Employee Payroll Summary report
The factors used to calculate service revenue in the employee payroll summary v2 report vary from the ones used in other reports. We recommend you do not compare this report with other reports.
Overview
The employee payroll summary report provides a quick snapshot of details such as total salary, attendance, leave balance, tips, and commissions earned by all employees of a given center.
You can click the name of any employee in this report to view the corresponding employee's detailed report (Employee Payroll Details Report).
When to use this report?
You can run the employee payroll summary report to check the:
Leave balances and attendance details of all employees in your center.
Commissions and tips earned by employees.
Number of service and other invoices (such as selling products, memberships, packages) employees have closed.
Salary details and the number of times a guest requested for an employee and the bonus earned as a result.
Note
You must configure pay periods from the configuration settings before running this report. To do this, search for Pay Period under the Employee section.
This report considers only closed invoices.
If the organization-level setting Show commission amount in payroll post invoice-level deduction is enabled, the commission amounts shown in the report reflect values after invoice-level deductions are applied by Zenoti.
If the Do not consider other center invoices for payroll toggle is turned on:
The report shows payroll for employees of their home center only. For example, if an employee from Center A is deputed to Center B, their payroll details for work done in Center B appear in Center B’s report, not in Center A’s.
If an employee from Center C is deputed to Center A, their payroll does not appear in Center A’s report; it appears in Center C’s report instead.
The report for Center A will only show Center A’s employees (including those who temporarily worked in another center but performed services or sales at Center A). It will not show deputed employees from other centers working at Center A.
If the Do not consider other center invoices for payroll toggle is turned off:
The report includes payroll for both local employees and deputed employees working at the center. For example, if an employee from Center C is deputed to Center A, their payroll details are included in Center A’s report when the administrator runs it.
At the center level, navigate to Employee > Payroll.
Select Summary along with other appropriate filter criteria.
Click Calculate commissions now.
If you have already run the payroll summary report for the given pay period, click Refresh.
If there are changes in the data for the given pay period, you will see the option Recalculate commissions now.
Use the Excel or .CSV icons to export the report.
Filters
Criteria | Description |
Cycle | Monthly: Select the appropriate month and enter the year. The Month and Year filters are visible only when you use a Monthly cycle. Bi-weekly: Select the required bi-weekly cycle to view the report. Specific pay period: Select a specific pay period. You can view Pay periods only if they are configured from Configuration > Employee > Pay Period at the center level. |
Select a Report | Select Summary from the drop-down list. The other options include: Details: Generates the employee payroll details report. Hourly Pay/Service Commission: Generates the employee hourly pay/service commission report. |
Split commission by item type | Select this option to view commission details split by item type: service, product, membership, package, gift card, tenure, and center commission. ImportantIf the Calculate employee pay based on higher of total hourly pay and service commission option is selected at the center level, then Zenoti replaces the Service Commissions and Add-On Commissions columns with the Hourly Pay/Service Commission column. |
Column descriptions
Column Name | Short Description | Details and Examples |
|---|---|---|
Employee Code | Unique identifier for the employee | Displays the unique identifier for the employee. |
Employee First Name | First name of the employee | Displays the first name of the employee. |
Employee Last Name | Last name of the employee | Displays the last name of the employee. |
Job | Employee's job role | Displays the job of the employee. |
Invoice Wise Details | Link to download invoice-level commission details in Excel | Provides a drill-down link that lets you view a detailed breakup of employee commissions per invoice. Clicking this link downloads an Excel file which lists the commission details at the invoice level for that employee. |
Employee Wise Details | Link to download employee-level commission details in Excel | Provides a drill-down link that lets you view a detailed breakup of payroll and commission information for each employee. Clicking this link downloads an Excel file which lists the employee’s earnings and deductions for the selected pay period |
Salary | Salary earned during the selected period (not current salary) | Displays the salary earned by the employee. Note that the salary in the report doesn't reflect the current salary of the employee, but their salary during the selected time period. |
