Using the Payroll Tracking portlet

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Use the Payroll Tracking portlet to track the status of payroll runs in real time, to manually enter data related to any payroll run, and to create management reports on completed payroll runs.

See also: Working with portlets

Setting up the Payroll Tracking grid options

  1. Choose Setup > Firm Information > Firm, and click the Payroll Tracking tab.
  2. In the Payroll Tracking Portlet section, use the grid to select the columns that you want to display in the Payroll Tracking portlet. Descriptions for each of the columns are provided in the Payroll Tracking tab topic.
  3. Use the up and down arrows to select the order in which you want the columns to display in the grid.  If you need to reset the columns to their default order, click the Reset button.

Selecting the Payroll Tracking portlet in the Dashboard

  1. Click the Firm Dashboard button or the Staff Dashboard button in the title bar (or choose View > Firm Dashboard or View > Staff Dashboard).
  2. Click the Select Portlets link, mark the Payroll Tracking checkbox in the Select Portlets dialog, and click OK.
  3. Move and expand the Payroll Tracking grid to display it how and where you want it.  Refer to the Working with portlets topic for more information.

Filtering and sorting in the portlet

Note: The Payroll Tracking portlet includes payroll schedules for which the check date of the next pay period falls within the next 5 business days.

  1. In the Payroll Tracking portlet, choose whether you want to view payrolls that still need to be processed or payrolls that have been completed by selecting either Not Completed Payrolls (the default) or Completed Payrolls from the drop-down list at the top of the portlet.
  2. Use the filtering fields to limit the number of payrolls that display in the grid. For more information about filtering data lists, see Searching and filtering data.
  3. Choose either the Must match all criteria option or the Must match one or more criteria option.
  4. Sort the data by columns, if needed, by clicking the column headers.

Modifying pay period details for a payroll

  1. Click the Ellipsis Ellipsis button button next to the payroll that you want to modify.
  2. In the Pay Period Details dialog, you can make the following changes.
    • Select a different payroll processor.
    • Mark the DNP checkbox to complete the payroll run without printing payroll checks and advance the pay dates to the next payroll date. In the Do Not Pay Reason field, you can also select a reason for advancing the pay dates.
    • Add notes for the payroll that will display in the grid.
  3. Click OK to save the changes.

Reassigning payrolls to another processor on the fly

  1. You can quickly reassign the payroll to another primary processor or to the backup processor on the fly without using the Pay Period Details dialog.
  2. Highlight the rows of the payrolls that you want to reassign, and then right-click in the row.
  3. Choose either Reassign Primary Processor or Reassign to Backup Processor.
    • If you choose Reassign Primary Processor, the Reassign Primary Processor dialog displays. Make your selection from the Reassign to drop-down list, which includes all remaining firm staff.
    • If you choose Reassign to Backup Processor, the payroll is automatically reassigned to the backup processor that is assigned in the Setup > Clients screen.

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