How to Set Up Payroll and Payroll Templates

In this guide, we will show you how to set up payroll and payroll templates. Follow the steps below to get started.

Step 1: Select Payroll Frequency

The first thing about payroll is to select the frequency. Options include:

• Every other week

• Twice per month

For this example, we will assume a twice-per-month frequency. This will automatically create two periods each month:

• First to 15th

• 16th to the last day of the month

Step 2: Create a Payroll Template

Next, we need to create a payroll template. There are multiple options available:

Fixed Salary

Pay someone a fixed salary, for example:

• $120 per week

• $1,200 per month

Class Period

This is a popular option where you pay per class. For example:

• Pay $50 per class to an instructor.

There are additional options:

• Pay per class and per booking.

• Flat rate per booking (excluding no-shows and cancellations).

Tiered Model

Set up different rates based on the number of bookings:

• 0 to 5 bookings: $5 per booking

• 6 to 10 bookings: $10 per booking

• 11 bookings and above: $15 per booking

This incentivizes instructors to bring more people to the class.

Flat Tiered Model

Set a flat rate for a range of bookings:

• 0 to 10 bookings: $50

• 11 bookings and above: $100

Step 3: Assign Payroll Template to Staff

Once the template is created, assign it to a staff member:

• Go to the staff profile.

• Select "Compensation".

• Choose "Pay per class" and add the basic class rate.

• For substitutions, add a rate (e.g., $20 per class).

Other Payroll Templates

Bookee offers additional templates:

Course Pay Rate

Pay per course session, for example:

• $10 per session for an 8-session course ($80 total).

Pay per Sale

Pay based on sales, for example:

• $40 per sale

• 10% per sale

This can also be tiered similarly to class rates.

Appointment Pay Rate

Pay per appointment, for example:

• $100 per appointment

Bookee supports group and semi-private appointments.

Pay per Booking

Options include:

• Flat rate

• Tiered

• Flat tiered

This comprehensive guide covers setting up payroll templates and assigning them to staff members. Thank you for following along!