[{"data":1,"prerenderedAt":1220},["ShallowReactive",2],{"help:\u002Fhelp\u002Fteam\u002Fprepare-payroll-for-your-accountant":3,"help-all-categories":244,"help-cat-articles:\u002Fhelp\u002Fteam\u002Fprepare-payroll-for-your-accountant":364,"help-related:\u002Fhelp\u002Fteam\u002Fprepare-payroll-for-your-accountant":365},{"id":4,"title":5,"audience":6,"body":7,"category":221,"description":222,"draft":223,"extension":224,"icon":225,"keywords":226,"meta":233,"navigation":234,"order":235,"path":236,"related":237,"seo":240,"stem":241,"updatedAt":242,"__hash__":243},"help\u002Fhelp\u002Fteam\u002Fprepare-payroll-for-your-accountant.md","Prepare payroll for your accountant","clinic",{"type":8,"value":9,"toc":204},"minimark",[10,23,26,31,84,88,148,159,166,176,180,184,190,194,197,201],[11,12,13,14,18,19,22],"p",{},"Owneli doesn't run payroll — it prepares it. From the ",[15,16,17],"strong",{},"Payroll & commission"," report, ",[15,20,21],{},"Send to accountant"," emails a formatted PDF plus a CSV of the pay period: clocked hours, wage estimates, tips split card vs cash, and commission, one row per employee. Your accountant applies overtime rules and tax withholding from there.",[11,24,25],{},"Admin or owner access is required.",[27,28,30],"h2",{"id":29},"how-do-i-send-payroll-to-my-accountant","How do I send payroll to my accountant?",[32,33,34,39,52,56,62,66,69,73],"steps",{},[35,36,38],"h3",{"id":37},"approve-the-periods-timesheets-first","Approve the period's timesheets first",[11,40,41,42,45,46,51],{},"The report is built from timesheet records. Approve the weeks in ",[15,43,44],{},"Timesheets"," so the hours are authoritative, not provisional — see ",[47,48,50],"a",{"href":49},"\u002Fhelp\u002Fteam\u002Fshifts-timesheets-and-time-off","Shifts, timesheets, and time off",".",[35,53,55],{"id":54},"open-the-report","Open the report",[11,57,58,61],{},[15,59,60],{},"Growth → Reports → Payroll & commission",", and set the date range to your pay period.",[35,63,65],{"id":64},"click-send-to-accountant","Click Send to accountant",[11,67,68],{},"Enter the recipient email addresses (up to 10) and an optional note. Recipients you enter are remembered as the default for next time.",[35,70,72],{"id":71},"send","Send",[11,74,75,76,79,80,83],{},"Each recipient gets an email with two attachments: a formatted ",[15,77,78],{},"PDF"," summary and the same breakdown as a ",[15,81,82],{},"CSV"," for import into payroll software.",[27,85,87],{"id":86},"whats-in-the-file","What's in the file",[89,90,91,104],"table",{},[92,93,94],"thead",{},[95,96,97,101],"tr",{},[98,99,100],"th",{},"Column",[98,102,103],{},"Meaning",[105,106,107,118,128,138],"tbody",{},[95,108,109,115],{},[110,111,112],"td",{},[15,113,114],{},"Hours worked",[110,116,117],{},"Clocked timesheet hours for the period",[95,119,120,125],{},[110,121,122],{},[15,123,124],{},"Hourly rate \u002F Wages",[110,126,127],{},"Rate × hours; \"not set\" if the member has no rate",[95,129,130,135],{},[110,131,132],{},[15,133,134],{},"Tips — card \u002F cash \u002F total",[110,136,137],{},"Tips split by how they were received",[95,139,140,145],{},[110,141,142],{},[15,143,144],{},"Total payable (excl. tax)",[110,146,147],{},"Wages + tips + commission earned in the period",[11,149,150,151,154,155,158],{},"When your compensation settings fold them in, the file also carries a ",[15,152,153],{},"minimum-wage true-up"," column and a ",[15,156,157],{},"deferred-commission overtime premium"," column; otherwise those live on a separate compliance worksheet and are deliberately left out of these totals.",[11,160,161,162,165],{},"A ",[15,163,164],{},"House tip pool (unassigned)"," row appears below the total when tip-outs weren't attributed to a named employee — it isn't payable to anyone by name, but it must reach the accountant so redirected tip money doesn't exit payroll.",[167,168,169],"warning",{},[11,170,171,172,175],{},"The report is ",[15,173,174],{},"raw inputs only",". Overtime premiums, statutory holiday pay, and every tax withholding