The Payroll Process tab contains individual line item data for the batch that is currently selected in the Payroll Batches tab.
Batch information will be listed at the top of the page including the following:
● Batch ID
● Office Group
● Date and time Created
● Pay Cycle Type
● Pay Cycle
● Pay Cycle Start Date
● Pay Cycle End Date
● Last Day of Pay Cycle
● Last Day of Second Pay Cycle
Using the Employee drop-down field in the Batch Commands section, users can choose to view details for All employees in the selected payroll batch or for a specific employee.
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Employees from the batch office group are displayed first in this list with an asterisk (*) beside their names. |
The Batch Issues section contains any warnings or errors that exist for the selected payroll batch, but are not associated with any specific batch items in the Line Items section. No warnings or errors will keep users from completing the batch. However, we recommend that users resolve any warnings or errors before completing the batch.
To resolve warnings and errors:
1. On the main menu, select Tools then select Payroll.
2. Select the applicable payroll batch from the Payroll Batches tab.
3. Select the Payroll Process tab.
4. Click the Batch Issues bar to expand the section.
5. Review the list of batch issues. Based on the Description, locate the item in Enterprise Edition that needs to be corrected and make any necessary changes.
When a line item contains an amount of “0”, this indicates that the item was located to calculate, but the rate in either the agency record or the personnel record is set to “$0.00” or “0%”. Example: The employee has the Other Compensation checkbox selected, but has a rate of “$0.00” because they no longer receive payment for the other compensation.
The Line Items section contains items that must be approved before the batch can be processed. The items in this section represent individual pay items that make up the selected Payroll batch. Each item must be approved. To approve line items:
1. Select the Line Items bar to expand the section.
2. In the Line Items section, review each line item in the selected payroll batch to verify visit time, mileage, etc. to ensure that everything is accurate.
3. Any Warnings or Errors discovered will appear beneath each line item, indicating the specific warning or error that exists.
4. If issues are discovered with any line item, you must go to payroll setup or the specific visit in which the line item exists to resolve the issues.
5. After all issues are resolved (if any) in the Payroll Process tab, select the applicable Employee to which changes were made and then select Regenerate. Continue with the approval process.
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If changes were made to multiple employees, you cannot regenerate more than one employee at a time. To regenerate multiple employees, it is best to delete the current payroll batch and generate it again. |
6. Select the box in the Approve column for each desired line item to select and approve the corresponding items, or select the box in the header row of the Approve column to select and approve ALL line items in the selected payroll batch.
Two line items that are not approved in the initial payroll batch will NOT be included in the next pay cycle. Ensure that you approve each of these items in the initial payroll batch. These two items include:
● Holiday Flat Rates
● Other Compensation
All other items that are not approved will be included in the next pay cycle with a message stating, "Previous Pay Period - The visit is from a previous pay period."