The shift summary report is what will be used to pull data for payroll. There are a range of filter to help you get the data you need.
Filters:
Date range
Payment schedule (All by default)
Worker payment status
Approved status
Not all the columns will be relevant to your account but these will be blank
Actions you will need to take in the system:
Export to CSV
Edit & Download (permission based)
To pull a report for payroll these are the steps you will need to take
Select date range of payment period
Worker payment status should be set as Unpaid and Approved timesheet status - Approved
Check that all shift allowances placed correctly (for sleep in shift type shift allowances aren’t applicable)
Check the last two columns with Conflicting post-approvals and Overlapping weekly timesheet statues
Conflicting post-approval means shift been added after weekly timesheet been approved
Overlapping weekly timesheet means shift been added after weekly timesheet been approved and sent to payroll
After all fields have been checked and any conflicts resolved.
You will need to change the worker payment status to 'Sent to Payroll'
Click on Edit & download CSV button this is where you can set a new status for Workers payment status with Sent to payroll
Changing the data to a new status
After payroll has been run you will need to change the worker payment status to 'Payment Sent' this allows the worker to see what they are being paid for.
To mark the data as 'Payment Sent' enter the parameters you set when you ran payroll before but set the worker payment status to 'Sent to Payroll' this will bring you back the exact data you are paying people for. Click Edit & download and change the status to 'Payment Sent'