are your accountant's job to apply — the totals here are pre-tax and pre-adjustment by design.",[27,177,179],{"id":178},"common-questions","Common questions",[35,181,183],{"id":182},"why-are-someones-hours-missing-or-low","Why are someone's hours missing or low?",[11,185,186,187,189],{},"Only timesheet records in the range count. Look for missed punches in ",[15,188,44],{}," — a manager can add a manual entry — and make sure the week was approved.",[35,191,193],{"id":192},"can-i-send-it-for-one-location-only","Can I send it for one location only?",[11,195,196],{},"Yes — the report respects the active location filter, and the send uses the same scope you're viewing.",[35,198,200],{"id":199},"where-do-the-tip-numbers-come-from","Where do the tip numbers come from?",[11,202,203],{},"From recorded sales in the period, split by tender. Cash tips only appear if they were rung through the POS.",{"title":205,"searchDepth":206,"depth":206,"links":207},"",2,[208,215,216],{"id":29,"depth":206,"text":30,"children":209},[210,212,213,214],{"id":37,"depth":211,"text":38},3,{"id":54,"depth":211,"text":55},{"id":64,"depth":211,"text":65},{"id":71,"depth":211,"text":72},{"id":86,"depth":206,"text":87},{"id":178,"depth":206,"text":179,"children":217},[218,219,220],{"id":182,"depth":211,"text":183},{"id":192,"depth":211,"text":193},{"id":199,"depth":211,"text":200},"team","Email a pay-period payroll summary — hours, tips split by card and cash, and commission — straight to your accountant as PDF and CSV.",false,"md","i-lucide-banknote",[227,228,229,230,231,232],"payroll export","send payroll to accountant","staff hours and tips report","payroll csv","pay period summary","tips card vs cash payroll",{},true,50,"\u002Fhelp\u002Fteam\u002Fprepare-payroll-for-your-accountant",[49,238,239],"\u002Fhelp\u002Fteam\u002Fcommission-and-compensation","\u002Fhelp\u002Fgrowth\u002Fexport-a-report",{"title":5,"description":222},"help\u002Fteam\u002Fprepare-payroll-for-your-accountant","2026-08-14","WGWz2DZTgHlZGAD1waJ0uOb4Huu8yfs_zraPSkowLAA",[245,256,265,274,284,294,304,313,323,333,343,354],{"id":246,"title":247,"audience":6,"description":248,"extension":249,"icon":250,"meta":251,"order":252,"slug":253,"stem":254,"__hash__":255},"helpCategories\u002Fhelp\u002Fcategories\u002Fgetting-started.yml","Getting started","Set up your workspace, learn the layout, and run your first day.","yml","i-lucide-compass",{},1,"getting-started","help\u002Fcategories\u002Fgetting-started","lTnfg_2tKvxQ9QanJ9XY3shoBHrJNWNfnxhcYaaKKPI",{"id":257,"title":258,"audience":6,"description":259,"extension":249,"icon":260,"meta":261,"order":206,"slug":262,"stem":263,"__hash__":264},"helpCategories\u002Fhelp\u002Fcategories\u002Fcalendar.yml","Calendar & booking","Book, move, and cancel appointments. Block time, work the waitlist, and read the grid at a glance.","i-lucide-calendar",{},"calendar","help\u002Fcategories\u002Fcalendar","s5UMHzRIeTUFi7mdsOyuSluzJBp79U9WTsTpOtbaW-E",{"id":266,"title":267,"audience":6,"description":268,"extension":249,"icon":269,"meta":270,"order":211,"slug":271,"stem":272,"__hash__":273},"helpCategories\u002Fhelp\u002Fcategories\u002Fcheckout.yml","Checkout & payments","Ring up a sale, take tips, handle deposits and fees, issue refunds, and close the drawer.","i-lucide-credit-card",{},"checkout","help\u002Fcategories\u002Fcheckout","4PQPgJd7Z25g0SvtoqqdMlnzk3DlcJpaZhNAiNiYVW0",{"id":275,"title":276,"audience":6,"description":277,"extension":249,"icon":278,"meta":279,"order":280,"slug":281,"stem":282,"__hash__":283},"helpCategories\u002Fhelp\u002Fcategories\u002Fclients.yml","Clients & forms","Add and find clients, read a client profile, and send forms and consents.","i-lucide-users",{},4,"clients","help\u002Fcategories\u002Fclients","u-tqzEJo2gR_wJ7x7y-EMIF3L4TP9EuBWlamwgwCC0I",{"id":285,"title":286,"audience":6,"description":287,"extension":249,"icon":288,"meta":289,"order":290,"slug":291,"stem":292,"__hash__":293},"helpCategories\u002Fhelp\u002Fcategories\u002Fretail.yml","Memberships, packages & gift cards","The things clients buy once and spend down over time, and how each one behaves at checkout.","i-lucide-gift",{},5,"retail","help\u002Fcategories\u002Fretail","wVVr_rc_P9p2RZWwy0XKsNB9fQ7XtQxxIz4qnixkGkg",{"id":295,"title":296,"audience":6,"description":297,"extension":249,"icon":298,"meta":299,"order":300,"slug":301,"stem":302,"__hash__":303},"helpCategories\u002Fhelp\u002Fcategories\u002Foperations.yml","Operations","The internal side of the business, covering your written playbook, task boards, venue incidents, and the policies everyone signs.","i-lucide-briefcase",{},6,"operations","help\u002Fcategories\u002Foperations","kSPRTYYbOW5LBNuaYXGv0C4IE7BqS2n-OkCSI97f-cM",{"id":305,"title":306,"audience":6,"description":307,"extension":249,"icon":308,"meta":309,"order":310,"slug":221,"stem":311,"__hash__":312},"helpCategories\u002Fhelp\u002Fcategories\u002Fteam.yml","Team & scheduling","Working hours, the weekly roster, clock-in, timesheets, and time off.","i-lucide-id-card",{},7,"help\u002Fcategories\u002Fteam","1cMbCRwUmewb4t_DwUJ7jJUjntx-odU8jRDgBredsPs",{"id":314,"title":315,"audience":6,"description":316,"extension":249,"icon":317,"meta":318,"order":319,"slug":320,"stem":321,"__hash__":322},"helpCategories\u002Fhelp\u002Fcategories\u002Fgrowth.yml","Reports & growth","Read the numbers, export them, and find the report you actually need.","i-lucide-trending-up",{},8,"growth","help\u002Fcategories\u002Fgrowth","3XyCU-DkoYi7xSPz0tDRohlYkNBUS0YsLo-insknI8o",{"id":324,"title":325,"audience":6,"description":326,"extension":249,"icon":327,"meta":328,"order":329,"slug":330,"stem":331,"__hash__":332},"helpCategories\u002Fhelp\u002Fcategories\u002Fsettings.yml","Settings & admin","Services and pricing, who can see what, and moving your data in from another system.","i-lucide-settings",{},9,"settings","help\u002Fcategories\u002Fsettings","rdLQHp7tfAu5iySbsypfXu1kOuujDAuLVk6yGidNvtQ",{"id":334,"title":335,"audience":6,"description":336,"extension":249,"icon":337,"meta":338,"order":339,"slug":340,"stem":341,"__hash__":342},"helpCategories\u002Fhelp\u002Fcategories\u002Faccount.yml","Your login and profile","Your own login, password, two-factor security, profile, and language.","i-lucide-user-circle",{},10,"account","help\u002Fcategories\u002Faccount","8JZPH_8Q-lnEEFgysE9gCwyd1pzUe2hfAebATuQ5Pog",{"id":344,"title":345,"audience":346,"description":347,"extension":249,"icon":348,"meta":349,"order":350,"slug":351,"stem":352,"__hash__":353},"helpCategories\u002Fhelp\u002Fcategories\u002Fbook-online.yml","Book online","client","Booking, paying, and managing your visit from your venue's booking page and the private links they send you.","i-lucide-globe",{},20,"book-online","help\u002Fcategories\u002Fbook-online","dUBIoELt-ci1vqbw_VX1VA6PGJV8V-9x4ZmpAk1aXXE",{"id":355,"title":356,"audience":346,"description":357,"extension":249,"icon":358,"meta":359,"order":360,"slug":361,"stem":362,"__hash__":363},"helpCategories\u002Fhelp\u002Fcategories\u002Fportal.yml","Your account and visits","Booking from your account, managing your visits, and using your wallet, memberships and rewards.","i-lucide-user-round",{},21,"portal","help\u002Fcategories\u002Fportal","D8_zQhv9hO2b9PYDADw-ebh1yZUuC0UcBt3DDZbMAH4",[],[366,747,1045],{"id":367,"title":50,"audience":6,"body":368,"category":221,"description":736,"draft":223,"extension":224,"icon":737,"keywords":738,"meta":739,"navigation":234,"order":339,"path":49,"related":740,"seo":743,"stem":744,"updatedAt":745,"__hash__":746},"help\u002Fhelp\u002Fteam\u002Fshifts-timesheets-and-time-off.md",{"type":8,"value":369,"toc":720},[370,373,422,426,433,440,444,451,455,461,464,492,506,509,514,518,542,546,609,612,616,619,626,630,637,640,645,648,651,676,681,684,687,691,697,701],[11,371,372],{},"Scheduling lives in three connected surfaces. Managing them needs the scheduling permission, which is deliberately separate from the ability to book appointments — you can grant \"runs the rota and signs off payroll\" without handing