Human Resources / Payroll / Scheduling Preventing Payroll Unresolved Entries

All entries converted AFTER a payroll run, within a payroll date range, can be filtered by:

  1. Navigating to the Human Resources module and selecting Payroll.
  2. Clicking the Unresolved tab on top of the payroll grid.
    • Please note, the selected date range should be aligned with the pay period that is being audited.

To prevent entries from being converted after a payroll run, it is recommended to audit and ensure all appointments are converted before running payroll. 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, users can avoid entries converted after the payroll is generated, as employees cannot convert appointments after the established lock date.

Click here to learn how to set up a Schedule Lock Date.

Human Resources / Payroll How to 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 right-hand side of the report being downloaded and select Standard Payroll Export
  3. An Export pop-up will appear. Click Download
  4. The report will download to your computer and will also be available in the Files module
    • Please note, you will need a spreadsheet application, such as Excel, WPS Spreadsheets, or Google Sheets, to open the report

Please note, CentralReach offers custom payroll reports as an additional service. For more information on how to have a custom payroll report set up for your organization, please contact our support team.

Human Resources / Payroll Running Payroll

Once payroll settings and pay types have been configured, and employees have entered their timesheets, run 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 can take up to a few minutes to generate if there are a lot of employees and/or timesheets. Once completed, the new report will appear at the top of the list. If there are errors, run the report as many times as needed until the information is accurate. Inaccurate reports can be deleted by clicking Actions  and selecting Delete.

After confirming the payroll run is accurate, click the Lock/Commit to History  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. It is recommended to lock/commit the report after employees have been paid.