TracCloud: Payroll - Revision history

Redrock at 22:36, 28 April 2026

2026-04-28T22:36:33Z

← Older revision		Revision as of 22:36, 28 April 2026
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	[[File:7312954.png\|800px]]<br><br>		[[File:7312954.png\|800px]]<br><br>

	Once enabled, the ~~following~~ reports will be available.		Once enabled, the reports listed at the bottom of this page will be available.

	~~{{:TracCloud_Report:_Consultant_Additional_Detail_Listing}}~~

	~~{{:TracCloud_Report:_Payroll}}~~
	</div>		</div>
	<hr>		<hr>
			<i>See Also:</i>

			[[TracCloud_Report:_Payroll\|Report: Payroll]]

			[[TracCloud_Report:_Consultant_Additional_Detail_Listing\|Report: Consultant Additional Detail Listing]]


	[[Category:TracCloud Manual]]		[[Category:TracCloud Manual]]
	</div>		</div>

Redrock at 15:46, 7 April 2026

2026-04-07T15:46:44Z

← Older revision		Revision as of 15:46, 7 April 2026
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	<hr>		<hr>
	<!-------------------------------------------- Concepts -------------------------------------------->		<!-------------------------------------------- Concepts -------------------------------------------->
	<div ~~style~~=~~"float: left; margin-top: 0em; margin-bottom: 1em"><big~~><b>Definitions</b> \| How payroll tracking works in TracCloud~~</big>~~</div><div class="mw-collapsible mw-collapsed">		<div class='collapsible'><b>Definitions</b> \| How payroll tracking works in TracCloud</div><div class="mw-collapsible mw-collapsed">
	<br><br>		<br><br>

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	<hr>		<hr>
	<b~~><big~~>Pay Codes~~</big>~~</b><br>		<b>Pay Codes</b><br>
	The only purpose of pay codes is to assign pay rates via work types. Each of your consultants can be assigned one pay code, and each pay code can be assigned a different pay rate depending on the work type. The names are arbitrary, we're using "Tier 1," Tier 2," etc in our examples.		The only purpose of pay codes is to assign pay rates via work types. Each of your consultants can be assigned one pay code, and each pay code can be assigned a different pay rate depending on the work type. The names are arbitrary, we're using "Tier 1," Tier 2," etc in our examples.

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	<hr>		<hr>
	<b~~><big~~>Pay Basis~~</big>~~</b><br>		<b>Pay Basis</b><br>
	The purpose of pay basis is to determine how TracCloud counts work hours depending on how you pay your staff. If you pay staff based on their availabilities/booked appointments, you would want to use the <b>Schedule</b> pay basis. If it's based on their time spent with students, you can use the <b>Visits</b> pay basis. If consultants are tracking their own hours (i.e., logging in and out for work visits), you would use <b>Consultant Work Time</b> as your pay basis. It all depends on which metric you want to use to calculate work hours.		The purpose of pay basis is to determine how TracCloud counts work hours depending on how you pay your staff. If you pay staff based on their availabilities/booked appointments, you would want to use the <b>Schedule</b> pay basis. If it's based on their time spent with students, you can use the <b>Visits</b> pay basis. If consultants are tracking their own hours (i.e., logging in and out for work visits), you would use <b>Consultant Work Time</b> as your pay basis. It all depends on which metric you want to use to calculate work hours.

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	<hr>		<hr>
	<b~~><big~~>Work Types~~</big>~~</b><br>		<b>Work Types</b><br>
	Work types are the most flexible part of payroll tracking in TracCloud. This is how the Trac System will assign a pay rate to your consultant's pay code based on their current visit/availability/appointment criteria. Work types are simply the condition for setting a pay rate, and for that reason you'll want to ensure you don't have any overlapping work types in your system for reporting consistency (i.e., where work time could meet the criteria of more than one work type).		Work types are the most flexible part of payroll tracking in TracCloud. This is how the Trac System will assign a pay rate to your consultant's pay code based on their current visit/availability/appointment criteria. Work types are simply the condition for setting a pay rate, and for that reason you'll want to ensure you don't have any overlapping work types in your system for reporting consistency (i.e., where work time could meet the criteria of more than one work type).

