What checks should I do before processing payroll?

Before processing payroll there are a number of checks that should be conducted as a minimum to ensure the most successful payroll result. 

Checking for No Shows

In the Timesheets screen, there should be no timesheets sitting in the Unauthorised status during the pay period.

If an employee does not show up for any shifts they should still be actioned & appropriate shift type selected - this allows for better reporting.

1. To access Timesheet screen, click Management > Timesheets > Timesheets
2. Change the dropdown from showing All timesheets to No-Shows
3. Select the clock icon to load the Generate Timesheet screen
4. Review the details of the shift to be created and make any adjustments required (such as the Shift Type).
5. Add a comment to timesheet; comments can either be typed manually or use the timesheet comments entered in the system.
6. The Timesheet can now be authorised.

Check for Unauthorised Timesheets

Any unauthorised timesheets will not be processed in payroll.

1. Open Timesheet screen, click Management > Timesheets > Timesheets
2. Change the dropdown from showing All timesheets to Unauthorised
3. All unauthorised timesheets will now be shown to follow up with appropriate managers.

Check for Overlapping Timesheets

Overlapping timesheets occur when an employee has multiple timesheets on the day & the shift times overlap - this can potentially overpay the employee if not corrected.

1. Open Timesheet screen, click Management > Timesheets > Timesheets
2. Click the Filter icon > Toggle on Overlapping

Checking for Anomalies 

Breaks

1. Open Timesheet screen, click Management > Timesheets > Timesheets
2. Clicking on the Breaks Minutes header. This will sort the data by break duration in minutes - this will make it easier when checking that breaks were taken and if any odd break times have been entered.

Net Hrs

1. Open Timesheet screen, click Management > Timesheets > Timesheets
2. Click on the Net Hrs header. This will sort the data by the length of the shift - this will allow you to review any shifts under minimum shift engagement or any shifts with excess hours.

Auto log-off

1. Open Timesheet screen, click Management > Timesheets > Timesheets
2. Click the Filter icon > Click the Reason button > Tick Auto Log-off > click anywhere away from the dropdown list to reload the list of timesheets
3. Check the shift end times and adjust if necessary.