TracCloudGuideBasicsPayroll: Difference between revisions

Tracking Staff Payroll in TracCloud
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.

Definitions | How payroll tracking works in TracCloud

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 Pay Codes, Pay Basis, and Work Types.

Pay Codes
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.

Pay Basis
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 Schedule pay basis. If it's based on their time spent with students, you can use the Visits pay basis. If consultants are tracking their own hours (i.e., logging in and out for work visits), you would use Consultant Work Time as your pay basis. It all depends on which metric you want to use to calculate work hours.

Work Types
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).

If pay rates are the same regardless of center, reason, fund, etc, you may only need a single work type that applies to everything. The opposite is also true, if a pay rate could change based on many different combinations of center, reason, fund, etc, you can create as many work types as you need. Both of the screenshots below are valid configurations.

Pay Codes | Tiers for staff pay rate

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.

After your pay codes have been created, they will become available to select in consultant profiles. The is as simple as going to their profile and choosing the correct pay code from the drop-down menu. Save after making changes.

Other > Listings > Staff > [Your Consultant] > Pay Code.

Pay Basis | How work time is calculated

The purpose of the Pay Basis option is to choose what data source you're using to calculate consultant hours. A consultant's linked visit time may differ from their total appointment time, etc. This option (found immediately beneath your pay codes in system preferences) 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/or 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 > Preferences > Payroll > Pay Basis for [Profile].

From Definitions:

Work Types | Conditions to set pay rates for your pay codes

Next up is Work Types, 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.

Other > Listings > Work Types.

To create new Work Type, click the Hamburger icon and select New Work Type. This will bring you to the following screen.

Active From & Active To

This work type applies within this date range.

Pay Basis

This determines which pay basis this work type applies to. This should always match your profile's pay basis as configured in the previous step.

Disposition

This allows you to differentiate pay rates based on how many students the consultant is meeting with.
No Students - This work type is used when the consultant is logged in/has available hours but is not currently meeting with a student. If this is the only work type available, the "Consultant Work Time" pay basis will still use this work type regardless of whether or not the consultant was meeting with students.
1-on-1 - This work type applies to consultants who are meeting with a single student.
Group - This applies if the consultant is meeting with 2 or more students at once.

Fund

This lets you assign this work type to a particular fund, so that only visits/appointments/etc assigned to that fund will apply to this work type.

Center

This lets you assign this work type to a particular center, so that only visits/appointments/availabilities assigned to that center will apply to this work type.

Work Reason

This lets you assign this work type to a particular work reason, so that only visits/appointments/availabilities assigned to that reason will apply to this work type.

Consultant Pay Code Rates

These are the pay rates for each of your pay codes, used if the conditions of this work type are met.

To provide a permission group the ability to view/modify work types, it can be added to the relevant group's table access settings.

Other > Other Options > Groups > [The Group you want to modify] > Admin / Modules > Table Access.

Work Reasons | (If Pay Basis is Work Time)

If consultants are logging in for work hours (kiosk or dashboard), work reasons can be created to better categorize their hours for reports and/or to add more information for work type filtering. Simply create a reason as you normally would (including linking the reasons to your centers), and make sure to check the Work Reason checkbox.

Other > Other Options > Profiles > [Your Profile] > Reasons > New Reason.

The next time a consultant logs into a center, they will see the available work reasons to select.

Work Visits | (If Pay Basis is Work Time)

There are three ways a consultant can record work visits in TracCloud, depending on which option best fits your workflow. Consultants must be assigned to a center (via Linked Centers in their profile) in order to start a work visit in that center.

1. From a Kiosk or Log Listing

Consultants can login for work from a kiosk or on the log listing by clicking the icon, which will prompt them to choose a center and reason for their visit. Clicking the icon again will allow them to conclude their visit. The icon opens a window that displays currently logged in consultants.

To enable this functionality, check Show Consultant Login Button (and Allow Consultant Login for Custom KIOSKs as well if needed) in your Log In/Out prefs.

Other > Other Options > Profiles > [Your Profile] > Prefs > Log In/Out.

To block staff from logging in for work on kiosks/log listings that they opened themselves, go to Other > Other Options > Groups > [Their permission group] > Log In/Out > Uncheck "Allow consultant to login for work on KIOSK where the user logged in is themselves" > Save.

2. From the dashboard

Consultants can be given the ability to log themselves in and out straight from the dashboard if their permission group allows it. This is typically the easiest way to track work time if this kind of permission is appropriate for your staff. To enable this functionality, go to Other > Other Options > Groups > [The group you want to edit] > Log In/Out > Check "Allow consultant to login for work at their main menu" > Save. Once enabled, a icon will be available in the navigation bar to start and conclude their own work visits.

