Generate Staff Fees with Yoplanning

Introduction

The generation of fees for staff is a key functionality of Yoplanning, allowing simplified management of remuneration within your structure. This functionality requires prior activation of the fees module. If you cannot find this option in your menu, contact support for its activation. Before proceeding, make sure you have correctly configured the module by following the instructions provided in the article dedicated to setting up fees.

Steps to Generate Fees

1. Access to the Fees Module: In the left navigation menu of Yoplanning, click on Administration, then select Fees.

2. Adding a Fee: Click on the Add a fee button. This will open a list of your staff. Select the staff members for whom you want to generate a fee slip.

3. Creation of the Fee Sheet: After selecting the staff concerned, click on Create a fee. Choose the start and end date of the period for which you wish to generate the fees, then click Create.

Important Notes:

• It is not possible to generate several fee slips for the same staff over the same period.

• Fee slips may be deleted if they are unsuitable or in the event of an error.

Special Case Management

• Case No. 1: Specific Remuneration per Session: You can assign specific remuneration for each session. When editing a session, go to the fees section and enter the desired amount. This amount will take priority over the calculations made in the settings.

• Case No. 2: Modification of a Fee Sheet: If you need to make changes after editing a fee sheet, you can edit this sheet at any time to modify an amount, regardless of whatever the date.

Usage tips

• Verification and Validation: Before finalizing the creation of fee sheets, take the time to check the amounts and periods for each staff in order to minimize errors.

• Scalable Management: Use the flexibility of the fees module to adjust remuneration according to the specificities of each session or the individual needs of staff.

• Communication with Staff: Ensure transparency with your team by communicating clearly on the remuneration terms and on any changes made to the fee sheets. Article dedicated to staff

By following these steps and advice, you can optimize fee management within your structure, taking full advantage of the features offered by Yoplanning.