Create Payroll From Service Invoice

Populate daily payroll from work order data

This app creates daily payroll records from the dispatch grid on the 11-2 Work Orders screen based on either the scheduled date and time or the actual date and time.

Setup:

Steps:

  1. Open the 5-5-1 Daily Payroll screen.
  2. Click the zMaxOneClick app and choose Create Payroll from Service.
  3. Enter the date range you are retrieving the data for (default is yesterday's date) and click create.
  4. A confirmation will appear with the number of records created.
  5. Go to 5-5-1 and compare the daily payroll record created to the paper timecard turned in by the technician (if applicable) and make changes as necessary.
  6. The Employee, Service Order #, Job #, Cost Code, Hours and Department will be populated from the information entered on the 11-2 Work Order.
  7. The description field will have an A or S stating whether the entry was based off of the scheduled or actual time.
  8. If it is from the scheduled time, the scheduled hours will be in the description, but not under the hours field.
  9. It also shows the scheduled or actual time as well as the numerical order of work orders the technician had that day. (ex: the first work order for Donald Thompson was scheduled for 8am to 12pm and there was no actual time entered so the description is **01S-08:00-12:00 4.00**. For his second work order he entered his actual time as 12pm to 4:30pm so the description is **02A-12:00-04:30**.)
  10. Click Create Timecards.

Story:

Joe Contractor has 40 employees who each service 30-50 work orders per week. At a minimum, it is taking him a 8 hours to enter payroll and he doesn't always have the correct work order numbers from the employee.

Process:

This app creates daily payroll records from the dispatch grid on the 11-2 Work Orders screen based on either the scheduled date and time or the actual date and time.

Return on Investment:

Now, payroll is being entered into the 5-5-1 screen by the zMaxOneClick app. Joe just double checks the hours before posting. He does not have to worry about incorrect work order numbers any more since the records are coming from the 11-2 screen.