Fixed Payments Report

1. What does this feature do?

The Fixed Payments report displays fixed payments for all active users within the location where the App User is currently logged in.

2. Who is this for? (Roles & Permissions)

This feature is available to any role with permission to view, create, and edit invoices.

• Super Admin: Can view, create, edit, export, and bypass limits across all assigned locations.
• Admin: Can view, create, edit, and export within their assigned location.
• Owner: Can view, create, edit, and export within their assigned location.
• Manager: Can view, create, edit, and export within their assigned location.

3. Business Rules & Enforcements

• Rule 1: The report is only visible to roles with the “view_invoices” permission.
• Rule 2: Displays records only for employees assigned to the current location.
• Rule 3: Filters fixed payments on a weekly basis.

4. UI Placement

Reports > Human Resources > Fixed Payments Report

5. How-To Guide (Step-by-Step)

As of now, only the “Fixed” service type can be selected for fixed payments.

Automatic generation
Every week on Sundays at 00:00 hours, this report automaticaally genereates all fixed payments for all active users and vendors for all locations which have a position ID defined, plus any of these two groups of fields defined in their compensation data:

• Fixed hours salary

• Fixed weekly hours

  OR

• Fixed biweekly pay
  
  

Manual Generation
The second method for generating fixed payments in batch is by clicking the Generate Fixed Payments button.

1. Select the week period for which fixed payments will be generated.
2. Click the Generate Fixed Payments button.
3. A confirmation message will be displayed, indicating the selected week period and reminding the user that employees without a Position ID will be skipped.
4. After confirmation, fixed payments will be generated for all employees with fixed compensation defined within the current location.
   
   

Create a Fixed Payment
The third method for generating fixed payments is by creating a single fixed payment for a user or a vendor within the current location.

1. Select the week period for which the fixed payment will be created.
2. Click the Create Fixed Payment button.
3. Select an employee from the current location and fill in the required fields.
4. After selecting an employee, their fixed compensation fields will be automatically populated in the form. These values can be modified, and the Total Pay field will be recalculated accordingly.
5. By default, a fixed payment is created with a “Pending” status. While in this status, the fixed payment can be edited.
   
   

Edit a Fixed Payment
After generating or manually creating fixed payments, the user can edit each one by clicking the pencil icon in the report list and then saving the changes.

The employee name cannot be changed; only the date, period, compensation, and observation comments can be updated.

⚠️ A fixed payment can only be edited while it has a “Pending” status.
Once approved in the Payroll report, its status changes permanently to “Approved” and it can no longer be edited.

Delete a Fixed Payment
To delete a fixed payment, click the trash icon for the corresponding row in the report.

⚠️ Deleting a fixed payment does not remove it from approved payroll records.
If the payment was already approved, it will remain in the Payroll report as part of the approved records.