Step 9: Prepare Payroll

Before You Begin

From the home menu, head to Human Resources. Click on the Payrolls button. In Payroll Management, you have four steps:

• Enter hours

• Verify calculations

• Prepare payroll

• Finalize payroll

You start with the Enter Hours step.

Step 1: Enter Hours

How to navigate the pay period?

To access the correct pay period, head to Pay Period in the right corner. Click the Select button and you have a calendar displayed. Click on the desired date and you will be in the correct period. If you want to be in the current week of the pay period, click on the Current button.

How does the Enter Hours step work?

You have a list of your employees who worked during this period. You will notice that there are white boxes in the day columns, this means that the site report has not been completed.

1. To complete the worksite report, you have the choice:

   1. From employee

      1. Click on the white box in the employee row.

      2. You are now on the worksite report.

   2. From Site Report

      1. In the side menu, click on Site Reports.

      2. Hover your cursor over your report and a pencil icon will appear.

      3. Click on the pencil and you access the worksite report.

2. Next, place your cursor on the worker. The pencil icon will appear and click on it.

3. Fill in the required fields and click Save to save the information.

4. When you are finished checking, click the Complete and Advance button to move to the next report or press Complete and click Finish to exit this report.

How to take the next step?

In the green band you have the four stages. Click Check Calculations. Then click Yes, check calculations to confirm to proceed to the next step.

Step 2: Verify Calculations

How does the Check Calculations step work?

1. To check each employee's calculations, click the Check Calculations button in the side menu.

2. Check your employee's record to see if the information is accurate.

3. When the information is correct, click Complete and advance to move on to the next employee or press Complete and click Finish to exit the employee record.

How to take the next step?

When all your employees have a green check mark (next to their name), the Review Calculations button has been replaced by the Prepare Payroll button. Click on it and click Yes, prepare payroll to confirm to proceed to the next step.

Step 3: Prepare Payroll

How does the Prepare Payroll step work?

You have a preview of the pay before sending. Click on it to view, a new tab opens in your browser and the PDF is displayed.

How to take the next step?

Click the Finalize Payroll button in the side menu and click to proceed to the next step. By clicking Yes, finalize payroll, employees will receive their pay report by email.

Step 4: Finalize Payroll

You are at the last step, you can consult the final version by clicking on it. A new tab opens in your browser and the PDF is displayed.

To return to the home page, head to the black bar. Then go to the left corner and click Cactusoft Construction.