Payroll platform: Set up and manage your organisations pay run tasks

Overview

With your organisation, you will have a list of tasks that need completing to process your employees' payments. For example, a regular task to check employee timesheets imported into your pay run, to a once-only task to make sure the correct application of an employee's leave adjustment. 

The Pay Run Tasks feature, allows you to create a pay-run task and specify details such as the description, what employees to apply it to and the pay schedule it falls under. You can also use this feature to edit any information if it changes and delete a task if it is no longer required. 

Important

This feature focuses on the setup of your pay run tasks and specifying what pay runs they apply to, whereas you would mark a task as complete from within the applicable pay run. To read further details on how to complete a pay run task, refer to the following article

Availability

Payroll Plan:   Standard   Premium

Getting started

The below premise will walk you through how to add a pay run task.

Add a pay run task
  1. Click the   Pay Run Tasks menu.
  2. Click the View Task submenu
  3. Click the   Create a Task button.
    Task_1.jpg
  4. Complete the following fields:
    • Description.
    • Employees.
    • Pay schedule.
    • Applies to:
      • All pay runs.
      • All pay runs with a pay period ending between.
      • Pay run with pay period ending.
    • Is private.
    • Notes
    • Attachments
  5. Click the Save button.
    Task_2.jpg

Maintain

The below premises will walk you through how to edit and/or delete a pay run task.

Filter a pay run task
  1. Click the   Pay Run menu.
  2. Click the View Task submenu.
  3. Using the following filters to customise what tasks the platform displays:
    • Show.
    • Employee.
    • Active at.
    • Include private tasks.
    Task_8.jpg
Edit a pay run task
  1. Click the   Pay Run menu.
  2. Click the View Task submenu.
  3. Click the task that needs editing.
    Task_3.jpg
  4. Make the required changes and click the Save button.
    Task_5.jpg
Delete a pay run task
  1. Click the   Pay Run menu.
  2. Click the View Task submenu.
  3. Click the    button.
    Task_6.jpg
  4. Click the Delete Task button.
    Task_7.jpg

Author recommended

So you have now managed your pay run tasks and you are now wondering, what next can I do. There are two recommendations I would make on this front and they are:

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