This article covers the details shown on the Payroll > Review tab in PayHero. For details on creating a pay, see our article: Processing a Pay Run
Before creating a pay, it can be a good idea to review the details for the pay period and ensure everything is set up the way you expect. You can do so in PayHero by navigating to Payroll > Review.
On the Review tab, use the drop-down list in the top left to select the Pay Cycle you wish to run a pay for.
The Review screen will show an overview of the total hours, earnings and employees that will be included in the pay run.
The summary at the top of the screen shows:
Pay Period - The dates the pay run will span, based on the pay cycle. If you're needing to run a pay for a different pay period for this pay cycle you'll need to go to the Draft tab to run a One Off Pay.
Leave - The total days of leave that fall within the pay period, based on any Leave Requests which fall within the pay period.
Expenses - The total value of expense reimbursements that will be included in the pay run. This is based on any Expenses which have been approved but not yet paid, regardless of the date of the expense.
Timesheet Hours - The total hours of recorded time that fall within the pay period. If
Salary Hours - The total hours of salary pay that will be included in the pay run.
Total Earnings - The total gross earnings that will be included in the pay run.
The Employees list shows a list of all employees included in the pay cycle, and the days, hours and gross earnings that will be included in their pays.
If you'd like to exclude any employees with zero earnings for that week you can do so under the options menu in the top right of the employee list. While this setting is enabled, clicking Create Draft Pay will create a pay which doesn't include employees with zero earnings.
Clicking on a total at the top of the page will filter the employee list below to only employees who meet those criteria. For example, if you click on Salary Hours you'll see only those employees with salaries included in this pay. Click the total again to remove the filter and show all employees.
You can click the down arrow beside an employee with Timesheet Hours to view a summary of their timesheet hours for the pay period. You can also hover over the time entries to see more detail.
Throughout the Review screen, any hours and totals that have increased or decreased since the previous pay cycle will be indicated with the difference in value shown in green for increases, or in red for decreases, as seen in the screenshot above beside John Smith's Days, Timesheet Hours and Earnings. A quick glance at these figures can be a great way to check that everything looks as expected.
Is there anything else I should check before creating a pay?
In addition to ensuring you're happy with the details shown in the Review page, you should check that:
- Any Leave Requests for the period are approved via the Leave tab.
- If your company has Timesheet Approval enabled, ensure the time for the period has been approved.
- All time entries have been entered, as time entered after the draft pay has been created won't be pulled through to the pay.
Once that's done, you're ready to create and review the draft pay. Learn more here: Processing a Pay Run