These are tasks, which could not be loaded from the jobs and therefore you have to set their time manually. For example, a manual payroll task is the paid vacation. We will show you how to create such a payroll task.
- Go to Human Resources -> Payroll and right-click on the last period (with status “Open”).
- Select Generate Payroll.
- Make sure that the tab Task Summary by Employee is selected and click on one employee.
- In the right grid Employee Detail View right-click and choose Add New Task.
- In the Add/edit Payroll Task window for task type select “Vacation”.
- If there is NOT such type of task click on the drill icon and the plus sign in the Task Type field.
- Right-click on the grid and select Add Task Type.
- Type “Paid Vacation” or another suitable name.
- Go to the upper left corner and click Task Type –> Save Task Type.
- Click Close.
- If there is NOT such type of task click on the drill icon and the plus sign in the Task Type field.
- In the Add/Edit Payroll task window in the Performed On field type-in the start date of the vacation.
- In Regular Hours-> Adjustments type in the vacation hours (for example 40).
- Click Save to close the window.
Note
A manual task can be assigned to more than one employee in one go (for example the Paid Vacation).
- Right-click on the payroll task and choose Copy task to other employee(s).
- Put a check mark in front of one or more employees that you want to assign the task to.
- Click Save.
The names of the employees, which has manual tasks assigned are bold. This means, that you have to update their payroll times.
- Right-click on the opened payroll period and select Lock Pay Period.
- Right-click on it again and select Recalculate Payroll Hours.
There should not be more bold names, which means all times are correct now. - Right-click for the third time on the opened payroll period and select Unlock Pay Period in order to continue it.
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