Docs Pay and cost

Pay templates

Price a group of people the same way, with pay components, templates and each person's own basic.

Pay lives in Setup › Money › Pay & rates, on three tabs: People, Pay templates and How an hour is priced. A template prices a group of people the same way, and it is built from pay components.

Pay and rates: what prices each person's hour

Pay components

Choose Pay components › New component. Give it a Name, say who pays it, Paid to the person or Paid by the firm on top, and whether it Counts toward the hour cost. One component is the basic wage: tick This is the basic wage.

Make a template

  1. Choose New template and give it a Name.
  2. Add a line for each component, worked out as a Fixed amount, a % of basic, or Each person’s own (the basic only).
  3. Choose Create.
  4. Under People on it, choose Add a person, with their basic a month when each keeps their own, and the day it counts From.

Everyone else

The Everyone else card names the template for everyone not on another one.

How a person is priced

The first that applies wins: their template, then their own pay lines, then Everyone else. A person with none is Not priced, and their hours cost nothing.

A change counts from its From day: hours already logged keep their cost.

Amounts stay hidden until someone allowed chooses Reveal amounts. In a person’s sheet, every look at their pay is written to the log.