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Configure Payroll Checks

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

Updated over a month ago

Payroll Checks Explained

Payroll 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.

Report on Payroll 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

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