Pay models and the payroll report

By the end of this article you will know what each person on your team earned for a period, where each figure came from, and what the report does not do.

The four pay models

Each employee’s Pay Type, on their record under Team → Employees, decides which of three figures the report can produce for them:

• Hourly — clocked hours × their Hourly Rate ($). Job payouts are not paid.
• Per Job — a flat payout for each completed service or bundle. Hours are recorded but not priced.
• Both — hours at the rate, plus the payout on each completed service.
• Salary — a fixed Salary Amount, quoted per week, two weeks, half-month, month or year, and earned over the days the person is employed. Neither hours nor payouts are priced.

Not set behaves as per job. The payout for a service is the Technician Payout on the service itself, under Catalog → Services; a bundle pays its services’ payouts, and a bundle with no service pays nothing.

Crew jobs

When more than one person is on a job, its payout is divided among those paid per job: the lead takes the share set under Settings → Company → Crew Pay in the Crew payout split card, and the helpers split the rest equally; leave the share blank for an equal split. Anyone on the job who is paid hourly earns their hours, not a share.

Reading the Payroll page

Open Team → Payroll. Pick a Period — this week, last week, the current half of the month (the 1st to the 14th, or the 15th to the end), this month, last month — or Custom Range with a Start Date and End Date. Click Refresh to re-read after changing records.

Four cards summarise the whole period across every technician: Total Payroll, Jobs Completed, Average Payout per job, and Active Technicians (those with a completed job). Below them, Employee Payroll lists one row per person with a completed job, priced hours, or a salary in the period:

• Jobs — completed in the period.
• Service Payout — their share of each completed job’s payouts.
• Hourly — their clocked time, priced at the rate frozen when they clocked in. A dash means no hourly basis.
• Salary — the amount accrued for the days of the period they were employed. A dash means no salary.
• Total — the three added together.

Expand a row for Jobs Detail: each job with its customer, when it was completed, its services, the Crew — “Lead · alone”, or “Lead · 2 on the job” with the payout shown as a share “of” the job’s total — and the person’s payout.

A period is judged by when the job was completed and when the hours were worked, in your company’s timezone. A job completed on the first of next month belongs to next month even if the work started before.

What closing the books does

The report is a live reading; complete a job or correct a time entry and the period moves. Closing the books through a date, under Settings → Accounting in the Close the books card, posts the payroll for that period — hours, payouts and salary alike — as a labor expense the ledger keeps, and from then on the report and the books agree to the cent. A salary change or a corrected employment date only affects days that have not been closed.

Who can see payroll

Admins, Accounting, Managers and Viewers can open the page; only an Admin can change what someone is paid. Technicians never see it.

Good to know

• There is no payroll export and no direct deposit. The page is the report you pay from; type the totals into whatever you use to pay people.
• “Half of the month” is a preset, not your pay schedule. If you pay weekly or every two weeks, pick that preset or a custom range — the app does not store a pay schedule.
• The summary cards cover everyone in the period; the table shows one page at a time. Change the technicians-per-page control at the foot of the table to see more rows at once.