Stay updated and organized with Workia's payroll tracking! 📃
To get started, open a case and scroll down or click Compensation. From there, go ahead and select the Payroll tab.
Managing payroll templates
For consistency, you can create your own entries for Payroll Name, Payroll Frequency, and Payroll Type.
Upon entering details for a new payroll entry in a case, select "Manage payroll" at the bottom and create a new template or choose an existing one.
💡Note: Once you create entries, you will be able to select them as options for future cases!
Adding a payroll entry
To add a payroll entry, click on "Add payroll" or the "+" button! Fill in the fields and you're all set!
Editing a payroll entry
To edit a payroll entry, simply click on the "..." option and select "Edit". Edit the fields and click "Save"!
Deleting a payroll entry
To delete a payroll entry, click on "..." option and select "Delete". Click on "Ok" to delete the entry.
Comments
To add a comment on a payroll entry, save it first and then click on the "Comment" button on the right side of the entry.
To delete a comment, click on the "..." on the right side of the comment and select "Delete".
Documents
To add a a file concerning a payroll entry, click on the "Document" button on the right side of the entry. Then just drag and drop a file to upload!
To delete a document, click on the "..." on the right side of the document and select "Delete".