over the client calendar.",[89,374,375,385],{},[92,376,377],{},[95,378,379,382],{},[98,380,381],{},"Surface",[98,383,384],{},"What it is",[105,386,387,402,413],{},[95,388,389,399],{},[110,390,391,394,395,398],{},[15,392,393],{},"Team → Scheduling"," (the ",[15,396,397],{},"Availability"," tab)",[110,400,401],{},"The recurring weekly template — who normally works when",[95,403,404,410],{},[110,405,406,409],{},[15,407,408],{},"Shifts"," (Scheduled shifts)",[110,411,412],{},"Overrides for a specific week",[95,414,415,419],{},[110,416,417],{},[15,418,44],{},[110,420,421],{},"What was actually worked, and payroll approval",[27,423,425],{"id":424},"working-hours-the-template","Working hours: the template",[11,427,428,429,432],{},"The template is the default pattern: a person's usual days and times, repeating every week. It's the single most important thing to get right, because ",[15,430,431],{},"without hours nobody appears as bookable on the calendar"," — the day grid stays empty even though staff exist.",[11,434,435,436,439],{},"Set each person's working days and times. A day can carry a ",[15,437,438],{},"split range"," — 9am–12pm, then 2pm–6pm after a break.",[35,441,443],{"id":442},"shift-templates","Shift templates",[11,445,446,447,450],{},"Save a week you've built as a reusable ",[15,448,449],{},"shift template"," (\"Full-time M–F\", \"Weekends only\") and apply it to anyone's week. That turns setting up a new starter into two clicks.",[27,452,454],{"id":453},"scheduled-shifts-overrides","Scheduled shifts: overrides",[11,456,457,458,460],{},"The ",[15,459,408],{}," tab (Scheduled shifts) is the grid for changing one specific week without touching the template. Someone starting late on Tuesday, covering an extra Saturday, going home early on Friday.",[11,462,463],{},"Handy tools on the grid:",[465,466,467,474,480,486],"ul",{},[468,469,470,473],"li",{},[15,471,472],{},"Copy week → next week"," — duplicate the overrides you've just built",[468,475,476,479],{},[15,477,478],{},"Pull last week"," — bring last week's overrides forward",[468,481,482,485],{},[15,483,484],{},"Copy Monday to all"," — fill a whole week from one day",[468,487,488,491],{},[15,489,490],{},"Clear"," — remove a date's override and let the recurring template take over again",[493,494,495],"note",{},[11,496,497,498,501,502,505],{},"Approved time off and fixed-date holidays are ",[15,499,500],{},"protected",". Copying or pulling a week leaves those days exactly as they are, and tells you which days it left untouched and why. Time off is managed through ",[15,503,504],{},"Time off",", not by editing the shift grid.",[27,507,44],{"id":508},"timesheets",[11,510,511,513],{},[15,512,44],{}," holds clock-in records, paid hours, and approvals.",[35,515,517],{"id":516},"how-a-timesheet-is-created","How a timesheet is created",[465,519,520,530,536],{},[468,521,522,525,526,529],{},[15,523,524],{},"Clock"," — someone clocked in and out from the widget on ",[15,527,528],{},"Today",". This is the normal case.",[468,531,532,535],{},[15,533,534],{},"Manual"," — added by a manager, for a missed punch",[468,537,538,541],{},[15,539,540],{},"Auto"," — filled in automatically for a scheduled shift with no punch",[35,543,545],{"id":544},"states","States",[89,547,548,557],{},[92,549,550],{},[95,551,552,555],{},[98,553,554],{},"State",[98,556,103],{},[105,558,559,569,579,589,599],{},[95,560,561,566],{},[110,562,563],{},[15,564,565],{},"Clocked in",[110,567,568],{},"Live, still running",[95,570,571,576],{},[110,572,573],{},[15,574,575],{},"Clocked out",[110,577,578],{},"Finished, not yet reviewed",[95,580,581,586],{},[110,582,583],{},[15,584,585],{},"Edited",[110,587,588],{},"Adjusted by a manager after the fact",[95,590,591,596],{},[110,592,593],{},[15,594,595],{},"Approved",[110,597,598],{},"Signed off and locked for payroll",[95,600,601,606],{},[110,602,603],{},[15,604,605],{},"Voided",[110,607,608],{},"Discarded",[11,610,611],{},"Click a row to open its detail drawer — clock in\u002Fout, breaks, and