Staff & Payroll Settings

Adjust the settings for the Staff & Payroll module in WorkstandIQ.

Payroll 

• Set information for pay periods.
• In WorkstandIQ, go to Staff & Payroll > Settings.
• Press the "Unlock Parameters" button.
• Select the start date of the next payroll period in the "Payroll Start Date" field.
• Select the pay period frequency in the "Payroll Period" field. (If none of these parameters match your schedule, select the closest one.)
  • Biweekly (every other Friday, for example)
  • Monthly (every calendar month)
  • Semi-monthly (twice per calendar month, on the 1st and 15th)
• If a change is made, press the "Save" button in the top right corner before moving on.

Schedule

• Set the Departments and Shift Types that are displayed on the schedule.
• In WorkstandIQ, go to Staff & Payroll > Settings then press the "Schedule" tab.
• Press the "Unlock Parameters" button at the bottom of the page.
• Adjust the names of existing Departments (if needed).
• Press the "+ Add Row" button to add a new row for a new Department.
• Scroll down to the Shift Types section.
• Adjust the names of existing Shifts (if needed).
• Press the "+ Add Row" button to add a new row for a new Shift.
• The columns are as follows:
  • Name: Name the shift.
  • Color assignment: Visual color for the shift type on the schedule.
  • Time Picker: Check this box to set particular times for this shift type when adding it to a schedule. Leave unchecked if this shift type has a set number of hours. For example, a vacation day might be set to 8 hours exactly.
  • Include in scheduled hours total: Check this box to include this shift type's hours in the weekly total hours.
  • Include in scheduled dollars total: Check this box to include this shift's dollars in the total dollars on the schedule.
  • Include in paid hours total: Check this box to include this shift's dollars in the total dollars to be paid.
  • Shift label: How the shift will be labeled when viewed in the schedule.
  • Treat as PTO: Determines if this shift will be paid out of a staff member's accrued PTO (Personal Time Off).
  • Fixed hours: If Time Picker box is unchecked, how many hours are in this shift type.
  • Fixed dollars: If Time Picker is unchecked, and shift type does not have fixed hours, how much is being paid to an employee for this shift. For example, working an off-site event may pay $100 regardless of number of hours worked.
• If a change is made, press the "Save" button in the top right corner before moving on.

Budget

• Set the settings that pertain to the scheduling budget.
• In WorkstandIQ, go to Staff & Payroll > Settings, then press the "Budget" tab.
• Press the "Unlock Parameters" button.
• Select how the payroll budget should be calculated, either by Pay Period or Monthly.
• Leave the "Calculation Method" on Static.
• The "Payroll Goal Basis" can be calculated based on a percentage of your Sales goal, last year's sales, or the 3-year average of sales.  Select the most appropriate selection.
• Linear Budget Distribution:
  • By default, staff budgets for a location are set according to last year's sales for that location, if the sales data is available.
  • Other locations, such as newly opened stores, may not have the previous year's sales to go by.
  • The "Linear Budget Distribution" allows a budget for one or more locations to be chosen and determines the days of the week the budget is distributed across.
  • To enable, select a location in the dropdown to apply the Linear Distribution to.
  • Check the boxes that correspond with the days the location is open.
  • To add another location, click the "Add Row" button.
• If a change is made, press the "Save" button in the top right corner before moving on.

Time Clock

• Configure the settings that pertain to the time clock.  
• WorkstandIQ can pull in the time clock information from your Point of Sale and display it within the Time Clock Reports.
• In WorkstandIQ, go to Staff & Payroll > Settings then press the "Time Clock" tab.
• The "Error flag if more hours per day than" field will flag any shift that is longer than the number entered in this field.  For example, if this is set to 8 hours, the word "Investigate" will appear in the Time Clock Report next to the shift for it to be looked into if more than 8 hours are clocked.
• Enter the appropriate number in the "Error flag if more hours per day than" field.
• The Report Columns checkboxes control the fields that will be displayed on the actual time clock report.
• Time Clock Emails can be automatically sent to your employees.  The "Enable" boxes will enable this functionality for the locations checked.
  • Payroll change cutoff days is the number of days after a pay period ends that employees may submit changes to managers.
  • Time is the time that these emails will be sent to employees in Eastern Standard Time.
  • Custom Time Clock email message is a custom message that is included in the time clock email.
  • Manager Email Notifications are the manager email addresses that will receive a summary email.
• If a change is made, press the "Save" button in the top right corner before moving on.

Commission

• Create a commission structure for employees.
• In WorkstandIQ, go to Staff & Payroll > Settings then press the "Commission" tab.
• Press the "Unlock Parameters" button at the bottom of the page.
• Select whether the Commissions should be Percent Commissions or Fixed-Dollar Commissions.
• Press the "+ Add Row" button, enter a Name, assign a Category, Commission rate, Commission Basis, and whether the products must be sold at MSRP / Sale Price.
• Overlap Rules determine whether commissions should be based on SKU or Category or Both.
• If a change is made, press the "Save" button in the top right corner before moving on.
• Assign the Commission levels to the appropriate employees by going to Staff & Payroll > Payroll > Employees.
• Click on an employee, scroll down to the Commissions section, and check the box(s) for the appropriate Commissions.
• Press the "Save" button before moving on.

Employees

• Employee data comes into IQ from your connected point of sale. See Payroll > Employees
• Create custom fields that display within the employee records and can be made available to the time clock reports.
• In WorkstandIQ, go to Staff & Payroll > Settings then press the "Employees" tab.
• Press the "Unlock Parameters" button.
• Press the "+ Add Row" button, enter a Label, select the appropriate Type/Source then check the box to make this custom label available on the Time Clock Reports.
• Press the "Save" button before moving on.

Scoring

• Adjust how the scoring that is displayed within the Schedules section is determined as schedules are being built.
• Weighting determines how much each of the different components is factored into the actual scoring.
  • Adjust the scoring percentages as needed, they need to add up to 100.
• Colors determines the score thresholds for when the scoring color indicators change. 
  • By default, the Green is 93 and Red is 70.  Meaning that a score of 93 and above will be green.  A score between 70 and 93 will be yellow.  A score below 70 will be red.
• It is recommended that Scoring Curves are not adjusted as doing so can have adverse effects.
• Press the "Save" button before moving on.