Total Hours | Total hours worked in the pay period, calculated based on configured check-in/out rules | The Total Hours of work for the employee in the pay period depends on the Calculate Payroll Hours Based on employee configuration setting. For Scheduled and Actual Hours Combination: Zenoti checks both, the scheduled check-in and check-out times and the actual check-in and check-out times. Zenoti then calculates the clocked-in time as follows:
For Actual check-in/check-out time: Zenoti calculates clocked in hours based on the actual check-in and check-out times irrespective of the employee schedule. The Total Time is calculated as the duration between first check-in and last check-out time minus the break time between multiple check-ins if any. Zenoti calculates this for each day in the selected time period. Total Hours = Duration between first check-in and last check-out for the day - Break between multiple check-ins. Example:If an employee has multiple check-ins in a day, for example 9 AM–12 PM and 2 PM–5 PM, the total hours are calculated as 8 hours (from the first check-in at 9 AM to the last check-out at 5 PM) minus the 2-hour break (12 PM–2 PM), resulting in 6 hours. Click the total hours (number) for an employee to view the break-up of hours the employee worked in a given pay period. Zenoti shows you these details he Attendance Details report. NoteThe total hours in the payroll summary report considers the check-in and check-out times of the employee irrespective of the employee's end date. For example, the pay period is 4 Dec to 17 Dec. The employee worked for 8 hours on 4 Dec and for 8 hours on 5 Dec. If you enter the employee's end date as 4 Dec, the total hours for this pay period will be 16 hours. |
Total Hourly Pay | Pay based on regular hours plus overtime | Zenoti calculates employee pay based on the hourly rate as follows: Total Hourly Pay = Total regular hourly pay (for regular hours) + Overtime pay (for overtime hours). You can specify regular hours, hourly rate, and overtime multiplier in the employee profile page (Employee > Employees > [Employee Profile] > General). Overtime calculation can be set up based on overtime hours per day or overtime hours per pay period. Overtime pay applies only when Calculate Payroll Hours Based on is set to Actual Check-in/Check-Out time (at the Center level). NoteZenoti doesn't calculate the total hourly pay if:
|
Service Hours | Actual hours spent performing services | ImportantDisplays the number of hours the employee utilized to perform services. That is the total duration of all the closed appointments of the employee in the selected pay period. This report considers the actual service time and not the defined service time. The defined service time refers to the duration of the service as defined when creating the service. The actual service time refers to the exact time spent in completing the service, which is recorded in the Appointment Book using actual start and end time of the appointment. If the Consider service recovery time in employee utilization is enabled in the organizational settings for Employees, then this report includes recovery time of each service in the Service Hours. |
Hourly Pay/Service Commission Or Service Commissions and Add-On Commissions | Shows hourly pay or service commission, whichever is higher | ImportantDisplays the hourly pay or the service commission earned by employees during the pay period. This column appears only if the Calculate employee pay based on higher of total hourly pay and service commission option is selected (at the center level). If this option is selected, Zenoti considers both, the hourly pay and the service commission for each day of the selected pay period. The employee earns the amount that is higher. Example: If an employee is eligible for $100 in hourly pay and $125 in service commissions for a day, the service commission of $125 is paid to the employee. Service commissions includes Add-On commissions and Request Therapist Bonus. If the Calculate employee pay based on higher of total hourly pay and service commission option is not selected (at the Center level), then the columns Service Commissions and Add-On Commissions appear in this report. |
Commission | Total commissions earned, adjusted by settings for deductions and calculation rules | ImportantDisplays the total commission amount employees earn. The amount you see in this column depends on the following settings: The organization level setting, Show commission amount in payroll post invoice-level deduction. If this setting is on, the commission amounts that appear in this report reflect values after Zenoti has made invoice level deductions. If this setting is off, you must manually deduct invoice-level commissions from commission amounts.b) Your center level setting for Calculate employee pay based on higher of total hourly pay and service commission
