Wages
Wage calculation from approved work reports, advances, deductions and bonuses, closing a month or period, and payslips in PDF.
The Wages module calculates workers' wages from approved work reports for a month (or for a from-to wage period), deducts advances and deductions, adds bonuses and creates payslips in PDF. You'll find it in the menu under Finance → Wages.
The page is visible to the administrator and to users who have the edit level for the Wages module in their Role (typically the accountant). Workers themselves do not go into Wages: they request an advance from the Dashboard and see their payslips in a report (see below).
How the wage is calculated
A worker's wage for a period consists of:
- approved work reports in the period: hours × the hourly net wage valid on the report date × any wage surcharge (weekend, public holiday, night). Weather reports are calculated with a coefficient, see Rates and surcharges,
- vacation and sick leave from approved requests, if the company has their transfer into wages turned on (see Vacation and sick leave),
- minus advances and deductions for the period, plus bonuses.
Rates are entered for each worker separately on the user card on the Personalistika (HR) tab (see HR). The wage is calculated from hourly rates; a fixed monthly salary is not included in the calculation.
The wage to be paid is calculated from the Hod. čistá mzda (Hourly net wage). When a report is approved, the work is recorded in the project costs according to the Hod. hrubá mzda (Hourly gross wage).
List of wages
At the top you select the period: Rok (Year) and Měsíc (Month), or in wage period mode the Vyber mzdové období (Select wage period) selector (see Rates and surcharges). The Osoba (Person) filter shows a single worker.
Columns: Příjemce (Recipient), Typ (Type), Payment method, Datum vytvoření (Created), Částka (Amount), Vyplaceno (Paid), and depending on the settings also Překročeno DPP (DPP limit exceeded) and Období (Period). The record types are Mzda (Wage), Záloha (Advance), Proplacení dokladu (Receipt reimbursement), Ostatní (Other) and Bonus.
When one worker is selected, their Account (for a running period) or To be paid (for a finished one) is shown next to the filter: how much they have earned so far from approved reports after deducting advances and deductions.
With Sdružit srážky a bonusy pod mzdu (Group deductions and bonuses under the wage) turned on (Nastavení firmy → Mzdy), the list shows only the wage with the number of items, and the deductions and bonuses expand under it with an arrow.
Advances, deductions and bonuses
- An advance request is submitted by the worker on the Dashboard on the Requests tab with the Request advance button (in the mobile app, Wage advance). The button is visible to anyone who has at least read access to the Wages module in their Role, on the web and in the mobile app. They enter the amount and sign. The amount must not exceed their account, unless the company allows a loan. While one request is unresolved, another cannot be submitted. The wage administrator sees the requests on the Dashboard in the For approval section on the Requests tab and marks them as paid by approving them.
- A deduction or bonus is entered after selecting the worker with the Zadat srážku/bonus (Enter deduction/bonus) button. In the form you choose the type, payment method, amount, Srážka (Deduction) or Bonus, and a comment. A deduction reduces the wage, a bonus is added to it.
- Recurring deduction or bonus - with the Periodická (Recurring) switch, the item repeats every month on the given Den v měsíci (Day of month), optionally with Platnost od (Valid from) and Poslední platba (Last payment). Automatické schválení (Automatic approval) means the resulting deductions do not need to be confirmed. The overview is under the Periodické srážky/bonusy (Recurring deductions/bonuses) button and on the user card. Deductions are created automatically on the due date and are also generated when a period is closed; the Generovat periodické srážky (Generate recurring deductions) button creates them earlier.
- Proplacení dokladu (receipt reimbursement) is created from a request to reimburse a receipt (the Record receipt button on the Dashboard), see Expense box.
For a wage, advance or receipt reimbursement paid to a bank account, the record detail shows a QR code for the payment, if the worker has a bank account filled in.
With Aktivovat kontrolu DPP (Activate DPP check) turned on, advance requests from workers on a DPP (agreement to perform work) are checked against the DPP limit according to the set Limity DPP (DPP limits). An advance to an account that would exceed the limit is split: the part up to the limit goes to the account and the rest is paid in cash, marked Překročeno DPP.
Closing a month or period
- Select the year and month (or the wage period).
- Check that all reports in the period are approved and all advances and deductions are marked as paid.
