Employee Salary Management

Frequently Asked Questions

How is service-based salary calculated?

Accrual conditions:

1. Service added to order
2. Performer (employee) assigned
3. Order moved to status that triggers salary accrual

Important!

• Employee card must have % reward set
• Or service card must specify % or fixed reward for performer

Accrual happens automatically when all conditions are met

How to add fixed salary?

1. Go to Employees section
2. Select employee and click ”+ Bonus”
3. In popup:
   • Enter salary amount
   • Type “Salary” in “Comment” field
4. Save operation

Result:

• Amount appears in reports
• Employee balance updates automatically
• Accrual appears in monthly payroll

Where to view employee earnings?

In Reports > Employees > Salary

You can open employee card to see all monthly accruals.

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HelloClient CRM enables comprehensive salary accounting for employees.

Salary Configuration Methods

HelloClient offers 3 salary configuration methods:

• Percentage-based accruals in employee card
• Percentage or fixed amount per service in order
• Bonus/penalty system

Percentage-Based Accruals in Employee Card

Configure percentages in Settings > Employees > Open employee card > Go to “Salary” section.

1. Order Percentage (Manager)

   • When employee creates order under their account, they’re considered manager
   • System accrues percentage for all services/products in order

   Example: I created order in my account with "Order Percentage (Manager)" set - I'll receive accrual.

2. Service Percentage (Performer)

   • When creating order, select performer
   • System calculates and accrues percentage to performer for service
   • Verify performer name when adding services/products - affects salary
   • Performer can be changed in order

   Example: I'm assigned as performer with "Service Percentage (Performer)" set - I'll receive accrual.

3. Product Percentage in Order (Performer)

   • System calculates and accrues percentage for products/consumables from warehouse

   Example: I added product to order with "Product Percentage in Order (Performer)" set - I'll receive accrual.

4. Product Percentage in Shop

   • System calculates and accrues percentage for products sold through shop

   Example: I sold product in "Shop" module with "Product Percentage in Store" set - I'll receive accrual.

Percentage or Fixed Amount per Service in Order

Configure in Services > Open service card > Go to “Performer Reward”.

Set either percentage of service amount or fixed amount.

How it works?

1. Set percentage or fixed amount in service card
2. Add service to order and assign performer for that service
3. When order moves to salary-triggering status, employee receives accrual

Important!

Service card settings override employee card settings

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Bonus/Penalty System and Salary Setup

You can award bonuses (premiums) and apply penalties to employees.

To add bonus/penalty:

1. Go to Reports > Employees > Salary and open employee report
2. In top right corner click:
   • ”+ Bonus” - to award bonus
   • ”- Penalty” - to apply penalty

Accruals appear in employee report and affect Balance.

To set employee salary, use ”+ Bonus” button:

1. Enter amount and comment “Salary” in “Comment” field
2. After saving, accrual appears in report and affects balance

When does salary accrual happen?

Salary accrual occurs when order status changes to salary-triggering status.

You can configure “Triggers salary accrual” action for specific statuses.

Important!

System accrues percentage from net profit for services and products.

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Where to view accruals?

1. Go to Reports > Salary
2. Report shows:
   • Balance - total payable amount
   • Accruals - breakdown by services, products, bonuses, penalties
   • Monthly grouping - for easy analysis

How to add bonus/penalty?

• Click «+ Bonus» or «- Penalty» in employee salary report

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How to pay salary?

1. In «Salary» report click «Pay»
2. Check «Add Expense»
3. Expense appears in «Payments» under «Salary Payment» category

Recommendation

Pay salaries through “Pay” button on payment day to reset employee balance at start of new period. This maintains accurate balance visibility.

Click any accrual in report for details:

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Where to view payment history?

In «Payments» tab (in Salary report) → data sorted by months.