On the left hand side of your screen, you’ll see two columns of icons and headings. While the bottom column allows to change your production company, the top column is where you can control and access your individual projects.
It’s important to note that the top heading for your project interface will be the same as your production’s name. In this case, the project name is Woozy Wozzy, but this would change based on the title of your production.
Run Payroll allows you send out payments, and fulfill approved timecards and invoices. Upon clicking the icon, you’ll see a list of your pending payments, complete with the recipient, a bill description, the date it was submitted, and the person who approved them. If you don’t see any invoices, you can add them or go to Requests and approve some.
Select the invoices you want to pay, or click the box above your list to pay out every invoice at once. Click “Go to Review,” to review your gross pay.
Once you are satisfied with who you are paying, click “Calculate Taxes,” this will send your payroll off to our specialists. They will calculate taxes and fringes and send you a notification when your payroll is ready to fund.
The Summary section will show you the total payroll you’re paying out, including employee taxes and the platform fee. Click “Continue to Fund Payroll,” to choose your method of payment.
Ensure your banking information is correct and click “Debit Bank Account” to send out the funds. You’ll receive a message that you’ve submitted your payroll along with a date when your recipients can expect their paychecks.
People allows you to onboard and view cast and crew on your project. By clicking “People” you’ll be taken to a portal where you can see who has been onboarded already.
Next to each person’s name you’ll find their job title, their onboarding status, along with their pending and paid payroll requests. By clicking “View,” you’ll be taken to a page displaying that person’s rate information, union and the details of any request or payment that has already been made.
To add someone to your project, click “+Add Position.” You’ll be brought to a new page where you can either add a new contact or an existing one. To add a new contact, enter their job title, email address, first and last names, and their worker type. You can also personalize the invite message your contractor or employee will see upon joining Wrapbook.
If you need your worker to log time, click the box where you can enter your worker’s rate, day structure, and overtime multiplier.
To enter an existing contact, simply click “Existing Contact,” where you can select someone in your production company’s directory. From there you can modify the contact’s rates and job title for this project.
Under Requests you can review and approve invoices and expenses. Status will tell you whether or not a member of the team has approved their invoice, while Payment Status will tell you whether or not the funds have been sent.
To approve or decline invoices, click View.
If you want to manually enter a timecard, click “Log Work.” From there, you can select a user to pay, and spin up an invoice from your own end. Saving it will list it on your Request’s panel as an approved item.
Clicking “Add Reimbursement” will trigger a similar form where you can manually input a reimbursement for the production.
Documents is where you can store and share paperwork, documents, and other important forms such as call sheets with your entire production. Document folders are project specific and archived with your project upon completion. You’ll see a list of all the documents, along with a description and permissions list in this folder. Easily edit pre-existing documents by clicking “Edit,” or add a new one by clicking “+Add Document.”
By clicking “Add Document,” you’ll be taken to a screen where you can add a file, along with a brief description. From call sheets to set maps, there’s no limit to what type of file you can add. Adjust who can see the documents by toggling the “Shared With” option to either admins or admins and project managers.
Settings is where you’ll go to change your project’s name and archive the project when you’re finished.