Payroll Tracking portlet

Set up the Payroll Tracking grid options

Select
Setup
,
Firm Information
, and then
Firm
.
On the Payroll Tracking tab, find the Payroll Tracking Portlet section and use the grid to select the columns to display in the portlet.
Use the up and down arrows to change the order the columns appear in the grid. Use the
Reset
button to revert back to the default settings.

Select the Payroll Tracking portlet in the Dashboard

Select
View
, then
Firm Dashboard
or
Staff Dashboard
.
Select the
Select Portlets
link, mark the
Payroll Tracking
checkbox, and then select
OK
.
Move and expand the Payroll Tracking grid to display it how and where you want it.

Filter and sort the portlet data

In the Payroll Tracking portlet, choose whether you want to view payrolls that still need to be processed or payrolls that have been completed by selecting either
Not Completed Payrolls
(the default) or
Completed Payrolls
from the dropdown list at the top of the portlet.
Use the filtering fields to limit the number of payrolls that display in the grid.
Choose either
Must match all criteria
or
Must match one or more criteria
.
Sort the data by columns by selecting the column header.

Modify details for a payroll

Select a different payroll processor.
Add notes in the grid for the payroll.
Indicate if changes were initiated by the client or the processor.
Mark the
Do Not Pay
checkbox to complete the payroll run without printing payroll checks and advance the pay dates to the next payroll date. In the
Do Not Pay Reason
field, you can also select a reason for advancing the pay dates.
note
A selection in the
Do Not Pay Reason
field is required when the
Require DNP reason selection if the DNP checkbox is marked
checkbox is marked in the Payroll Tracking tab of the Firm screen.

Reassign payrolls to another processor on the fly

In the Payroll Tracking portlet, you can reassign the payroll by selecting the down arrow in the
Processor
field and selecting another processor.
To quickly reassign the payroll to the primary processor or to the backup processor, highlight the row of the payroll to reassign and then right-click in the row.
Choose either
Reassign to Primary Processor
or
Reassign to Backup Processor
.