Purpose Statement

The Payroll Summary tab allows training creators and administrators to track and manage payroll-related information tied to training attendance. This optional feature supports accurate compensation, stipend tracking, and point allocation without impacting class rosters or training credit.

Background Information

When enabled in setup, the Payroll Summary tab appears after Result within a training class. By default, every attendee on the roster is automatically included in the Payroll Summary. This tab is designed to give agencies flexibility in how they record payroll events related to training, based on internal policies and configurations.

All payroll-related fields are optional and depend entirely on how the agency has configured payroll settings in Personnel Setup.

Prerequisites:

• Payroll Summary enabled in Training setup

• Access to the Training Module

• A training class with attendees added

Required Permissions

Users interacting with the Payroll Summary tab typically require:

• Manage Training Classes – Required to edit payroll data

• View Payroll Summary – Required to access the tab

• Personnel Setup Access (admin only) – Required to configure activity types, rates, and stipends

Permissions may vary based on role and agency configuration.

Video

Step-by-Step Guide

Access the Payroll Summary Tab

1. Open a training class.

2. Navigate past Class Result to the Payroll Summary tab.

3. All attendees on the class roster automatically populate in the list.

Manage Individual Payroll Records

1. Select the pencil icon on an attendee’s row.

2. Edit payroll-related fields as needed:

   • Time In

   • Time Out

   • Total Time

3. If Total Time is manually adjusted:

   • Select Refresh to restore the original calculated value.

4. Optionally enter:

   • Activity Type (configured in Personnel Setup)

   • Stipend

   • Pay Rate

   • Point Total

   • Description

5. Select Save when complete.

Bulk Update Payroll Records

1. Select one or more attendees using the checkbox on the left.

2. Select Update. (Update will activate upon selecting one or more records)

1. A modal opens displaying the selected users.

1. Place your cursor in the Field to Update dropdown.

2. Select the payroll field you want to manage in bulk.

3. Select Continue.

1. Enter the appropriate values.

2. Select Save to apply updates to all selected attendees.

Delete Payroll Records

• Delete Individually

  1. Select the trash can icon next to a single attendee.

• Delete in Bulk

  1. Select multiple attendees.

  2. Select the trash can icon at the top of the list.

Important:
Deleting an attendee from the Payroll Summary:

• Does not remove them from the class roster

• Only removes their payroll record

Restore Payroll Records

1. Select Refresh Attendees.

2. The system reviews the class attendee list.

3. Any students missing from the Payroll Summary are re-added automatically.

   • If a payroll record was delete and restored, admins will need to input their pay data again.  

Best Practices

• Confirm payroll settings in Personnel Setup before using this tab.

• Use bulk updates when managing payroll data for large classes.

• Avoid deleting payroll records unless intentional; use Refresh Attendees to recover.

• Adjust Total Time only when necessary to reflect real attendance.

• Include descriptions for payroll events to support auditing and reporting.

Troubleshooting & FAQs

Why don’t I see the Payroll Summary tab?
The Payroll Summary feature may not be enabled in setup for your agency.

Does deleting a payroll record remove training credit?
No. Payroll records are separate from training completion and attendance.

Why are some payroll fields unavailable?
Available fields depend on how your agency configured payroll options in Personnel Setup.

Can payroll data be restored after deletion?
Yes. Select Refresh Attendees to restore missing payroll records from the class roster.