3. Quick visits

Just like for student visits, quick visits can be used to immediately create a work visit from scratch. Who has access to this is determined by permission group, go to Other > Other Options > Groups > [The group you want to edit] > Log In/Out > Uncheck "Hide 'Is Work' for Quick Visits / Visit Entry" > Save. This will appear as another checkbox in the quick visit form. The work time will be given to the consultant who is assigned to the visit, the student field is optional if the work time box is checked.

Funds | Payment sources

Funds can be entered in several locations, from the student profile to the consultant. The order in which these are prioritized is Student > Visit > Appointment > Availability > Consultant > Center, with the Center fund only being utilized if the other 5 funds for a particular scenario are blank. Information on enabling each of these fund fields can be found below. The Consultant and Center funds are enabled by default.

Student Fund can be enabled in your System Preferences.

Other > Other Options > Preferences > Student Entry Choices > Display Fund.

Appointment and Availability Fund can be found in your Profile Preferences. The Appointment Preference also applies to Visit Fund.

Other > Other Options > Profiles > Prefs > Scheduling > Special Fields.

Payroll Reports

There are two payroll reports available to retrieve your consultant's hours and compensation, found in the Navigation Bar, under Reports > Payroll. Access to these reports requires Allow user to access payroll reports to be enabled in the relevant permission group, and will only be accessible to Profile Admins and SysAdmins.

Other > Other Options > Groups > [The group you want to modify] > Center Access.

Once enabled, the following reports will be available.

Consultant Additional Detail Listing

This report will pull all active staff into a report with their name, email, assigned group, linked centers, and if they are a consultant (have a schedule on the calendar).

Centers

Filter report data by center. You can select all centers or only a specific few to narrow down your results. At least one center must be selected.

Sort by

Choose how the selected data is sorted.

Pay Code

Filter report results by consultant pay code.

Additional Search

Filter your results by a selected field.
Use * as a wildcard (Subject: MAT*)
| as "or" (Major: Mathematics|Biology)
# as "Not" (Status: #Inactive)
&& as "And" (Major: #Mathematics&&#Biology)
blankornull as a keyword to find records where the field is blank (Reason: blankornull)
Multiple fields can be added to further narrow down your results.

Additional fields to show

This can be used to add additional data fields to the report results. For example, you could use this to add a student's email address in a visit report.

Output format

Use HTML to view report data in your browser, or export this report to a CSV file (available for most reports). Some reports offer additional CSV options depending on if you want to include totals and/or data grouping in your export.

Deliver to

Display this report immediately in your browser ("Screen"), or send the report to a specified email address ("Email"). Multiple email addresses can be specified, use ; to separate them (example@example.edu;sample@example.edu).

HTML

CSV

Payroll

This report will show you payroll grouped by the center. Consultant, hourly rate, total hours, and total compensation will be displayed.

Centers

Filter report data by center. You can select all centers or only a specific few to narrow down your results. At least one center must be selected.

Time Frame

The date range for the data in this report. Beyond entering a date range manually, you can also choose a preset date range (Today, This Month, This Semester, etc) from the dropdown list above.

Group by

Group records by the selected field. Some reports allow you to add secondary and tertiary groupings as well.

Show Totals Bar Chart

Adds a visual bar chart of totals to your report data.

Show Email, Mailbox, Notes

Additional consultant fields that can be included in report results if needed.

Recompute Data

This will recalculate your consultant work times to retrieve the most up to date information, but can slightly slow down processing time.

Show Summary

Only show data totals, excluding details of individual records.

Show Student Visits

Include Student Visit data in report results, to view who the consultant was working with during their work hours.

Show Consultants without Hours

Display all consultants in payroll report, those without work time will simply display as having 0.00 hours.

Show Work Visits

Include data on the individual visits in the report itself. If enabled, you will also be able to include notes from the work visit record in the report results by checking Show Work Notes.

Show Daily Payroll Hours

Shows a day-by-day breakdown of work hours within the overall date range that you selected.

Show Funds

Include fund source in results.

Page Break

Separate consultants onto different pages when printing the HTML version of this report. Requires 'Group by' options to be unchecked.

Time Format

This determines the format of duration, a 90-minute session could display as 1.50, 01:30:00, or 01:30.

Round to Nearest & Round individual visits first

Round total visit time to the nearest X-minutes. You also have the ability to round individual visit durations first.

Additional Search

Filter your results by a selected field.
Use * as a wildcard (Subject: MAT*)
| as "or" (Major: Mathematics|Biology)
# as "Not" (Status: #Inactive)
&& as "And" (Major: #Mathematics&&#Biology)
blankornull as a keyword to find records where the field is blank (Reason: blankornull)
Multiple fields can be added to further narrow down your results.

