Overview
Set your payroll period
Set up staff for timesheets
Set charge-out rates for Cost-Plus jobs
ℹ️ You can sync timesheets to Xero or QuickBooks for payroll or keep them in JACK only. The steps are the same either way. Where they differ, we've called it out.
Before you start
Staff members must be set up in JACK. See How to Add & Manage Staff Members.
Use our charge-out rate categories or set up custom categories for Cost-Plus jobs. See Setting up Charge-Out Rate Categories.
Optional: Custom Non-Job Related Tasks / Items, such as sick leave.
Syncing to your account software only: Connect JACK to Xero and add each employee in your accounting software with a standard pay rate.
1. Set your payroll period
Timesheets in JACK are grouped by payroll period. Set this to match your payroll in Xero or QuickBooks.
Go to Settings > Payroll.
Choose the start day and frequency, for example starting on a Tuesday or issuing Fortnightly.
Click Save.
2. Set up staff wages and prepare to sync with your accounting software
Go to Contacts > Staff and choose the staff member.
On the Details tab, find the QuickBooks/Xero Employee field, click Refresh Payroll, then select the matching employee. (Accounting sync only)
Click +Add Hourly Cost to set the staff member's hourly cost.
ℹ️ The hourly cost is what the job budget is charged. It should be what the employee's time costs you. It is not linked to their pay rate in your payroll software.
3. Set charge-out rates (Cost-Plus jobs)
On the staff member's profile, open the Charge Out Rates tab along the top.
Fill in the rates and set a Default Charge Out Rate.
Click Save.
💡 For Cost-Plus job timesheets, markup is added on top of the charge-out rate.