TracCloud: Payroll: Difference between revisions
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TracCloud allows you to track the hours of your staff/consultants, and then report on that data later, including your fund and pay rate values. | TracCloud allows you to track the hours of your staff/consultants, and then report on that data later, including your fund and pay rate values. | ||
<hr> | |||
==1. Pay Codes== | ==1. Pay Codes== | ||
Each consultant can be assigned to one Pay Code | The first step towards utilizing TracCloud's payroll features is setting up Pay Codes. Each consultant can be assigned to one Pay Code, we will then be utilizing these Pay Code values to determine Pay Rates in our Work Types. | ||
<span style="color:grey"><i>Other > Other Options > Preferences > Pay Codes. This is only accessible to SysAdmin accounts.</i></span> | |||
[[File:2709632.png|900px]] | |||
<hr> | |||
==2. Pay Basis== | |||
This setting determines how we're tracking work hours. Each Profile can be set to use a different Pay Basis.<br> | |||
<b>Schedule</b> will calculate work hours based on the consultant's scheduled availabilities and appointments.<br> | |||
<b>Consultant Work Time</b> will calculate work hours based on the actual time the consultant logs in and out for work visits.<br> | |||
<b>Visits</b> will calculate work hours based on the actual time the consultant is meeting with any logged-in student.<br> | |||
<span style="color:grey"><i>Other > Other Options > Profiles > [Your Profile] > Prefs > Pay Basis.</i></span> | |||
[[File:2135910.png|900px]]<br><br> | |||
If you're utilizing <b>Consultant Work Time</b> as your Pay Basis, you may prefer to have the consultant login button visible on kiosks. To enable this, check <b>Show Consultant Login Button</b> in your <i>Log In/Out</i> prefs. | |||
<span style="color:grey"><i>Other > Other Options > Profiles > [Your Profile] > Prefs > Log In/Out.</i></span> | |||
[[File:1939821.png|900px]]<br><br> | |||
In the same menu, and again relevant for those using <b>Consultant Work Time</b>, you have <b>Only show Consultants that are logged in to Work during KIOSK visit login</b>. If enabled, this will filter down the list of available consultants when students are logging in to only those who are logged in for work. This is primarily utilized for Drop-in-focused environments. | |||
<span style="color:grey"><i>Other > Other Options > Profiles > [Your Profile] > Prefs > Log In/Out.</i></span> | |||
[[File:7588159.png|900px]] | |||
<hr> | |||
==3. Work Types== | |||
Next up is Work Types, this is what determines consultant pay rates. Pay Rates are assigned based on what's | |||
[[File: | [[File:9158623.png|900px]]<br><br> | ||
To create new Work Type, click the Hamburger icon ([[File:Hamburger.png|17px]]) and select <i>New Work Type</i>. This will bring you to the following screen. | |||
[[File:5994383.png|900px]]<br><br> | |||
* <b>Active From</b> & <b>Active To</b> | |||
::This work type applies to your [[TracCloudGuideBasicsPayroll#2. Pay Basis|Pay Basis]] within this date range. | |||
==3. Tutor Pay Codes== | ==3. Tutor Pay Codes== | ||
==5. Work Reasons== | ==5. Work Reasons== |
Revision as of 15:00, 18 November 2021
Getting Started / Basics |
Tracking Staff Payroll in TracCloud TracCloud allows you to track the hours of your staff/consultants, and then report on that data later, including your fund and pay rate values. 1. Pay CodesThe first step towards utilizing TracCloud's payroll features is setting up Pay Codes. Each consultant can be assigned to one Pay Code, we will then be utilizing these Pay Code values to determine Pay Rates in our Work Types. Other > Other Options > Preferences > Pay Codes. This is only accessible to SysAdmin accounts. File:2709632.png 2. Pay BasisThis setting determines how we're tracking work hours. Each Profile can be set to use a different Pay Basis. Other > Other Options > Profiles > [Your Profile] > Prefs > Pay Basis.
File:2135910.png If you're utilizing Consultant Work Time as your Pay Basis, you may prefer to have the consultant login button visible on kiosks. To enable this, check Show Consultant Login Button in your Log In/Out prefs. Other > Other Options > Profiles > [Your Profile] > Prefs > Log In/Out.
File:1939821.png In the same menu, and again relevant for those using Consultant Work Time, you have Only show Consultants that are logged in to Work during KIOSK visit login. If enabled, this will filter down the list of available consultants when students are logging in to only those who are logged in for work. This is primarily utilized for Drop-in-focused environments. Other > Other Options > Profiles > [Your Profile] > Prefs > Log In/Out. File:7588159.png 3. Work TypesNext up is Work Types, this is what determines consultant pay rates. Pay Rates are assigned based on what's To create new Work Type, click the Hamburger icon (File:Hamburger.png) and select New Work Type. This will bring you to the following screen.
3. Tutor Pay Codes5. Work Reasons6. Work Visits7. Payroll Reports8. Group/Profile Prefs |