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 details for a payroll

In the Payroll Tracking portlet, after filtering and sorting the payroll in the grid, you can choose to make the following changes.

Reassigning payrolls to another processor on the fly

  1. In the Payroll Tracking portlet, you can reassign the payroll by clicking the down arrow in the Processor field and selecting another processor.
  2. To quickly reassign the payroll to the primary processor or to the backup processor, highlight the row of the payroll that you want to reassign, and then right-click in the row.
  3. Choose either Reassign to Primary Processor or Reassign to Backup Processor.

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