Use the Staff Payroll Snapshot in NPAGo

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This document will show the user how to use Payroll Snapshot in NPAGo. The Payroll Snapshot is located within the Scheduling Matrix. If you would like more information regarding how to use the Scheduling Matrix feature please visit our website for additional how-to documents. Note, the Scheduling Matrix feature is to be used on tablets in the horizontal position or from a laptop. It is not designed for use in a vertical position and/or mobile phones.

 

  1. Beginning on the main screen of your NPAGo, tap on the menu button located on the top right of the screen.

  1. With the menu options displayed, tap on the Scheduling Matrix option.

  1. Here the Scheduling Matrix filters page will be displayed.
    1. Set the filters as you would like.
    2. Tap on the Run button to run the Scheduling Matrix.
    3. Note, if needed, additional information regarding how to use the Scheduling Matrix can be found on our website.

  1. Next, the Scheduling Matrix will be displayed.
    1. Date Range – It is important to be aware of the date range you have selected on the filters page since the payroll hours snapshot calculation is based off of the date range.
      1. Note, if you would like to change the selected date range, simply tap on the mini calendar and select the new desired dates. Once a date is selected and applied, the calendar will refresh with the dates chosen.

  1. Payroll Hours – This is the Payroll Snapshot column.
    1. The hours listed per staff member are the “Scheduled Payroll Hours of the staff’s “Desired Hours.
      1. Scheduled Payroll Hours – This is based off of the Payroll Report.
      2. Desired Hours – The Desired Hours is reflective of the number of hours entered in the “Hrs/Wk” field that is listed on the General tab of the Staff record within NPAWorks.
        1. Note, if a staff record has not had this information entered in their staff record and the defaulted “-1” for Hrs/Wk is displayed then Desired Hours will show as “NA”.
      3. (OT) – If an eligible staff member has accrued over time hours, then a red (OT) will display next to Desired Hours.
    2. Note, if a Staff is a salary employee or not able to receive OT hours, the payroll hours column will display Scheduled Payroll Hours only since they do not have desired hours.

  1. To view additional details of the payroll snapshot, tap on the staff’s payroll hours. This will display the Payroll Tooltip. Let’s review each detail field.
    1. Type of Employee – The “Type of Employee” entered on the General tab in the staff’s record will be listed here. The type of employee options are as follows.
      1. Salary
      2. Salary OT Exempt
      3. Independent Contractor
      4. Hourly
      5. Other
    2. Desired Hours – This is the amount of hours entered in the “Hrs/Wk” field of the Staff record.
      1. Note, if a staff record has not had this information entered and the defaulted “-1” for Hrs/Wk is displayed then Desired Hours will show as “NA”.
    3. Scheduled Payroll Hours – The staff’s total scheduled payroll hours is pulled from the Payroll Report in NPAWorks.
    4. Completed Hours – The Completed Hours is also taken from the Payroll Report and includes rendered service appointments and non-service blue appointments
    5. OT Hours – If staff member is eligible for over time then the OT hours will be taken from the Payroll Report.
      1. Please note, if the staff member is not eligible for OT, then this field will display as “NA”.

  1. Now, you are ready to review your staff’s payroll in a snapshot!

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