the raw versus paid minutes. Breaks can be paid or unpaid, and the paid-minutes figure reflects that.",[35,613,615],{"id":614},"approving-a-week","Approving a week",[11,617,618],{},"Approve a week to lock it for payroll. Everything approved is what the payroll report is built from, so approval is the moment the hours become authoritative rather than provisional.",[11,620,621,622,625],{},"Payroll settings — pay period, rounding, break rules — sit behind ",[15,623,624],{},"Payroll settings"," on the same page.",[35,627,629],{"id":628},"staff-view","Staff view",[11,631,632,633,636],{},"Staff can't open the team timesheet page. They see their own worked hours under ",[15,634,635],{},"My hours",", which reads the same records self-scoped to them.",[27,638,504],{"id":639},"time-off",[11,641,642],{},[15,643,644],{},"Operations → Time off",[11,646,647],{},"Anyone can request time off. Managers and admins approve or deny, with an optional note back to the requester.",[11,649,650],{},"The page shows four figures for the year:",[465,652,653,659,664,670],{},[468,654,655,658],{},[15,656,657],{},"Allotted"," — days available",[468,660,661,663],{},[15,662,595],{}," — booked",[468,665,666,669],{},[15,667,668],{},"Pending"," — awaiting review",[468,671,672,675],{},[15,673,674],{},"Remaining"," — still available",[493,677,678],{},[11,679,680],{},"Only paid vacation counts against the balance. Sick days, personal days, unpaid leave and other types are tracked separately, so a run of sick days doesn't quietly eat someone's holiday.",[11,682,683],{},"When you review a request, Owneli tells you who else is already off in that window — the thing you actually need to know before approving.",[11,685,686],{},"Approving blocks those dates on the calendar automatically. A pending-approval count shows on the sidebar so requests don't sit unseen.",[35,688,690],{"id":689},"configuring-it","Configuring it",[11,692,693,696],{},[15,694,695],{},"Settings → Time off & notifications"," sets which days count as working days (default Monday to Friday), which request types staff can pick, and who receives time-off request emails. Leave the approver list empty to notify every admin and owner.",[27,698,700],{"id":699},"reporting","Reporting",[465,702,703,709,714],{},[468,704,705,708],{},[15,706,707],{},"Growth → Reports → Working hours"," — scheduled versus worked",[468,710,711,713],{},[15,712,60],{}," — the pay run, hours with tips",[468,715,716,719],{},[15,717,718],{},"Growth → Reports → Wages"," — labour cost against revenue",{"title":205,"searchDepth":206,"depth":206,"links":721},[722,725,726,732,735],{"id":424,"depth":206,"text":425,"children":723},[724],{"id":442,"depth":211,"text":443},{"id":453,"depth":206,"text":454},{"id":508,"depth":206,"text":44,"children":727},[728,729,730,731],{"id":516,"depth":211,"text":517},{"id":544,"depth":211,"text":545},{"id":614,"depth":211,"text":615},{"id":628,"depth":211,"text":629},{"id":639,"depth":206,"text":504,"children":733},[734],{"id":689,"depth":211,"text":690},{"id":699,"depth":206,"text":700},"Set the weekly template, override a single week, approve worked hours for payroll, and handle holiday requests.","i-lucide-calendar-clock",[],{},[741,742],"\u002Fhelp\u002Fgetting-started\u002Fyour-day-in-workroom","\u002Fhelp\u002Fsettings\u002Froles-and-permissions",{"title":50,"description":736},"help\u002Fteam\u002Fshifts-timesheets-and-time-off","2026-09-01","fnqDFo33exT5C29WcudFuQDiKxl_Mo-F28TvSTdhZsk",{"id":748,"title":749,"audience":6,"body":750,"category":221,"description":1029,"draft":223,"extension":224,"icon":1030,"keywords":1031,"meta":1038,"navigation":234,"order":1039,"path":238,"related":1040,"seo":1042,"stem":1043,"updatedAt":242,"__hash__":1044},"help\u002Fhelp\u002Fteam\u002Fcommission-and-compensation.md","Commission and compensation",{"type":8,"value":751,"toc":1013},[752,759,762,766,773,778,781,843,850,854,861,906,915,919,926,930,963,967,990,992,996,999,1003,1006,1010],[11,753,754,755,758],{},"Commission is computed automatically