Skip to main content

Configure Pay Checks

Automatically review timesheets to quickly identify and address any errors or issues, ensuring a smooth and efficient payroll process.

Updated over a week ago

Pay Checks Explained

Pay Checks is a feature that ensures the accuracy of information entered into Workforce, such as approved shifts or created rosters, and identifies and flags common errors or issues that could impact a pay run.

You can configure how these checks apply in settings, allowing you to tailor the system to your business and team's requirements.


Shift Checks

Configure Shift Checks

Configure Shift Checks by going to All Settings > Timesheets > View all timesheet settings > Shift Ratings > Enable Shift Checks > Configure Checks:

You can also configure shift checks in the Central Pay Check Report. Go to Reports > All Reports > Employee Reports > Central Pay Check Report > Configure Checks:

A Shift Check can be configured as:

  • Blocking - if this check fails approval will be blocked

  • Warning - if this check fails it will show a warning on the timesheet

  • Diasbled - this check will not apply.

What Shift Checks look like

You can see a Shift Check on timesheets:

No description available.

Rota Pay Checks

Currently, Pay Checks that will apply on rosters include:

430234341-ce158edc-258b-4f12-910b-e11a2049aa36
  • The Employee has not completed onboarding

  • The Employee has unsigned contracts

  • The Employee has unacknowledged documents

  • The Employee has no contracted weekly hours entered, but has award rules that apply based on contracted weekly hours

  • The Employee has a permanent employment type, but no contracted weekly hours

As with all of our Pay Checks, these can be set to be blocking, warning, or disabled.

To configure these checks, navigate to Reports > Central Pay Check Report > Configure Checks.


Report on Pay Checks

The Central Pay Check Report aims to bring all of the common checks performed by a payroll officer into one central location in Workforce to make the payroll process more accurate and convenient.

To run the Central Pay Check Report:

  1. Go to Reports > All Reports > Employee Reports > Central Pay Check Report

  2. Set your criteria using the dropdown menus such as date range, default payroll team, categories, severity, etc.

  3. Save the set criteria via Actions > Save As Custom Report (optional)

  4. Click Generate

  5. Once the report generates, select Fix Issue to correct any items


FAQs


Did this answer your question?