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.
• 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

• Only use this section if directed here by our Client Success team to upload Actual Payroll Hours as these numbers are automatically imported from the POS system.
• In WorkstandIQ, go to Staff & Payroll > Payroll > Actual Hours.