The Payroll table can be found in the Payroll Department.
To switch on Payroll:
Go to the Client table.
Click on a client.
Scroll down to the Services section.
Switch on one op the Payroll options by checking the checkbox or checkboxes that apply and selecting a date. These options are:
Monthly Payroll: Please select a Payroll Due Date from the Dropdown when switching on Monthly Payroll
Bi-Weekly Payroll: For Bi-Weekly Payroll, please set the Bi-Weekly Pay Date. The system will schedule the task for the nearest Friday to the selected date and every second Friday from then on.
Next, add the Number of Employees
Working on a Task
To work on a Payroll task:
Go to the Payroll table
Click on a record
Expand the view by clicking on the expansion bar
There will be a Summary section and a Details section. All of our automated tables work in this way.
Monthly Payroll tasks will display the month in the Period column.
Bi-Weekly Payroll tasks will show the month, week and bi in the Period column.
Weekly Payroll tasks will show the month and week under the Period column.
The Number of Employees will pull through from the Client table.
Once you start working on a task, change the status in the Summary section to In Progress. Once the task is done, change the status to Completed. The task will then move away from the main table and into the archive table.
The Details section gives various checkboxes of steps you can follow to complete the task. You can check checkboxes as you work, save the record and continue later. If you know the steps by heart, you can just use the status dropdown in the Summary section.
The table also has a Notes column for any comments relating to the task.
A reminder will appear in the All Tasks Due table indicating the number of Payroll tasks due for a particular date.
If you click on any of the blue hotlinks, you will be taken to the task in the Payroll Table, where you can start working on it.
Filter & Sort
You can search/filter and sort on any column by clicking on the 3-dot menu next to the column name. Sort will allow you to sort Ascending or descending, while filter will provide various options and allow you to type in a specific name.
An active filter will display in the top right corner. To clear a filter, click on the x.
DataGrows allows you to keep track of time spent on any task. This post will go into more detail on that.