Do things early and get ahead of the payroll day rush. You're in charge!
Payroll Hour Prep Steps:
You will want to check on a few things before preparing payroll hours. This article explains company overtime settings and people's pay rates - Before Closing Your First Pay Period.
Correct all Time Cards
Go to Time > and click the first Open pay period.
Check the All the 'story tiles':
a. Red timecard tiles are issues and MUST be fixed before payroll hours are processed.
b. Yellow timecard tiles can be cleared (or not) but won't delay payroll.
Let's do payroll!
Click Prepare Payroll:
There are four steps to prepare the payroll hours for your payroll import: approve, batch, export, and close.
Approve Payroll
The Payroll Summary window on the Approve Payroll tab lists everyone with time cards.
Review everything about this payroll
a. Review the Pay Profile setting (2nd col), especially if you have contractors.
b. Check that the pay Rates are correct.
c. Select the employees > click Approve Selected.
c. Admins can Lock/Unlock this pay period from further edits or deletions.
Tip: Sort by clicking column headers
Note: Early payroll can ONLY be done for terminated employees.
Create Payroll Batch
Approved employees go to a Payroll Batch tab for further processing.
Click the Payroll Batch tab.
Batch all employees for this pay period, create a batch to pay terminated employees early, or group employees and contractors separately.
a. Select employees and ‘arrow < >’ to move to the Create Batch side
b. Click the double arrows to move all employees
c. Click Create Batch to complete
Note: Select an employee and click Unapprove to reverse them out of batching.
Export
Select from the options to Export the batch. The export file will download to your downloads folder.
The batches are moved to the Payroll Batch History for this pay cycle.
Tip: Click on a Payroll Batch History row to see the employees in that batch
Note: If the batch is deleted, the employees return to the approved employees’ section, ready to be batched again.
Close the Payroll Period
Close your payroll, and you're done!
The system will auto-close pay periods if you don't close them. Only two pay cycles can remain Open.
When the pay period is Closed without exporting, the batch is marked Pending. Any Pending batches can still be Exported.
All time cards in Closed Pay periods are locked from any changes - including pay rates.
Batches in Closed pay periods cannot be deleted. In the future, we will have an Adjustment process.
That is all there is to it! Congratulations!
Check out our Help Center for answers to other common questions. 😊