from the rules on each team member's ",[15,756,757],{},"Compensation"," tab. Every earned amount is written to a commission ledger with a full trace of the rule, base, and math that produced it — so a disputed number is always explainable, never a mystery.",[11,760,761],{},"Compensation and banking need the team-management permission; they're not visible to regular staff.",[27,763,765],{"id":764},"how-is-commission-calculated","How is commission calculated?",[11,767,768,769,772],{},"When a sale closes, each line finds the ",[15,770,771],{},"most specific rule"," that covers it, in this order:",[11,774,775],{},[15,776,777],{},"item → employee → role → level → location → organization",[11,779,780],{},"A rule set on a specific service beats the member's personal rule, which beats their role's rule, and so on down to an org-wide default. The winning rule then applies its math:",[89,782,783,793],{},[92,784,785],{},[95,786,787,790],{},[98,788,789],{},"Rule element",[98,791,792],{},"What it does",[105,794,795,805,815,833],{},[95,796,797,802],{},[110,798,799],{},[15,800,801],{},"Applies to",[110,803,804],{},"Which line types the rule covers: services, add-ons, products, packages, memberships, gift cards, late fees",[95,806,807,812],{},[110,808,809],{},[15,810,811],{},"Rate",[110,813,814],{},"A fixed percentage, or tiered bands based on the provider's period-to-date sales",[95,816,817,822],{},[110,818,819],{},[15,820,821],{},"Tier style",[110,823,824,828,829,832],{},[825,826,827],"em",{},"Progressive"," (each band's rate applies to sales within that band) or ",[825,830,831],{},"retroactive"," (crossing a threshold re-rates the whole period)",[95,834,835,840],{},[110,836,837],{},[15,838,839],{},"Base",[110,841,842],{},"Whether the base is before or after discounts and tax, and whether product or service costs are deducted first",[11,844,845,846,849],{},"Configured ",[15,847,848],{},"deductions"," (backbar, consumables, flat or percentage) can reduce the base before commission or the amount after it, always clamped so a line never goes negative.",[27,851,853],{"id":852},"packages-and-memberships-who-earns-and-when","Packages and memberships: who earns, and when",[11,855,856,857,860],{},"Selling a package or membership and redeeming it are different events, and your ",[15,858,859],{},"recognition policy"," decides which one pays:",[89,862,863,873],{},[92,864,865],{},[95,866,867,870],{},[98,868,869],{},"Policy",[98,871,872],{},"Who earns",[105,874,875,886,896],{},[95,876,877,883],{},[110,878,879,882],{},[15,880,881],{},"On sale"," (default)",[110,884,885],{},"The seller earns the full commission when the cart closes",[95,887,888,893],{},[110,889,890],{},[15,891,892],{},"On redemption",[110,894,895],{},"The sale pays nothing; the provider who performs each redeemed service earns then",[95,897,898,903],{},[110,899,900],{},[15,901,902],{},"Split",[110,904,905],{},"A configured share at sale, the remainder at redemption",[167,907,908],{},[11,909,910,911,914],{},"Changing the recognition policy applies ",[15,912,913],{},"going forward only"," — it never silently restates past periods. Historical figures change only through an explicit recompute.",[27,916,918],{"id":917},"worker-classification-gates-commission","Worker classification gates commission",[11,920,921,922,925],{},"Each member's classification (on the wage side of Compensation) controls whether the commission engine pays them at all — employees and contractors earn commission; a booth renter does not. The engine always reads the member's ",[15,923,924],{},"current"," classification: if you change someone's classification and then recompute past periods, the recomputation uses today's classification, not the one they held at the time. ",[27,927,929],{"id":928},"setting-it-up","Setting it up",[32,931,932,936,945,949,956,960],{},[35,933,935],{"id":934},"open-the-members-compensation-tab","Open the member's Compensation tab",[11,937,938,941,942,944],{},[15,939,940],{},"Team"," → click the member → ",[15,943,757],{},". You'll