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Add Pay Rates for Employees

How to add pay types and rates so that these costs will appear on the cost allocation report

Alex avatar
Written by Alex
Updated over 2 weeks ago

Overview

Adding a pay type and pay rate for each worker is required to track labor costs in Workyard. Labor costs can be viewed in the Cost Allocation Report.

You can add pay rates in three ways:

Add Pay Rates During the Import Process

When importing employees, Workyard can automatically pull pay rate information from your accounting system if you grant permission and your accounting system supports pay rate syncing.

If either of the following is true:

  • you don’t grant permission, or

  • your accounting system doesn’t support importing pay rates,

you can manually enter the pay type and pay rate during the import.

Steps

  1. Start the employee import process on the team members page.

  2. When prompted, select your accounting system>Import

  3. On the Employee Details step, choose how each employee should be handled by selecting an action:

    • Create – add the employee as a new team member in Workyard

    • Map – match the imported employee to an existing Workyard user

    • Update – update information for an existing employee

  4. Select overtime settings>next

  5. If pay rates are not imported, enter the Pay Type and Pay Rate manually before completing the import.

If you experience issues importing pay rates, contact Support for help.

Add Pay Rates When Adding a New Team Member

When you add a new employee manually, you can set their overtime settings and pay rate during the setup flow.

Steps

  1. Go to Team Members (or Employees).

  2. Click + Team Member.

  3. Enter the team member’s information.

  4. Go to Overtime Settings and select the appropriate overtime policy/settings.

  5. Go to the Pay Rates page.

  6. Enter:

    • Effective Date

    • Pay Type

    • Pay Rate

    • (Optional) Workers comp code

  7. Click Add to save (and Send Invite if applicable).

Update Pay Rates for an Existing Team Member

Use this option when the team member already exists in Workyard and you need to update their pay information.

Steps

  1. Go to Team Members (or Employees).

  2. Click the team member’s name.

  3. Open Pay & OT Settings.

  4. Click the pencil (edit) icon next to the pay rate you want to update.

  5. Make your changes and click Submit.

Note: Create a new Pay & OT rule (instead of editing) when you need to:

  • add a new effective date (for example, a raise starting next pay period)

  • change the employee’s overtime policy going forward

  • update exemption status or other pay settings that should take effect starting on a specific date

In these cases, use New Pay & OT Rule so the previous settings remain accurate for earlier time periods.

Update Pay Rates in the Mobile App

You can update pay rates for existing team members directly from the Workyard mobile app.

Steps

  1. Open the Workyard mobile app.

  2. Go to the Clock tab.

  3. Tap the profile icon in the upper-left corner.

  4. Tap Manage team.

  5. Select the team member you want to update.

  6. Tap the Pay tab.

  7. Tap the existing Pay & OT rule.

  8. Update the pay rate as needed and save your changes.

Note:
If the change requires a new effective date or a different overtime policy, create a new Pay & OT rule instead of editing the existing one to ensure previous pay and overtime calculations remain accurate.

Need Help?

Email help@workyard.com or contact Workyard Support by chatting or calling in.

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