Output format

Use HTML to view report data in your browser, or export this report to a CSV file (available for most reports). Some reports offer additional CSV options depending on if you want to include totals and/or data grouping in your export.

Deliver to

Display this report immediately in your browser ("Screen"), or send the report to a specified email address ("Email"). Multiple email addresses can be specified, use ; to separate them (example@example.edu;sample@example.edu).

HTML

CSV

@@ Line 126: / Line 126: @@
 <br><br>
-There are two ways a consultant can start their work visit, depending on which option best fits your staff workflow. Consultants must be assigned to a center (via Linked Centers in their profile) in order to start a work visit in that center.
+There are three ways a consultant can record work visits in TracCloud, depending on which option best fits your workflow. Consultants must be assigned to a center ([[TracCloudGuideProfileStaff|via Linked Centers in their profile]]) in order to start a work visit in that center.<br><br>
 <b>1. From a Kiosk or Log Listing</b>
-::If your profile prefs allow it, consultants can login for work from a [[TracCloudGuideBasicsVisits|kiosk or on the log listing]] by clicking the first highlighted icon below. This will prompt them to choose a center and work reason for their visit. The second icon opens a window that displays currently logged in consultants.
+::Consultants can login for work from a [[TracCloudGuideBasicsVisits|kiosk or on the log listing]] by clicking the {{#fas:user-clock}} icon, which will prompt them to choose a center and reason for their visit. Clicking the icon again will allow them to conclude their visit. The {{#fas:user-check}} icon opens a window that displays currently logged in consultants.
-::[[File:7062494.png|900px]]<br><br>
+::[[File:9075436.png|900px]]<br><br>
 ::To enable this functionality, check <b>Show Consultant Login Button</b> (and <b>Allow Consultant Login for [[TracCloudGuideProfilePrefsLogEtc#Custom_KIOSK_Options|Custom KIOSKs]] as well</b> if needed) in your [[TracCloudGuideProfilePrefsLogInOut|<i>Log In/Out</i> prefs]].
@@ Line 136: / Line 136: @@
 ::<span style="color:grey"><i>Other > Other Options > Profiles > [Your Profile] > Prefs > Log In/Out.</i></span>
 ::[[File:4621076.png|900px]]<br><br>
+::To block staff from logging in for work on kiosks/log listings that they opened themselves, go to <i>Other > Other Options > Groups > [Their [[TracCloudGuideProfileGroups|permission group]]] > Log In/Out > Uncheck "Allow consultant to login for work on KIOSK where the user logged in is themselves" > Save</i>.<br><br>
 <b>2. From the dashboard</b>
-::Consultants can be given the ability to log themselves in from the dashboard if their Permission Group allows it.
+::Consultants can be given the ability to log themselves in and out straight from the dashboard if their [[TracCloudGuideProfileGroups|permission group]] allows it. This is typically the easiest way to track work time if this kind of permission is appropriate for your staff. To enable this functionality, go to <i>Other > Other Options > Groups > [The group you want to edit] > Log In/Out > Check "Allow consultant to login for work at their main menu" > Save</i>. Once enabled, a {{#fas:clock}} icon will be available in the navigation bar to start and conclude their own work visits.
-::<span style="color:grey"><i>Other > Other Options > Groups > [The Group you want to edit] > Log In/Out.</i></span><br>[[File:6402937.png|900px]]<br><br>
-::* <b>Allow consultant to login for work at their main menu</b>
+::[[File:8893534.png|800px]]<br><br>
-::::Provides consultant accounts the ability to login for work visits.
-::* <b>Allow consultant to login for work on KIOSK where the user logged in is themself</b>
+<b>3. Quick visits</b>
-::::Prevents consultants in this group from logging themselves in for work visits on kiosks.<br><br>
+::Just like for student visits, quick visits can be used to immediately create a work visit from scratch. Who has access to this is determined by [[TracCloudGuideProfileGroups|permission group]], go to <i>Other > Other Options > Groups > [The group you want to edit] > Log In/Out > Uncheck "Hide 'Is Work' for Quick Visits / Visit Entry" > Save</i>. This will appear as another checkbox in the [[TracCloudGuideBasicsVisits|quick visit]] form. The work time will be given to the consultant who is assigned to the visit, the student field is optional if the work time box is checked.
-::Once the first option is enabled, consultants will have the ability to log themselves in for work directly from their dashboard.
+::[[File:8228383.png|800px]]
-::[[File:8893534.png|800px]]
 </div>
 <hr>

TracCloudGuideBasicsPayroll: Difference between revisions

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Revision as of 10:41, 12 June 2023

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