Payroll Batch

Overview

The “Payroll Batch” tab is where you can attach and modify a range of personnel from various positions, job sites, and customers, all on the same screen for reviewing and mass processing. These entries can be existing orders, or new entries that you’re adding directly to the batch. Utilizing the “Payroll Batch” tab works best when wanting to process payroll for multiple orders at once, rather than order by order. Orders are created automatically when time sheets are imported and work well for adding placements quickly build a large batch of people and hours.

Details

The process for grouping existing orders is started by first having orders created with personnel added. Payroll hours being entered is optional. From the payroll module, click the payroll batch tab then insert as you would a typical order. From there, right click and select attach records, which will give a search box as shown below. Alternatively, you can click the placements tab which is pulling from existing placements in the customer module to attach those records, which have the option to already have hours entered in.

Open

The above example shows the screen where you can view the current personnel that exist in one or more orders. From here you have various grouping options (as shown in the upper right), and a has payroll toggle. The has payroll toggle allows you to toggle the requirement for hours being entered in the orders for the search to reference them or not. Double clicking any listed rows will mark them red, and the row will be ignored in attaching records. The remaining rows of black text will be attached when you click attach records. Clicking finished will return you to the batch displaying the rows you just attached.

Open

At this point the software will show you the same information as orders do and behave the same way regarding positions, hours, billing etc. The Payroll Batch Step 1 Enter Hours tab has the added columns of (1) which customer the entry is referencing and (2) the order the entry exists on. Once the batch is reviewed and ready for processing, you mark each entry as verified. Batch payroll requires order verification. This will require you to check the box to the left of each entry. Once checked, the consolidated payroll entries show on step 2 and are ready to be processed.