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Knowledge Base |
Reports - Session Payroll
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This article will guide you through the options available and results when running the session payroll report. This report will calculate the pay figures for all staff by the services and/or classes served.
Requirements - A Master Admin login or a staff type with the following permissions:
Accessing Staff Session Payroll Report
1. Summary Tab
To access the Session Payroll report go to Reports > Staff > Session Payroll. You can run this report for the date range of your choosing. Select a custom date range from the To and From calendars, or choose from one of the preset date ranges. There are several filters available to assist you in pulling the details that you need from this report.
Not Eligible For Payroll Sessions - choose to include or not include sessions that are Not Eligible for Payroll. To learn how to setup payroll eligibility, click here.
Show Class Attendees List - this will show the list of customer(s) that were booked into the class
Ignore Classes With No Bookings - this will exclude classes that had no attendees
Include Cust Lost Sessions - this will include any sessions where a customer did not show up
Include Sessions Not Yet Logged - you may choose to include the sessions that have not yet been logged as completed to determine their status as show or no show
Include Consults - controls whether services/classes flagged as consults will show on the report
Click Run Report.
The online report will display Employee Name, User ID, Total Sessions, Class Hours, Non-Class Hours and Total Payroll $.
To export the data, select the floppy disk and choose your method of export: CSV (comma delimited), PDF, or Excel.
2. Staff Sessions Tab
You can run this report for the date range of your choosing. Select a custom date range from the To and From calendars, or choose from one of the preset date ranges. There are several filters available to assist you in pulling the details that you need from this report such as Select Employee - allows you to run the report by all employees, (summary or all sessions detailed), or by an individual employee.
The online report will display Booking ID, Booking Date, Time, Customer, Session Type, Pay $ and Status.
3. Detail Tab
You can run this report for the date range of your choosing. Select a custom date range from the To and From calendars, or choose from one of the preset date ranges. There are several filters available to assist you in pulling the details that you need from this report such as Select Employee - allows you to run the report by all employees, (summary or all sessions detailed), or by an individual employee.
The online report will display Booking ID, Date, Start Time, End Time, Provider, Customer, Session Type, Status, Cost $, Price $, Credit Added, Paid Credit, Credit Invoice, Package Name, Payroll Eligible?, Grandfathered, Service Name, Mins and Payroll Code (ADP).
Related Articles:
Set Staff Pay Rates For Services and Classes
Requirements - A Master Admin login or a staff type with the following permissions:
- Reporting: Can access reports (must be enabled to see any reports)
- Reporting: Can access Staff: Session Payroll
Accessing Staff Session Payroll Report
1. Summary Tab
To access the Session Payroll report go to Reports > Staff > Session Payroll. You can run this report for the date range of your choosing. Select a custom date range from the To and From calendars, or choose from one of the preset date ranges. There are several filters available to assist you in pulling the details that you need from this report.
Not Eligible For Payroll Sessions - choose to include or not include sessions that are Not Eligible for Payroll. To learn how to setup payroll eligibility, click here.
Show Class Attendees List - this will show the list of customer(s) that were booked into the class
Ignore Classes With No Bookings - this will exclude classes that had no attendees
Include Cust Lost Sessions - this will include any sessions where a customer did not show up
Include Sessions Not Yet Logged - you may choose to include the sessions that have not yet been logged as completed to determine their status as show or no show
Include Consults - controls whether services/classes flagged as consults will show on the report
Click Run Report.
The online report will display Employee Name, User ID, Total Sessions, Class Hours, Non-Class Hours and Total Payroll $.
To export the data, select the floppy disk and choose your method of export: CSV (comma delimited), PDF, or Excel.
2. Staff Sessions Tab
You can run this report for the date range of your choosing. Select a custom date range from the To and From calendars, or choose from one of the preset date ranges. There are several filters available to assist you in pulling the details that you need from this report such as Select Employee - allows you to run the report by all employees, (summary or all sessions detailed), or by an individual employee.
The online report will display Booking ID, Booking Date, Time, Customer, Session Type, Pay $ and Status.
3. Detail Tab
You can run this report for the date range of your choosing. Select a custom date range from the To and From calendars, or choose from one of the preset date ranges. There are several filters available to assist you in pulling the details that you need from this report such as Select Employee - allows you to run the report by all employees, (summary or all sessions detailed), or by an individual employee.
The online report will display Booking ID, Date, Start Time, End Time, Provider, Customer, Session Type, Status, Cost $, Price $, Credit Added, Paid Credit, Credit Invoice, Package Name, Payroll Eligible?, Grandfathered, Service Name, Mins and Payroll Code (ADP).
Related Articles:
Set Staff Pay Rates For Services and Classes
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