TracCloudGuideBasicsPayroll: Difference between revisions

Revision as of 15:00, 18 November 2021

Getting Started / Basics

• TracCloud Terminology

• Training Resources

• Schedule Management

• Recording Visits

• TracCloud Dashboard

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 Codes

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.

Other > Other Options > Preferences > Pay Codes. This is only accessible to SysAdmin accounts. File:2709632.png

2. Pay Basis

This setting determines how we're tracking work hours. Each Profile can be set to use a different Pay Basis.
Schedule will calculate work hours based on the consultant's scheduled availabilities and appointments.
Consultant Work Time will calculate work hours based on the actual time the consultant logs in and out for work visits.
Visits will calculate work hours based on the actual time the consultant is meeting with any logged-in student.

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 Types

Next up is Work Types, this is what determines consultant pay rates. Pay Rates are assigned based on what's

File:9158623.png

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.

File:5994383.png

Active From & Active To

This work type applies to your Pay Basis within this date range.

3. Tutor Pay Codes

5. Work Reasons

6. Work Visits

7. Payroll Reports

8. Group/Profile Prefs

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-Contents<br>
-[[TracCloudGuideBasicsPayroll#1._Pay_Codes|1. Pay Codes]]<br>
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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.
+<hr>
 ==1. Pay Codes==
-Each consultant can be assigned to one Pay Code. In the following step, we'll be creating Work Types that utilize these Pay Codes, allowing you to set pay rates for each Pay Code, as well as set up various Work Types for different scenarios (specific fund, date ranges, number of students visiting), each with separate Pay Code rates.
+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.
-This menu can be found in Other > Other Options > Preferences > Pay Codes. This is only accessible to SysAdmin accounts.
+<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:2709632.png|900px]]
+[[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>
-==2. Work Types==
+* <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==
-==4. Pay Basis==
 ==5. Work Reasons==