Overview on Employee Worksheet Process
Introduction
1Stop has developed an efficient approach for submitting employee per-item work from Employee Worksheet records. Your team can electronically submit the work they performed on each job, which will automatically generate payroll records for each employee linked to the employee worksheet. Additionally, once the payroll records are approved, the related Job Cost Labor Cost field will be automated with the employee labor cost.
In this article, we provide a high-level video outlining the full process, an overview of related modules, and links to all relevant training articles. This streamlined process aims to simplify and automate the submission of employee work and payroll generation within the system.
Video Introduction
Related Employee Worksheet Process Modules
The employee worksheet process process in 1Stop is managed through three key modules: Employee, Employee Worksheet and Payroll. Each module plays a critical role in managing, analyzing, and approving employee per-item payroll amounts.
Employee Module
The Employee module is where you can manage all relevant information about each of your employees. If you have specific employees who are paid based on a per-item completed pay structure, you can utilize the Items Rate Entry Form within the Employee module to enter their pay rate for each type of item they are compensated for completing. This allows you to accurately track and manage the payment rates for each item and streamline the payroll process for employees with this pay structure.
Vendor Module
After each employee is setup and activated in the Employee module, 1Stop automatically creates a Vendor record for each employee that is utilized for expense reporting purposes but is also leveraged for completing referrals and employee worksheet records. If the Employee record's Pay Type field is Worksheet when activating an employee, the newly created Vendor record will have the Employee Worksheet checkbox selected which will allow them to be selected when completing Employee Worksheet records.
Employee Worksheet Module
Within the Employee Worksheet module, your team can submit their per-item rate sheet for all completed job work. In addition to adding the quantity completed for each item, they can also allocate funds to any additional employees working with them, input hours worked for tracking purposes, and include any relevant notes for the person approving the worksheet. When the worksheet is approved, payroll records will be created for the lead installed and any additional crew members identified on the worksheet. In addition the related Job Cost record's Labor Cost field will be updated with fully loaded payroll costs for the worksheet record which includes an allocated amount for benefits and taxes.
Payroll Module
The Payroll module is where all payroll records are generated and submitted for processing for payroll. When an Employee Worksheet record is successfully approved, payroll records are automatically created for each employee listed in the worksheet. This streamlined process ensures that payroll creation is efficient and accurate, allowing for easy review and processing by the appropriate personnel.
Employee Worksheet Blueprint
The Employee Worksheet Blueprint ensures that employee worksheets are completed in order to create accurate payroll records for the related employees. The Blueprint guides users through the submission and approval process.
Employee Worksheet Training Articles
The following are the articles included in this section:
- Add Employee Per Item Rates
- Employee Vendor Record Review
- Add Employee Worksheet
- Update & Submit an Employee Worksheet
- Approve Employee Worksheet
Related Articles
Update & Submit an Employee Worksheet
Updating and submitting an Employee Worksheet is a quick process that can be completed in just a few minutes. Here are the steps to follow: 1. Select "edit" on the employee record that you need to update. 2. Add the Item Units quantity for each item ...Introduction to the Job Management Process
The Job record serves as the central hub for managing the entire installation process. Once a Sale is approved by management, a Job record is automatically created. To effectively manage each Job, 1Stop Install has broken the Job process down into ...Job Cost Overview
1Stop takes an entirely different approach and has revolutionized the Job Costing process. By leveraging our built-in processes across all aspects of your business, you can finally gain clarity on true profitability at the job level. And the best ...Add Employee Worksheet
To add a new employee worksheet record, you will need to go to the related Job record and click on the Add Employee Worksheet action button. The Install Lead field on the Job record must have a value entered in order for the Employee Worksheet record ...Approve Employee Worksheet
When the Employee Worksheet moves to the Ready to Review State, management will need to review the submission for accuracy and make any updates that may be required. Once the review is complete and you are ready to approve select the Approve ...