Staff Payrolls

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Overview

ATM this is a very rudimentary way to do payroll accounting. As the demand increases, we will spend more time increasing the functionality of this module.

To make is a very useful module for you to track your staff times, a few things need to be set up & done

If you do this, when your STAFF correctly CLOCK IN and CLOCK OUT, you will be able to quickly create a basic PAYROLL run.

View Available Payrolls

Select BOM / Staff / Payrolls

BOM - Staff - Payrolls - View
BOM – Staff – Payrolls – View

From this page you may :

  • <ADD> a new payroll
  • Filter the list by STORE
  • Filter the list by PRESET PERIOD
  • Filter the list by user defined DATES
  • View the STATUS of your payroll
  • Apply, unapply or delete payrolls
  • Select <Archive> to view deleted payrolls and optionally <restore> them

Add a New Payroll

Select BOM / Staff / Payrolls / ADD

BOM - Staff - Payrolls - Add - New Payroll
BOM – Staff – Payrolls – Add – New Payroll
  • Set the STORE – Note you can only have 1 STORE per payroll.
  • Set the period START Date.
  • Set the period END Date.
  • Optionally Select “Only With Worked Time”. This is where getting your staff to clock in and out comes in as it will pre-fill a lot of fields for you.
  • Press <OK>.

You will  get something that looks like ….

BOM - Staff - Payrolls - Add - List New Payroll
BOM – Staff – Payrolls – Add – List New Payroll

This will be populated according to your selections from the previous step, how you have set your staff up ( roles & rates ), as well as when you staff clocked in and out.

From above, we need to adjust Mary Jane as her hours are incorrect. We can aslso see that Jack Smart is not very smart at all – he has forgotten to clock in / out ( which is probably why his rate is $1.00 an hour ).

Adjust Clock In / Clock Out Times

To adjust a Clock in / Clock out time, we can click on the name and drill down into the EMPLOYEE CARD / TIMESHEET.

Filter by the TIME PERIOD you need and select the DATE you need to edit.

BOM - Staff - Employee Card - Time Sheet with Clocked Hours
BOM – Staff – Employee Card – Time Sheet with Clocked Hours

Select the date you need to adjust and select <CORRECT TIME>

BOM - Staff - Employee Card - Time Sheet - Daily Times - Correct Time
BOM – Staff – Employee Card – Time Sheet – Daily Times – Correct Time

Select <CORRECT TIME> to amend the employees clocked hours as well as their ROLE

Don’t forget to <SAVE> your changes.

Forgot to Clock In

Not so smart Jack, is a different matter entirely – He has forgotten to clock in

BOM - Staff - Employee Card - Time Sheet - Not Clocked In
BOM – Staff – Employee Card – Time Sheet – Not Clocked in
BOM - Staff - Employee Card - Time Sheet - Daily Times - Not Clocked In
BOM – Staff – Employee Card – Time Sheet – Daily Times – Not Clocked In

In this case you cannot adjust something that isn’t there.

OscarPOS Cloud will not allow you to Clock In at a past date / time.

So you have two options :

  • If it is the same day, Clock In / Clock Out “late” and adjust
  • If it is a past date, you will have to clock in as “today” and adjust as “today”

Apply a Payroll

Great ! Now we are happy with the hours our employees have worked.

If you want you can select the green down arrow to save an XLSX of your payroll.

In the STATUS Column click the grey tick next to your payroll to accept it.

BOM - Staff - Payrolls - Add - New Payroll - Add Cash Flow
BOM – Staff – Payrolls – Add – New Payroll – Add Cash Flow

If you are using CASH FLOWS select ADD – otherwise you can IGNORE

UnApply a Payroll

BOM - Staff - Payrolls - Add - New Payroll - Unapply
BOM – Staff – Payrolls – Add – New Payroll – Unapply

Note that once a PAYROLL has been applied, you cannot DELETE it

To DELETE a PAYROLL you would need to unapply it first by selecting the green tick and turning it grey. You can then DELETE it.

Restore a Deleted Payroll

From BOM / STAFF / Payrolls select <Archive> to view a list of previously deleted payrolls.

BOM - Staff - Payrolls - Restore
BOM – Staff – Payrolls – Restore

Under STATUS, select the green restore icon and respond to the “Are You Sure ?” prompt.

About the author: Tim Atkinson