Whenever you're ready to pay your workers for their hours on the job, the first step is creating a Payroll Batch. These batches streamline the payroll process by enabling administrators to efficiently manage large volumes of data and ensure accurate payment for workers.
In this article you’ll learn how to:
- Create a Payroll Batch
- Add Timesheets to a Payroll Batch
- Export a Payroll Batch
- Determine the error(s) on failed Batch export
- Generate a Payroll Batch Report
Create a Payroll Batch
To create a payroll batch, simply follow the steps below:
Step 1: Click Timesheets > Payroll > + New Batch
Step 2: Select an EOR and Pay schedule > click Search.
Note: Only verified timesheets can be payroll batched.
Step 3: Select all the applicable timesheets you wish to include in this batch, then click Create Payroll batch.
Note: If the worker(s) are not available in the payroll system yet, you will be prompted with the below message.
Step 4: You will be routed to the Payroll batch list view.
Add Timesheets to a Payroll Batch
To add additional timesheets to a payroll batch, simply follow the steps below:
Step 1: Open the payroll batch > Add Timesheets
Step 2: From here, you can view the list of verified timesheets not yet added to a payroll batch. Simply click on the worker's name, then click "Update Payroll Batch."
Note: If the worker(s) are not available in the payroll system yet, you will be prompted with the below message.
Step 3: Check the payroll batch to ensure that the timesheet has been added successfully.
Export a Payroll Batch
When you are ready to export the payroll batch, the steps are outined as follows:
Step 1: Click Timesheets > Payroll > open the batch you want to export.
Step 2: Click Export.
Step 3: Confirm that the payroll batch has been successfully exported by checking the Status.
You can also view the status of the payroll batch by opening the batch itself.
Failed Batch Export Error
If the payroll batch export fails, you should be able to determine the cause in order to resolve the error and attempt to re-export the batch.
Step 1: Click on "Export failed" under the Status column for the payroll batch that failed to export.
Step 2: The reason why the export failed should be displayed.
Payroll Batch Reports
You can generate reports for your Payroll Batches. Use the filters at the top of the page to customize which Payroll Batch will be included in the report.
To begin generating the report, click Download Reports > select the report type: Summary or Detailed > choose the report format > Download report.