How do I run a Pay?
Once logged into your Dashboard click "Create a new pay"
Check your Pay Day and Pay period dates are correct. If not click the calendar icon to change.
Switch on the employee's you wish to pay by clicking the "off" icon making it show "on".
Click on an employee's name to go to their timesheet
Once in the timesheet, enter the hours they worked on those dates.
Use the + icon on the left to add a week if required.
The + icon on the right is used to add another row to the same week. This would be used if you need to record another pay type in the same week ie Public Hol off, sick leave, annual leave etc.
Navigate back to the Dashboard by clicking "Dashboard",
Complete all your required timesheets and then return to the Dashboard.
The green "you deposit" box (1) will be the amount you will need to transfer to the client trust account before the Pay Day (2).
In this example using the "2-day" processing plan, payment must be sent to us before 10pm on Monday 18th. Payment sent on Tuesday 19th will incur "1-day" processing fee. Payment sent on Wednesday 20th will incur "overnight" processing fee. You can read about fees here.
Remember to make sure your deposit includes your client reference number so we know it is for your account. It's the beige number on your dashboard.
Now sit back put your feet up and we will do the processing for you.
There are several tools you can use to make loading pays easier.
- You can create default pays based on the standard pay row of timesheet in each employee's profile - useful if employees work the same hours each week,
- You can copy the last week,
- And you can import timesheets from Workflow Max.
If your pays are exactly the same each week, you can use pay automation to load a default timesheet as soon as the money hits our bank account.
If you don't feel like using internet banking each time you can set up direct debiting. That way we can just take the money from your account - easy! Please follow the link below to set up the direct debit.