Setting up Payroll templates

In Bookee, to assign compensations to the staff members, we have to first create payroll templates in the system

To create payroll templates, navigate to Manage > Payroll > Payroll Templates > Create Templates

In this article, we will be showing you

1. How to set up fixed salary

2. How to set up pay rates for classes

3. How to set up pay rates for courses

4. How to set up pay rates for appointments

1. Setting up Fixed Salary:

Setup all salaries of your staff using this template. To create a fixed salary template you can follow the below steps

• Name: Enter the name of the template

• Description: Enter the description of the template

• Type: Select fixed salary

• Fixed salary: Select if you pay salary per week or month and enter the amount

• Click on Create template

The fixed salary template will be created.

Example: Let us create a template for weekly $250 fixed salary

• Name: Fixed Salary $250

• Type: Fixed salary

• Fixed salary: Select per week and enter $250 per week

2. Setting up class pay rates

To set up class pay rates you can follow the below steps:

• Name: Enter the name of the template

• Description: Enter the description of the template

• Type: Class pay rate

• Class pay rate: Select if you pay per class or per booking or both

  • Pay per class: Enter the amount you pay per class

  • Pay per booking: Select pay rate modal, if it is a flat rate per bookings or tiered based

    • Flat rate: Enter the amount you pay per booking

    • Tiered: Enter the booking range and the amount you pay if the bookings fall in this range

• Click on Create template

The class pay rate template will be created

Example: Let us create a template for an employee where the pay per class is 40 and they get an additional $4 per class booking

• Name: Class: Per (Class + Booking)

• Type: Class pay rate

• Pay per class: $40 per class

• Pay per booking: Flat rate, $4 per booking

3. Setting up course pay rates

To set up pay rates for courses and workshops you can follow the below steps:

• Name: Enter the name of the template

• Description: Enter the description of the template

• Type: Course pay rate

• Course pay rate: Select if you pay per course session or per sale or both

  • Pay per course: Enter the amount you pay for each course session

  • Pay per Sale: Select pay rate modal, if it is a flat rate per sale or tiered based

    • Flat rate: Enter the amount you pay per sale

    • Tiered: Enter the sale range and the amount you pay if the sales fall in this range

• Click on Create template

The course pay rate template will be created

Example: Let us create a template for an employee where the pay per course session is $100 and they get paid per sale based on the number of people enrolled for the course (1 to 5 - $20; 6 to 10 -$30; 10 & Above - $50)

• Name: Course (Per session + sale) - Tiered sale

• Type: Course pay rate

• Pay per course: $100 for each course session

• Pay per sale: Tiered, (1 to 5 - $20; 6 to 10 -$30; 10 & Above - $50)

4. Setting up appointment pay rates

To set up pay rates for appointments you can follow the below steps:

• Name: Enter the name of the template

• Description: Enter the description of the template

• Type: Appointment pay rate

• Appointment pay rate: Enter the amount you pay for each appointment session

• Click on Create template

The appointment pay rate template will be created

Example: Let us create a template for an employee where the pay per appointment session is $75

• Name: Appointment $75

• Type: Appointment pay rate

• Appointment pay rate: $75 per appointment