How Do I Run a Payroll Report?

Navigation: Settings > Rota

If you have assigned coaches to your classes when creating the class or by editing them in the rota you can use the ‘Payroll report’.

To run a payroll report for your coaches, hover over ‘Actions’ and select ‘Run payroll report’.

By default, when viewing the payroll report you will see a table of all coaches that have been assigned to classes for the current month.

To change the timeframe of the table simply edit the ‘From’ and ‘To’ calendar boxes above the table and change the dates to period required.

You can view underlying data on the table by clicking the hyperlinked figures displayed in blue in the columns or by clicking on the coaches’ name.

The following data will display when you click on:

Coach name – All classes for the coach - Class name, class start date and end date, Status (assigned, holiday, paid absence, unpaid absence), Hourly rate and Hours coached/absent if applicable.

Hours coached – All classes coached - Class name, class start date and end date, Status (assigned, holiday, paid absence, unpaid absence), Hourly rate and Hours coached.

Paid holiday – All classes with a paid holiday for the coach - Class name, class start date and end date, Status (assigned, holiday, paid absence, unpaid absence), Hourly rate and Time booked if applicable.

Unpaid absence – All classes with an unpaid absence for the coach - Class name, class start date and end date, Status (assigned, holiday, paid absence, unpaid absence), Hourly rate and Time absent if applicable.

Paid absence – All classes with Paid absence for the coach - Class name, class start date and end date, Status (assigned, holiday, paid absence, unpaid absence), Hourly rate and Time booked if applicable.

Amount payable

This column displays the calculated amount payable per coach based on the hourly rate for each coach per class.  The calculation will take into account ‘Hours coached’, ‘Paid holiday’, ‘Unpaid absence’ and ‘Paid absence’ as all columns are checked by default.  The rates used for the calculations will be taken from either the class settings or any manual amendments made in the rota.

If, for example, you don’t want to include ‘Unpaid absence’ in the calculation, follow these steps.

Step 1: Uncheck the box next to ‘Unpaid absence’ or uncheck in the row for individual coaches.

The amount payable column will now update to reflect any changes.

Printing the report

Simply hover over ‘Actions’ and select ‘Print’.

Exporting the report

Simply hover over ‘Actions’ and select ‘Export’. The system will then export in either excel or CSV format.