Here is a step-by-step guide for accessing and managing payroll for subcontractors using two different methods:
Note: This option allows you to access and manage payroll for all subcontractors at once in a central table, while the second option allows you to manage payroll for individual subcontractors, providing more detailed control.
Through the Payroll Section in the Side Panel (For All Subcontractors)
This method allows you to view and manage payroll data for all subcontractors in one central table.
Go to the Payroll Section
On the left-hand sidebar, locate and click on Payroll. This will direct you to the payroll page where you can view all the payroll information for subcontractors.
View Payroll Summary
In the Payroll section, you will see a table listing all subcontractors with their payroll details.
The table will include information such as:
Gross Income: Total earnings before deductions.
Total Resources: The overall total of subcontractor resources used.
Individual Payroll Entries: This will display details such as jobs completed, total hours worked, earnings, and more.
Review Payroll for All Subcontractors
Scroll through the list to review the payroll data for all subcontractors.
You can filter the data to view specific time periods or jobs by using the Filter option.
Export or Update Payroll Data
To export the payroll data for further analysis or record-keeping, click the Export button.
To update any payroll information, click on the row of the respective subcontractor in the table to open their detailed payroll data.
Through the Subcontractor Resource Section (For Individual Subcontractor Payroll)
This option gives you more control over the payroll details for each subcontractor, allowing you to make specific edits and updates.
Go to the Subcontractor Resource Section
From the left sidebar, click on Resources.
Under Resources, select Subcontractor to open the list of subcontractors in the system.
Select a Subcontractor
From the list, click on the name of the subcontractor whose payroll details you want to view. This will open their individual profile.
Navigate to the Payroll Tab
In the subcontractor's profile, click on the Payroll tab.
Here, you will see detailed payroll information for the selected subcontractor, including:
Total Hours Worked
Jobs Completed
Earnings
Hourly Rate
Edit Payroll Information (Optional)
If you need to update the subcontractor's payroll details, such as the rate, hours worked, or additional earnings, click the Edit icon or option in the payroll section.
After making changes, click Update to save the updated payroll information.
Delete Payroll Entry (Optional)
If you wish to delete a payroll entry, click the Delete button next to the entry you want to remove.