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How to make ad-hoc payments & deductions on pay sheets
How to make ad-hoc payments & deductions on pay sheets

Seamlessly add payments & deduct fees easily from care professionals' individual pay sheets.

Osagie Noze-Otote avatar
Written by Osagie Noze-Otote
Updated over a week ago

Please note: The following feature is available as part of Birdie’s Starter, Core, Advanced and Plus packages (Also known as Care Management, Rostering & Finance, Premium, Entry and Essentials) Please get in touch if interested in more information on this feature!

When going through the payroll process you might want to top up a Care professional's pay for additional expenses. Whether that is a referral bonus or other ad-hoc payments, you can easily do this in the agency hub. You can leverage this process to record any deductions as well.

For how to record visit-specific expenses, please read the article here.


How to make an ad-hoc payment

Once your pay run has been created, click on the Pay runs tab. Then click on the specific pay run you would like to record a payment within.

Then select and click the Care professional's paysheet you'd like to record the payment for.

This will pull up their paysheet, an example of which is below.

To record a payment, click on Record payment on the right-hand side under Payments and Deductions.

When you click Record payment you will see a pop-up menu, allowing you to record the payment information you need. Here, you will:

  • Select the category of the payment - select from Shopping, mileage, holiday, bonus, top-up or other.

  • Record the amount of the payment - i.e. £100 referral bonus

  • Add a description - to provide further context around the payment

Once happy, click Save.

You will then see this has been added to this individual's pay sheet, as below.


How to record deductions on a pay sheet

If you want fees deducted from a Care professional's paysheet, you will follow the same process as above.

Once within an individual's paysheet, click on Record deduction on the right-hand side under Payments and Deductions.

When you click Record deduction you will see a pop-up menu, allowing you to record the information you need. Here, you will:

  • Select the category of the deduction- select from Shopping, mileage, holiday, bonus, top-up or other.

  • Record the amount of the deduction

  • Add a description - to provide further context around the deduction

Don't forget to click save.

You'll then see this has been recorded on this individual's pay sheet.


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