🤖 This article was translated by AI.
ExtractPayroll will help you to:
track the submission of timesheets (production, absences, and internal) and expense reports from your resources and their validations
prepare payroll by displaying, for the selected month and for each resource:
current HR contract(s)
contractual benefits to be paid (example: meal vouchers)
Excel export for your payroll manager
Track timesheet and expense report submissions and their validations
Apps > ExtractPayroll
From this synthesis 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 an opportunity to verify contractual information by clicking directly on the bold contract!
These two columns are the most important. They directly indicate your progress in collecting times and expenses. You will find the legend for these icons at the bottom of the result list. This icon is a direct shortcut to your consultant's timesheet and expense report, allowing you to quickly validate (or not) their content.
These three columns provide a summary of the reported times: production, internal, and absence. At a glance, you know the overall content of your resource's timesheet.
Let's zoom in on the Note column:
This allows you to add occasional notes for the chosen month to include in the export file. For example, you can indicate a change to your accountant (change of bank account or address for the consultant).
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Configure rules for contractual benefit payments
On this App, you can configure the rules for benefit payments by clicking the "Configuration" button above the result list
.
Payment of contractual benefits
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 define payment rules by clicking "+ Add a row" each time.
If you have several agencies, add as many rows as you have benefits for each of your agencies.
Determine the calculation formula for each benefit.
For example, for meal vouchers: do you grant them if the person worked a half-day? Do you grant them for mission and internal work or only one?
Check the list of variables below for the formula that matches your needs and copy/paste it into the corresponding field.
You can also specify which months are concerned by the benefit payment. For example, for a quarterly bonus, indicate the 4 payment deadlines.
Deduction of 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 a resource declares a "Lunch" expense, you can use the variables [EXP] & [EXP_PREV].
For more information, see the dedicated article.
Don't forget to save! Then return to ExtractPayroll.
If you have correctly entered 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 this 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 and to the right of the table
IMPORTANT!
If a contractual benefit has already been paid manually, other contractual benefits will not be generated when you click the icon above and to the right of the table.
Click the button to generate benefits, and the tool will indicate the number of contracts for which 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, the tool will not calculate their benefits.
Payment of non-contractual benefits
How to handle an exceptional bonus, for example?
Resources > Resource card > Administrative tab
You can directly access your resource's card from ExtractPayroll by clicking the bold name. You will then land on the Resource module, on the desired card.
Let's focus on the "Paid benefits" section:
Click the + 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 for 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 can see that the exceptional bonus has been properly accounted for
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Generate a payroll preparation file
Now select the columns you need for your payroll manager.
Again, click the "Configuration" button
In the "Column selection for extraction" section, choose the necessary data from the dropdown list, then save and click Back.
You can then click the Excel icon
above and to the 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 in your payroll preparation
FAQ
💡 I mistakenly paid some benefits, can I correct this for several resources at once?
Absolutely! To delete benefits in bulk, use the Advantages app, with a tutorial available here.
💡 Why can't I generate benefits via Extractpayroll anymore?
Make sure no benefit has been paid manually before attempting a bulk payment. If this has been done, it will not be possible to pay benefits in bulk.
💡 Can I permanently delete a benefit for one of my resources?
Absolutely! To do this, delete the benefit in its contract in the Administrative section of the Resource card. You can also add new ones in the same way.