True-up and Flat Sum Calculator
Employee Management |
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| Adding Employees | |
| 1. | Edit
Default Name and ID to match Employee’s name on the time card. |
| 2. | Enter Employee’s ID number in the ID assigned in Worklio and in Timeworks Plus (TWP). |
| 3. | Click the Green Check Mark
to save these entries.
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| Adding multiple Employees | |
| 1. | Add the next Employee by selecting the Green Down Arrow to access the Add Employee section. |
| 2. |
Enter the next Employee in the Name field, then click the Green Check Mark
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| 3. | Repeat steps 1 and 2 to add more employees. |
| Deleting Employees | |
| 1. | Click on the trashcan next to the employee's name. |
True-Up and Flat Sum Data Entry |
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| Enter Pay Data | |||
| 1. | Enter the Start Date and End Date of the pay period. | ||
| 2. | Enter the pay date. | ||
| 3. | Gather all Worked and Non-Worked Hours for the period in which the bonus was earned. This can be found in TWP. (NOTE: All hours for the pay period must first be entered into TWP before gathering these hours to avoid missed hours in the calculator.) | ||
| 4. | Enter Worked Hours | ||
| • | Enter all hours, as applicable (Regular, Overtime, Double Time). | ||
| 5. | Enter Non-Worked Hours | ||
| • | Enter all hours, as applicable (Meal Penalty, Rest Penalty, CA Paid Sick Leave, Reporting Time Hours) | ||
| Enter Bonuses/Commissions | |||
| 1. | Enter the dollar amount of the Bonuses earned over the same period of time. | ||
| 2. | Flat Sum Bonus and/or | ||
| • | A Flat Sum Bonus is a predetermined bonus that does not vary in amount and is not tied to any specific performance or productivity goals. | ||
| • | Examples of a flat-sum bonus include paying an employee an extra $10 per day to incentivize the Employee to work on a Saturday, pay in lieu of benefits payments, or paying a $500 bonus to work through the end of the season. | ||
| 2. | Production Bonus / Commission | ||
| • | The Production Bonus / Commission refers to an additional payment or incentive provided to employees based on their performance or productivity. | ||
| • | Examples of a production bonus / commission include compensation for meeting or exceeding specific production targets, sales goals, or efficiency metrics. | ||
Progress Buttons and Sending
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| Saving Progress | |||
| 1. |
Click on
Save
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| • | A text file with the current session data will be saved to your download folder. | ||
| • | * Includes all employees and their entries. | ||
| Restoring Progress | |||
| 1. |
Click on
Restore
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| • | Select the file that was saved to your download folder. | ||
| Downloading Packet for Processing | |||
| 1. |
Click on
Download Packet
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True-up and Flat Sum Calculator
Download Packet
Progress
Save
Restore
Employees
| Add Employee | |
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| Id | Name |
Pay Data
| Dates | ||||||
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| Worked Hours | |
| Total Worked Hours | 0.00 |
| Non-Worked Hours | |
| Flat Rates | |
| Regular Rate of Pay | $0.00 |
| Overtime | $0.00 |
| Doubletime | $0.00 |
| Production Rates | |
| Regular Rate of Pay | $0.00 |
| Overtime | $0.00 |
| Doubletime | $0.00 |
Bonuses / Commissions
Flat Sum Bonus
| Add Flat Bonus | ||
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$
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| Name | Amount |
Production Bonus / Commission
| Add Production Bonus | ||
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$
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| Name | Amount |
Compensation
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Total Compensation
$0.00
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