Salary Allocation allows you to assign and distribute salary costs across your schedule in order to get accurate reporting on how you pay salaried team members.

Salary costs appear within the Stats panel in the Schedule, as well as in Reports.

Salary costing is not exported to payroll, and is only used for reporting purposes within Deputy.

This is particularly helpful in instances where salaried staff (i.e Healthcare Professionals, Government Employees) only work certain days of the week, with different amounts of time per day, but with similar duties, where you would like to allocate their salary to the days they are scheduled.

To apply Salary Allocation to a team member, they will first need to have a Salary set as their pay rate.

1. On the People tab, click on the name of the team member you would like to allocate a salary to.

2. Select Employment and click Edit.

3. In the Pay Details section, click on the field for Pay rates and select Salary.

4. Under Salary Period, select whether the team member’s salary can be entered as Annual or Weekly.

(Note: Enterprise customers will see the option for Pay Period to be selected here rather than Annual)

5. After selecting the Salary Period enter the appropriate Salary Amount.

If you have chosen to select and enter an Annual Salary amount then Deputy will now calculate and display a weekly salary amount (Annual salary / 365 x 7 or Annual salary / 366 x 7 on a leap year)

6. To enable Salary Allocation, click the dropdown for Salary Cost Allocation and choose your preferred allocation type. The four types are explained below.

Once you have selected Salary the following fields will appear:

There are 4 types of Salary Cost Allocation:

This option will generate no costing for this team member

2. Days of the Week - fixed days

This costing option is useful if your team member works set, predictable days in the week with no exceptions. You can select these days in the Week Days Salary Allocation section by ticking the boxes for the relevant days. The daily cost figure for that team member will be calculated by dividing the weekly salary evenly across the selected days. 

Note: This costing does not require the team member to have a schedule in order to appear in reporting.

As the team member doesn’t need schedules for this costing to be created, you will need to specify which area in Deputy you prefer the salary to cost to by selecting it in the Specify Areas to Allocate Salary field.

This option is best used if a salaried team member works different, non-predictable days of the week and will evenly distribute the salary across the days that they are scheduled to work. 

Example: If the team member is scheduled to work on Sunday, Monday and Tuesday, it will take the weekly salary and divide it by 3, then allocate the costing to each of the days they are scheduled.

After selecting “Scheduled Days,” you will have the option to allocate the costing in two ways:

• Scheduled area - allocates cost to the Area in which this team member works their shift
• Specific area - allocates cost to a specified Area, regardless of where the team member actually works during their shift

This option is similar to Schedule Days, however, it will distribute the costing based on the number of hours scheduled on each day, instead of distributing it evenly across the days.

Example: A team member has a weekly salary of $1000. They are scheduled for 20 hours a week, and one of their shifts in that week is 8 hours long. So how much is the cost of the 8-hour shift? For this allocation, we take the weekly salary ($1000) divided by the hours scheduled (20) and multiply that by the shift length (8). 

$1000 ÷ 20 x 8 = $400

Please Note: Salary Allocation begins on the Monday of each week and cannot be changed at this current point in time.  

Once salary cost allocation has been enabled, the salary costing figures that have been generated for a team member are included in the wage cost summaries at the top of the Stats panel at the top of their schedule. 

In this example on:

• Monday when only hourly worker Andrew is scheduled there is a cost of $165 for the day.
• Tuesday when both salaried worker Akira and hourly worker Andrew are scheduled the cost for the day is $596.72 for Akira plus $165 for Andrew = $761.72
• Wednesday when only the salaried worker Akira is working the cost is $646.45.

Note: If you have enabled the Apply and Report On-Costs option in your Location settings, then any Salary Costing generated in that location will have the additional On-Cost percentage applied to it.

The Team Member list on the left will show a cost for hourly paid team members, but salaried team members simply show as $0.00.

You can also run reports on the Salary Allocation costing for a team member or a location in the Analytics tab.

1. Click on the Analytics tab.

2. From the landing page, click Schedule, timesheet & sales comparison.

Use the drop down menu and date selectors to filter for the data you wish to report for.

The report will provide you with an overview of the salary costing for each salaried team member in the Salary Cost column and where it has been allocated. 

Note: If you make any changes to the salary allocation for a team member, the new costing amounts will only reflect for future dates and will not update the team member’s past salary allocation costing.