Team reports

Two tabs about your people: Payroll for what they earned and Timesheets for the hours behind it.

Payroll

Earnings per person for the period, covering commission, hourly and both.

1. Export sales

The commission side: what each person sold and what they're owed on it.

2. Export technician

The delivery side: what each person completed.

Two separate exports because they're two separate questions. In a business where one person sells and another does the work, a single combined number tells you nothing useful about either.

Timesheets

Hours worked, by person, by pay period, with Previous pay period and Next pay period to step through.

3. Export detail

Every individual clock in and out, rather than daily totals. This is what you reach for when someone queries their hours, because a total invites an argument and a list of timestamps ends one.

There's also a Needs attention filter for rows with problems, usually a missing clock-out, and a control to show people with no hours recorded.

A payroll routine that works

1. Open Timesheets for the period.
2. Clear Needs attention. Missing clock-outs distort totals badly.
3. Check anyone showing zero hours is genuinely off.
4. Export timesheet totals.
5. Open Payroll, export sales and technician.
6. Run the pay.

Doing steps 2 and 3 in the same week the hours happened is the difference between a five minute fix and an unresolvable argument.

Where the numbers come from

Payroll reads the salesperson and assigned employees fields on jobs, and hourly pay reads Timesheets. A job with no salesperson pays no commission to anyone, and that's created weeks earlier by someone skipping a field on the job form.

Tips and gotchas

• Clear Needs attention before every run.
• Export both payroll sides when selling and delivery are different people.
• Assign salesperson and technician on every job. Everything here depends on it.
• Step by pay period, not by arbitrary dates.

Next up: Expenses