Payroll

Adjust and set information pertaining to payroll in WorkstandIQ.

Employees

Commission Schemes

Payroll Budget

Actual Payroll

Actual Hours

Employees

• Update employee list from the Point of Sale (POS) and edit employee information.

• In WorkstandIQ, go to Staff & Payroll > Payroll > Employees.

• Press the Refresh Employees from Data Source button to pull in employee records from your Point of Sale (POS).

• The "Export/Import Employees" button can be used to download a spreadsheet to be filled out and then re-uploaded to the system to update employee information in bulk.
• Otherwise, click an employee's name to add or edit information.
• Choose the appropriate Department that was previously set above.
• Enter compensation as either Hourly Wage or Annual Salary (do not enter both).
• If the employee is Salary then enter the typical amount of weekly hours worked in the "Weekly Hours" box.

• Checking the SKU commissions box tells WorkstandIQ to include any POS SKU commissions in Payroll. 

  • This is separate from the Commission Schemes that are available within WorkstandIQ.

• If Commissions have been set up in WorkstandIQ then select the appropriate "Category Commissions" boxes.
• Press the "Save" button before moving on.

Commission Schemes

• Assign all set up Commissions to specific employees.
• In WorkstandIQ, go to Staff & Payroll > Payroll > Commission Schemes.
• Check the "Assigned" box on the right side to assign all setup commissions to an employee.
• Press the "Save Assignments" button before moving on.

Payroll Budget

• Adjust the payroll budget that is used within the scheduler.
• In WorkstandIQ, go to Staff & Payroll > Payroll > Payroll Budget.
• Press the "Edit" button for the appropriate pay period.
• Enter the target budget either as Budget Dollars or Budget Percent based on the Payroll Goal Basis set above. 
  • These budgets only reflect hourly wages and salaries and do not include spending on worker's compensation, benefits, or other staffing expenses.

  • Payroll Budget Calculation Examples

    • Payroll Budget in Dollars

      • Percentage of Sales Goal/LY/3YA -> Dollars, or

      • Set as Fixed Dollar Amount

    • Avg Cost per employee hour

      • Actual Payroll ➗ Actual Hours  =  Average Cost per employee hour

    • Payroll Budget Dollars ➗ Avg Cost per Employee Hour = Payroll budget in hours

    • Example: Payroll budget is 20% of sales goal

      • Sales goal for a particular pay period is $100,000, so payroll budget for that period is $20,000

      • Last year during this pay period, avg cost per employee hour was $20.

      • $20,000 payroll budget divided by $20 avg wage = 1,000 hours we can use to schedule staff during this pay period and stay within budget.

• Press the "Save" button before moving on.
• The "Export/Import Budget" button on the main Payroll Budget screen downloads a spreadsheet template that can be filled out and then uploaded to the system instead of editing each pay period individually. 

Actual Payroll

• View actual amounts spent on payroll for prior periods.
• In WorkstandIQ, go to Staff & Payroll > Payroll > Actual Payroll.
• Payroll information for prior pay periods will be displayed.
• Use the "Export/Import Actual Payroll" to download a spreadsheet that can be populated and then uploaded to the system for any missing periods.

Actual Hours

• Use this section  to manually upload payroll hours in case of major technical issue as these numbers are automatically imported from the POS system.
• In WorkstandIQ, go to Staff & Payroll > Payroll > Actual Hours.