This article provides a step-by-step guide on how payroll processing works, including accessing the payroll run screen, managing current period payrolls, reviewing payroll history, and utilising additional payroll options.
Quick Navigation
Accessing the Payroll run screen
To access the payroll period 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.On the employee dashboard, click on the "Payroll" tab. It will show an orange underline to highlight the current tab.
The payroll processing screen consists of two tabs:
Current Period: Displays the payrolls that need to be processed.
Payroll History: Shows previous payroll records.
By default, the system opens on the Current Period tab.
Details on Current Period Payroll List
The Current Period tab displays payrolls that need to be processed. The following details are shown:
Pay Cycle – The list of pay cycles available for the client.
Employees – The total number of employees included in the payroll run.
Pay Date – The scheduled pay date for the payroll.
Period – Displays the tax month or tax week of the payroll, depending on the pay cycle and current year.
Action – Options to view employee details and process payroll reports.
Grid Settings
You can customise the columns displayed on the listing page to suit your preferences.
Click on the Grid Settings icon located in the top-left corner of the listing box.
Select or deselect checkboxes to display or hide columns.
Click Apply to save your changes.
Note: These changes remain active until you leave the page.
Filter options
To filter payroll data:
Click the Filter icon
in the top-right corner to expand the filter view. Click the filter icon again to collapse the filter section.
Use the following filters:
Pay Cycle – Type manually or select from the dropdown list. To clear the entered text, click the "X" icon.
Pay Date – Enter the date of the payroll.
Click Search to apply the filters.
To clear all filters and reset the list, click Reset.
Additional Options on Current Period screen
On the payroll screen, you have additional settings like those below
Switching Clients
To switch between clients:
Manually type the client’s name or select from the dropdown list.
You will be redirected to the Employee Dashboard of the selected client.
Viewing Client Information
To view details about the current client, click the Info icon next to the client’s name.
This will take you to the client information page, where you can view/update the details.
Pagination
The pagination controls at the bottom of the grid allow you to navigate through multiple pages of records efficiently.
Pagination Options (From Left to Right)
Go to the First Page: Click this option to navigate to the first page of the list.
Go to the Previous Page: Move back to the previous page.
Page Number: Enter a specific page number to jump directly to that page.
Go to the Next Page: Move forward to the next page.
Go to the Last Page: Click this option to navigate to the last page of the list.
Items Per Page: Adjust the number of records displayed per page. You can select from 10, 25, 50, or 100 items per page.
Additionally, on the right side, you will find a record count displaying the total number of records and the number of records currently visible on the page.
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