Roofometry™

Name and contact

First name

Last name

Phone

Email

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Their job

Job title

Like "Foreman" or "Office manager".

Reports to

Their direct manager.

Division

Whoever runs the division looks after them.

Worker relationship

Confirm whether this person is your employee or a subcontractor. Crew assignments never change this relationship.

Start date

Active

Turn off when someone leaves instead of deleting them.

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Crew and place

Crew

Time on crews

The percent of their working time spent on a crew. Blank means all of it for someone on a crew, none for anyone else. That share of their cost is priced into jobs; the rest is overhead.

Works out of

Leave blank for the headquarters.

Works in

The state their unemployment insurance is paid to.

Workers' comp class

Local income tax where they work, percent

Only for a work place the app does not know: its rate for people who work there.

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Home

Home street address

City

County

Maryland and Indiana tax by the county someone lives in.

State

ZIP

Local income tax where they live, percent

Only for a place the app does not know: the resident rate on their local tax notice (a Pennsylvania earned income tax, an Ohio school district).

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Pay

Paid by

Production pay is piecework: dollars per square installed. Commission is a percent of what they sell.

Rate

Dollars per hour, per year or per square, or the percent of sales, to match how they are paid.

Hours in a typical week

What the payroll burden is figured on.

Squares in a typical week

What the payroll burden is figured on.

Sales they close in a year

What the payroll burden is figured on: the rate is that percent of it.

Base pay a year, besides commission

Leave blank for commission only.

Referral pay per converted lead

This person's payment for each referred lead that becomes a customer, added to the next payroll period. Leave blank or enter 0 for no referral pay.

Paid instead of benefits, a month

What you pay them a month on top, in place of the plans an employee joins.

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Benefits

Enrolled in

Anthem Silver PPO (Health)

Delta Dental of Colorado PPO (Dental)

VSP Choice Plan (Vision)

Basic Life and AD&D, $25,000 (Life and AD&D)

SIMPLE IRA (Retirement)

Tick every plan this person is on.

What they put in for retirement, percent of pay

What they put in from each paycheck, as a percent of pay. Leave blank if they don't put anything in.

Actual employer benefit cost per month

What the company pays each month for this person's health, dental and other premiums, from your provider. Leave out the retirement match: it is figured from the plan and what they put in. Enter 0 for no cost; leave blank if unknown.

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No Connection

Front Range Roofing Co.

Andre Herrera

Name and contact

Their job

Crew and place

Home

Pay

Benefits

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Someone new