Human Resources / Payroll Download a payroll report

To download a Standard Payroll Extract report:

  1. Navigate to the Human Resources Module and select Payroll.
  2. Click the Actions drop-down on the left hand-side of the report you wish to download and select Standard Payroll Export.
  3. An Export pop up will appear. Click Download.

The report will download to your computer and will also be available in the Files Module . Please note that you will need a spreadsheet application, like Excel, WPS Spreadsheets or Google Sheets to open the downloaded report.

Note: We offer custom payroll reports as an additional service. If you’d like more information on how to have a custom payroll report set up for your organization, please contact our support team.

Human Resources / Payroll How do I track payroll adjustments?

You may need to track payroll adjustments if a timesheet has been entered late or there is a timesheet error, and payroll has already been processed. To track payroll adjustments you can do so within the payroll module as a pay type.  Just log the adjustment as a Taxed or Non-taxed amount as a one-time payment to your current payroll period. Please note that you cannot add a negative amount and only a positive number can be entered for the pay type.

To learn how to apply pay types, click here. 

Human Resources / Payroll Running Payroll

Once you have configured your payroll settings, pay types and your employees have entered their timesheets, you can run your payroll.

To run payroll:

  1. Navigate to the Human Resources module and select Payroll
  2. Click the year drop-down on the top of the page and select the year
  3. Click the date range drop-down and select the dates
  4. Click Run Payroll

The report may take up to a few minutes to generate if you have a lot of employees and/or timesheets. Once completed, the new report will appear at the top of the list. If there are errors, you can run the report as many times as needed until the information is accurate. Additionally, you can delete inaccurate reports (Click Actions  and select Delete).

After confirming the payroll run is accurate, click the Lock/Commit to History yellow button on the right hand-side of the run to make a copy of all time entries in the date range in the payroll table and allow billing to remain isolated from payroll at all times.  You should lock/commit the report after your employees have been paid.


Human Resources / Payroll Why are employees not showing up on my payroll report?

If you are utilizing the Human Resources module payroll feature, and an employee is not showing up when you run payroll, it is most likely because the employee does not have a pay type set up. For information on how to set up a pay type, click here.

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If the employee in question has the correct pay type set up, navigate to the Billing module to confirm the employee has the custom rates for the appropriate service codes. To learn how to add custom rates to  service codes, click here. 

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Human Resources / Payroll / Scheduling Preventing Payroll Unresolved Entries

All entries converted AFTER a payroll run, within a payroll date range, can be filtered by clicking the Unresolved tab on top of the payroll grid in the Payroll section within the Human Resources Module.

To prevent entries from being converted after a payroll run, we recommend you audit and ensure all appointments are converted before running payroll. Additionally, there is a Schedule Lock Date setting that can be configured in the Scheduling Module to establish the last date employees can edit and convert appointments. If configured, you can avoid entries converted after the payroll is generated, as employees won’t be able to convert appointments after the established lock date.

To learn how to set up a Schedule Lock Date, click here.