Payroll Workflow

This article is going to be filled with a step by step workflow that includes videos along the way to show you how to do particular task, along with an overview video. From your initial MaidCentral set up task, to daily and weekly task, follow along as we show you the MaidCentral Payroll Workflow. For the videos that are already completed in the steps listed below, you'll see the link next to the number and task.

Upon Setup

1.) Connect QBO account to MaidCentral.

2.) Set a default account for cleaning revenue. https://youtu.be/wKkvUeBFPIM

3.) Set a default account for tips. https://youtu.be/v9YraYu37Sc

4.) How to connect customers to QBO from your I&J Records Report https://youtu.be/dejyLBOPm-k 

5.) Review service set types. Company Other Service Set Types. Service Set Types will be created during the import of your customer import spreadsheet.

6.) Set service set pay types. (Available pay types in MC https://youtu.be/6RHz7v_F_q8 and Allowed Hours added March 2020 https://youtu.be/Wlv1wVgCg6k)

7.) Add customers, homes, and service sets. (Completed during Customer Import or manually entered into MC after import is completed)

8.) Add employees. (User Role Technician https://youtu.be/PGYPeaMKRgs)

9.) Set pay rates for employees. https://youtu.be/zra-pqPE8K8

Daily Task

10.) Verify employee clock times. Edit time clock if necessary. https://youtu.be/CYRej2isa7w

11.) Verify employee job times. Add employee to jobs or edit job times if necessary. https://youtu.be/-iIHsZBexbU

12.) Create Invoices. https://youtu.be/vRPE6s2FzqI

Weekly Task

13.) Review payroll for accuracy.

14.) Add additional pay for Holiday or Paid Time Off if applicable https://youtu.be/qb9pyWojrhs

15.) Check Jobs Not Invoiced report. https://youtu.be/1pPeP-orOBw

16.) Close Payroll (which closes jobs). https://youtu.be/06iVw2PYZ8A