To commence the pay run, click on the ‘Payslip Processing’ menu option from the Payroll menu, or click on the Payroll button on the toolbar. If a previous pay run has been completed, ‘Pay Run Closed’ will be displayed on the screen, as can be seen below.
Click into the ‘Date Ending’ field and update the date to a date later than the date shown. This will display the Payslip Processing Summary Screen.
If a pay run has not been previously completed, the Payslip Processing Summary Screen will be displayed, as shown below.
Hank the Tank, ndicates the current step of the pay run. It will initially be sitting on the first step of the pay run, the Submit Dockets step. Enter the period ending date into the ‘Date Ending’ field.
The pay run may be run for all confirmed shifts. If this is required, then the filter fields should be left as is. However, if the pay run needs to be run for a smaller subset of shifts, the filters may be used to narrow the set. The filters may be used to narrow the set by ‘Service Office’, ‘Member’ and/or ‘Service Location’.
Then click on ‘Submit Dockets’ to complete the first step of the pay run.
Important Note
The following sections provide instructions for completing the pay run.
Before you start the pay run, check these important settings:
1. Have you defined the standard message to be displayed on all payslips?
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The standard message that appears on all payslips is defined in the ‘Payslip Instruction’ field located in the Finance Portal at
/Tools/Application Options/Payroll. -
This message will appear on all payslips for all pay runs until it is deleted or updated.
2. Have you defined the email text for payslips to be emailed?
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The email sender, subject, body text, and email signature must all be defined for the email that the payslip is attached to.
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These settings are defined in the Email Protocols Screen.
To access this screen, go to:/Payroll/Email Payslips,
then click on the ‘Set Email Protocols’ button.
