When using Payroll and reviewing the summary table, the platform will display a calculated total to be paid based on the contract and leave information submitted for that crew member.
Payroll Admins will have the ability to make adjustments to these totals by inputting relevant adjustments in the correct adjustment type column.
Please Note: Some column values are not editable in this table, as the information is pulled from other locations e.g. Employee salary comes from the employee contract.
Adjustment columns, when hovered over, they will display a '+' icon to add an adjustment.
If there is already an adjustment submitted for that type, the value of the adjustment will show in blue. You can click into this figure to see and edit the entry and to add another of the same type.
Once you are in the adjustment area for that user and type, you will see an add button to add a new adjustment of that type.
When the add button is clicked, you will be able to input all relevant information for that adjustment, including the amount, comments and attachments. Whether it adds or deducts from the employees pay may be pre-filled based on the type of adjustment it is.
Once saved, you will see the total pay amount updated to reflect this, along with the column balance.
To make changes or view the information added with the adjustment, click into the column value. Here you can see all the adjustments of that type for the employee during the period. You can also view attachments, make edits, or delete them from this area.
Payouts
If a payout to a crew member needs to be made, as they are leaving without using their full leave entitlement or not working their notice period, you can add this in the payout column.
Click the '+' Icon, then click 'Add Payout'.
You will see two payout types to select from.
Leave Payout: Payout for unused leave days, deducting the paid out amount of days from the leave balance. The daily rate will pull through automatically, but this can be adjusted by switching to a manual input using the toggle.
You will see the remaining amount of leave as per the end of the period. You will then need to input the number of leave days to be included in the payout. The value of this figure cannot exceed the remaining leave balance for the period.
Notice Payout: Payout for the notice period not worked. Does not affect the leave balance.
Once saved, the value will become visible in the payout column and reflect in the amount to be paid column.
The payout adjustments can still be viewed by clicking into the payout amount. Here it can also be edited and deleted.
All Payroll adjustments remain editable until the crew user's period has been locked. If changes are needed after a lock is enabled, the period will have to be unlocked to do this.
Once payroll is submitted, there is no way to edit the adjustments for the period within the platform. Please get in touch with the team. Any amendments needed after the payroll has been paid will have to be added to the next payroll period.