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	<hr>		<hr>
	<!-------------------------------------------- Pay Codes -------------------------------------------->		<!-------------------------------------------- Pay Codes -------------------------------------------->
	<div ~~style~~=~~"float: left; margin-top: 0em; margin-bottom: 1em"><big~~><b>Pay Codes</b> \| Tiers for staff pay rate~~</big>~~</div><div class="mw-collapsible mw-collapsed">		<div class='collapsible'><b>Pay Codes</b> \| Tiers for staff pay rate</div><div class="mw-collapsible mw-collapsed">
	<br><br>		<br><br>

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	<hr>		<hr>
	<!-------------------------------------------- Pay Basis -------------------------------------------->		<!-------------------------------------------- Pay Basis -------------------------------------------->
	<div ~~style~~=~~"float: left; margin-top: 0em; margin-bottom: 1em"><big~~><b>Pay Basis</b> \| How work time is calculated~~</big>~~</div><div class="mw-collapsible mw-collapsed">		<div class='collapsible'><b>Pay Basis</b> \| How work time is calculated</div><div class="mw-collapsible mw-collapsed">
	<br><br>		<br><br>

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	<hr>		<hr>
	<!-------------------------------------------- Work Types -------------------------------------------->		<!-------------------------------------------- Work Types -------------------------------------------->
	<div ~~style~~=~~"float: left; margin-top: 0em; margin-bottom: 1em"><big~~><b>Work Types</b> \| Conditions to set pay rates for your pay codes~~</big>~~</div><div class="mw-collapsible mw-collapsed">		<div class='collapsible'><b>Work Types</b> \| Conditions to set pay rates for your pay codes</div><div class="mw-collapsible mw-collapsed">
	<br><br>		<br><br>

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	<hr>		<hr>
	<!-------------------------------------------- Work Reasons -------------------------------------------->		<!-------------------------------------------- Work Reasons -------------------------------------------->
	<div ~~style~~=~~"float: left; margin-top: 0em; margin-bottom: 1em"><big~~><b>Work Reasons</b> \| <i>(If Pay Basis is Work Time)</i~~></big~~></div><div class="mw-collapsible mw-collapsed">		<div class='collapsible'><b>Work Reasons</b> \| <i>(If Pay Basis is Work Time)</i></div><div class="mw-collapsible mw-collapsed">
	<br><br>		<br><br>

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	<hr>		<hr>
	<!-------------------------------------------- Work Visits -------------------------------------------->		<!-------------------------------------------- Work Visits -------------------------------------------->
	<div ~~style~~=~~"float: left; margin-top: 0em; margin-bottom: 1em"><big~~><b>Work Visits</b> \| <i>(If Pay Basis is Work Time)</i~~></big~~></div><div class="mw-collapsible mw-collapsed">		<div class='collapsible'><b>Work Visits</b> \| <i>(If Pay Basis is Work Time)</i></div><div class="mw-collapsible mw-collapsed">
	<br><br>		<br><br>

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	<hr>		<hr>
	<!-------------------------------------------- Funds -------------------------------------------->		<!-------------------------------------------- Funds -------------------------------------------->
	<div ~~style~~=~~"float: left; margin-top: 0em; margin-bottom: 1em"><big~~><b>Funds</b> \| Payment sources~~</big>~~</div><div class="mw-collapsible mw-collapsed">		<div class='collapsible'><b>Funds</b> \| Payment sources</div><div class="mw-collapsible mw-collapsed">
	<br><br>		<br><br>

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	<hr>		<hr>
	<!-------------------------------------------- Reports -------------------------------------------->		<!-------------------------------------------- Reports -------------------------------------------->
	<div ~~style~~=~~"float: left; margin-top: 0em; margin-bottom: 1em"><big~~><b>Payroll Reports</b~~></big~~></div><div class="mw-collapsible mw-collapsed">		<div class='collapsible'><b>Payroll Reports</b></div><div class="mw-collapsible mw-collapsed">
	<br><br>		<br><br>

Redrock at 19:04, 31 March 2026

2026-03-31T19:04:35Z

← Older revision		Revision as of 19:04, 31 March 2026
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	TracCloud provides the ability to track hours and pay rates of your consultants based on different work types and pay bases. You can then base other system functionality on whether or not a consultant is logged in for work, and report on this payroll data after the fact. Funds can also be used to define pay rates and to group data in reports.		TracCloud provides the ability to track hours and pay rates of your consultants based on different work types and pay bases. You can then base other system functionality on whether or not a consultant is logged in for work, and report on this payroll data after the fact. Funds can also be used to define pay rates and to group data in reports.

