Payroll & Summary User Guide
This guide explains how to view, manage, and export payroll data efficiently. You’ll learn how to review earnings, track payments, manage deductions, and access summary reports for tutors and staff.
Step 1: Accessing the Payroll Section
Log in to your account.
From the left-hand menu, go to Reports > Payroll.
You’ll land on the Payroll tab by default. You can toggle to Summary using the top tabs.
Step 2: Understanding Payroll Dashboard
At the top of the page, you’ll see key payroll statistics:
Total Earned ($): Sum of all credits and lesson earnings for the selected date range.
Duration: Total logged lesson time.
Payments: Amount already paid out.
Deductions: Total deductions applied to the tutor.
Step 3: Reviewing Payroll Entries
Each entry in the table provides detailed breakdowns:
| Column | What it shows |
|---|---|
| Tutor | Name of the tutor who conducted the session |
| Student | Student name (if applicable) |
| Date | Date of the lesson or transaction |
| Type | “Lesson”, “Earning”, or “Deduction” |
| Duration | Time spent on the session (if applicable) |
| Pay Rate | Hourly rate of the tutor |
| Earned | Amount earned for that session or bonus |
| Payment | How much has been paid out for that entry |
| Status | Credit, Debit, or Not Marked |
Tip: Entries marked “Not Marked” indicate sessions that need admin review or approval.
Step 4: Managing Payments & Deductions
Click Export CSV (green button) to download all visible payroll data.
Use this report for:
Internal accounting
Payroll approvals
Backup records
Step 5: Export Payroll Reports
Earning: Manually added credits, such as bonuses or adjustments.
Deduction: Penalties or withheld amounts (e.g., late fees).
Lesson: Session-based earnings, requires marking and admin review before payout.
To manage:
Admins can approve, adjust, or mark sessions for final processing.
Optional: Payroll Summary Tab
Navigate to the Summary tab to view:
Total active/inactive staff
Remaining payroll budget
Staff details (roles, rates, joining dates)
- Clicking on each staff Name will redirect you to the detail page of each staff / employee page.
Common Questions
From the main dashboard, go to Reports > Payroll. You’ll see two tabs at the top: Payroll for detailed entries and Summary for overall staff statistics and pay insights.
The Payroll dashboard shows total earnings, lesson duration, payments made, and applied deductions for the selected date range. Each entry includes tutor, student, session type, pay rate, and earned amount
- Lesson: Earnings based on completed sessions.
- Earning: Manually added credits or bonuses.
- Deduction: Adjustments like late fees or withheld amounts.
Click the Export CSV button to download your payroll records. This file can be used for approvals, financial reports, or backup purposes.
The Summary tab provides a quick view of all active and inactive staff, total payroll budget, and individual staff details like pay rate, department, and joining date.
Entries labeled Not Marked need admin review or confirmation before they can be processed for payment.