A Pay Period is a collection of calculations and jobs, and is intended to align with your payroll period. This ensures that your calculations (top-up, average hourly rates, overtime, etc) are aligned with your payroll system.
With Pay Periods you can explore your Employee costs, entitlements and totals (hours, earnings, days worked, etc) without needing to run a single report!
Getting started
Ensure your Organisation → Job Cost & Payroll Period settings align with your payroll rules.
Create and submit jobs. Pay Periods are automatically created when their first job is created.
Head over to Reporting → Pay Periods to see a list of all your Pay Periods.
Click
to view a Pay Period to see a per-Employee breakdown of hours, earnings and days worked.Click
to explore that Employee’s earnings breakdown, as well as all their timesheets for that period
Open Pay Periods
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Open periods accept all new jobs, and jobs are fully editable. Calculations are performed each time a job is added or changed, which means they are changing frequently.
An Open Pay Period should be treated as a draft.
Closed Pay Periods
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Using your ‘Auto-close after’ setting, Pay Periods will automatically close this many days after their end date. You can manually close Pay Periods at any time.
When a Pay Period is closed, all calculations are re-run and finalised. Jobs can no longer be edited, and any new jobs submitted are labeled with LATE .
A Closed Pay Period can be treated as finalised.
Late Jobs
Jobs submitted (from either Field or Office) to a date within a closed Pay Period, they are labeled as LATE. These jobs are omitted from all calculations and their costs are not calculated. This is to protect existing calculations for Employees and their earnings.
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Reports without Pay Period calculations and restrictions include the LATE jobs e.g. Timesheet Dump.
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The LATE jobs themselves can be easily identified in the All Jobs screen, if necessary you can ‘FILTER BY STATUS’ to reveal any hidden by pagination.
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There are two ways to handle LATE jobs: reopen the Pay Period, or pay them separately.
Reopening a Pay Period
Click
to view the Pay PeriodClick the Closed switch button to re-open the Pay Period. Any late jobs will be calculated at this point.
Review the Pay Period and its calculations
Click the Open switch button to re-close and finalise the Pay Period
Pay late jobs separately
No action is required within Tātou. The job will remain labeled as LATE and its costs will not be able to be calculated. How you actually pay out the Employees is up to you and your payroll process.