	<~~div class="line"></div~~>		<hr>
	<!-------------------------------------------- Concepts -------------------------------------------->		<!-------------------------------------------- Concepts -------------------------------------------->
	<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Definitions</b> \| How payroll tracking works in TracCloud</big></div><div class="mw-collapsible mw-collapsed">		<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Definitions</b> \| How payroll tracking works in TracCloud</big></div><div class="mw-collapsible mw-collapsed">
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	Before implementing payroll and work time tracking in TracCloud, it's important to understand exactly how the different pieces of this system fit together and affect your data. The three most important elements of payroll tracking are <b>Pay Codes</b>, <b>Pay Basis</b>, and <b>Work Types</b>.		Before implementing payroll and work time tracking in TracCloud, it's important to understand exactly how the different pieces of this system fit together and affect your data. The three most important elements of payroll tracking are <b>Pay Codes</b>, <b>Pay Basis</b>, and <b>Work Types</b>.

	<~~div class="line"></div~~>		<hr>
	<b><big>Pay Codes</big></b><br>		<b><big>Pay Codes</big></b><br>
	The only purpose of pay codes is to assign pay rates via work types. Each of your consultants can be assigned one pay code, and each pay code can be assigned a different pay rate depending on the work type. The names are arbitrary, we're using "Tier 1," Tier 2," etc in our examples.		The only purpose of pay codes is to assign pay rates via work types. Each of your consultants can be assigned one pay code, and each pay code can be assigned a different pay rate depending on the work type. The names are arbitrary, we're using "Tier 1," Tier 2," etc in our examples.
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	[[File:2983346.png\|500px]]<br><br>		[[File:2983346.png\|500px]]<br><br>

	<~~div class="line"></div~~>		<hr>
	<b><big>Pay Basis</big></b><br>		<b><big>Pay Basis</big></b><br>
	The purpose of pay basis is to determine how TracCloud counts work hours depending on how you pay your staff. If you pay staff based on their availabilities/booked appointments, you would want to use the <b>Schedule</b> pay basis. If it's based on their time spent with students, you can use the <b>Visits</b> pay basis. If consultants are tracking their own hours (i.e., logging in and out for work visits), you would use <b>Consultant Work Time</b> as your pay basis. It all depends on which metric you want to use to calculate work hours.		The purpose of pay basis is to determine how TracCloud counts work hours depending on how you pay your staff. If you pay staff based on their availabilities/booked appointments, you would want to use the <b>Schedule</b> pay basis. If it's based on their time spent with students, you can use the <b>Visits</b> pay basis. If consultants are tracking their own hours (i.e., logging in and out for work visits), you would use <b>Consultant Work Time</b> as your pay basis. It all depends on which metric you want to use to calculate work hours.
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	[[File:2504187.png\|500px]]<br><br>		[[File:2504187.png\|500px]]<br><br>

