Video transcription:

Had some audio issues but I wanted lay some foundations for scheduling reporting especially around employees in Service Autopilot. One of the biggest misconceptions when setting Service Autopilot up is the payroll job costing information on each individual employee. I’m gonna shrink down the screen here hopefully the audio holds true and if you have any questions live type them in and I’ll answer and while I’m here live or and I’ll watch the recording for the next two or three days here but um I’m gonna shrink down the screen here and show you what we’re talking about so the main premises here of the equation, and I’ll move this so you can see the other part of the screen here in minutes but the the main idea is that’s in Service Autopilot we want to go in and set up the job costing payroll. First thing to do is go under the team icons where my cursor hairs and go-to employees we add our employee and then under the Edit tab the third tab over is your payroll job costing report and when we do that we’ve got payroll and job costing here on the left. The compensation type would be hourly or salary the hourly rate in this example is $15 and then the resource pin under here is the pin code I would use to log into the Service Autopilot wall clock now as I swing the screen over here so we can see it a little bit better on look so this is the information here that I was looking at on the right hand side here under job payroll information the number that we’re looking at for Service Autopilot is the hourly rate is not the $15 an hour but the hourly rate is the $15 an hour plus labor burden. What labor burden is the company sheriff, FICA, unemployment, state unemployment, workers comp, liability, holiday, vacation days, health insurance, company bonus fund ,by me health insurance premiums what that is it’s gonna come as a percentage of the dollars on this fictitious example here it’s .19 so this is actually 19.16% the math behind this is at .19 we would go multiply it 1.1916 and that is going to be multiplied by the $15 dollar an hour individuals pay which is going to come out to be 17 dollars and 85 cents here on the bottom that’s the number that we’re looking for in the hourly rate under the costing information here left side of the screen it’s not the $15 now it’s a $15 an hour plus labor burden so it’s the 17.85 in this example and then the OT rate with burdens that’s time and a half so thats $15 a time and a half times the 1.1916 and gives us 26.78 for overtime with labor burden. If you’re going to set up Service Autopilot from foundation success from the bottom up we need to go in and set the third tab here under payroll job costing for the hourly rate the normal hourly rate plus labor burden and the hour the overtime rate time and a half times the labor burden once those are set up we are set up for payroll and reporting success in Service Autopilot. This is one of the biggest misconceptions I definitely felt victim to this in the early days but now that we have the understanding of good data in and good data out for reporting job costing information on the right-hand side of the screen needs to include you to labor burden this is a very simple formula and if you don’t know these numbers call your payroll company and they can give it to you as a percentage of the dollars you see on the screen here. Comment your questions drop them live or on the recorded version I’m happy to answer those buts as we’re diving in we’re gonna be looking at all the foundational things how to set up Service Autopilot for success from day one whether you’re new user or been using it several years so comments questions down below and we’ll be coming at you throughout the week with foundational things that setup service autopilot for success going into next year