we've outlined easy-to-follow steps to help you navigate through the entire payroll process seamlessly.
1. Define Payroll Periods/Pay Cycles
Create and define your pay periods or cycles. Customize cycles for different teams if needed.
2. Create and Define Payroll Categories or Export Codes:
Establish pay categories for diverse rates, such as normal time, overtime, weekend rates, etc.
Learn more about managing pay categories
3. Create Pay Templates:
Develop general or custom pay templates based on day, time, or work, allowing for tailored solutions for different employees or sites.
- Learn more about managing pay templates
- Learn more about creating custom pay templates
4. Create Overtime Pay Templates:
If your organization pays overtime, set up overtime pay templates.
5. Complete Employee Payroll Profiles:
Ensure each employee's payroll data is complete with details like employment type, working hours, base hourly rate, assigned pay template & overtime template.
6. Handling Exceptions and Adjustments
7. Reviewing and Approving Timesheets
Calculate and export employees' timesheets only after their approval.
- Learn more about timesheet approval
- Learn more bout bulk timesheet actions
8. If needed, Recalculate your employees hours, pay rates & overtime
if there are any changes made to the employee's pay rate, overtime or payroll templates and other changes, it is necessary to recalculate these figures based on the new updated values
9. Export Your Timesheet to Your Preferred Payroll Software