see their live rules, expired rules, and their level assignment.",[35,946,948],{"id":947},"add-a-rule","Add a rule",[11,950,951,952,955],{},"Use the add-commission wizard: choose what it applies to, the rate or tier bands, and the base options. You can also ",[15,953,954],{},"copy rules from another member"," to keep a team consistent.",[35,957,959],{"id":958},"assign-a-level-optional","Assign a level (optional)",[11,961,962],{},"Levels are org-wide commission defaults (\"Senior stylist\", \"Junior\"). A member with no personal rule falls back to their level's rule.",[27,964,966],{"id":965},"where-to-see-the-results","Where to see the results",[465,968,969,975,980],{},[468,970,971,974],{},[15,972,973],{},"Growth → Reports → Commission statement"," — per-provider commission with a drill into every line's rule, base, and band math.",[468,976,977,979],{},[15,978,60],{}," — hours, tips, and commission folded into total payable.",[468,981,982,983,985,986,51],{},"Staff see their own trailing commission and tips on ",[15,984,635],{}," — see ",[47,987,989],{"href":988},"\u002Fhelp\u002Fteam\u002Fsee-your-own-hours","See your own hours",[27,991,179],{"id":178},[35,993,995],{"id":994},"why-is-a-team-members-commission-zero","Why is a team member's commission zero?",[11,997,998],{},"Check, in order: their classification earns commission (not booth renter), a rule actually covers the line type sold, and the sale's recognition event matches the policy (an \"on redemption\" package sale pays nothing at sale time).",[35,1000,1002],{"id":1001},"two-rules-could-apply-which-wins","Two rules could apply — which wins?",[11,1004,1005],{},"The more specific scope always wins; ties never split. An item-level rule beats everything below it.",[35,1007,1009],{"id":1008},"can-a-staff-member-challenge-a-commission-line","Can a staff member challenge a commission line?",[11,1011,1012],{},"Yes — commission disputes are tracked per line so a question lands on the exact ledger row, with its rule trace as the evidence.",{"title":205,"searchDepth":206,"depth":206,"links":1014},[1015,1016,1017,1018,1023,1024],{"id":764,"depth":206,"text":765},{"id":852,"depth":206,"text":853},{"id":917,"depth":206,"text":918},{"id":928,"depth":206,"text":929,"children":1019},[1020,1021,1022],{"id":934,"depth":211,"text":935},{"id":947,"depth":211,"text":948},{"id":958,"depth":211,"text":959},{"id":965,"depth":206,"text":966},{"id":178,"depth":206,"text":179,"children":1025},[1026,1027,1028],{"id":994,"depth":211,"text":995},{"id":1001,"depth":211,"text":1002},{"id":1008,"depth":211,"text":1009},"How Owneli calculates staff commission — rules, tiers, sale vs redemption recognition, and where every dollar is explained in the ledger.","i-lucide-percent",[1032,1033,1034,1035,1036,1037],"staff commission setup","commission not showing","commission calculation","tiered commission","commission on packages and memberships","worker classification commission",{},40,[236,988,1041],"\u002Fhelp\u002Fgrowth\u002Fwhich-report-answers-my-question",{"title":749,"description":1029},"help\u002Fteam\u002Fcommission-and-compensation","DzfH17CfrzMtUVUcrixd_Y98L7VdzpGzrEsXwZt_Xlc",{"id":1046,"title":1047,"audience":6,"body":1048,"category":320,"description":1204,"draft":223,"extension":224,"icon":1205,"keywords":1206,"meta":1212,"navigation":234,"order":1213,"path":239,"related":1214,"seo":1217,"stem":1218,"updatedAt":242,"__hash__":1219},"help\u002Fhelp\u002Fgrowth\u002Fexport-a-report.md","Export a report to CSV, Excel, or PDF",{"type":8,"value":1049,"toc":1191},[1050,1057,1061,1098,1102,1144,1155,1161,1166,1168,1172,1175,1179,1184,1188],[11,1051,1052,1053,1056],{},"Every report page has an ",[15,1054,1055],{},"Options"," menu next to its controls with three export formats. What you export is exactly what you're looking at — the current date range, filters, and sort — never a hidden superset.",[27,1058,1060],{"id":1059},"how-do-i-download-a-report","How do I download a