Payroll Help
Hello,
We have recently switched our company over to smart sheet for a lot of automation and it has helped tremendously. I am having an issue incorporating our payroll. We are a staffing company with over 30 employees. We have a central grid sheet that we use to log all staff assignments with 2 main tasks that need to be completed to be paid.
I would like to have a central report sheet that displays the entire 2 week payroll. I have already created this by filter and group function and it works out very nice. However I have not been able to find a way to utilize this feature so that I can send each contractor their payroll and completed tasks independently without seeing the other contractors tasks and pay.
Is there a way to do this? I understand that I could create a separate report for each employee, but that would be very tedious as I would have to change each report filter setting every 2 weeks and we have a lot of changing turnover due to being independent contractors.
We also want to provide uncompleted tasks that occurred during the 2 week payroll, and a report that shows previous uncompleted tasks that were not paid last payroll, but are paid this payroll.
My original thought was to have a dashboard for each contractor that when I changed the master report date filter, that it would reflect on the dashboard. But have been unsuccessful. Any help would be greatly appreciated.
Answers
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I hope you're well and safe!
There are a couple of ways to do this.
- Premium App, Dynamic View
- Premium App, WorkApps
Would any of those options work/help?
I hope that helps!
Be safe and have a fantastic weekend!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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I would prefer to not have to purchase an additional package.
Is there not a way in which you can have a master report, then create a dashboard for each contractor that only displays rows in the master report that are assigned to that contractor?
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Do they only need to see the information or also edit it?
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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