About Payroll
Table of contents
- 1. What are the criteria for the 'Payroll' button to appear on the Customer's Account Screen, allowing me to make a payroll adjustment directly from the customer's account? I also cannot find the customer on any of the PayrollReports. Why is that?
- 2. Does the 'Payroll' button show all adjusted payments attached to the employee (regardless of whether or not they have already been paid)?
- 3. Is there a way to limit who has rights to see the 'Payroll' button on the customer's account? I don't want people to go in and make adjustments to their payroll.
- 4. I have been given rights to see the 'Payroll' button on the Accounts Page. What does this feature allow me to do? It wasn't there on Version 6.0.
- 5. I want to be able to make a change to an adjustment to a person who I've not yet paid on, but I don't see that option in my Payroll. How can I do this?
- 1. What are the criteria for the 'Payroll' button to appear on the Customer's Account Screen, allowing me to make a payroll adjustment directly from the customer's account? I also cannot find the customer on any of the PayrollReports. Why is that?
- 2. Does the 'Payroll' button show all adjusted payments attached to the employee (regardless of whether or not they have already been paid)?
- 3. Is there a way to limit who has rights to see the 'Payroll' button on the customer's account? I don't want people to go in and make adjustments to their payroll.
- 4. I have been given rights to see the 'Payroll' button on the Accounts Page. What does this feature allow me to do? It wasn't there on Version 6.0.
- 5. I want to be able to make a change to an adjustment to a person who I've not yet paid on, but I don't see that option in my Payroll. How can I do this?
What are the criteria for the 'Payroll' button to appear on the Customer's Account Screen, allowing me to make a payroll adjustment directly from the customer's account? I also cannot find the customer on any of the PayrollReports. Why is that?
The customer needs to have the status of Completed. Also, any stipulations that you've set aside (Paid in Full, Paperwork Submitted, Processed, etc.) must be met as well, if you have any of those same boxes checked under Admin > Preferences.
Does the 'Payroll' button show all adjusted payments attached to the employee (regardless of whether or not they have already been paid)?
Yes. Your can know whether or not a Tech has been paid on by seeing if there is a 'Paid Date' entered. If there is, you know that the Tech was paid on that partcular adjustment, on that particular day.
Is there a way to limit who has rights to see the 'Payroll' button on the customer's account? I don't want people to go in and make adjustments to their payroll.
Like controlling other rights to Buttons, this feature is found under HR > Lookup Employee tab. Once you're in the Employee's account, you'll see the Account Buttons down at the bottom. if you check Payroll, your employee will be able to see 'payroll' found on the customer's account. If you don't want an employee to see payroll or make any adjustments, do NOT check Payroll.
I have been given rights to see the 'Payroll' button on the Accounts Page. What does this feature allow me to do? It wasn't there on Version 6.0.
The Payroll button found on the Customer's Account, allows you to see a full history of the employee's payroll adjustment. You can see what you've paid and which adjustments are still pending payment.
I want to be able to make a change to an adjustment to a person who I've not yet paid on, but I don't see that option in my Payroll. How can I do this?
If you click on the customer's name, you will be taken to their actual accont. From there, you can select the Payroll button, which allows youto make changes to adjustments and create new ones.
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