How to Calculate Payroll in Yeswebook CRM?

Payroll is available as a separate section on the sidebar. It includes several subsections that contain specific details of the payroll.

Before calculating any payroll for employees, we need to define their salaries and salary schemes. It can be done under the Settings and then Staff.
On the sidebar click on the Settings and then Staff.

You will be directed to the window with a list of all employees.
Click on the Employee that you want to set up the salary options.

Inside the Employee window, you can find Salary settings on the sidebar.
Navigate to the Salary settings by clicking it.

Under the salary Settings you can find different parameters to customize the salary scheme.
All input fields are optional but at least one should be entered. Select whether to input Hourly rate, Shift rate or a fixed monthly salary for the employee.

Let’s input the Hourly rate for this particular example. Type 100000 into the field.

In the bottom section of the window there is an additional option to select whether the employee gets any percentage from company’s revenue (that is calculated from all services or sales done by all employees) or a percentage from only personal services and sales performed (by this employee).

Let’s activate “From personal sales” and input some share (in percent %) for services and sales that employee will provide to the customers. This share will be included into the overall salary of the employee.
By clicking each field, input the share that employee earns.

After setting up, continue by saving all inputs.
Press Save button and close the window.

Repeat same steps for all employees in the list. By defining their salary settings.

It is also necessary to mention that it is possible to set up renumeration scheme. for each service separately. This can be done under Settings -> Services.
This step is optional and depends on your salary calculation scheme.

Let’s click on the service (e.g. Haircut) to set up the renumeration scheme.

In the modal window, navigate to Renumeration schemes on the sidebar by clicking it.

Here, under the Renumeration schemes tab, it is possible to set up commission (share) for the service for each position separately: Barber, Manager and so on depending on the needs.
Positions are created by the user under Settings -> Jobs on the sidebar.

Under the right drop box field it is possible to adjust whether the employer with a certain position gets fixed commission (%) or a fixed amount for the service provided by the company.

After setting up renumeration scheme for the service. Click Save button to apply all changes.
When calculating salary for each employee in order to get proper and right sum of shares and avoid duplications from “Remuneration under Employee salary settings” and “Position renumeration schemes under Service settings” the priority is given to the settings under the Services and then Employee settings.

After all employees have salary settings defined, go back to the Payroll on the main sidebar. Click “Payroll calculation”

In this window, select the dates you are interested in. In this example, we chose the whole month June. Then click “Calculate” button to calculate salary of each employee for the specified dates.

After clicking “Calculate” button, the payroll report for each employee will be generated. Then click the save button to save the report.
This report summarize the salary inputs for each parameter of your payroll scheme. Notice that the second employee does not have any share on services or sales when the first one has some extra payment from services or sale he provided. This difference between two employees due to different salary schemes saved under each employee settings.
Besides that, another difference is the second employee already received an advance payment some time before and that payment was accounted in the remaining part to be payed.

To check all the details that are included into the payroll, there are several sections that you can look through on the sidebar under the Payroll : Timesheet, Detalization and Salary Operations.

Click on the “Timesheet” to check have many hours the employee has worked during the certain period of time

Under “Detalization” you can check additional inputs like hours, shifts, good sales, services provided and so on.

You can have the detailed report for any employee. After selecting an employee and specific dates press the Calculate button.

Under Salary operations by clicking Show button you can check if any advance payment, bonus or deductions were settled during specific period of time for specific employee.
Here you can manually enter any advanced payment, bonus, deductions or salary payment by clicking Add button.

After checking the salary calculation inputs, from the sidebar navigate back to the Payroll calculation window.
Open the previously generated and saved Payroll report by clicking on it.

On the right of row (that correspond to each employee) you will find the button “Pay”. Click the Pay button to proceed with the payment and records.

After clicking the Pay button a window will appear where you can add your comment. Type “June Salary” for example and click Save.

Proceed with all employees.
Notice that after saving the payment. The calculated salary appears in the Settled payment field of the table.

On the sidebar navigate to the Salary Operations window. Here you will be able to find the payments that have been recently completed.
Congratulations on reaching to the end of this Payroll manual!