Running Payroll from the Time Tracking tab
Now with Payroll Advanced, you can integrate your Housecall Pro timesheets app into your regular payroll workflows. We have streamlined the process to make running payroll as easy as possible for Pros who have employees who regularly fill out timesheets. To get started, follow these steps to navigate to the Time tracking tab:
Log into your Housecall Pro account and navigate to the 'My Money' tab located in the navigation bar at the top of your homepage.
Navigate to the 'Payroll and Benefits' tab on the left menu of your screen
Click on 'Time Tracking' to proceed
Choose the preferred pay schedule and pay period from the dropdown menu.
Review individual employee time cards – these hours are directly imported from the existing Timesheet app where employees log their work hours.
You can modify the employee’s Timesheet entry by utilizing the REVIEW and EDIT buttons in order to facilitate required changes.
Click DONE in the bottom right corner of the screen to save your changes.
Select the desired employees by using the SELECT TEAM button or individual checkboxes.
Click on the SUBMIT EMPLOYEE TIME button to provide the additional details needed to finalize payroll.
Assign a Workplace and Earning Rate for each employee.
Conclude the process by previewing and submitting payroll through the Preview Payroll and Submit Payroll buttons in the upper right corner of your screen.
How to set up Overtime Rules for Payroll Time Tracking
Learn how to set up overtime rules for Payroll Time Tracking
Congratulations on successfully completing your payroll onboarding process! As you embark on this journey of efficient payroll management, let's explore how you can further streamline your experience with time tracking and overtime rules!
Payroll Advance now allows you to automate your overtime rules under a new Settings page located on the Time Tracking tab.
Use this step-by-step guide to learn how to set up your overtime rules.
Get Started
Log into your Housecall Pro account and navigate to the 'My Money' tab located at the navigation bar at the top of your homepage
Navigate to the 'Payroll and Benefits' tab on the left menu of your screen
Click on 'Time Tracking" to proceed
Select the 'Settings' option located in the blue notification bar in the Time tracking bar to find several options to customize your overtime rules
Click on the gear icon next to the Export button.
Start by toggling your Overtime rules ON in the top right corner
Adjust your overtime rules applicable to your company’s policy:
Please note the following:
Start of work week: We suggest you start your work week on the same day as your pay period. If you pay your employees semi-monthly, we recommend you start your pay period on Sunday.
Scenarios for multiple rules turned on at once
To help you plan for your own overtime rules, let’s review a few scenarios on how they could be set up:
Start of work week: Monday
Weekly overtime: 40 hours
Daily overtime: 8 hours
Daily double time: 12 hours
7th consecutive day overtime: ON
If the daily overtime and weekly overtime rules are turned on at the same time, daily overtime hours are counted first. Then, if any overtime hours remain unaccounted for, those hours will be attributed to weekly overtime. If the 7th consecutive days overtime rule is ON, the first 8 hours are overtime, anything over 8 hours is double time, regardless of the hours worked that week.
Scenario 1:
Let’s consider a new employee, Ben, who has worked the following schedule:
MON – 14 hours
TUE – 10 hours
WED – 10 hours
THR – 10 hours
FRI – 10 hours
SAT – 10 hours
SUN – 0 hours
In this scenario, here is how our rules will break down the hours Ben worked into the regular and overtime buckets:
Day | Regular Hours | Overtime | Double time |
Monday | 8 | 4 | 2 |
Tuesday | 8 | 2 | 0 |
Wednesday | 8 | 2 | 0 |
Thursday | 8 | 2 | 0 |
Friday | 8 | 2 | 0 |
Saturday | 0 | 10 | 0 |
Sunday | 0 | 0 | 0 |
Scenario 2:
Let’s consider Ben, who worked the following schedule:
MON – 5 hours
TUE – 5 hours
WED – 5 hours
THR – 5 hours
FRI – 5 hours
SAT – 5 hours
SUN – 10 hours
In this scenario, here is how our rules will break down the hours Ben worked into the regular and overtime buckets:
Day | Regular Hours | Overtime | Double time |
Monday | 5 | 0 | 0 |
Tuesday | 5 | 0 | 0 |
Wednesday | 5 | 0 | 0 |
Thursday | 5 | 0 | 0 |
Friday | 5 | 0 | 0 |
Saturday | 5 | 0 | 0 |
Sunday | 0 | 8 | 2 |
Modifying hours when Overtime rules are ON/OFF
OT Rules are turned OFF
When you make adjustments to Time Tracking when the Overtime rules are off, you can adjust the following fields:
Regular hours
Overtime
Double-time
PTO
OT Rules are turned ON
When you make adjustments to Time Tracking when the Overtime rules are on, you can adjust the following fields:
Hours worked
PTO
The Hours worked will consist of regular, overtime and double time hours. The breakdown will automatically be calculated based on the rules you have set.
Save Your Settings: Once you've configured your overtime rules according to your requirements, remember to click on the blue "Save" button in the upper right-hand corner of your screen to apply the changes.
With your setup complete, you're now equipped to efficiently manage time tracking and overtime calculations within your payroll system!
If you need any additional help understanding how the rules work, please reach out to us via the Blue Chat Bubble.