You can set up, update or remove daily and hourly rates. To view the steps, click on the required links below.
To manage the daily and hourly rate settings, you need to first move to the Settings page. However, after you log in to Surf Payroll, there can be either of the following scenarios:
- The logged in account has a single Business
- The logged in account has multiple Businesses
The steps to move to the Settings page are different in each of the above scenarios. The steps are provided below scenario-wise.
1. Log in to Surf Payroll.
2. The Dashboard page appears. On the left panel, click Settings.
1. Log in to Surf Payroll and find the required Business.
2. The Employees page appears. On the left panel, click Settings.
Setting up Daily and Hourly Rates
1. The Settings page appears. On the Settings page, under the PAYROLL heading, click Daily / Hourly Rates.
2. The Daily / Hourly Rates page appears. On the Daily / Hourly Rates page, click Add Rate.
| You can also set up the daily or hourly rates on the go at the time of setting up or updating employee details. The daily rates are saved at the settings. |
3. The Daily / Hourly Rate Details window appears. On the Daily / Hourly Rate Details window, enter the following details.
| FIELD | STEP |
|---|---|
| RATE TYPE | Daily or hourly. |
| DESCRIPTION | Brief description or heading describing the rate. |
| RATE PER DAY (€)/RATE PER HOUR (€) | Based on the input in the RATE TYPE field, enter the rate. |
| This is an overtime rate | Select, if applicable. |
| HOURS WORKED / DAY | The default working hours is 7.5. |
4. To save the rates, click Save. The rates are saved and available on the Daily / Hourly Rates page.
Updating Daily and Hourly Rates
To update daily or hourly rates, complete the following steps.
1. On the Settings page, under the PAYROLL heading, click Daily / Hourly Rates.
2. The Daily / Hourly Rates page appears. On the Daily / Hourly Rates page, under the Description column, click the required daily and hourly rate description or heading.
3. The Daily / Hourly Rate Details window appears. On the Daily / Hourly Rate Details window, update the details, as required.
4. To save the changes, click Save.
Removing Daily and Hourly Rates
To remove daily or hourly rate records, complete the following steps.
1. On the Settings page, under the PAYROLL heading, click Daily / Hourly Rates.
2. The Daily / Hourly Rates page appears. On the Daily / Hourly Rates page, click corresponding to the required record and from the inline menu, click Remove.
3. The Confirmation Message window appears. On the Confirmation Message window, click Delete.
4. On the Information Message window, click Close.
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