🤖 This article was translated by AI.
ExtractPayroll will help you to:
track the submission of timesheets (production, absences, and internal) and expense reports for your resources and their approvals
prepare payroll by displaying for the selected month and for each of them:
the current HR contract(s)
the contractual benefits to be paid (example: meal vouchers)
the Excel export for your payroll manager
Track timesheet and expense report submissions and approvals
Apps > ExtractPayroll
From this overview dashboard, you will know the status of timesheet submissions for all your resources with a contract for the current month:
Check your search filters: Agency and period
As mentioned above, ExtractPayroll filters results by HR contracts entered in Boond. This is a good opportunity to check contractual information by clicking directly on the bold contract!
These two columns are the most important. They directly show you the status of your timesheet and expense collection. You will find the legend for these icons at the bottom of the result list. This icon is a direct shortcut to your resource's timesheet and expense report, allowing you to quickly approve (or not) their content.
These three columns provide a summary of the reported times: production, internal, and absence. This way, at a glance, you have an overview of your resource's timesheet content.
Let's zoom in on the Note column:
This allows you to add one-off notes for the selected month to include in the export file. For example, you can indicate a change to your accountant (change of bank details or address for the resource).
⠀
Configure contractual benefit payment rules
This is the App where you can configure the rules for paying benefits by clicking the "Configuration" button above the result list
.
Contractual benefit payment
Prerequisites
Assign, for each of your resources, the benefits they are eligible for in their HR contract
Resources > Resource card > Administrative tab > Contract
List all your benefits in
Admin Interface > Legal Agency > Resources tab
Apps > ExtractPayroll > Configuration card
From the "Benefit payment rules" table:
Select the benefits for which you want to set payment rules by clicking "+ Add a row" each time.
If you have several Agencies, add as many rows as you have benefits for each Agency.
Determine the calculation formula for each benefit.
For example, for meal vouchers: do you grant them if the person worked half a day? Do you grant them on assignment and internally or only one?
Check the list of variables below for the calculation formula that matches your needs and copy/paste it into the corresponding field.
You can also specify which month(s) the benefit payment applies to. For a quarterly bonus, for example, indicate the 4 payment dates.
Deducting benefits linked to an expense
It is possible to configure a calculation rule linked to a declared expense type. For example, if you do not grant meal vouchers when one of your resources declares a "Lunch" expense, you can use the variables [EXP] & [EXP_PREV].
To learn more, see the dedicated article.
Don't forget to save! Then return to ExtractPayroll.
If you have correctly entered the benefits for each contract, you will see at the end of the row the "purse" icon indicating that Boond has found at least one contractual benefit to pay for this resource for the current month.
You can:
Either pay benefits one by one by clicking the icon at the end of the row
Or pay all benefits for all your resources at once by clicking the icon above at the top right of the table
IMPORTANT!
If a contractual benefit has already been paid manually, then the other contractual benefits will not be generated when you click the icon at the top right of the table.
Click the button to generate the benefits, the tool will show you the number of contracts where benefits have been generated:
You can see in the "Benefits" column how many benefits found by Boond are paid for the resource(s) in question. Then click the arrow
, to open the details and see the types and amounts of benefits paid.
If one of your resources has not yet entered their times, you will see that the tool does not calculate their benefits.
Non-contractual benefit payment
How to handle, for example, an exceptional bonus?
Resources > Resource card > Administrative tab
You can access your resource's card directly from ExtractPayroll by clicking the bold name. You will then be redirected to the Resource module, on the desired card.
Let's focus on the "Paid benefits" section:
Click + to add a benefit.
In the pop-up window that appears, select the non-contractual benefit type before clicking Yes.
On the Benefit card:
Update the payment date for this benefit
Select the non-contractual benefit type from the already created list
Enter the amount of this bonus
You can add a comment if you wish in the corresponding section on the left.
Then save and return to the resource card.
Now, you can see that this bonus is properly recorded in the history of all contractual and non-contractual benefits for your resource:
If you now return to ExtractPayroll, you will see that the exceptional bonus has been properly taken into account
⠀
Generate a payroll preparation file
Now we will choose the columns you need for your payroll manager.
Again, click the "Configuration" button
In the "Select columns to export" section, choose the necessary data from the dropdown list, then save and click Back.
From there, you can click the Excel icon
at the top right of the table to extract the appropriate file with all your information and send it to your payroll manager!
Useful link:
You can use this infographic to make sure you don't miss any steps when preparing payroll
FAQ
💡 I mistakenly paid some benefits, can I correct this for several resources at once?
Absolutely! To bulk delete benefits, use the Advantages app, with a tutorial available here.
💡 Why can't I generate benefits via ExtractPayroll anymore?
Make sure that no benefit has been paid manually before attempting a bulk payment. If this has been done, bulk payment of benefits will not be possible.
💡 Can I permanently delete a benefit for one of my resources?
Absolutely! To do this, delete the benefit from their contract in the Administrative section of their Resource card. You can also add new ones in the same way.