	<~~div class="line"></div~~>		<hr>
	<b><big>Work Types</big></b><br>		<b><big>Work Types</big></b><br>
	Work types are the most flexible part of payroll tracking in TracCloud. This is how the Trac System will assign a pay rate to your consultant's pay code based on their current visit/availability/appointment criteria. Work types are simply the condition for setting a pay rate, and for that reason you'll want to ensure you don't have any overlapping work types in your system for reporting consistency (i.e., where work time could meet the criteria of more than one work type).		Work types are the most flexible part of payroll tracking in TracCloud. This is how the Trac System will assign a pay rate to your consultant's pay code based on their current visit/availability/appointment criteria. Work types are simply the condition for setting a pay rate, and for that reason you'll want to ensure you don't have any overlapping work types in your system for reporting consistency (i.e., where work time could meet the criteria of more than one work type).
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	[[File:3034876.png\|445px]] [[File:3714703.png\|445px]]		[[File:3034876.png\|445px]] [[File:3714703.png\|445px]]
	</div>		</div>
	<~~br><br><div class="line"></div~~>		<hr>
	<!-------------------------------------------- Pay Codes -------------------------------------------->		<!-------------------------------------------- Pay Codes -------------------------------------------->
	<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Pay Codes</b> \| Tiers for staff pay rate</big></div><div class="mw-collapsible mw-collapsed">		<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Pay Codes</b> \| Tiers for staff pay rate</big></div><div class="mw-collapsible mw-collapsed">
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	[[File:9468117.png\|800px]]		[[File:9468117.png\|800px]]
	</div>		</div>
	<~~br><br><div class="line"></div~~>		<hr>
	<!-------------------------------------------- Pay Basis -------------------------------------------->		<!-------------------------------------------- Pay Basis -------------------------------------------->
	<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Pay Basis</b> \| How work time is calculated</big></div><div class="mw-collapsible mw-collapsed">		<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Pay Basis</b> \| How work time is calculated</big></div><div class="mw-collapsible mw-collapsed">
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	[[File:2504187.png\|500px]]		[[File:2504187.png\|500px]]
	</div>		</div>
	<~~br><br><div class="line"></div~~>		<hr>
	<!-------------------------------------------- Work Types -------------------------------------------->		<!-------------------------------------------- Work Types -------------------------------------------->
	<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Work Types</b> \| Conditions to set pay rates for your pay codes</big></div><div class="mw-collapsible mw-collapsed">		<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Work Types</b> \| Conditions to set pay rates for your pay codes</big></div><div class="mw-collapsible mw-collapsed">
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	[[File:9955945.png\|800px]]		[[File:9955945.png\|800px]]
	</div>		</div>
	<~~br><br><div class="line"></div~~>		<hr>
	<!-------------------------------------------- Work Reasons -------------------------------------------->		<!-------------------------------------------- Work Reasons -------------------------------------------->
	<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Work Reasons</b> \| <i>(If Pay Basis is Work Time)</i></big></div><div class="mw-collapsible mw-collapsed">		<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Work Reasons</b> \| <i>(If Pay Basis is Work Time)</i></big></div><div class="mw-collapsible mw-collapsed">
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	[[File:8281618.png\|600px]]		[[File:8281618.png\|600px]]
	</div>		</div>
	<~~br><br><div class="line"></div~~>		<hr>
	<!-------------------------------------------- Work Visits -------------------------------------------->		<!-------------------------------------------- Work Visits -------------------------------------------->
	<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Work Visits</b> \| <i>(If Pay Basis is Work Time)</i></big></div><div class="mw-collapsible mw-collapsed">		<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Work Visits</b> \| <i>(If Pay Basis is Work Time)</i></big></div><div class="mw-collapsible mw-collapsed">
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	::[[File:8228383.png\|800px]]		::[[File:8228383.png\|800px]]
	</div>		</div>
	<~~br><br><div class="line"></div~~>		<hr>
	<!-------------------------------------------- Funds -------------------------------------------->		<!-------------------------------------------- Funds -------------------------------------------->
	<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Funds</b> \| Payment sources</big></div><div class="mw-collapsible mw-collapsed">		<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Funds</b> \| Payment sources</big></div><div class="mw-collapsible mw-collapsed">
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	[[File:2212277.png\|800px]]<br><br>		[[File:2212277.png\|800px]]<br><br>
	</div>		</div>
	<~~br><br><div class="line"></div~~>		<hr>
	<!-------------------------------------------- Reports -------------------------------------------->		<!-------------------------------------------- Reports -------------------------------------------->
	<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Payroll Reports</b></big></div><div class="mw-collapsible mw-collapsed">		<div style="float: left; margin-top: 0em; margin-bottom: 1em"><big><b>Payroll Reports</b></big></div><div class="mw-collapsible mw-collapsed">
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	{{:TracCloud_Report:_Payroll}}		{{:TracCloud_Report:_Payroll}}
	</div>		</div>
	<~~br><br><div class="line"></div~~>		<hr>

	[[Category:TracCloud Manual]]		[[Category:TracCloud Manual]]
	</div>		</div>

Redrock at 23:21, 30 March 2026

2026-03-30T23:21:31Z

← Older revision		Revision as of 23:21, 30 March 2026
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	{{EssentialsTier}}		{{EssentialsTier}}
	<div class="~~categoryWider~~">		<div class="categoryDynamic">
	{{TracCloudGuideGlobalTOC}}		{{TracCloudGuideGlobalTOC}}
	</div>		</div>

