Employee Payroll Summary v2 Report
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.
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.
The Employee Payroll Summary v2 report helps you to track
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
Number of times a guest requested for an employee and the bonus earned as a result.
This report offers flexibility in the way you view reports, enables you to customize the columns in the report, and more.
In Zenoti, click the Employee icon.
Navigate to Payroll Reports > Payroll Reports.
From the drop-down list next to the report name, select Summary.
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.
You must first run this report (the Employee Payroll Summary v2 report) to ensure the accuracy of data in the Employee Payroll Details v2 report and in the Hourly Pay/Service Commissions report.
Depending on your requirement, select the desired filters.
Note
You can view the report only for those centers to which you have access.
Click Calculate Commissions Now.
Click Refresh on subsequent attempts to view latest data in the report.
You can generate the report using the following filter:
Filter | Description |
|---|---|
Zone/Location group | Allows you to search for both zones and location groups if location groups are configured for at least one zone. Location groups will only be shown if the Enable Location groups setting is enabled. If the Zone/Location group filter is not visible, it means it is not enabled for your account. Reach out to a person at Zenoti to enable this feature. |
Actions on this report
Select the cycle
From the Cycles drop-down list, select the cycle.
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 at the center level by going to the Pay period setting from the Employee configuration section.
Split commission by item type
If you want to view the commission details split by item type such as service commission, product commission, membership commission, package commission, gift card commission, tenure commission, and center commission select the Split commission by item type option.
To view commissions split by item type, select Show/Hide columns, select the columns you wish to see such as service commissions, product commissions, and click Save.
If 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.
View the break-up of hours the employee worked in a given pay period
Click the Total Hours column.
Open the Attendance Details report and verify the total hours that the employee worked by matching the numbers in both the reports.
Important notes
You should have already configured pay periods from the configuration settings by searching for Pay period in the Employee section.
This report considers only closed invoices.
If the organization level setting, Show commission amount in payroll post invoice-level deduction, is ON, the commission amounts that appear in this report reflect values after Zenoti has made invoice-level deductions.
This report shows the payroll summary of employees either in their primary center or in the deputed center (center to which the employee is loaned) based on whether the Do not consider other center invoices for payroll setting is selected at the Organization level or not.
The following table explains how payroll details appear in the payroll summary report depending on whether the setting to exclude other centers' invoices is selected or not.
If…
Then…
This setting is selected
An employee is a regular employee of center A, but is on deputation for a few days in the pay period to center B
An employee from center C is on deputation to center A
Administrator of center A runs the payroll summary report for center A
This report shows the payroll summary of employees from center A including payroll details for the employee who was on loan to another center, so long as the employee performed services and sold some items in center A.
Payroll details of the employee who is on deputation to center A do not appear in the payroll summary report of center A.
Note
The payroll details for the period for which the employee from center A worked in center B appear in the payroll summary report of center B. Similarly, payroll details of an employee from center C who is on loan to center A appear in the payroll summary of center C.
This setting is not selected.
An employee from another center is on deputation (on loan) to center A.
Administrator of center A runs the payroll summary report for center A
This report shows the payroll summary of employees from center A and includes details of any employees who are on deputation (or on loan) to center A.
Some businesses prefer to pay providers in their home location even if they work in multiple locations – pay is allocated to each location based on hourly rate and service commissions. At the same time, such businesses need details around pay allocation by location so that each location can report expenses appropriately.
Note
Reach out to Zenoti Support if you want this feature enabled for your business.
This feature applies only to businesses that use the FLSA model to calculate overtime.
After the feature is enabled, business owners and administrators can see an additional column, Payroll Allocation, in the organization-level payroll report.
Column descriptions
Note
In the payroll summary report, Zenoti shows details such as the regular hours, total hours, and service hours in decimal format. For example, the report shows 8 hours 30 mins in Total Hours as 8.50 (8 hrs + 30/60 hrs).
The following table describes columns in the employee payroll summary v2 report.
