Sarah Kelsey runs through how to understand, run, and troubleshoot your payroll runs to compile your carers' gross pay, focussing on:
- Understanding the prerequisites you must perform beforehand to ensure your payroll runs successfully
- Differentiating between incomplete and unconfirmed bookings
- Understanding why bookings become incomplete and unconfirmed
- Finding and confirming incomplete bookings in bulk before running payroll
- Finding and confirming unconfirmed bookings in bulk before running payroll
- Running a payroll run from scratch and understanding the default options
- Choosing a suitable name and date range for payroll runs
- Choosing when to create separate payslips for each team and filter by carer contract type
- Understanding the anatomy and layout of the payroll run screen
- Understanding the difference between drafted and locked payroll runs
- Locking payroll runs to issue the payslip numbers
- Removing individual payslips from payroll runs
- Understanding the anatomy and layout of each payslip's screen
- Analysing individual lines on payslips to understand why they appear in a certain way
- Checking your bookings and rates to ensure they pulled into the payslip correctly
- Unlocking bookings to make changes after the start time of the booking
- Using the change payment settings option to switch the contract assigned to a booking
- Recalculating payslips after making external changes
- Delivering payroll runs in bulk via email and print
- Running the payroll export (which can be sent off to an accountant or payroll organisation)
- Making manual adjustments to payslips, only after finishing your recalculations
- Adding custom line items, additional bookings, and additional transactions to your payslips
- Understanding the sheets in the payroll export, once opened in Excel
- Running the Sage 50cloud Payroll (UK) export from a payroll run
- Utilising and optimising the rates inside the carer contract types, ready for payroll
- Understanding the leave pay and leave accrual features