Payroll Runs

Through the white-label Employer Dashboard we can set up payroll runs rather than working with individual Employee Checks, as in the API.

In this guide

• How to set up a regular payroll run.
• How to set up an off-cycle payroll run.
• How to edit and submit a payroll run.

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Set up

The first step to run payroll through the dashboard is to set up either a regular or off-cycle payroll run. A regular payroll run populates with default values every cycle based on the initial configuration. An off-cycle run can be run at any time, but must be full configured each time.

Regular payroll run set up

In the Employer Dashboard, navigate to Run Payroll and click Set Up.

On the modal that appears, configure the run settings and add employees to the run.

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Note

If an employee's pay frequency differs from that of the regular payroll run, the employee's pay frequency will be overridden to match that of the run.

Click Set Up Regular Payroll Run, review the settings click Complete setup and run payroll.

Now that we have our regular payroll setup, we can initiate it ever pay cycle by navigating to the Run Payroll page and clicking "Get Started".

On the following page, we'll see a view of our payroll run with defaults based on employee's default wage and pay frequency.

From this page, we can edit the payroll run or click Save changes for later.

Off-cycle payroll run set up

In the Employer Dashboard, navigate to Run Payroll and click Get Started under the run off-cycle payroll section.

On the following page, we'll select the Pay frequency.

Next, select the Pay period and Pay date, then hit Continue.

On the following page, click Add employees to payroll run.

In the modal that appears, select the employee or employees you'd wish to pay off-cycle.

On the following page, we'll see a view of our payroll run with defaults based on employee's default wage and pay frequency.

From this page, we can edit the payroll run or click Save changes for later.

Edit and submit a run

Once a run is set up, we can edit and submit it any time before the cut-off date (2 business days before the pay date).

Edit a run

In the Employer Dashboard, navigate to Run Payroll and click either the Edit payroll button below the desired section, or click the three dots next to a specific payroll run and click Edit payroll.

On the next page, we can review the payroll run and make edits by clicking a pencil icon.

We can also remove an employee from this pay cycle by clicking three dots at the end of the row and deleting the check.

Submit a run

Once the payroll run is configured as we like, we can click the Continue button or the Preview and submit tab to get a breakdown of the payroll.

If everything looks good, we can click Submit. Payroll will then be automatically finalized and processed two business days before the pay date.

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Recap

• There are two kinds of payroll runs: regular and off-cycle.
• Regular payroll runs populate with configured defaults every pay cycle.
• Off-cycle payroll can be run at any time, but must be configured each time.
• Once a payroll run is set up, it can be edited from the Run Payroll tab.
• You can finalize a payroll run by Submitting it or Save changes for later.