Using Instructor Payroll

In this guide, we'll review how to setup instructor payroll calculations and how to get the output from reports. 

Instructor Payroll allows you to setup rates and then have CodexFit automatically calculate how much each instructor has earned. 

To setup instructor payroll, there are two parts:

1. Define the rate you'll pay (you can setup multiple rates in case you pay some instructors differently than others). 
2. Update each instructor to set the rate they will get paid at

With the above, each instructor has a set rate they get paid for any class they teach. 

You can also override that on a per event basis in case the instructor is teaching in a class that pays differently. In this case, we suggest still setting up a default rate but then when create the event, to define the override

To setup payroll rates

1. Login to your version of CodexFit by going to your dashboard at [company-name].codexfit.com
2. Go to setting and then under general settings, find payroll rates
3. Click on create in the upper right corner
   • When you setup a rate, you can setup a base rate + bonus rate, or just a base rate, or just a bonus rate
4. Do you want to set a base rate, i.e. a fee that is paid for each class the instructor is paid regardless of how many customers show up? If so, select if you want this to be:
   • A fixed fee - i.e. a certain amount that is paid to the instructor per event
   • A revenue share - i.e. a percentage of the overall revenue the event generated
5. Do you want to setup a bonus rate, i.e. the instructor earns  based on how many customers enrol in the event? If so, select which model you'd like to use:
   • Stepped fee, i.e. based on how many customers book into the event, the instructor can earn a certain amount. For instance, if 0-10 customers book, the instructor would earn £10 additional for the event. Please note, it's not £10 per customer but just £10, overall. 
   • Stepped revenue share, i.e. based on the tiers you setup, the instructor would get a percentage portion of the class revenue. 
6. When finished, click on create
7. Finally, decide how you want to define revenue (i.e. include late cancellation or not and include unbookable/excluded slots or not). To do this, navigate to configs and then edit general settings:

Assign payroll rates to instructors

After creating the various payroll rates you offer, then go to each instructor to add the payroll that should be used to calculate their payment. 

How to override the default rate for the instructor

There may be cases in which the instructor's default rate needs to be overridden. 

To do this, ensure you have the different payroll rate setup. 

Then, when you're creating an event, select which payroll rate should be used (if you leave this empty, the system will apply the instructor's default rate set above. 

Run payroll reports

Whenever you'd like to calculate the payroll, navigate to reports and find "Instructor: Payroll" and decide if you want to run it for everyone or just a specific instructor with the date range for the events you want to calculate payroll for.