{"id":17927,"date":"2026-02-12T13:03:57","date_gmt":"2026-02-12T13:03:57","guid":{"rendered":"https:\/\/blog.altegio.cloud\/?p=17927"},"modified":"2026-02-08T13:15:57","modified_gmt":"2026-02-08T13:15:57","slug":"payroll-module-rules-criteria-daily-settlements","status":"publish","type":"post","link":"https:\/\/alteg.io\/en\/blog\/payroll-module-rules-criteria-daily-settlements\/","title":{"rendered":"Altegio Payroll: rules, criteria, daily runs, settlements, and audit (with a 15\u2011minute example)"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\">Introduction<\/h2>\n\n\n\n<p>Altegio\u2019s payroll module converts service data into accurate, auditable salaries for any appointment-based business. This guide explains how to configure calculation rules and criteria, run daily calculations, close payroll via settlements, apply bonuses\/penalties, and keep a complete audit trail\u2014plus a worked example showing how a 15\u2011employee payroll can be finalized in about 15 minutes.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What the payroll module includes<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Calculation rules and charts: define how each employee\u2019s pay is computed and link charts to employees automatically. See Payroll module overview and sub-guides for Rules, Criteria, Charts, Settlements, Priority payments, Daily calculation, Bonuses &amp; penalties. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4861402428701-payroll-module\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Payroll module<\/mark><\/a><\/li>\n\n\n\n<li>Calculation criteria: flexible thresholds by turnover, profit, or quantity; scope (employee vs location); service\/product filters; inclusion of discounts, bonuses, gift cards. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4861531490205-creating-new-calculation-criteria\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Creating calculation criteria<\/mark><\/a><\/li>\n\n\n\n<li>Daily calculation: per\u2011day accruals with a click\u2011through list of services\/products that generated the amount\u2014ideal for shift pay and dispute resolution. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4867576264989-daily-calculation\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Daily calculation<\/mark><\/a><\/li>\n\n\n\n<li>Settlements (period close): generate payroll sheets for a date range; only visits with Arrived status are included; color indicators flag discrepancies or rule changes; pay out directly from the settlement. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4861662277661-settlements\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Settlements<\/mark><\/a><\/li>\n\n\n\n<li>Bonuses and penalties: add incentives or deductions during payroll. Linked from the Payroll module overview. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4861402428701-payroll-module\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Payroll module<\/mark><\/a><\/li>\n\n\n\n<li>Full history and audit: every settlement and daily accrual is preserved; clickable drill\u2011downs to the underlying bookings and sales; exports to Excel; data\u2011access logging is available platform\u2011wide. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4861662277661-settlements\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Settlements<\/mark><\/a>, <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4846920531613-securing-your-data-in-altegio\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Securing your data<\/mark><\/a><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Fast setup checklist (\u224830 minutes)<\/h2>\n\n\n\n<ol class=\"wp-block-list\">\n<li>Define base rules by role\/employee: create calculation charts (e.g., commission percentages, fixed components). Link charts to staff. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4861402428701-payroll-module\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Payroll module<\/mark><\/a><\/li>\n\n\n\n<li>Add criteria for tiers\/targets: thresholds by turnover\/profit\/quantity; choose whether to include discounts and gift card or bonus payments. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4861531490205-creating-new-calculation-criteria\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Calculation criteria<\/mark><\/a><\/li>\n\n\n\n<li>Configure bonuses\/penalties you plan to use at close. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4861402428701-payroll-module\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Payroll module<\/mark><\/a><\/li>\n\n\n\n<li>Test with Daily calculation for today: verify accruals and drill into the clickable list of services\/products that produced them. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4867576264989-daily-calculation\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Daily calculation<\/mark><\/a><\/li>\n\n\n\n<li>Close a trial Settlement: confirm that only Arrived bookings are included; review color flags for altered\/deleted items and changed rules; export to Excel if needed. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4861662277661-settlements\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Settlements<\/mark><\/a><\/li>\n<\/ol>\n\n\n\n<h2 class=\"wp-block-heading\">Designing your compensation schemes<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Commission by category and margin: apply different percentages by category of services or goods; support for margin\u2011based logic. <a href=\"https:\/\/alteg.io\/en\/calculation-of-salaries\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Calculation of salaries (EN)<\/mark><\/a><\/li>\n\n\n\n<li>Targeted tiers (seasonal or campaign\u2011based): use criteria thresholds by turnover\/profit\/quantity for the period (month\/day) to raise or reduce commissions automatically when targets are hit. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4861531490205-creating-new-calculation-criteria\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Calculation criteria<\/mark><\/a><\/li>\n\n\n\n<li>Shift\/day pay with transparency: accrue per day and show staff exactly which bookings and product sales generated their pay for that shift\/day. