Follow these steps to start a new payroll:

1. Navigate to Pay > Payroll > Run payroll.
2. Click the + Create a new payroll button.
3. Select the desired Pay schedule. The Pay period, Period start date, Period end date, and Pay date fields will auto-populate (based on the information you entered when you created the Pay schedule).
   
   Note: Pay runs do not "auto-refresh" HR changes. If you have updated a salary for an employee in an active pay run, you must Remove and Re-add that employee to pull through the updated rate and ensure correct proration.

4. (Optional) Check the Import Timesheets box if you want to import approved timesheets. You can select from these two options: 
   
   - Timesheets for this pay period: Includes approved timesheets from this pay period only.

   - All unpaid timesheets: Includes approved timesheets from this period plus any unpaid approved timesheets from previous periods.

5. Click the Create payroll button.
6. The payroll will populate with all employees who are assigned to the chosen pay schedule.

7. You can adjust an employee's pay by clicking their name to open the employee editor, then on the far right hand side, select the ‘delete’ icon to delete the earnings line, OR the ‘plus’ icon to add another earnings line.If you have added an additional earnings line, you can enter the following:

   a. Income type (mandatory)

   b. Cost Centre (mandatory)

   c. Notes (optional)

   d. Rate/Amount will pre-populate and reflects the rate set against the employee’s compensation rate on their employee profile

   e. Hours/Units will default to 0. This field is editable.
   
   Note: For mid-period rate changes, you will see multiple earning lines. The system automatically splits these to ensure pay is accurately prorated according to the effective date of each compensation record.

8. Deductions set up in Employee Details are added automatically to the pay run. You can also manually add deductions with the + icon or delete them with the trash can icon directly within the pay run.

   Note: Deduction categories will need to be configured at the business level to be used in a pay run. This can be done via Settings > Deduction categories. 

9. Submitted and approved expenses will appear in the 'Expenses' tab of the pay run. You can click into the tab to select and apply the expenses you want to include.

   Once applied, the expense will be visible in the employee's pay details. You can also manually add new expenses with the + icon or delete them using the trash can icon.

   Note: Only expense categories you've configured will be available for selection.
    

   Benefits in Payroll

   To ensure that benefits created through Benefits Management appear on payroll, the effective date must be set to at least one day before the start of the payroll period.

   A few things to keep in mind:

   • Timing is key: If the benefit starts on the same day the payroll begins (or anytime during that period), it won't be automatically added.

   • A quick fix: If you missed the cutoff, don't worry! You can manually add the benefit details to an employee's pay run details.

   • Set it and forget it: As long as that start date is set early enough, the benefit will automatically appear on all future payrolls.

    

10. Review the pay run details and make any necessary adjustments to employee pay. You can adjust an employee's pay by clicking their name, then selecting the "adjustment" link. 
    
    The Actions dropdown next to their name allows you to do the following: 
    - Import Timesheets
    - Adjust EI
    - Adjust CPP
    - Adjust CPP2
    - Adjust income tax
11. Click the Complete payroll button to finalize the pay run.

While a pay run is in progress, you can use the Payroll actions dropdown menu to perform several tasks:

• Add message to employee paystubs
• Add employees to payroll
• Import timesheets
• Recalculate pay run
• Delete payroll

Approved Leave on Payroll

Approved leave that hasn't been paid yet is automatically applied to the pay run.

You can review these entries in the 'Leave Requests' tab. Clicking a request opens an information modal with its details. From this modal, you can 'Unapply' the leave if needed, which will remove the corresponding lines from the employee's earnings.

You can download a copy of the payroll register report directly from the pay run. This report provides a detailed record of employee earnings and taxes for the period.

1. Click the Reports dropdown menu (located next to the 'Complete payroll' button).
2. Select Payroll Register Report.
3. Fill out the form fields to configure your report.

Available filters include:

• Filter by Pay Run or Date Range
• Select the Pay Run
• Employee(s)
• Pay Schedule
• Pay Categories
• Location
• Group By
• Include reimbursements