Human Resources / Payroll Employees Not Appearing on Payroll Reports

If you are utilizing the Human Resources module’s payroll feature, and an employee is not showing up when you run payroll, it is because the employee does not have a pay type set up. Click here to learn how to set up a pay type.

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. Click here to learn how to add custom rates to service codes.

Human Resources / Payroll Payroll Extract Report

The Standard Payroll Extract report includes the 43 columns with the following information:

Payee Name
Payee Last Name
Payee First Name
Payee ID: Employee ID
Pay Type
Paid
Time Off (Hours)
Date
Service – Client ID
Service – Client Name
Service – Provider ID
Service – Provider Name
Service – Code
Service – Hours
Service – Hourly Rate
Service – Units
Service – Unit Rate
Service – Address 1
Service – Address 2
Service – City
Service – County
Service – State
Service – Zip Code
Service – Country
Salary – Annual
Salary – Wage for Full Period Worked
Salary – Hourly Rate This Period
Salary – Hours Worked This Period
Drive Time – Hours
Drive Time – Hourly Rate
Drive Mileage – Rate per mile
Drive Mileage – Miles Driven
Overtime – Blended Rate (Total Hourly Pay / Hours Worked)
Overtime – Multiplier
Overtime – Rate Paid
Service Bonus – Service Code
Service Bonus – Provider
Service Bonus – Client
Service Bonus – Pay Type
Service Bonus – Pay Amount
Service Bonus – Bonus Source
Employee #
Department

Click here to learn how to run payroll.

Click here to learn how to download a Standard Payroll Extract report.

Human Resources / Payroll Payroll Section Explained

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.

Human Resources / Payroll / Permissions Permissions to Manage Payroll

The following permissions can be granted in the Permissions module, under the Human Resources section, for employees to manage payroll for the organization:

Access
- Basic access to the Human Resources module
Payroll > Run
- Allow running and exporting payroll
Settings > Manage Employees
- Manage employee payroll settings

Click here to learn how to create a custom permission group.

Human Resources / Payroll Tracking Payroll Adjustments

Track payroll adjustments if a timesheet has been entered late or there is a timesheet error, and payroll has already been processed. Track payroll adjustments in the payroll section of the Human Resources 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, you cannot add a negative amount and only a positive number can be entered for the pay type.

Click here to learn how to apply pay types.