime cannot be edited if its Effective Date has not passed.

Note: Based on Payroll Report settings, the report will function accordingly.

Manage Breaks
On the Manage Breaks tab, the + NEW BREAK button appears along with a table that has columns for a Break’s Effective Date, Name, Payroll Type, Duration, and Actions (which contains a Delete [trash can] button).

Click + New Break. On the New Break pane that appears:

  1. Select the Break Name from the dropdown.


  2. Enter the Duration (Minutes) – Type the value or use ▲/▼ to increase/decrease the value by 1 (maximum of 100). Only numbers are allowed.


  3. Select the Effective Date (calendar view).


  4. Payroll Type – Select Paid or Unpaid.


  5. Select what to Apply To:
    1. All Employees – All employees will be selected.
    2. Specific Roles – Select one or more Roles (or Select all)
      . Click a selected box again to deselect it.
    3. Specific Employees – Select one or more Employees or (or Select all). Click a selected box again to deselect it.


  6. When the new Break details are set, click Save. You are returned to the main Payroll Report screen under the Manage Breaks tab, where the new Break has been added as row in the table and the banner ‘Break Settings Saved Successfully’ appears.

    1. Click Cancel to cancel creating the new Break and return to same page and tab.

Delete a Break Type
  1. Under the Actions column, click the corresponding Delete (trash can).


  2. The Delete pop-up appears. Select Delete to confirm deleting the Break type.


  3. You're returned to the Manage Breaks tab where the break is removed from the table and the ‘Break Settings Deleted Successfully’ confirmation appears.

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