Description

Use this page to create, delete and report on daily snapshots of a payroll.

Contents

Usage

Creating and Deleting Snapshots

Report Buttons

Usage

This page is only available if the Daily Payroll module has been purchased. It is of use to companies where despite the employees being on a regular pay frequency (weekly or monthly etc), payments are actually made to the workers as soon as timesheets are imported into the system. There may be scenarios for example where a worker on a weekly frequency will actually receive 2 payments in a week. This page allows the ability to create snapshots of the data during an open period and to pay and report on these snapshots.

A list of Daily Snapshots in the current period from all payrolls will show when this screen is opened. Select a payroll from the drop down menu to filter the list of Daily Snapshots. To view snapshots in the previous period tick the Include Closed Pay Periods box.

Creating and Deleting Snapshots

Create Snapshot: Allows the creation of a new Snapshot for the current pay period. If this is the first of the period it will capture all employees on the payroll with some Net Pay. If there has already been at least one snapshot it will contain the employees that have a difference in Net Pay from the previous record. You must have only one payroll selected to do this.
Delete Latest: Allows the latest record to be deleted if it is in the current period. This should really only be used if created in error. If a Bacs file has been generated the record cannot be deleted unless the Bacs record is first deleted. You must have only one payroll selected to do this.

Report Buttons

These reports can be run on a single Daily Snapshot or multiple by selecting the required checkboxes.

Pay Method Report: Produces a pay method report for all the payments.
Pay Summary Report: Produces a report of the payments broken down by individual pay elements.
Twinfield Export Report: Produces a Twinfield report.
Cheque Payslip Report: Produces a report of payslips for people who are paid via cheque.
BACS Report: Produces a BACS transactions report.
Daily Payslip Report: Produces a report containing all payslips.
Email Daily Payslip Report: This opens up a new window containing a list of people who have 'Email Payslip' selected. Select the employees who you wish to email payslips to and click Send. The status' on this screen will change color to Orange if Pending, Green if Sent and Red if an error occured.
Daily Payslip (non email) Report: Produces a report containing all payslips where the employee does not have 'Email Payslip' selected.
Send SMS: This opens up a new window containing a list of people who have a Work Mobile Number or a Home Mobile Number. Select the employees who you wish to email payslips to and click Send. The status' on this screen will change color to Orange if Pending, Green if Sent and Red if an error occured.

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