Redrock: Removed protection from "TracCloud: Payroll"

2026-03-30T21:50:19Z

Removed protection from "TracCloud: Payroll"

← Older revision	Revision as of 21:50, 30 March 2026
(No difference)

Redrock at 16:24, 29 July 2025

2025-07-29T16:24:45Z

← Older revision		Revision as of 16:24, 29 July 2025
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	{{TracCloudGuideGlobalTOC}}		{{TracCloudGuideGlobalTOC}}
	</div>		</div>
	<div ~~style~~="~~text-align: center~~">~~<big><b>~~		<div class="pageTitle">Tracking Staff Payroll</div>
	==Tracking Staff Payroll==
	~~</b></big>~~</div>

	TracCloud provides the ability to track hours and pay rates of your consultants based on different work types and pay bases. You can then base other system functionality on whether or not a consultant is logged in for work, and report on this payroll data after the fact. Funds can also be used to define pay rates and to group data in reports.		TracCloud provides the ability to track hours and pay rates of your consultants based on different work types and pay bases. You can then base other system functionality on whether or not a consultant is logged in for work, and report on this payroll data after the fact. Funds can also be used to define pay rates and to group data in reports.

Redrock at 15:52, 29 July 2025

2025-07-29T15:52:36Z

← Older revision		Revision as of 15:52, 29 July 2025
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	{{TracCloudGuideTabs}}		{{TracCloudGuideTabs}}
	<div class="tcWidgetPage" style="min-height:55em">		<div class="tcWidgetPage" style="min-height:55em">
			{{EssentialsTier}}
	<div class="categoryWider">		<div class="categoryWider">
	{{TracCloudGuideGlobalTOC}}		{{TracCloudGuideGlobalTOC}}
	</div>		</div>
	<big><b>Tracking Staff Payroll</b></big><br>		<div style="text-align: center"><big><b>
			==Tracking Staff Payroll==
			</b></big></div>

	TracCloud provides the ability to track hours and pay rates of your consultants based on different work types and pay bases. You can then base other system functionality on whether or not a consultant is logged in for work, and report on this payroll data after the fact. Funds can also be used to define pay rates and to group data in reports.		TracCloud provides the ability to track hours and pay rates of your consultants based on different work types and pay bases. You can then base other system functionality on whether or not a consultant is logged in for work, and report on this payroll data after the fact. Funds can also be used to define pay rates and to group data in reports.

Redrock at 21:42, 8 January 2025

2025-01-08T21:42:15Z

← Older revision		Revision as of 21:42, 8 January 2025
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	Next up is <b>Work Types</b>, you can think of these as pay rate conditions. How many you'll need is entirely dependent on how your pay rates change based on center, reason, and fund. You may end up creating only one generic work type, or multiple to cover each possible condition where a unique pay rate needs to be defined.		Next up is <b>Work Types</b>, you can think of these as pay rate conditions. How many you'll need is entirely dependent on how your pay rates change based on center, reason, and fund. You may end up creating only one generic work type, or multiple to cover each possible condition where a unique pay rate needs to be defined.

	<span style="color:grey"><i>Other > Listings > Work Types.</i></span>		<span style="color:grey"><i>Other > Listings > Work Types.</i></span><br>
	[[File:3139175.png\|800px]]<br><br>		[[File:3139175.png\|800px]]<br><br>

Redrock at 18:54, 25 November 2024

2024-11-25T18:54:06Z

← Older revision		Revision as of 18:54, 25 November 2024
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	<br><br><div class="line"></div>		<br><br><div class="line"></div>

	[[Category:TracCloud]]		[[Category:TracCloud Manual]]
	</div>		</div>

Redrock at 16:22, 25 November 2024

2024-11-25T16:22:52Z

← Older revision		Revision as of 16:22, 25 November 2024
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	{{:TracCloud_Report:_Consultant_Additional_Detail_Listing}}		{{:TracCloud_Report:_Consultant_Additional_Detail_Listing}}

	{{:~~TracCloudReportsPayroll02~~}}		{{:TracCloud_Report:_Payroll}}
	</div>		</div>
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