Documentation

My Payroll

Requires. Can View Personal Payroll Information on at least one location. My Payroll does not appear in your user dropdown if you don't have this.

My Payroll is your personal earnings ledger inside SecurityTrax. It shows every payroll entry that's been generated for you — each one tied to a specific customer, a specific pay role, and a dollar amount — for whatever date range you pick at the top. Use it to reconcile against your company's payroll system, spot missing credits, and see what's been paid versus what's still pending.

Everything on this page is read-only. You can't edit an entry or adjust an amount from here. If something looks wrong, talk to whoever runs payroll at your company — they can correct it in the admin payroll area, and the change will show up here on your next refresh.

Some terms first

If you're new to SecurityTrax, a few words:

  • Payroll entry — one record of something you earned. Each entry represents one earning tied to one customer (e.g. "$50 commission on John Doe's install"). Big pay periods have many entries; some customers generate multiple entries for you if you earn different things from the same deal.
  • Pay role and function — the rules SecurityTrax uses to figure out what you earn. Your account may have more than one role (e.g. "Install Tech" and "Sales Rep"), each with different functions. The page groups entries by role+function so "Install Tech — Per Install" sits in its own card separate from "Sales Rep — Commission".
  • Columns — each function breaks the dollar amount into named columns so you can see the math. One function might have one column ("Flat Rate"), another might have five ("Base", "Distance Bonus", "Overtime", "Install Count", "Adjustment").
  • Total vs Amount Paid — Total is the gross amount calculated; Amount Paid is what's actually been released to you so far. They'll match once a pay period closes and gets paid; they'll differ while an entry is still pending.

Getting here

  • Open the user menu in the top-right corner and click My Payroll. The link is only visible if you have Can View Personal Payroll Information.
  • Or navigate directly to https://portal.securitytrax.com/{your-company}/home/payroll.

The filter row

Three controls at the top of the page govern what's shown:

Control Options What it does
Date type Created Date, Paid Date, Appointment Date Which date on the entry the date range applies to. Created Date = when the entry was generated. Paid Date = when payroll actually paid it. Appointment Date = the date of the underlying job.
Date range Any range, picked with the range-mode date picker Defaults to the last two weeks (two weeks ago through today). Pick any start/end — past, future, narrow, or wide.
Status - (any), plus each status your company has configured Filter to only entries in a specific payroll status (e.g. "Pending", "Paid", "Held"). The dash means "show all statuses".

All three refresh the list live — no separate "Apply" button.

How the list is laid out

Below the filters, the page shows one card per role+function combination you have entries for. Each card is collapsible — click the header to show or hide its table. The card header shows the role and function name (e.g. "Install Tech — Per Install (4)", with the count of entries in parentheses).

Inside a card

On desktop, each role+function card renders a table with these columns:

Column What it shows
ID A small grey badge with the payroll-entry ID.
Date The entry's Created Date. (This is always Created Date on the row, regardless of the date-type filter — the filter only affects which entries appear, not which column is shown.)
Customer The customer's name, clickable to open the customer record.
(dynamic columns) One column per payroll column defined on the function. The set of columns is defined by your admin when the function was configured. Values are in your company's currency.
Total Sum of the dynamic columns for this row.
Amount Paid How much of the Total has actually been paid out so far.
Pay Date The date payroll paid this entry, blank if still pending.
Notes Any notes added to the entry by the admin who generated or reviewed it.
Sales/Appt Date The date of the underlying event — typically the appointment or sale date that triggered the entry.
Status The payroll status badge (e.g. "Pending", "Paid").
Customer Tags Only shown for one specific company (company ID 387). A list of the customer's tag names.

Below the last data row, the table has a totals row with sums for every dynamic column plus Total and Amount Paid — so you can read the subtotal for this role+function without a calculator.

Mobile view

On a phone or small tablet, each row becomes its own collapsible sub-card so the data fits without horizontal scrolling. The fields are the same; they're just stacked instead of arrayed across columns. At the bottom of each role+function card, a footer row shows Amount Paid and Total totals for the card.

Grand Totals

At the very bottom of the page, below every role+function card, a final Grand Totals card summarizes across all roles:

  • One row per role+function you have entries for, with Total and Amount Paid for that function in the selected date range.
  • A final bold totals row with the grand sums across every function.

This is the single place to look if you just want to answer "how much did I earn, in total, this pay period?".

What to do if something looks wrong

  • Missing entry for a job you did. The payroll rule that should have fired may not have. Check the customer record's install/sale details to confirm the trigger conditions were met (correct sale date, correct status, install completed, etc.). If the inputs look correct, ask your company admin to escalate to SecurityTrax support.
  • Entry is there but the amount is wrong. Check the customer record's install/sale details to confirm the values the rule is reading. If the inputs look right, the math is wrong somewhere — escalate to your company admin so they can open a ticket with SecurityTrax support.
  • Customer link 404s. The customer may have been deleted. Ask your admin.
  • "Pay Date" blank for entries you know were paid. Your payroll admin hasn't finalized the pay run yet in SecurityTrax, even if your bank received the money.

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