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How to Use Payroll Calculation & Export in Allison

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Written by Blake Wood
Updated over 2 months ago

How to Use Payroll Calculation & Export in Allison

Allison now includes a Payroll Calculation and Export feature, designed to simplify payroll reporting and make it easy to transfer data into systems like Gusto, QuickBooks, or Google Sheets. This article will walk you through setup, running reports, exporting data, and working with your payroll files.


1. Before You Begin: Employee Setup

Payroll in Allison is based on how you set up each employee’s pay structure.

  • When creating an employee, choose their pay type:

    • Hourly

    • Percentage

    • Per day

  • Enter their pay details (e.g., hourly rate, percentage rate).

  • Mark whether they are eligible for tips.

👉 Payroll reports pull directly from this setup and the jobs completed by each employee.


2. Accessing the Payroll Report

  1. In Allison, go to the Reports section (left-hand side menu).

  2. Scroll down to More Reports.

  3. Select Payroll.

You’ll see a new option to calculate payroll for your employees.


3. Running Payroll

  1. Select your date range (e.g., if you run payroll on Wednesday for the previous week, select those dates).

  2. Click Calculate.

  3. Allison will generate payroll details, showing:

    • Each employee’s pay type

    • Base pay totals

⚠️ Note: This is Phase 1 of the feature. Inline editing is not yet available. If something looks incorrect: Export the report and adjust in your payroll software.


4. Exporting Payroll Data

  1. After calculation, click Export.

  2. The export will be saved under Past Exports with the selected date range.

  3. Click Download to receive a ZIP file containing three spreadsheets:

    • Employees Report – Payroll totals at the employee level

    • Jobs Report – Payroll details per job completed for each employee

    • Other Pay Report – Tips earned by employees


5. Working with Payroll Data in Google Sheets

You can import the exported spreadsheets into Google Sheets (or any platform that supports csv files) for adjustments or for uploading into payroll software.

Step 1: Import the Employee Report

  1. In Google Sheets, go to File > Import.

  2. Select Upload and browse for your exported file.

  3. Choose Insert new sheet(s).

  4. The Employee Report will display:

    • Payroll start and end dates

    • Employee details (name, position, pay type)

    • Pay totals, hours worked, jobs completed, tips, and total compensation

Step 2: Add the Job Report

  1. Repeat the import steps.

  2. Choose Insert new sheet(s) again.

  3. The Job Report includes:

    • Job-level details (customer, address, service name, add-ons, job duration, clock-in/out times)

    • Pay calculations for each job

Step 3: Add the Tips Report

  1. Import the third file the same way.

  2. You’ll now have all three reports in one Google Sheet for easy reference.


6. Reviewing and Managing Past Reports

  • All past payroll exports remain available under Past Exports in Allison.

  • You can download or delete them as needed.


Summary

With the Payroll Calculation and Export feature, you can:

  • Generate payroll based on employee setup and job completed

  • Export detailed reports by employee, job, and tips

  • Import into Google Sheets or payroll systems for adjustments and payouts

If you have questions or run into issues, reach out to our support team—we’re here to help!


Notice: In Allison, the term ‘Employee’ is used broadly to mean anyone you assign to jobs (such as cleaners, contractors, admins, or managers) and does not indicate or create a legal employment relationship.

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