Payroll Reporting: Setup
Union provides the ability to run a payroll report for a specific payroll period to quickly see how much each teacher should be paid across different payroll categories (e.g. Classes and Workshops).
Step 1: Create Payroll Categories
First, we will want to create your organizational rules. We recommend creating two generic payroll categories; Classes and Workshops.
Hover over Events > Categories
Select Payroll > New Payroll Category
Add the name for your first payroll category
If you have existing past events or replays on Union, you will want to associate a payroll category to your events and replays. If most of your Events are considered Classes, click the drop down arrow next to Edit and click Associate to all events & Associate to all videos.
You will need to update your events that are Workshops and this can be accomplished at the event level. Events > Manage Events > Click Edit Event against your workshop(s). In the Advanced section of the event builder, you will now see a new Payroll Category selector. Click to change the category to Workshops.
Step 2: Create Payroll Rules
Below you can see all possible payroll rules your whole organization or a specific teacher can have applied. We want to begin by setting your organizational level rules which will then allow you to customize at the individual teacher level rules.
For more on the specific payroll rules supported please see the separate Payroll Rules article.
NOTE: All settled revenue and % of revenue dollar amounts represent gross revenue before Stripe and Union fees.
To create organization-wide payroll rules, hover over People > select Payroll Rules
Click New Payroll Rule
You will need to define each payroll category. Once you select which Payroll Category you would like to create, enter in the parameters and then click Save.
Create Payroll Rules for Individual Teachers
To apply custom rules for specific teachers, click Payroll Rules against their Union profile.
You can be certain you're working with a specific teacher, as the header should reflect your teacher's name.
Once the rule has been created for your teacher, click Save. In the example below, notice Classes no longer exists for Harley because we overrode the organization-wide payroll rule. However, Harley still holds the organization-wide rule for Workshops.
Step 3: Run Payroll:
Visit Reports > Payroll
Select New Payroll Report
Enter your payroll period range and click Generate
The payout total for your new payroll report is displayed. Click Detail to see each teacher included.
Re-Calculate: If you adjust any payroll rules in order to edit your payroll report calculations, you will need to "Re-Calculate" the payroll report.
Mark as Paid: Once your payroll report looks good, and you've actually paid your teachers, be sure to mark your report as Paid. This feature locks the payroll period in stone, disabling the ability to delete it, re-calculate it, but most importantly, never payout the settled registrations included in the report in another payroll period report.