Here is a step-by-step guide for accessing payroll using the two different methods:
Note: This option allows you to access and manage payroll for all resources at once in a central table.
Through the Payroll Section in the Side Panel (For All Resources)
Go to the Payroll Section:
On the left side panel, locate and click on Payroll. This will take you to the payroll page.
View Payroll Summary:
In the Payroll section, you will see a table listing all resources (employees and subcontractors) with their payroll details.
Information such as Gross Income, Total Resources, and individual payroll entries (e.g., jobs completed, total hours worked, and earnings) will be displayed.
Review Payroll for All Resources:
Scroll through the list to check the payroll data for all your resources, including employees and subcontractors.
You can filter the payroll data if needed by using the Filter option to specify time periods or specific jobs.
Export or Update Payroll Data:
If you want to export the payroll data, click the Export button.
To edit any payroll details, click on the respective employee or subcontractor row in the table to access more details.
Note: This option provides an in-depth look at individual resource payroll details, allowing you to make specific edits and updates for a selected employee or subcontractor.
Through the Resource (Subcontractor/Employee) Section (For Individual Payroll)
Go to the Resource Section:
In the left sidebar, click on Resources.
Under Resources, select either Employees or Subcontractors, depending on which group you want to view.
Select an Employee or Subcontractor:
From the list of resources (employees or subcontractors), click on the name of the person whose payroll details you want to view.
Navigate to the Payroll Tab:
Once you are in the individual resource’s profile, find and click on the Payroll tab.
This will show detailed payroll information for the selected individual, including total hours worked, job completed, earnings, and rates.
Edit Payroll Information (Optional):
If you need to update the payroll information (e.g., rate, hours worked, or extra earnings), click on the Edit icon or option in the payroll section.
After editing, click Update to save the changes.
Delete Payroll Entry (Optional):
If you want to delete a payroll entry, click the Delete button for that particular entry.
