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

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @wilbuchanan14

    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

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    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • 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?

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    @wilbuchanan14

    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: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • Only need to view it