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Home › Finance › Altegio Payroll: rules, criteria, daily runs, settlements, and audit (with a 15‑minute example)

Altegio Payroll: rules, criteria, daily runs, settlements, and audit (with a 15‑minute example)

Table of Contents

Introduction

Altegio’s payroll module converts service data into accurate, auditable salaries for any appointment-based business. This guide explains how to configure calculation rules and criteria, run daily calculations, close payroll via settlements, apply bonuses/penalties, and keep a complete audit trail—plus a worked example showing how a 15‑employee payroll can be finalized in about 15 minutes.

What the payroll module includes

  • Calculation rules and charts: define how each employee’s pay is computed and link charts to employees automatically. See Payroll module overview and sub-guides for Rules, Criteria, Charts, Settlements, Priority payments, Daily calculation, Bonuses & penalties. Payroll module
  • Calculation criteria: flexible thresholds by turnover, profit, or quantity; scope (employee vs location); service/product filters; inclusion of discounts, bonuses, gift cards. Creating calculation criteria
  • Daily calculation: per‑day accruals with a click‑through list of services/products that generated the amount—ideal for shift pay and dispute resolution. Daily calculation
  • Settlements (period close): generate payroll sheets for a date range; only visits with Arrived status are included; color indicators flag discrepancies or rule changes; pay out directly from the settlement. Settlements
  • Bonuses and penalties: add incentives or deductions during payroll. Linked from the Payroll module overview. Payroll module
  • Full history and audit: every settlement and daily accrual is preserved; clickable drill‑downs to the underlying bookings and sales; exports to Excel; data‑access logging is available platform‑wide. Settlements, Securing your data

Fast setup checklist (≈30 minutes)

  1. Define base rules by role/employee: create calculation charts (e.g., commission percentages, fixed components). Link charts to staff. Payroll module
  2. Add criteria for tiers/targets: thresholds by turnover/profit/quantity; choose whether to include discounts and gift card or bonus payments. Calculation criteria
  3. Configure bonuses/penalties you plan to use at close. Payroll module
  4. Test with Daily calculation for today: verify accruals and drill into the clickable list of services/products that produced them. Daily calculation
  5. Close a trial Settlement: confirm that only Arrived bookings are included; review color flags for altered/deleted items and changed rules; export to Excel if needed. Settlements

Designing your compensation schemes

  • Commission by category and margin: apply different percentages by category of services or goods; support for margin‑based logic. Calculation of salaries (EN)
  • Targeted tiers (seasonal or campaign‑based): use criteria thresholds by turnover/profit/quantity for the period (month/day) to raise or reduce commissions automatically when targets are hit. Calculation criteria
  • Shift/day pay with transparency: accrue per day and show staff exactly which bookings and product sales generated their pay for that shift/day. Daily calculation
  • Bonuses and penalties: add one‑off incentives or deductions at payroll close without breaking the audit trail. Payroll module

Running payroll daily vs. by period

  • Daily run: in Payroll → Daily calculation, review amounts and click into the underlying line‑items (bookings, services, product sales). Use it for shift pay or for same‑day verification and dispute prevention. Daily calculation
  • Period close: in Payroll → Settlements, generate the payroll sheet for a date range; confirm “Arrived” status filtering; apply bonuses/penalties; create priority payments; pay salaries (the payment is recorded in Finance). Red/yellow flags highlight deleted positions or rule changes. Settlements

Transparency, audit, and dispute resolution

  • Click‑through evidence: accrual amounts are links; one click shows every service provided and product sold that day or period. Daily calculation
  • Integrity checks at close: settlement flags reveal deleted items or changed rules so managers can reconcile before payout. Settlements
  • Export and logs: export payroll and analytics to Excel; use platform data logs to track who accessed or downloaded data. Settlements, Securing your data

Worked example: payroll for 15 employees in ~15 minutes

Altegio documents that a small company’s payroll for 15 employees can be completed in about 15 minutes; the system eliminates duplicate payments and preserves a full history. Process outline:

Controls that matter (avoid surprises)

  • Status filter: only Arrived bookings are counted in payroll. Settlements
  • Discounts and alternative tenders: in criteria you can choose whether to include client discounts and payments via bonuses or gift cards. Calculation criteria
  • Scope & basis: criteria can evaluate turnover, profit, or quantity for an individual professional or an entire location; you can restrict by specific services/products. Calculation criteria

Chain‑level profitability and staff analytics

  • Service profitability with payroll inside the report: view revenue, discounts, consumables cost, payroll, and profit by service across locations. Services chain report
  • Staff earnings and productivity: earnings, services sold, products sold, hours worked, cost/hour, and revenue share—filterable by location/period. Staff chain report

Minimal working configuration

ComponentPurposeWhere to configure
Calculation rules/chartsBase commission and fixed pay logic per employeePayroll module
Criteria (tiers/targets)Thresholds by turnover/profit/quantity; scope; discounts/gift cards inclusionCalculation criteria
Daily calculationPer‑day accruals; click‑through verificationDaily calculation
SettlementsPeriod close; payouts; discrepancy flags; exportSettlements
Analytics (optional)Profitability and staff KPIs across locationsServices chain, Staff chain

Key takeaways

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