RBFC Deduction Tracker

💵

Total Charged

—

all records

⏳

Pending Approval

—

awaiting review

✅

Total Collected

—

of total charged

⚠️

Outstanding Balance

—

employees with balance

➕ Entry Added

🕐 Pending Approval

✅ Approved + Email

💰 Pay Period Entry

✔️ Deducted

⚡ Recent Entries

Employee	Store	Reason	Amount	Stage

🔔 Needs Approval

Employee	Amount	Action

➕ New Deduction Entry

Submitted → Manager approves → Email sent

Store (Col B)

All stores from RosterData

Market (Col A — auto-filled)

Fills when store selected

Employee Name (Col C)

Full list from RosterData

Date of Infraction

Notes & Comments

Deduction Reason

Deduction Amount ($)

Pay Period

Employee Email (Col D — auto)

Confirmed w/ Advocate

📋 All Deduction Records

#	Market	Store	Employee	Date	Reason	Notes	Amount	Period	Collected	Balance	Stage	Actions

🔒 Switch to Manager mode to approve deductions.

🕐 Approval Queue 0

📋 Workflow Guide

🕐 Pending
Submitted, awaiting review.

✅ Approved
Employee emailed automatically. Ready for pay period.

💰 Deducted
Collected from payroll.

❌ Rejected
Rejected — logged to sheet.

🔒 Switch to Manager mode for Pay Period Entry.

💰 Pay Period Deduction Entry

Only Approved records shown

Employee	Store	Reason	Approved	Collected	Outstanding	This Period	New Balance	Save

🧾 Employee Statement

🧾

Select an employee

⏳ Outstanding Balances

🔒 Switch to Manager mode to enter deductions.

✂️ Enter Deduction Amount

Reduces employee balance · Logged to sheet

💡 Enter the actual amount deducted from an employee's paycheck this pay period. This reduces their outstanding balance. Example: Pedro owes $900 total → enter $500 for this period → balance becomes $400.

Employee Name

Pay Period

Deduction Amount This Period ($)

Notes

📋 Deduction History

Date Applied	Employee	Store	Pay Period	Amount Deducted	Notes	Applied By

🔒 Switch to Manager mode to view market analysis.

📋 Market Detail

Market	Store	Employee	Reason	Date	Amount	Balance	Stage

🔒 Switch to Manager mode to manage advocate approvals.

🤝 Advocate Approval

Manager-approved records only · Tick checkbox → Save

🤝

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🔒 Switch to Manager mode to edit email settings.

📧 Employee Approval Email

Sent to employee when deduction is approved

From

CC (comma separated)

Subject

Use: {name} {reason} {store} {market} {amount} {period}

Email Body

Variables: {name} = Employee Name · {reason} = Deduction Reason · {store} = Store · {market} = Market · {amount} = Amount · {period} = Pay Period · {date} = Date · {notes} = Notes · {managernote} = Manager Note

✅ Employee email is automatically looked up from RosterData Column D

🔒 Switch to Manager mode to make corrections.

⚠️Correct Amount — Adjust the deduction total for an Approved record. All changes are permanently logged to the CorrectionLog sheet.

⚡ Correct Deduction Amount

Approved records only · Logs to CorrectionLog

Step 1 — Select an Approved record

Employee

Record (Approved only)

📋 Correction History (this session)

Date	Employee	Store	Field	Old Value	New Value	Note
Full history in CorrectionLog tab of your Google Sheet.