Employee Payroll Details Report

Overview

The employee payroll details report provides details such as total salary, attendance, leave balance, tips, and commissions earned by one employee of a given center.  

This article covers the following sections:

When to Use this Report?

You can run the employee payroll details report to check the following details for any one employee at a time:

  • Leave balances and attendance details 
  • Commissions and tips earned 
  • Number of service and other invoices (such as selling products, memberships, packages) closed by the employee 
  • Salary details and the number of times the employee was specifically requested for by a guest and the bonus earned as a result.

Important Notes

  • You must first run the employee payroll summary report to ensure the accuracy of data in the employee payroll details report and in the employee commissions report. 
  • You should have already configured pay periods from Employee > Settings > Pay Period

Navigation

To run the employee payroll details report:

  1. Ensure you are at the Center for which you want to run the report. 
  2. On the Main menu, click Employee.
  3. On the Employee Dashboard, click Payroll Reports > Payroll Reports.
  4. Select Details and other filter criteria as required. 
  5. Click Calculate Commissions Now. 
    Note: If you have already run the payroll details report for the given pay period earlier, click Refresh. In cases where there are changes to data in the given pay period and you have run the payroll details report for the given pay period earlier, you will see the option Recalculate Commissions Now.
    Important: To view all columns of the report, export the report - the UI shows fewer columns. Use the Excel or .CSV icons on the top right-hand corner to export the report.  

Note: Alternately, you can run view the Employee Payroll Details Report by clicking the name of any one employee from the Employee Payroll Summary Report.  

Filter Criteria

Criteria Description
Cycle

 Select the cycle based on your requirement:

  • Monthly: Select the appropriate Month and enter the appropriate Year to proceed. 
    Note: You can view the Month and Year filter criteria only if you use a Monthly cycle. 
  • Bi-weekly: Select the appropriate bi-weekly cycle for which you want to view the report.
  • Specific pay period: Select the specific pay period for which you want to view the report. 
    Note: You can view Pay periods only if they are configured from Center > Employee > Settings > Pay Period
  • Custom Dates: Select this filter to specify a date range in the past to view payroll details spanning different pay periods. You can specify a maximum date range of 6 months at a time.
Select a Report 

Select Details from the drop-down list.
Note: The other options include Details and Hourly Pay/Service Commission that generate the employee payroll details report and the employee hourly pay/service commission report, respectively. 

Select an employee Select the name of the employee for whom you want to generate this report.

 

Column Descriptions

Refer to the following table to view fields and field descriptions.

Field Description
Code Displays the unique identifier for the employee.
Name Displays the name of the employee.
Type Displays the type of service or sale the employee was responsible for. For example, service, product sale, or membership sale. 
Invoice No. Displays the invoice number of the service or sale made by the employee.

Service Date

Displays the date on which the service was performed by the employee. 
Closed Date Displays the date on which the service or sale was closed by the employee. Closed Date is important because employees can earn commissions only on invoices that are closed (with full payment for the item such as service, product, gift card, membership).
Guest 

Displays the name of the guest who availed the service or purchased an item.

New Guest

Displays whether the guest who availed the service or purchased an item is a new guest as Yes or No. 

Item  The name of the specific item that was sold, such as a package, product, or membership.
Business Unit Displays the business unit under which the item falls such as slimming, haircare, or full body massage.
Category  Displays the category to which the sold item belongs. 
Sub-Category Displays the subcategory to which the sold item belongs. 
Requested Displays whether the employee was specifically requested for. 
Split Commission % Displays the split commission in a percentage that the employee earned for a given service. 
Deductions Displays any deductions to commissions that were applied. Deductions can include costs such as amount spent on advertising and part of the rent paid by the center for the space it uses. 
Revenue Displays the total revenue earned by the employee by performing services and selling items such as products, memberships, and packages.
Free Service Revenue Displays the total revenue earned by the employee that accounts for free service revenue. 
Commission Factor Displays the commission factor applicable to the employee. For example, if this is 200% it means that the employee earns double the commission. If this is 50%, it means the employee earns half the commission. 
Commission Displays the commission amount earned by the employee.
Effective Commission % Displays the effective commission in percentage. 
Free Service Commission Displays the commission earned by the employee as a result of free service revenue the employee contributes to.
Additional Bonus Displays any additional bonus that the employee earns such as amount earned for being a good performer. 
Request Therapist Bonus Displays the amount an employee earns as a bonus because a guest requested a particular employee to perform a service. Read: Employee Overtime and Therapist Request Bonus
Tips Displays the total amount earned by the employee as tips. 
Total Hourly Pay Displays the total hourly pay of the employee.
Total Pay Displays the total pay earned by the employee.
Service Deductions

Displays the amount that was deducted from the employee’s commission as part of service deductions.

Note: You can view the total deductions when you click an employee name in the Employee Summary Report to view the details report for that employee.

Read: Set Up Commission Deductions - An Overview and Set Up Commission Deductions for Services

Invoice Deductions

Displays the amount that was deducted from the employee’s commission as part of invoice level deductions.

Note: You can view the total deductions when you click an employee name in the Employee Summary Report to view the details report for that employee.

Read: Set Up Commission Deductions - An Overview and Set Up Commission Deductions for Invoices and Total Commissions

Class Commission Displays the class commission an employee earns. This is applicable only if classes are configured. 
Class Bonus Displays the class bonus an employee earns. This is applicable only if classes are configured. 
Appointment Status Displays whether the appointment is Closed, Canceled or No Show.


Read: Employee Payroll Summary Report

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