Once we have configured the frequency of pay periods and assigned employees to them, it's time to see how these settings apply to our Payroll. If you’d like to review the history of processed and locked pay periods, simply click on the “View History” button in the upper right corner and the system will display the generated Pay Periods.
You can also access the payroll report through the “Reports” section. Click on the “Payroll Report”. In the filter in the upper left corner choose the pay period option. By selecting a date, the system will automatically display the time frame for the pay period in which that date is included. You can choose to cover all locations, or run a payroll for a specific location only.
Next, you can choose all employees assigned to pay periods, or choose specific employees by selecting them manually. In the next step you can choose additional details you wish to have included in your payroll report. All pre-defined columns are selected by default, so let’s skip this additional information. You can also choose specific overtime rules or even exclude unpaid breaks.
When done with your selection, click on the green “Preview Payroll” button in the upper right corner. The system will display the relevant information in the preview mode. By clicking on the grey icon on the right, you can view detailed information for every employee.
Once you verify everything and you’re ready to complete your pay run, click on the green “Finalize Payroll” button in the upper right corner. If you have un-approved time clock entries in the selected time period, the system will display a warning prompting you to either navigate to the Timesheets page to approve them, or to proceed and finalize the payroll as is. Also, if you are trying to lock a payroll report with a pay period ending in the future, the system will once again warn you of this action.
Once you finalize your payroll, the data in that period will be locked in the system and no further changes will be allowed to those time clock entries.