Payroll Tracking portlet
Use the Payroll Tracking portlet to track the status of payroll runs in real time, to manually enter data related to any payroll run, and to create management reports on completed payroll runs.
Set up the Payroll Tracking grid options
- SelectSetup,Firm Information, and thenFirm.
- 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 theResetbutton to revert back to the default settings.
Select the Payroll Tracking portlet in the Dashboard
- SelectView, thenFirm DashboardorStaff Dashboard.
- Select theSelect Portletslink, mark thePayroll Trackingcheckbox, and then selectOK.
- Move and expand the Payroll Tracking grid to display it how and where you want it.
Filter and sort the portlet data
note
The Payroll Tracking portlet includes payroll schedules for which the check date of the next pay period falls within the next 5 business days.
- 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 eitherNot Completed Payrolls(the default) orCompleted Payrollsfrom 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 eitherMust match all criteriaorMust match one or more criteria.
- Sort the data by columns by selecting the column header.
Modify details for a payroll
In the Payroll Tracking portlet, after filtering and sorting the payroll in the grid, you can choose to make the following changes.
- 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 theDo Not Paycheckbox to complete the payroll run without printing payroll checks and advance the pay dates to the next payroll date. In theDo Not Pay Reasonfield, you can also select a reason for advancing the pay dates.noteA selection in theDo Not Pay Reasonfield is required when theRequire DNP reason selection if the DNP checkbox is markedcheckbox 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 theProcessorfield 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 eitherReassign to Primary ProcessororReassign to Backup Processor.
