Only one Payroll Batch can be "Generated" and "Pending" for each Office Group and Pay Cycle Type. The Generate button will be disabled if a batch for the selected criteria already exists.
All new visits from the payroll start date forward are considered part of the pay cycle. All employees with the applicable payroll office group assigned will be generated in Tools | Payroll Batches regardless if they have performed visits or not so that they are able to close out each pay period. All visits verified within the payroll cycle will be included in the batch.
If a visit is verified with a date of service from a prior pay cycle (and has not been paid), the visit will be included in the current pay cycle. Payroll batches awaiting generation will default to the next logical batch pay cycle and cannot be altered.
The first step in processing Payroll is to generate a batch. To generate a payroll batch:
1. On the main menu, select Tools and then select Payroll.
2. Select the Payroll Batches tab.
3. Select the Office Group using the drop-down menu.
4. Select the Pay Cycle Type using the drop-down menu. The remainder of the fields will be automatically populated based on the selected Pay Cycle Type.
5. Click Generate Batch. The batch will appear in the Payroll Batch Search grid at the bottom of the screen.
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Only one Payroll Batch can be "Generated" and "Pending" for each Office Group and Pay Cycle Type. The Generate button will be disabled if a batch for the selected criteria already exists. |
Visit Time is calculated for visits that are paid by the hour. VisitHrs, TravelHrs, and OtherHrs can be entered in the P Page of the document, in Tools | Charge Entry, or Tools | Productivity. Do not enter the same type of time in two different locations for an employee or the time will be calculated twice.
Times entered in the P Page, Charge Entry, or Productivity will be calculated with any rate differential pay for Holiday, Weekend, or Shift as long as the visit date and/or time falls within the differential categories. Times for visits will only be calculated when it includes a Begin and End time.
The Payroll Batch Search grid will contain any batches that have been generated. The most recent batches are displayed at the top of the grid. You can search for specific batches by utilizing the search icon (
). The Payroll Batch Search grid contains the following information:
● Batch ID
● Batch Type
● Batch Start Date
● Batch End Date
● Status of the batch
To search for batches:
1. Enter the Pay Period Date.
2. Enter the Pay Type.
3. Click . Any batches that meet the selected criteria will appear in the display grid below.
4. If desired, users can select the Exported checkbox to only view batches that have already been exported.
The remainder of the tabs in the Payroll area of the software (i.e. Payroll Adjustments, Payroll Process, Payroll Extract) function in accordance with the specific payroll batch that is highlighted/selected in the Payroll Batches tab. To change the batch that you work on in the remainder of the tabs, select the appropriate batch listed in the Payroll Batch Search grid.