Column | Description |
Employee Code | The unique identifier for the employee. |
Employee Name | The name of the employee (first name, last name). |
Job | The job of the employee. |
Invoice Wise Details | A break-up of commission details based on invoices. Click the download icon to view a break-up of commission details based on invoices in an Excel sheet called Invoice Wise Detail report. |
Employee Wise Details | A break-up of commission details at the employee-level. Click the download icon to view a breakdown of commission slabs, employee job assignments, service commissions, and related deductions, bonuses, penalties, and invoice details, including refunds. You can choose to exclude refund details from this report. For instructions on how to do this, refer to the Configure Slab Revenue Calculations article. |
Salary | 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 | The Total Hours of work for the employee in the pay period. |
Hourly Rate | The employee pay based on the hourly rate. |
Service Hours | 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. ImportantIf the Consider service recovery timein 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 | The hourly pay or the service commission earned by employees during the pay period. ImportantThis 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). Also, 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. NoteService 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. |
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. NoteYou 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 loggedin user at the organization level. |
Commission* [Commission-related columns] | Displays the total commission amount employees earn. ImportantThe amount you see in this column depends on the following settings: a) 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:
NoteIf you select the Split commissions by item type checkbox in the filter criteria, you can view commission details for each of the following: Product Commission, Package Commission, Gift Card Commission, Membership Commission, No-Show Commission, Cancellation Commission, Center Commission, and Tenure Bonus. |
Redo Penalty | If a guest is unhappy with a service 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. |
Commission | The total commission earned by employees in the selected pay period. |
Tips | Total tips the employee earns in the selected pay period. |
Tips Paid through Zenoti | Total tips paid to an employee credited into their Zenoti Wallet. Important
|
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. NoteThis 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 for SSG at the Organization level such as Gratuity or Service Charge. |
Leave Balance (Days) | The leave balance for the employee in terms of days (as configured in the Employee profile). |
Special Leave Balance | 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 | The gratuity earned by the employee if any. |
# Invoices | The total number of closed invoices in which the employee has sold at least one item. NoteThe # Invoices it 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 | The number of invoices the employee has closed for performing services. |
# Requested | 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 | 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. Requested 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 | The Instructor’s pay. NoteApplicable only if you have configured Classes. |
Hourly Rate | The Instructor’s hourly rate or charges. NoteApplicable only if you have configured Classes. |
Class Hours | The timings for a class. NoteApplicable only if you have configured Classes. |
Total Classes | The total strength or number of students in a class. NoteApplicable only if you have configured Classes. |
Deduction On Total Commission | Displays the amount that is deducted on the total commission the employee earned in the pay period. |
Service and Invoice Level Deductions | Displays the amount that is deducted as service and invoice level deduction from the commission the employee earned. NoteIf 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. |
Service Revenue | The total service revenue earned by the business in the selected time period. |
Product Revenue | The total product revenue earned by the business in the selected time period. |
Regular hours | Total hours the employee worked on business days. |
Regular pay | Hourly pay the employee received for their regular hours. |
OT Hours | The number of overtime hours the employee worked during the selected pay period. |
OT Pay | The pay earned by the employee for the overtime hours she worked during the selected pay period. |
Vacation pay rate | The rate at which an employee is paid for the vacation hours taken by them. |
Vacation hours | The number of hours taken by an employee as vacation. |
Holiday pay rate | The rate at which an employee is paid for the holiday hours that they have worked. |
Holiday hours | The number of hours on a holiday in which an employee has worked. |
Class commission | Displays the class commission an employee earns. This is applicable only if classes are configured. |
Daily OT hours type 1 | Duration the employee worked between 8 and 12 hours on a workday. |
Daily OT hours type 2 | Duration the employee worked exceeding 12 hours on a workday. |
Weekly OT hours | Duration the employee worked over 40 hours during the week. |
7th day OT hours type 1 | Duration the employee worked within 8 hours on the seventh consecutive workday. |
7th day OT hours type 2 | Duration the employee worked more than 8 hours on the seventh consecutive workday. |
Note
The following columns are visible only when you set up the advanced overtime multiplier: Daily OT hours type 1, Daily OT hours type 2, Weekly OT hours, 7th day OT hours type 1, and 7th day OT hours type 1.
How is total hours calculated?
The Total Hours of work for the employee in the pay period depends on the Calculate Payroll Hours Based on (Admin > Centers > [Center Name] > Settings > Employee > Calculate Payroll Hours Based on) setting. The following are the options for the setting:
Scheduled and Actual Hours Combination: For this option, 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 check-in time: Zenoti considers the later time between the scheduled and actual check-in time.
For check-out time: Zenoti considers the earlier time between the scheduled and actual check-out time.
Example: An employee is scheduled to work from 8 AM and 12 PM, but actually works from 9 AM to 1 PM on a certain day. Zenoti calculates the clocked-in hours for that day as 9 AM to 12 PM.
Zenoti then calculates Total Hours as the clocked-in hours minus the following two break times: mandatory break time and the break time between multiple check-ins per day, if any. Zenoti calculates this for each day in the selected time period.
Total hours = Clocked in hours – mandatory break times – break times between multiple check-ins.
Actual check-in/check-out time: For this option, 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 per day as follows: 9 AM to 12 PM and 2 PM to 5 PM. Then the total hours per day of the employee as per actual check-in and check-out time is 8 hours (Duration between first check-in, 9 AM, and last check-out, 5 PM) minus 2 hours (break between multiple check-ins 12 PM to 2 PM) = 6 hours.
Tip
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 in the Attendance Details report.
How is employee pay based on the hourly rate calculated?
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).
Note that 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).
Note
If your organization has enabled the Manager and employees can select work tasks at the time of check-ins, and manager can assign payrate by work task setting, you see the Work Task Wise Details column instead of the Hourly Rate column.