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Employee Payroll Details report

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Disclaimer: The factors used to calculate service revenue in the employee payroll details report vary from the ones used in other reports. We recommend you do not compare this report with other reports.

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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.

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

  • 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.

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. : 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. : 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.

Filters

Criteria

Description

Cycle

Select the cycle based on your requirement:

  • Monthly: Select the appropriate Month and enter the appropriate Year to proceed. : 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. : 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 3 months at a time.

Select a Report

Select Details from the drop-down list. : 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.

First Name

Displays the first name of the employee.

Note

The First and Last Name of the employee appear in separate columns only if you select All in the filter criteria and when you export the report.

Last Name

Displays the last name of the employee.

Note

The First and Last Name of the employee appear in separate columns only if you select All in the filter criteria and when you export the report.

Job

Displays the employee's Job.

Note

This column appears only if you select All in the filter criteria and when you export the report.

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.

Tips

Displays the total amount earned by the employee as tips.

SSG (Support Staff Gratuity)*

Displays 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

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.

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.

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.

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