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4867576264989-daily-calculation\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Daily calculation<\/mark><\/a><\/li>\n\n\n\n<li>Bonuses and penalties: add one\u2011off incentives or deductions at payroll close without breaking the audit trail. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4861402428701-payroll-module\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Payroll module<\/mark><\/a><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Running payroll daily vs. by period<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Daily run: in Payroll \u2192 Daily calculation, review amounts and click into the underlying line\u2011items (bookings, services, product sales). Use it for shift pay or for same\u2011day verification and dispute prevention. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4867576264989-daily-calculation\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Daily calculation<\/mark><\/a><\/li>\n\n\n\n<li>Period close: in Payroll \u2192 Settlements, generate the payroll sheet for a date range; confirm \u201cArrived\u201d status filtering; apply bonuses\/penalties; create priority payments; pay salaries (the payment is recorded in Finance). Red\/yellow flags highlight deleted positions or rule changes. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4861662277661-settlements\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Settlements<\/mark><\/a><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Transparency, audit, and dispute resolution<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click\u2011through evidence: accrual amounts are links; one click shows every service provided and product sold that day or period. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4867576264989-daily-calculation\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Daily calculation<\/mark><\/a><\/li>\n\n\n\n<li>Integrity checks at close: settlement flags reveal deleted items or changed rules so managers can reconcile before payout. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4861662277661-settlements\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Settlements<\/mark><\/a><\/li>\n\n\n\n<li>Export and logs: export payroll and analytics to Excel; use platform data logs to track who accessed or downloaded data. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4861662277661-settlements\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Settlements<\/mark><\/a>, <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4846920531613-securing-your-data-in-altegio\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Securing your data<\/mark><\/a><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Worked example: payroll for 15 employees in ~15 minutes<\/h2>\n\n\n\n<p>Altegio documents that a small company\u2019s payroll for 15 employees can be completed in about 15 minutes; the system eliminates duplicate payments and preserves a full history. Process outline:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Prepare once: attach each employee to the correct calculation chart (commissions, fixed components); define criteria for tiers\/targets. <a href=\"https:\/\/alteg.io\/en\/calculation-of-salaries\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Calculation of salaries (EN)<\/mark><\/a>, <a href=\"https:\/\/alteg.io\/ru\/calculation-of-salaries\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Calculation of salaries (RU)<\/mark><\/a>, <a href=\"https:\/\/alteg.io\/pt\/calculation-of-salaries\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Calculation of salaries (PT)<\/mark><\/a><\/li>\n\n\n\n<li>Run Daily calculation (optional) to validate the current period\u2019s accruals. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4867576264989-daily-calculation\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Daily calculation<\/mark><\/a><\/li>\n\n\n\n<li>Create one Settlement for the month, review flags, add bonuses\/penalties, and issue payments (Finance records the payout). <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4861662277661-settlements\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Settlements<\/mark><\/a><\/li>\n\n\n\n<li>If you also centralize finance, the broader close (revenue, cash reconciliation, payroll) is designed to take minutes, not days. <a href=\"https:\/\/alteg.io\/en\/finances-and-accounting\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Finances &amp; accounting<\/mark><\/a><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Controls that matter (avoid surprises)<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Status filter: only Arrived bookings are counted in payroll. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4861662277661-settlements\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Settlements<\/mark><\/a><\/li>\n\n\n\n<li>Discounts and alternative tenders: in criteria you can choose whether to include client discounts and payments via bonuses or gift cards. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4861531490205-creating-new-calculation-criteria\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Calculation criteria<\/mark><\/a><\/li>\n\n\n\n<li>Scope &amp; basis: criteria can evaluate turnover, profit, or quantity for an individual professional or an entire location; you can restrict by specific services\/products. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4861531490205-creating-new-calculation-criteria\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Calculation criteria<\/mark><\/a><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Chain\u2011level profitability and staff analytics<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Service profitability with payroll inside the report: view revenue, discounts, consumables cost, payroll, and profit by service across locations. