----------------------------------------------------------------------------------------------------------------------------
Disclaimer: This article is only for the latest version of Zenoti reports. Do not compare the data in this version with the data in the previous version.
----------------------------------------------------------------------------------------------------------------------------

This article consists of the following sections:

The Employee Payroll Details v2 report offers flexibility in the way you view reports – the layout is intuitive , you can customize the columns in the report, and much more.

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 report helps you to track:

  • 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 v2 report to ensure the accuracy of data in the employee payroll details v2 report and in the employee commissions v2 report.

  • You should have already configured pay periods from Employee > Settings > Pay Period.

Navigation

To run the employee payroll details report:

1. Click the Employee tab.
The Employee Dashboard page opens.

2. Navigate to Payroll Reports > Payroll Reports.

3. Select Details from the filter.

4. Click Try the New Version.

The Payroll Details report opens in a new tab.

5. Depending on your requirement, select the desired filters.
Note: You can view the report only for those centers to which you have access.
6. Click Refresh on subsequent attempts to view latest data in the report.

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.

Note: Alternately, you can run the Employee Payroll Details v2 Report by clicking the name of any one employee from the Employee Payroll Summary v2 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

Field

Description

Employee Code

The unique identifier for the employee.

Employee Name

The name of the employee (first name, last name).

Type

The type of service or sale the employee was responsible for. For example, service, product sale, or membership sale.

Invoice No.

The invoice number of the service or sale made by the employee.

Service Date

The date on which the service was performed by the employee.

Closed Date

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

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

Item

The name of the specific item that was sold, such as a package, product, or membership.

Business Unit

The business unit under which the item falls such as slimming, haircare, or full body massage.

Category

The category to which the sold item belongs.

Sub-Category

The subcategory to which the sold item belongs.

Requested

Displays whether the employee was specifically requested for.

Split Commission %

The split commission in a percentage that the employee earned for a given service.

Deductions

The 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

The total revenue earned by the employee by performing services and selling items such as products, memberships, and packages.

Free Service Revenue

The total revenue earned by the employee that accounts for free service revenue.

Commission

The commission amount earned by the employee.

Commission Factor

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.

Free Service Commission

The commission earned by the employee as a result of free service revenue the employee contributes to.

Additional Bonus

The additional bonus that the employee earns such as amount earned for being a good performer.

Request Therapist Bonus

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

The total amount earned by the employee as tips.

SSG (Support Staff Gratuity)*

The total SSG amount the employee earns as SSG (gratuity or service charge) on closed invoices in the selected pay period.

Note: This column appears only if you have the center level setting Allow collection of SSG selected.

*Note also that Zenoti updates the name of this setting depending on the label you have configured at the Organization level for SSG such as Gratuity or Service Charge.

Total Hourly Pay

The total hourly pay of the employee.

Total Pay

The total pay earned by the employee.

Service Deductions

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

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.

Note: If the organization level setting, Show commission amount in payroll post invoice-level deduction, is ON then the commission amount that appears takes into account invoice-level deductions. For example, assume an employee earns $100 as a commission. Invoice level deduction is $5.

If the organization level setting is ON, you will see $95 as the employee’s commission.

If the organization level setting is OFF, the commission amount does not account for the invoice-level deduction and you will see $100 as the employee’s commission.

Learn more: Set Up Commission Deductions – An Overview and Set Up Commission Deductions for Invoices and Total Commissions

Class Commission

The class commission an employee earns.

Note: This is applicable only if classes are configured.

Class Bonus

The class bonus an employee earns.

Note: This is applicable only if classes are configured.

Appointment Status

Displays whether the appointment is Closed, Canceled or No Show.

Declared Cash Tips

The total amount employees declare as cash tips they earned during the day. Employees can declare this when they check out for the day.

Note: You can see this column only if you have organization level settings to declare cash tips enabled.

The settings are Enable employee tip declaration and Restrict employee check in and check out to logged in user at the organization level (Organization > Admin > Organization > Organizations > Settings > Employee).

Note: Using the setting, Declared Tips Label, businesses may edit the default label, Declared Cash Tips, to suit their requirements such as Cash Tips. This label name gets reflected in employee payroll reports.

See Also

Employee Payroll Summary v2 Report

Did this answer your question?