- Click Uzavřít měsíc (Close month) (in period mode, Uzavřít období (Close period)). With a worker selected, only their wage is closed.
- The app creates a Mzda record for each worker and generates a payslip in PDF.
Closing fails when:
- unapproved reports remain in the period (the app lists their numbers),
- there are unpaid advances or deductions in the period ("Existují nevyplacené zálohy" - There are unpaid advances),
- in period mode, the chosen range overlaps with an already paid period.
In wage period mode, a period that has not ended yet can be closed only after confirming the Období ještě neskončilo (The period has not ended yet) dialog: work reported up to today is paid, but the rest of the period stays locked and closing it a second time will not pay it.
Work reports can no longer be created, edited or deleted in a closed period. If the wage needs to be recalculated, delete it and close the period again.
After closing
- Show payslip opens the PDF in a new browser tab.
- Přidat bonus nebo srážku k této mzdě (Add a bonus or deduction to this wage) - until the wage is paid, a bonus (preselected) or a deduction can be attached to it. The amount remaining to be paid is adjusted and the payslip is regenerated. Deleting the attached item restores the amount.
- Vytvořit výplatnici (PDF) (Create payslip (PDF)) - for a wage that has no PDF, creates it again without closing again.
- Mark as paid - after payout, marks the record as paid (the Vyplaceno column).
- Send payment order to the bank - with an active bank integration and payout to an account, sends the payment as a draft for signing in internet banking.
Payslips and summary statement
The payslip (PDF Mzda) contains the name, period, number of hours, Mzda celkem (Total wage), Výpis dní (List of days) (date, hours, amount, project, category, surcharge or non-working day; days of vacation, sick leave and public holidays appear among the worked days), Srážky (Deductions), Bonusy (Bonuses) and totals including Zbývá k doplacení (Remaining to be paid). All amounts are in net wage, and the balance also includes paid vacation and sick leave; project costs are still calculated from the gross wage. The summary statement for several people is put together the same way. Payslip PDFs already saved stay as they were generated.
The Sumární výpis (Summary statement) button creates a PDF for the selected period with a summary table of all workers (hours, wage, deductions, remaining to be paid) and a detailed statement for each of them.
The default format is A5 landscape. In Nastavení firmy → Mzdy (Company settings → Wages) you can turn on Mzdové listy na A4 (Wage sheets on A4); payslips and the summary statement are then generated on A4 portrait with a larger font. PDFs already saved are not changed retroactively.
A worker for whom the administrator turns on Zobrazit report výkazů práce (Show work report overview) on the user card sees their hours worked and payslips in Reports → Work reports. In the mobile app the overview of hours is in Work report; only the administrator sees payslips there. See Reports.
Company settings: Wages
In Nastavení firmy → Výkazy a mzdy → Mzdy (Company settings → Reports and wages → Wages):
| Setting | What it does |
|---|---|
| Koeficienty nepracovních dnů (Non-working day coefficients) | Coefficient and number of hours for weather, sick leave and vacation. |
| Aktivovat kontrolu DPP | DPP limit check for advances, the Překročeno DPP column. |
| Žádosti o zálohu na mzdu (Wage advance requests) | Turns on the Request advance button on the web and in the mobile app. Advances entered in the Wages module work even when it is off. |
| Povolit půjčku (vypnout kontrolu zálohy) (Allow a loan (turn off the advance check)) | An advance may exceed the available balance. |
| Sdružit srážky a bonusy pod mzdu | Grouped list of wages. |
| Mzdové listy na A4 | PDF on A4 portrait instead of A5 landscape. |
| Výchozí způsob výplaty (Default payment method) | Pre-filled for a new advance, deduction and bonus, and used for advance requests. |
| Mzdy na období od–do (místo měsíce) (Wages for a from-to period (instead of a month)) | Wage periods and their list, see Rates and surcharges. |
| Limity DPP | Maximum DPP amount with a valid-from date. |
Wage surcharges have their own Mzdové příplatky (Wage surcharges) tab, and vacation and sick leave the Dovolená a sick days (Vacation and sick days) tab.
How wages connect the system
Work reports (approved) + vacation and sick leave → Wages (calculation, advances, deductions, bonuses) → Payslips (PDF) → payout