report?",[32,1062,1063,1067,1070,1074,1080,1084],{},[35,1064,1066],{"id":1065},"set-up-the-view-first","Set up the view first",[11,1068,1069],{},"Pick the date range, location scope, and any filters. The export mirrors the on-screen table, totals row included.",[35,1071,1073],{"id":1072},"open-options","Open Options",[11,1075,1076,1077,1079],{},"Click ",[15,1078,1055],{}," at the top of the report (on a phone it collapses to an icon button).",[35,1081,1083],{"id":1082},"pick-a-format","Pick a format",[11,1085,1086,1089,1090,1093,1094,1097],{},[15,1087,1088],{},"Export CSV",", ",[15,1091,1092],{},"Export Excel",", or ",[15,1095,1096],{},"Export PDF",". CSV downloads instantly; Excel and PDF are rendered server-side and take a moment — the menu shows a spinner while they build.",[27,1099,1101],{"id":1100},"which-format-when","Which format when?",[89,1103,1104,1114],{},[92,1105,1106],{},[95,1107,1108,1111],{},[98,1109,1110],{},"Format",[98,1112,1113],{},"Best for",[105,1115,1116,1125,1135],{},[95,1117,1118,1122],{},[110,1119,1120],{},[15,1121,82],{},[110,1123,1124],{},"Feeding another system — payroll software, a spreadsheet pipeline, your accountant's import. Plain data, no styling",[95,1126,1127,1132],{},[110,1128,1129],{},[15,1130,1131],{},"Excel (.xlsx)",[110,1133,1134],{},"A human working in a spreadsheet: typed columns and formatting survive",[95,1136,1137,1141],{},[110,1138,1139],{},[15,1140,78],{},[110,1142,1143],{},"Sharing a finished, uneditable snapshot — end-of-month pack, a figure for the owner",[11,1145,1146,1147,1150,1151,1154],{},"The same menu also carries ",[15,1148,1149],{},"Add to favorites"," (pins the report on your reports index) and, on the report builder, ",[15,1152,1153],{},"Duplicate"," for saved views.",[1156,1157,1158],"tip",{},[11,1159,1160],{},"Money exports as plain decimal numbers, so spreadsheet formulas work on them directly — no currency-symbol stripping needed.",[167,1162,1163],{},[11,1164,1165],{},"Excel and PDF rendering is rate-limited (by default 20 analytics exports per hour per workspace) to keep the app responsive. If an export is refused, wait and retry rather than hammering the button.",[27,1167,179],{"id":178},[35,1169,1171],{"id":1170},"my-export-is-missing-rows-i-expected","My export is missing rows I expected",[11,1173,1174],{},"The export matches the screen. Check the date range and the location filter — a report scoped to one location exports only that location.",[35,1176,1178],{"id":1177},"can-i-schedule-a-report-to-email-itself","Can I schedule a report to email itself?",[11,1180,1181,1182,51],{},"Not from the Options menu. The one built-in emailed export is the payroll summary — see ",[47,1183,5],{"href":236},[35,1185,1187],{"id":1186},"why-does-csv-work-when-excelpdf-fails","Why does CSV work when Excel\u002FPDF fails?",[11,1189,1190],{},"CSV is built in your browser from the rows on screen; Excel and PDF are built on the server and are subject to the rate limit and a size cap. Very large ranges may need splitting into smaller periods.",{"title":205,"searchDepth":206,"depth":206,"links":1192},[1193,1198,1199],{"id":1059,"depth":206,"text":1060,"children":1194},[1195,1196,1197],{"id":1065,"depth":211,"text":1066},{"id":1072,"depth":211,"text":1073},{"id":1082,"depth":211,"text":1083},{"id":1100,"depth":206,"text":1101},{"id":178,"depth":206,"text":179,"children":1200},[1201,1202,1203],{"id":1170,"depth":211,"text":1171},{"id":1177,"depth":211,"text":1178},{"id":1186,"depth":211,"text":1187},"Use the Options menu on any report to download CSV instantly, or a formatted Excel or PDF file — exactly the rows and filters you see.","i-lucide-file-down",[1207,1208,1209,1210,1211],"export report csv","report to excel","report pdf download","download workroom report","export limit reached",{},14,[1215,1216,236],"\u002Fhelp\u002Fgrowth\u002Ffind-and-read-a-report","\u002Fhelp\u002Fgrowth\u002Fbuild-a-custom-report",{"title":1047,"description":1204},"help\u002Fgrowth\u002Fexport-a-report","A47gJMUY0Wcav_ETevFq9SJHyU9CNbnf1YBfbaR4JgY",1790218961935]