To ensure accurate payroll processing, you need to add pay data for employees. This guide will walk you through the process of adding pay data efficiently.
Quick Navigation
Accessing the Time Capture Screen
To access the Time Capture screen, follow these steps:
Navigate to the dashboard by clicking on the logo. This will take you to the "Manage Clients" list.
Find the client and click the "People" icon
in the corresponding row. This will open a list of employees.Find the employee and click on the "Time Capture"
icon to access their pay details.
Adding Pay Data
Once you are on the Time Capture screen, you will see the current pay period where you can input pay data. It will show the pay cycle name, pay period, and the dates. The time capture section is divided into Recurring Pay Items and One-Off Pay Items.
Recurring Pay Items
To add recurring pay items:
Click on the + Add button.
Enter the following details:
Pay Items: The system will display all pay items set up as recurring for the client.
Units: Number of hours or units worked.
Rate: Pay rate applicable.
Amount: Automatically calculated based on units and rate.
Start Date: Define when the pay item should begin.
End Date (Optional): Specify an end date if needed; otherwise, the pay item will continue indefinitely.
Click Save once all details are entered. The grid will display relevant details such as name, amount, type, period, and actions available.
One-Off Pay Items
To add one-off pay items:
Click on the + Add button.
Enter the following details:
Pay Items: Select from the list of pay items available for the client.
Units: Number of hours or units.
Rate: Applicable pay rate.
Amount: Automatically calculated based on units and rate.
Payslip Note (Optional): Add a note (up to 250 characters).
Additional Notes: Appears in the pay items listing (up to 250 characters).
Click Save to confirm the entry. The grid will display the name, amount, type, and available actions.
Once you enter the pay details, this employee will automatically be included in the corresponding payroll run.
Reviewing Previous and Next Pay Periods
At the top of the Time Capture screen, you have the option to navigate between different pay periods.
By default, the system displays the current pay period.
Use the Previous and Next buttons to review payroll data for past and future periods.
You can review data for both monthly and weekly payrolls.
Additional Pay Items Settings
From the list of pay items in a pay period, you can edit or remove pay items.
Removing Pay Items: Click the Remove icon to delete a pay item from future pay periods.
Editing Pay Items:
For recurring pay items, you can delete them, but updates are not allowed.
When a recurring pay item is removed, the system automatically assigns an end date as the last pay period's end date.
Click Save to confirm changes or Reset to discard modifications.
Note: The pay items can not be removed/edited if the pay period is locked or approved, or closed. You cannot edit or delete pay items for completed pay periods. To unlock the pay period, see here
To return to the pay item list, click the + Add button. For one-off pay items, you can view any notes by clicking the Note icon on the list.
Related Articles
Need Further Assistance?
For further support or inquiries, our team is available to assist you. Just let us know how we can help! 😊