To create a new payroll batch, you will first have to decide which records to include in the payroll batch. If you are not already on the Payroll Screen, click the Payroll tab in the top toolbar. At the top of the Payroll Screen is a table of all the unpaid items you and your workers have inputted into the system, grouped by worker. The worker row has aggregate information for the worker including total hours and total cost (money owed to the worker based on the worker's pay rate). If you click on the plus sign next to any worker, you will see the detailed entries below, including project, worker, date, and description. Every entry that is selected will be included on the payroll batch when you click the  button. If you select a worker, all entries below that worker will be included. If you deselect a worker, all entries below that worker will be excluded. Deselecting any entry will deselect the worker it belongs to, but this does not mean that the entire worker will be excluded. Once you’ve decided which entries you would like to include, click the button. Once the system creates the payroll batch, you will notice the new payroll batch at the bottom of your screen under the Payroll History heading. If you have too many workers or entries to sift through, you can include or exclude entries based on criteriathat you set with the Filter Form. See the Filtering and Sorting Unpaid Hours section for more details. |
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