Payroll (Detail) Report Guide- Primary Payroll SettingsLast updated on 03/22/2022
Purpose of the Payroll (Detail) Report - Primary Payroll Settings:
This report provides a detailed breakdown of a technician’s pay. Data is based on job invoice dates. Invoices must be batched and posted to appear in payroll reports.
Common uses for this report:
Use this report to view gross pay, net commission, splits on a job, bonuses, payroll adjustments, the total commissionable amount on invoices, and other payroll information.
Use this report for an in-depth explanation of all areas of the Payroll (Detail) Report.
How to find this report:
Click Reports > Search Payroll (Detail) > Click the report name. Then you will be able to set filters and run the report.
Report filters
Technician
Filter by technician. This report can be run by a single technician or all technicians.
Business Unit
Filter by business unit. This report can be run by a single business unit or all business units.
Date Range
Filter by date range. Use the From and To fields to set a custom date range.
View or download the report
Click Run to view the report.
The report can be downloaded in three different formats:
Export to Excel (*.xlsx) (click the dropdown arrow next to Download PDF)
Export to Comma separated (*.csv) (click the dropdown arrow next to Download PDF)
Explanation of report columns for Invoices
The report includes the following columns:
(Report columns)
Explanation of Totals for All Invoices
(Report Tools)
Explanation of Direct Payroll Adjustments
This section displays all direct payroll adjustments, whether the adjustment was created on an invoice or added directly to the Payroll (Detail) Report.
How to add a direct payroll adjustment to an invoice?
Navigate to Search > Invoice > Add a payroll adjustment. When you enter the adjustment, select Direct from the Type dropdown.
How to add a direct payroll adjustment directly to the Payroll (Detail) Report?
Click Add Payroll Adjustment. The resulting adjustment will not be tied to any invoice.
How remove a direct payroll adjustment?
Click x next to the payroll adjustment you wish to remove / delete. If prompted with Are you sure you want to remove payroll adjustments?, click OK. You may use this feature to remove a direct payroll adjustment attached to an invoice, or a direct payroll adjustment added directly to the Payroll (Detail) Report.
Explanation of Commissionable Payroll Adjustments
This section displays all commissionable payroll adjustments. Commissionable payroll adjustments are created on invoices only.
How to add a commissionable payroll adjustment to an invoice?
Navigate to Search > Invoice > Add a payroll adjustment. When you enter the adjustment, select CommissionBased from the Type dropdown.
How remove a commissionable payroll adjustment?
Click x next to the payroll adjustment you wish to remove / delete. If prompted with Are you sure you want to remove payroll adjustments?, click OK.
Explanation of Non-Job Purchase Orders
This section displays all non-job purchase orders, which will be accounted for in total job costs (Totals: Total Costs).
How to add a non-job purchase order directly to the Payroll (Detail) Report?
Click Add Purchase Order. Note: The resulting purchase order will not be tied to any invoice.
How to remove a non-job purchase order?
Click x next to the payroll adjustment you wish to remove / delete. If prompted with Are you sure you want to remove purchase order?, click OK.
(Non-job Purchase Orders)
Explanation of Payroll Totals for the Technician
Breakdown of Gross Pay
Gross Pay = Net Commission + Bonuses + Adjustments
Gross Pay =
Net Commision
(([Sum of commissionable invoice items] - [Business unit fees] - [Sum of commissionable payroll adjustments paid to other technicians]) - [Total Costs]) x [Commission rate])
+
(([Sum of commissionable invoice items] - [Business unit fees] - [Sum of commissionable payroll adjustments paid to other technicians]) - [Total Costs]) x [Range bonus rate])
+
([Sum of invoice subtotals where the technician earned sold by credit] x [Sold by rate])
+
Bonuses
[Sum of flat SKU bonuses for all items on the invoice]
+
[Sum of percentage SKU bonuses for all items on the invoice]
+
Adjustments
[Sum of direct payroll adjustment amounts]
+
[Sum of net amounts of commissionable payroll adjustments]
+
([Sum of net amounts of commissionable payroll adjustments] x [Range bonus rate])
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.