Welcome back to Tip Tuesday! This week we will be talking about how our system integrates with the most popular payroll services. We have a feature that allows you to export payroll information in the format of the system you choose. This can then be imported into your payroll system, as long as it is on our list, and be used to provide payroll quickly and easily. In order to use this feature of WorkSchedule.Net you first need to go to the general options of your account and edit the Overtime and Payroll option:
You will want to include an overtime multiplier if your company has an overtime policy where an employee gets more compensation for working over the maximum hours for a week. Then, if this is relevant to you, you will want to include the maximum hours beneath it. So if any employee goes over this many hours, they will get paid their weekly pay multiplied by the overtime multiplier for each hour over the threshold.
Before running the payroll export, there is still a few more options that will need to be configured. Each users’ payroll options will need to be adjusted if you have not already done so.
The hourly rate is the amount of money the employee will be compensated for each hour he/she works. This is the value that will be multiplied by the overtime multiplier if the employee’s hours surpass the Weekly Overtime Threshold from the general options. Beneath that option is the Payroll ID. This is the ID for each employee that should be provided by your payroll service. Each employee should have a unique number here in order for our system to work.
The last configuration for the payroll export feature is to make sure each employee has a home department because the payroll exporter populates employees by home department only.
Now it is time to use the exporter. Click on “payroll export” in the options on the left side of the screen. This will bring you to this page:
From: You can retrieve each employees’ hours from the current schedule or the attendance. This way you can pay employees for exactly how many hours they worked or get an estimate for an upcoming week.
Employees: Then select the departments that you would like to use for this payroll export.
Start Date: Select the start date for the export.
End Date: Select the end date for the export.
Payroll Service: Here you need to select which payroll service you are using. This is important because each payroll service needs the information formatted in a specific way and this option will automatically format it correctly.
There will then be a preview for you to see so you can verify the information before exporting it. Then when you export the information it will create a file that you can use to import into your payroll service.
That’s all for this week’s Tip Tuesday post! Check back next week for more tips and tricks for using WorkSchedule.Net!