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Advance payroll may be run to complete a pay period in advance by assigning hours to the Time Card based on the Active Schedule. Premiums and overtimes may also be included. To run an advance payroll, follow the instructions below using the Assign Hours feature.
To access Assign Hours:
▪Select the Payroll menu.
▪Select Assign Hours.
The Assign Hours menu will appear:
You may click on the Calculation Rule to see the rule or you may define a new Calculation Rule.
Procedure
The Future count for Schedule Exceptions is defaulted from "tomorrow" to 21 days ahead. |
Important The Holiday Calculation should not be run until after the Assign Hours has been completed, or the hours will be overridden
On the day payroll needs to be processed:
▪Confirm that all Active Schedules for the last X number of days you will be running advance payroll for, are as accurate as possible.
▪Within the Assign Hours module, select the date range as the last X dates of the pay cycle.
▪Set Action to Overwrite the Time Card hours for this advance pay.
▪Within the Calculation Rule under Options (screenshot below), select Pay OT if Applicable and Pay Premiums if Applicable to apply any overtime and premium configurations to the advance payroll. For example, if an employee is assigned to a double shift on the Active Schedule, the system will include overtime and any evening or night premiums for one or both shifts where applicable.
▪Run Preview. Make any necessary adjustments.
▪Run Process
▪Run your usual payroll reports to confirm the hours and make any necessary adjustments.
▪Export Payroll file.
Sample of an Advance Payroll Calculation Rule.
Once the pay cycle date range has passed:
1)Run Approved/Reviewed Exceptions report for past pay cycle date range.
2)Review all outstanding exceptions and document which Time Cards will need to be adjusted.
3)If adjustments are required they should be made within the current pay cycle and the time taken or deducted from the employee.