What's covered in this guide?
Finalize timesheets in Workforce
At the end of each pay cycle, ensure all timesheets for the period are finalized. This includes:
Approving timesheets
Approving or declining leave requests
Ensuring all staff have bank and superannuation details submitted
Once timesheets have been finalized, navigate to the Timesheets tab and click the Preview Export button.
Review any export errors or warnings, confirm total hours and wages, and click the Export to Payroll Software button.
Once successful, you’ll see a confirmation screen, and can navigate to Workforce Payroll. If there are any errors, the screen will list out what went wrong/needs to be fixed.
Post a pay run
Navigate to Payroll > Run Payroll to view your exported timesheets. The summary will include:
Period
Payment Date
Pay Group
Earnings
Tax
Net Pay
Status
To post a pay run:
Select the relevant pay run (indicated by the Draft status)
Review details of the pay run including earnings and taxes
Correct any errors that may display (e.g. missing bank details)
If paying staff for the first time, ensure leave balances and deductions are configured
Click the Post Pay Run button once finalized
Email payslips
Once a pay run has been posted, the option to Email Payslips will become available.
Clicking this button will send an electronic copy of an employee's payslip to the email listed on their profile in Workforce.
Once payslips have been sent, a confirmation message will appear at the top of the pay run.
