Review Pay Period

Pay Period Selector

Select the pay period to view.

Opens the Filter dialog box so that you can apply various filters to the employee list. All filters can be applied separately or together.

• Pay Type—From the drop-down list, select the pay type to display. You can display all pay types or only employees with a specific pay type.
• Employee Class—From the drop-down list, select the employee class to display. You can display all employee classes or only employees with specific employee classes.
• Only Show On the Clock Employees—Select to display employees who are currently punched in and working.
• Only Show Unapproved—Select to display employees who have shifts that have not been approved.
• Only Show Errors—Select to display employees who have errors associated with their shift.
• Only Show Directly Managed Employees—Select to display only employees who worked during the selected pay period and who also worked a job for which you are responsible as a manager.
• Only Show Home Job Employees—Select to display only those employees for whom this is their Home job.
• Only Show Unscheduled Overtime—Select to display only those employees who have worked unscheduled hours that put them into overtime.
• Only Show Disputed Shift Edits—Select to display employees who have shifts that have been edited and which are in dispute.
• Job—Click the arrows to expand the tree menu and view organization levels and jobs. Select the check boxes for the organization levels or jobs to filter by.

Perform several actions for the selected pay period.

• Approve All Shifts—Select to approve all shifts that do not have errors.
• Earnings Approval Wizard—Opens the Earnings Approval Wizard, from which you can approve earnings for individual or all employees.
• Copy Schedules to Actuals—Select to copy scheduled shifts to time cards.
• Close Pay Period—Closes the current pay period and opens the next. To close the Pay Period, you must verify that there are no errors or warnings, in the Closing Checklist.
• Export Pay Period—Verify that all payroll data is correct before actually closing the pay period. Selecting this item in the menu initiates the process.
• Lock Pay Period—Ensures no one else makes any changes during the final review. To unlock the pay period, select Unlock Pay Period from the drop-down menu.
• Re-Open Prior Pay Period—Back out Time Off Request distributions and accruals. You must have the Super Password to access this feature.
• Re-calculate Pay Period—Recalculate the pay period if work rules, or other configurations have been changed. In general, it is a good practice for the person closing the pay period to perform this action prior to closing. Selecting this item in the menu initiates the process.
• Calculate Attendance—Runs the Employee Points Work Rules.
• Prime Attendance—Used by Tech Support.
• Project accruals—Runs projections based on benefit calculations. The results tell you how many benefit hours employees have accrued.
• Import Earnings—Import earnings from an external source, and has validation so you will know if there is a problem with the import.

Opens a drop-list that allows you do the following:

• Select columns to either display or hide in the table.
• Print the employee table.
• Export the employee table to an Excel document.

Indicates whether an employee is hourly (H), salaried (S), or on contract hours (N). If an employee is on contract hours, the number of contract hours appears next to the N.

# Errors

Displays the total number of shift errors for each employee.

Not Approved

Indicates which employees have shifts that have not been approved.

Displays the number of issues that are being disputed by the employee.

Points

Displays the number of points that have been associated with the employee. These points are generated after calculating attendance, which runs the Employee Points Work Rules. 

Reg. Hours

Displays a total of regular hours an employee worked.

Overmax (TTL)

Displays a total of overtime hours an employee worked. If an employee has overtime, the cell will be highlighted in red.

Other Hours

Displays all nonworked hours.

Total Hours

Displays the total hours (Regular, Overtime and Other) for which the employee will be paid (worked and non-worked).

Scheduled Hours

Displays the total hours for which an employee was scheduled.