Staff & Payroll

How to track staff income

4 min read·Beginner

Staff income records let you keep a clear picture of what each team member is due. Recording income as you go keeps everything up to date and makes your pay runs quicker. Here is how to record and review it.

  1. Open Staff Income

    From the CRMit menu on the left, open Staff and then Staff Income List. This shows the income records you have already added.

  2. Create an income record

    Click New Staff Income to start a new record.

  3. Link it to the staff member

    Choose the team member the income is for, so it is recorded against the right person.

  4. Enter the amounts

    Enter the income amounts and any details you keep for the record.

  5. Save the record

    Click Save to store the income record.

  6. Review it in the list

    Back on the Staff Income List, you can see the record alongside the rest and open it again whenever you need to.

Tip: Keeping income records current makes payroll quicker, because the figures are ready when you start a pay run.

What's next

Use your income records when you run payroll, and keep an eye on where your team's time goes.

Want a hand getting set up?

Book a quick demo and we will walk you through tracking staff income and running payroll.