Payroll Plan
The Payroll Plan budgets pay employee by employee — one row per employee, one amount per period — and compares it with approved pay schedules.
Payroll plans are not offered on the New Plan screen. Payroll plans that already exist still appear on the Planner home, open, accept targets in the grid, and track actuals — this page describes those plans.
Row Source
Rows are employees who are not terminated, listed under their department in the Add Employee list with the employee number shown. Add all on a department header adds every employee in that department at once.
A plan created in "Departments" mode labels the row column Department instead of Employee; the rows themselves are still individual employees.
Cell Mode: Amount
Each cell holds a single planned amount — the net pay you plan for that employee in that period.
Example
| Employee | Jan | Feb | Mar | Total |
|---|---|---|---|---|
| Sarah Chen | 9,200 | 9,200 | 9,200 | 27,600 |
| Liam Brennan | 8,100 | 8,100 | 8,100 | 24,300 |
| Maria Santos | 7,400 | 7,400 | 7,400 | 22,200 |
| Tom Bergmann | 7,800 | 9,800 | 7,800 | 25,400 |
| Priya Nair | 5,600 | 5,600 | 5,600 | 16,800 |
| Total | 38,100 | 40,100 | 38,100 | 116,300 |
Tom Bergmann's February is higher — a planned commission payment. Each cell is independent, so one-off amounts are simply entered in that period.
Actuals
Open the plan to see targets against actuals. For each employee and period the actual is that employee's net pay — compensation and allowances, less deductions and taxes — from pay schedules with status Approved and a pay date inside the period. Draft, pending, and voided schedules are not counted. A center-scoped plan counts employees at that center only.
The actual figure is net pay, so plan the same measure. Employer-side contributions are not part of the comparison.