Operations
Tracking hours and handing off payroll without a spreadsheet
A shop needs three things from its hours: an honest record of shifts, a way to fix mistakes that leaves a trail, and a clean report for whoever runs payroll. Here is how to set that up, how advances fit in, and what NextUp Walk-in does and does not do.
What a shop needs from its hours
Hours decide an hourly wage, split a tip pool by time worked and prove a trainee’s training hours. They are also the first thing questioned when a paycheck looks wrong. A shop that keeps them on paper or in someone’s memory ends up rebuilding them every pay period.
The goal is small. Record each shift once, when it happens. Correct mistakes in the open. At the end of the period, hand the numbers to whoever runs payroll in the format they accept.
Clock in without a new app
The easiest time clock is the one your team already uses. In a walk-in shop, someone who is working switches themselves on duty so the line knows who can take the next person. Turning that switch into the shift record means nobody learns a second system.
In NextUp Walk-in, an owner turns the time clock on, and the on duty switch on the Staff Screen records each person’s shifts after that. Each person’s book shows their own hours this week.
Forgotten shifts are the usual problem. If a shift is still running an hour past closing time, NextUp Walk-in ends it at closing time, switches the person off duty and flags the shift for you to check. The time clock is not where opening hours are set; those live in Location settings.
Fix a mistake and keep the record
People forget to switch on, forget to switch off, or go on duty in the wrong place. A time clock that cannot be corrected gets ignored, and one that can be corrected silently gets distrusted.
Owners and managers can add a missed shift, fix one or delete one, and every change is logged with before and after. You can look at hours per person for any period you choose. That trail is what you show an employee who questions a paycheck.
Advances against pay
An advance is money the shop gives a team member ahead of their pay and takes back later. It helps a person through a hard week, and it goes wrong when nobody wrote down how it comes back.
Agree two things up front: the amount, and the part taken back each pay period. In NextUp Walk-in an owner gives the advance and sets whether it is paid back all at once or a little each pay period. The part due shows on the Payroll page, and for people on team pay statements it comes off the statement. The person and their manager can see the advance, the owner can record a cash repayment or forgive what is left, and every change is in the activity log.
One firm rule: an employee’s tips are never used to repay an advance. The calculator below shows how a part-at-a-time repayment runs.
How an advance is paid back a part at a time
Enter the advance and the part you take back each pay period. The chart shows what is left.
- Pay periods to repay
- 4
- Taken each period
- $100
- Last part
- $100
Hover or tab to a column for the numbers.
| Left to repay | |
|---|---|
| Pay 1 | $300 |
| Pay 2 | $200 |
| Pay 3 | $100 |
| Pay 4 | $0 |
Example arithmetic. Nothing is added for interest or fees.
A smaller part is easier on the person and slower for the shop. In NextUp Walk-in an employee’s tips are never used to repay an advance.
The report you hand to payroll
Payroll providers want one thing per person per period: hours, plus any commission and tips. Assembling that from three sources is where mistakes enter. The table lists what a good report carries and where each figure comes from.
What a payroll report carries
| Hours | Shifts recorded by the on duty switch | Open shifts and shifts ended at closing are flagged |
|---|---|---|
| Commission | Each person’s rates, tiers included | Tiered totals are paid out correctly |
| Card tips | Tips paid through NextUp Walk-in | Tips not sent yet are listed |
| Cash tips | Recorded by the person or an owner or manager | Counted with the rest |
| Advances to take back | The part due this period | Shown on the Payroll page |
| People who left | Kept in the report, marked removed | Listed so final pay is not missed |
As NextUp Walk-in prepares it for each pay period.
What NextUp Walk-in does and does not do
It records shifts, works out commission from your rates, adds the tips paid through the app and cash tips your team recorded, and checks the period for problems before you export. It does not run payroll, withhold taxes or file anything. The table is plain about the split.
The provider files follow each provider’s published import guide, and providers change them, so the page asks you to check the first import. Provider files hold the people you recorded as employees who have something to pay. The plain spreadsheet and the Excel summary hold everyone.
Who does what
| Record shifts | NextUp Walk-in |
|---|---|
| Flag open and forgotten shifts | NextUp Walk-in |
| Work out commission from your rates | NextUp Walk-in |
| Prepare the import file | NextUp Walk-in |
| Check the first import against your provider | You |
| Overtime and tip credits | Your payroll provider and your business |
| Withholding and payroll tax filing | Your payroll provider and your business |
| Pay your team | Your business |
Where NextUp Walk-in stops and your payroll provider starts.
How NextUp Walk-in handles it
On the Payroll page you pick your provider once: Gusto, RUN Powered by ADP, ADP Workforce Now, QuickBooks Payroll, or another. Each period shows hours from the time clock, commission from your rates and tips. Where a period’s total passes a commission tier, the file pays the difference so each person ends up with exactly their tiered commission.
Problems are listed first so you fix them before the file goes out: missing codes or IDs, open shifts, shifts to check, tips not sent yet, and people who left. Someone you remove stays in the report under their name, marked removed, so you can work out final pay. You can download the provider’s import file, a plain spreadsheet, or an Excel summary with hours by day.
Your provider runs payroll and taxes. The time clock and payroll files are on Pro, and the 14-day trial has them. See the time clock, payroll and booth rent, commissions and tip pools, barbershops, nail salons, pricing.
Hand payroll a clean file
Questions
Does NextUp Walk-in run payroll or file payroll taxes?
No. It prepares each period’s hours, commission and tips as a file for your payroll provider. Your provider and your business handle withholding, overtime, tip credits and filing.
Do my team need to learn a time clock app?
No. After an owner turns the time clock on, the on duty switch on the Staff Screen records shifts.
What happens if someone forgets to switch off?
A shift still running an hour past closing time ends at closing time, the person is switched off duty and the shift is flagged for you to check.
Can an advance come out of tips?
No. An employee’s tips are never used to repay an advance. It is taken back through payroll or off the statement.