🤖 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 the Submission of Timesheets and Expense Reports and Their Approvals
Apps > ExtractPayroll
From this overview dashboard, you will know the status of timesheet submission 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 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 time 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 consultant’s timesheet and expense report, allowing you to quickly validate (or not) their content.
These three columns provide a summary of the reported time, by type: production, internal, and absence. At a glance, you have a global view 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 use it to indicate a change to your accountant (such as a change in the consultant’s bank account or address).
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Configure Rules for Payment of Contractual Benefits
In this App, you can configure the rules for paying benefits 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 agency.
Decide what calculation formula applies for each benefit.
For example, for meal vouchers: do you grant them if the person worked a half-day? Do you grant them for both assignments and internal work, or only one?
Check the list of variables below for the appropriate calculation formula 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.
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 one of your resources 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 the benefits on 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 at the top right of the table
IMPORTANT!
If a contractual benefit has already been paid manually, 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:
In the "Benefits" column, you can see 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 time, you will see that the tool does not calculate their benefits.
Payment of Non-Contractual Benefits
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 look at the "Paid Benefits" section:
Click the + to add a benefit.
In the pop-up window that appears on your screen, select the benefit of type non-contractual before clicking Yes.
On the Benefit card:
Update the payment date for this benefit
Select the type of non-contractual benefit 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 will see that this bonus is correctly 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 correctly taken into account
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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.
You can then 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!
FAQ
💡 I accidentally 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 performing a mass 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 so, delete the benefit in their contract in the Administrative section of their Resource card. You can also add new ones the same way.