1. To complete a payroll you must enter the correct Trade Period using the drop down menu.
2. 'Shift Entries' is a table that displays each employees shift type, rota hours, start, finish and total paid for the dates included in the Trade Period.
3. The table also includes an 'Approve' field where green ticks are situated.
Each record that hasn't been approved will be highlighted in a red tint.
4. To approve a shift you simply have to click the green tick so that the record turns white. Click this if you are happy that your member of staff worked the hours they were rota'd for.
5. To edit shift detail if a staff member was late, finished early or was absent, click the record so it displays a pop up window to edit the shift entry.
6. In the window you can adjust the shift details and enter the actual amount of hours worked in the 'Worked' field.
7. After all adjustments are made click the 'Save & Close' button.
8. After payroll is complete you can click 'Close Week'. In some cases this button will notify an accountant or payroll clerk, but this has little effect for single site businesses.
You will need to send the hours worked and gross pay to your payroll provider.