Purpose

The Payroll module is designed to review, process, and export time clock data and pay rates for third-party payroll providers, including correct pay rates for union members and prevailing wage contracts. It allows users to generate various reports, including Certified Payroll reports, export data in CSV files, import or manually enter withholdings after payroll has been processed, and automatically create labor job costing records for individual jobs and contracts.

List View

The main view of the Payroll module displays a list of payroll records, with the most recent at the top.

Payroll Record List Fields

• Payday: Date employees will be paid.
• Payroll Period: Period for which time punches are captured and employees will be paid.
• Stage: Optional dropdown list to indicate the payroll record's current stage.
• Description: Optional field for notes or description of the payroll record.
• Accounting: Displays the accounting status.
• Complete: Green checkmark indicates completed payroll records.
• "🗑️" Button: Deletes the payroll record (irreversible action).
• "+" Button: Creates a new payroll record.
• "↻" Button: ↻es the payroll records list.

Steps to Complete (Selected Payroll)

The Payroll module follows a series of steps to process payroll:

Pay Period Details

• Payroll ID: Internal or external payroll ID number.
• Stage: Optional dropdown to denote the payroll record's stage.
• Start / End Date: Date range for time punches.
• Period: Frequency of payroll (e.g., weekly).
• Payday: Date employees will be paid.
• Company: Relevant company if multiple are set up.
• Description: Optional field for notes or description.

Personnel Selection

• Add w/Punches: Automatically adds personnel with approved and locked punches.
• Manually Add: Allows manual selection of personnel records.

Verify Payroll Period

• Confirms review of pay period details and personnel selection.

Verify Personnel

• Checks for necessary information in personnel records (position, rate, primary designation).

Verify Punches

• Ensures all punch data in Time Review is error-free and complete.

Breakouts

• Calculates breakout punch records by cost center, including duration, type, pay rate, and gross amounts.
• "⚙️" Button: Provides options to edit or export breakout data.

Payroll Provider Export

• Generates export file for payroll provider based on company preferences.

Payroll Provider Results

• Custom Import Option: Allows import of processed payroll results.
• Manually Input Option: Enables manual entry of pay types and withholdings.

Job Costing

• Automatically calculates labor job costing records for all cost centers.

Complete

• Marks the payroll record as completed.

Files/Emails/Notes

• "+" Button: Adds new files, documents, email capture codes, notes, or checklists.

Reports

Generates various PDF reports, including:

• Payroll Summary:
• Payroll by Personnel:
• Payroll by Cost Center (Activity):
• Payroll by Cost Center (HR):
• Withholdings Summary Report:
• Certified Payroll:
• Union Report:

Setup

Payroll module setup involves configuring settings in:

• Company Preferences (Time Clock, Overtime, Payroll, Alerts, Unions)
• "⚙️" Icon (Activities, Wages for prevailing wage contracts)
• Personnel records (Payroll, Position History, Fringe Offset for prevailing wage contracts)

Common Workflow Questions

1. How do I create a new payroll record?
2. What steps are involved in processing payroll through the system?
3. How can I verify that all personnel and punch data is correct before processing?
4. What options are available for exporting payroll data to third-party providers?
5. How do I import or enter payroll results after processing?
6. Can I generate certified payroll reports through this module?
7. How does the system handle job costing for labor?