Payroll

How can I send shifts from Awaiting payment back to Awaiting signoff

To reverse and reassign shifts back to Awaiting signoff from Awaiting payment:

• Go to Payroll > Awaiting payment
  
• To reassign shifts back to Awaiting signoff individually
  • Click on the button under the Evaluate and Signoff column
    
  • Select the black dot under Payroll signoff
    
  • Press Submit
    
• To reassign shifts back to Awaiting signoff in bulk
  • Select the checkboxes next to the shifts to reassign
    
  • Go to With Selected > Evaluate
    
  • Here you can change Payroll signoff for all shifts to the black dot to reassign back to Awaiting signoff
    
  • Press OK

Why cant I export shifts for payroll?

If the shift in Awaiting Payment is highlighted as red it will mean that data is missing from the staff profile that is required in order for this shift to be paid.

Mouse over the red badges in the left column to see what is missing.

How do I allocate staff a new Payroll number?

If a staff member has been issued a P45 and requires a new Payroll ID to continue working for you, please follow these steps:

• Ensure that the staff who needs a new Payroll ID has been archived by going to their profile and clicking on the Archive button in the top right
  
• The following dialogue will appear to continue with the archiving process.
  
  • If this person is booked onto shifts, you must unbook them first. You can do so by ticking the checkbox.
  • You can give a reason for this archive, select the sentiment and add notes
  • Press OK
• To initiate the allocation of a new Payroll ID
  • Go to the Staff archive
    
  • Use the search fields to find the staff
  • In the list, go to Options > Re-instate
    
  • Click OK on the dialogue
    
  • Click on Yes, generate new payroll numbers.
    
• The staff member will now be assigned a new payroll number, and when the next payroll is processed, they will be included in the New Starter file.