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4905592688413-services-chain-report\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Services chain report<\/mark><\/a><\/li>\n\n\n\n<li>Staff earnings and productivity: earnings, services sold, products sold, hours worked, cost\/hour, and revenue share\u2014filterable by location\/period. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4905620158621-staff-chain-report\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Staff chain report<\/mark><\/a><\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Minimal working configuration<\/h2>\n\n\n\n<figure class=\"wp-block-table\"><table class=\"has-fixed-layout\"><tbody><tr><td><strong>Component<\/strong><\/td><td><strong>Purpose<\/strong><\/td><td><strong>Where to configure<\/strong><\/td><\/tr><tr><td>Calculation rules\/charts<\/td><td>Base commission and fixed pay logic per employee<\/td><td><a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4861402428701-payroll-module\"><strong><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Payroll module<\/mark><\/strong><\/a><\/td><\/tr><tr><td>Criteria (tiers\/targets)<\/td><td>Thresholds by turnover\/profit\/quantity; scope; discounts\/gift cards inclusion<\/td><td><a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4861531490205-creating-new-calculation-criteria\"><strong><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Calculation criteria<\/mark><\/strong><\/a><\/td><\/tr><tr><td>Daily calculation<\/td><td>Per\u2011day accruals; click\u2011through verification<\/td><td><a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4867576264989-daily-calculation\"><strong><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Daily calculation<\/mark><\/strong><\/a><\/td><\/tr><tr><td>Settlements<\/td><td>Period close; payouts; discrepancy flags; export<\/td><td><a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4861662277661-settlements\"><strong><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Settlements<\/mark><\/strong><\/a><\/td><\/tr><tr><td>Analytics (optional)<\/td><td>Profitability and staff KPIs across locations<\/td><td><a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4905592688413-services-chain-report\"><strong><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Services chain<\/mark><\/strong><\/a>, <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4905620158621-staff-chain-report\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\"><strong>Staff chain<\/strong><\/mark><\/a><\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Key takeaways<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Configure once (rules + criteria), then run Daily calculation for transparency and Settlements for fast, auditable monthly payroll. <a href=\"https:\/\/alteg.io\/support\/en\/knowledge-base\/4861402428701-payroll-module\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Payroll module<\/mark><\/a><\/li>\n\n\n\n<li>Common schemes\u2014category\u2011based commissions, margin logic, and target\u2011driven tiers\u2014are native. <a href=\"https:\/\/alteg.io\/en\/calculation-of-salaries\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Calculation of salaries (EN)<\/mark><\/a><\/li>\n\n\n\n<li>A 15\u2011employee payroll can be closed in about 15 minutes with full click\u2011through evidence and exportable reports. <a href=\"https:\/\/alteg.io\/en\/calculation-of-salaries\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Calculation of salaries (EN)<\/mark><\/a>, <a href=\"https:\/\/alteg.io\/en\/finances-and-accounting\/\"><mark style=\"background-color:rgba(0, 0, 0, 0);color:#ffcb00\" class=\"has-inline-color\">Finances &amp; accounting<\/mark><\/a><\/li>\n<\/ul>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Introduction Altegio\u2019s payroll module converts service data into accurate, auditable salaries for any appointment-based business. This guide explains how to configure calculation rules and criteria, run daily calculations, close payroll via settlements, apply bonuses\/penalties, and keep a complete audit trail\u2014plus a worked example showing how a 15\u2011employee payroll can be finalized in about 15 minutes.&hellip; <a class=\"more-link\" href=\"https:\/\/alteg.io\/en\/blog\/payroll-module-rules-criteria-daily-settlements\/\">Continue reading <span class=\"screen-reader-text\">Altegio Payroll: rules, criteria, daily runs, settlements, and audit (with a 15\u2011minute example)<\/span><\/a><\/p>\n","protected":false},"author":14,"featured_media":17930,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_monsterinsights_skip_tracking":false,"_monsterinsights_sitenote_active":false,"_monsterinsights_sitenote_note":"","_monsterinsights_sitenote_category":0,"footnotes":""},"categories":[81],"tags":[],"class_list":["post-17927","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-finance","entry"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/alteg.io\/en\/blog\/wp-json\/wp\/v2\/posts\/17927","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/alteg.io\/en\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/alteg.io\/en\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/alteg.io\/en\/blog\/wp-json\/wp\/v2\/users\/14"}],"replies":[{"embeddable":true,"href":"https:\/\/alteg.io\/en\/blog\/wp-json\/wp\/v2\/comments?post=17927"}],"version-history":[{"count":2,"href":"https:\/\/alteg.io\/en\/blog\/wp-json\/wp\/v2\/posts\/17927\/revisions"}],"predecessor-version":[{"id":17948,"href":"https:\/\/alteg.io\/en\/blog\/wp-json\/wp\/v2\/posts\/17927\/revisions\/17948"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/alteg.io\/en\/blog\/wp-json\/wp\/v2\/media\/17930"}],"wp:attachment":[{"href":"https:\/\/alteg.io\/en\/blog\/wp-json\/wp\/v2\/media?parent=17927"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/alteg.io\/en\/blog\/wp-json\/wp\/v2\/categories?post=17927"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/alteg.io\/en\/blog\/wp-json\/wp\/v2\/tags?post=17927"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}