The Payroll section of the Human Resources module is where payroll is run for the organization and where the Payroll Extract Report can be downloaded, to process payroll.
Payroll filters are available on the top of the grid, along with options used to generate a payroll run, as further detailed below:
- Payroll: displays all of the payroll that has been generated by the organization.
- Unresolved: all entries converted AFTER payroll was run, within a selected payroll date range.
- Year: drop-down to select the year you want to run payroll for.
- Date Range: drop-down to select the date range you want to run payroll for.
- Run Payroll: runs payroll for the year and date range selected.
Once you start running payroll, the payroll grid will include all of the organization’s payroll runs, with the following information:
- Status:
- Processing: the payroll run is processing and not yet available to be viewed or downloaded.
- Complete: the payroll run is ready to be viewed and downloaded
- Period: payroll run date range.
- Run Date: date when the payroll was ran.
- Run by: name of the user who ran the payroll.
- Last column, not titled, with the following options:
- Lock/Commit to History: makes a copy of all the time entries in the date range in the payroll table and allows billing to remain isolated from payroll at all times. Lock/commit the report after your employees have been paid.
- Once clicked, the button will change to Locked , and cannot be unlocked.
- Actions : drop-down menu with the following options:
- Delete: removes the payroll run from the grid. This option is not available once the run has been locked.
- Get Report: redirects you to the Insights module to preview a payroll summary.
- View Exceptions: redirects you to the Insights module to preview a payroll exception summary by duplicate and missing pay types.
- Standard Payroll Extract: download an excel format payroll report.
