Contractor Payments and Payment Items

Overview

Contractor payments can be made to existing, onboarded Contractors within your Company. In order to process a Contractor Payment, Zeal requires at a minimum the recipient contractor, the pay date and the amount.

With Contractor Payments, you are able to:

• Create one or more Payment Items

• Add deductions onto Payments

• Configure reusable Service Types

• Apply Garnishments or Miscellaneous Deductions

• Edit pending Payments before processing

• View Pay Statements after processing

Create Service Types

Before creating any contractor payments, you can create Service Types to standardize the work being paid and reuse for future payments.

To locate Service Types, head to Organization -> Service Types

Select Add New Service Type and complete the following information:

• Name

• Description

• Rate Type

• Default Amount

• Any additional tracking information

Once completed, Service Types can be selected within a payment line item and will automatically populate the work description.

Manage Contractor Deductions

Before creating a contractor payment, you can configure deduction types and contractor-specific deductions.

To locate Contractor Deductions, navigate to Pay -> Contractors -> Manage Deductions

Supported Deduction Types

There are two deduction types to choose from:

• Garnishment - Note that Zeal will manage the movement of garnishment funds on your behalf.

• Miscellaneous - Use Miscellaneous deductions for any other deduction type you need added to the payment. Zeal does not move these funds.

Create a Deduction

To create an active deduction:

1. Select the worker

2. Enter the deduction details

3. Save the deduction

Active garnishments can later be applied directly to contractor payments.

Create a Contractor Payment

To locate Contractor Payments, navigate to Pay -> Contractors -> Create New Payment

Enter Payment Details

You will be asked the following information:

• Select the Contractor

• Payment Speed

• Disbursement Method

• Payment Date

• If the Payment Needs Manual Approval

Add Payment Items

You will then be asked to individual Payment Items to the Payment. Each Contractor Payment can include one or more payment items.

For each payment item, you can provide the:

• Service Date

• Work Description

• Service Type

• Category

• Earning Type

• Amount or Rate

• Work Location

Using Service Types

If a Service Type was created before the payment, it can be added within the Payment Line Item. When a Service Type is selected information will then auto-populate to the Line Item.

Adding Deductions

If the contractor has active deductions, you can select to apply them Payment.

As payment items are added the Gross Pay total is automatically calculated, and Net Pay totals will show any active deductions applied.

Edit Pending Contractor Payments

After creating a Contractor Payment, you can still make changes while the payment remains in a Pending status.

To locate Pending Contractor Payments, navigate to Pay -> Pending -> Contractor Payments

Locate the contractor payment you'd like to edit, then select it to view the payment.

While the Payment is still in status pending, you are able to:

• Edit payment speed

• Edit disbursement method

• Edit payment date

• Add/Edit payment items

• Add/Edit deductions

• Delete the payment

• Approve the payment (if manual approval is required)

Contractor Payment Processing

All contractor payments that have the same Payment Speed, Check Date and Payment Date are grouped together into a Contractor Payment Group ID, created by Zeal. This defines the Company Debit number needed to run the payroll.

When the group is processed, all associated contractor payments within that group are moved to status 'processed' together.

Viewing Contractor Pay Statements

Once a Contractor Payment is processed, the payment will include a pay statement summarizing:

• Payment details

• Company details

• Contractor details

• Summary including Gross pay, Deductions, Net Pay

Accessing Pay Statements

Pay Statements can be viewed in two ways.

From Payment History

1. Navigate to Pay -> History -> Contractor Payments

2. Locate the Contractor Payment Group

3. Select the individual contractor payment

From the Contractor Profile

1. Navigate to People -> Contractors

2. Locate the specific Contractor

3. Open the Payments tab within the Contractor's profile