Creating an ad-hoc payment for Training or KPI’s

Branch Manager to Complete

1. In Payroll Module (FM), Select Employee 
2. (In Edit Tab) Click “Manual Shift +”
   
   
3. Complete the Manual Shift Data 
   1. Shift Category: EG. Manual KPI or Training Manuals
   2. Rate: Extra Per Hour or Training Manual Amount
   3. QTY: Number of Hours to Pay KPI or 1 for Training Manuals
   4. Note: “Yard Loading – 0 Errors” or “Rafter Fallguard Install Manual – Completed 11/06”
      
      

Payroll Approver to Review and Approve

1. Review “Profit Share Adjustment” requests in Profit Share and clarify payments where required. 
2. In Payroll Module Run “Find ShiftCategories Requiring Approval (ALL)” script to show reports
   
   
3. Review each employee’s “Manual KPI” Shifts and approve / seek clarification / omit (decline) 

Examples processed via Manual KPI

• Training Manual’s (Completed and Added to Employee File)
  Create one “Manual Shift +” per training manual
  Rate = Payment for the Manual
  Note = Name of Product & Document Number (EG – Fallguard - #003167)
  NB: Can Be Entered Anytime after training is complete.
  
  
  
• Manual KPI/Profit Share
  Rate = Additional $ per hour to be paid
  Qty = Number of hours that rate is to be paid
  Note = Reason for Manual Payment (EG – Loading KPI – 1 Error for the week)
  NB: Can be completed Wednesday Mornings (or After Last Shift of the Week is completed)