NoteTo consider the instructor's commission for classes where guest status is canceled or set to no-show, enable the organization setting Enable package or membership credits to be redeemed for class cancellation or no-show fees. This setting calculates instructor pay only for classes booked using membership/package credits. NoteIf you select the Split commissions by item type check box in the filter criteria, you can view commission details for each of the following: Product Commission, Membership Commission, Package Commission, Gift Card Commission, No-Show Commission, Cancellation Commission, Center Commission, and Tenure Bonus. |
Redo Penalty | Deduction when a service is redone and commission is reassigned | If a guest is unhappy with a service and asks for the service to be redone, the commission is deducted as Redo Penalty for the first provider and commission is awarded to the second provider. |
Tips | Total tips earned during the pay period | Total tips the employee earns in the selected pay period. |
SSG (Support Staff Gratuity)* | Gratuity or service charge earned | NoteDisplays the total SSG amount the employee earns as SSG (gratuity or service charge) on closed invoices in the selected pay period. : This column appears only if you have the center level setting Allow collection of SSG selected. Zenoti updates the name of this setting depending on the label you have configured for SSG at the Organization level such as Gratuity or Service Charge. |
Leave Balance (Days) | Remaining leave balance in days | Displays the leave balance for the employee in terms of days (as configured in the Employee profile). |
Special Leave Balance | Balance of special leaves | Displays the special leave balance for the employee (as configured in the Employee profile). This is useful if your organization offers special leaves to employees such as leaves on birthdays of family members and employees' wedding anniversaries. |
Gratuity | Gratuity earned by the employee | Displays the gratuity earned by the employee if any. |
# Invoices | Number of closed invoices with at least one sale by the employee | NoteDisplays the total number of closed invoices in which the employee has sold at least one item. The # Invoices is not the number of items sold by the employee, but the number of invoices in which they have sold at least one sales item such as performing a service, or selling a product, membership, package, or gift card. |
# Service Invoices | Number of service invoices closed by the employee | Displays the number of invoices the employee has closed for performing services. |
# Requested | Number of times guests requested this employee for services | Displays the number of times guests requested for a particular employee to perform a service and where the invoice was closed. This number has a direct impact on the next column - Request Therapist Bonus. |
Request Therapist Bonus | Bonus earned from guest requests | Displays the total amount an employee earns as a bonus in the selected pay period because a guest requested a particular employee to perform a service and where the invoice was closed. Therapist Bonus is configured in the Employee profile: Employee > Employees > [Employee Name] > General > Requested Therapist Bonus. The Requested Therapist Bonus for the pay period is calculated as follows: Requested (total number of requests for the therapist) x Requested Therapist Bonus (from the employee profile). Example: If the Requested Therapist bonus is set to $2 in employee profile, and the number of requests made for the employee in the pay period is 15, the employee's Requested Therapist Bonus for the pay period is $30. |
Instructor Pay | Pay for conducting classes | Displays the Instructor’s pay. Applicable only if you have configured Classes. |
Hourly Rate | Instructor’s hourly rate for classes | Displays the Instructor’s hourly rate or charges. Applicable only if you have configured Classes. |
Class Hours | Scheduled hours for classes | Displays the timings for a class. Applicable only if you have configured Classes. |
Total Class | Total number of students in a class | Displays the total strength or number of students in a class. Applicable only if you have configured Classes. |
Deduction On Total Commission | Total commission deductions applied in the period | Displays the amount that is deducted on the total commission the employee earned in the pay period. |
Service and Invoice Level Deductions | Commission reduced by service/invoice-level deductions | NoteDisplays the amount that is deducted as service and invoice level deduction from the commission the employee earned. 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 off65t67y7, the commission amount does not account for the invoice-level deduction and you will see $100 as the employee's commission. |
Cross check your data for total hours
You can cross-check your data for Total Hours of this report against the Working Hours column in the Attendance Details report.
If the Calculate Payroll Hours Based On setting for your center is set to Actual Check-in/Check-out, the Total Hours column in this report should be equal to the Working Hours column in the Attendance Details report for a given day.
You can view the Attendance Details Report from Employee > Other Reports > Time > Attendance Details. Refer to the Employee Payroll Details Report article for more information.