How staff pay and pro rata work in sherloc

Each person on your Staff sheet has an annual salary, an employment type and a Pro rata %. Together, these set what that person costs your forecast each month, and they’re how you show a part-time role.

How it works

1. Find your people

Open Forecasts, choose a forecast and select the Staff tab. Each person has their own row, with their Employment type, Pro rata % and Pro rata salary alongside their annual salary. The sheet also shows Total Salaries and Total Staff Costs. Your staff details also live under My Data, on the Business Data tab.

2. Choose an employment type

Each person is Full-time, Part-time, Contract, Zero-hours or Volunteer. Full-time sets Pro rata % to 100, and Volunteer sets it to 0. For the other types you choose the percentage yourself.

3. Set the Pro rata %

Pro rata % is the share of the annual salary you actually pay, as a whole number from 0 to 100. sherloc multiplies the annual salary by that percentage to give the Pro rata salary, and spreads it across the months.

Example: an annual salary of £30,000 with a Pro rata % of 60 gives a Pro rata salary of £18,000 a year, or £1,500 a month.

4. Try a change in a forecast scenario

Anything you change on the Staff tab applies only inside that forecast, so a forecast scenario is a safe place to try a different salary. You can edit a person’s salary on the tab, or open the row menu and choose Create assumption. Staff is one of the sheets you can pick under “Select the sheet impacted by the assumption”.

One thing to know. Pro rata % is a share of pay, not a number of hours. If someone is paid at 60% of a full-time salary, set 60.