Reviewing Payroll Reports

Once the payroll calculation is complete, you must review it for accuracy. You can also review any errors that occurred.

Important! If there are any changes to the payroll batch after it is calculated, you must recalculate the payroll batch to apply those changes.

You can sort the information that displays in the Payroll Overview panel by making selections from the following filters:

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View: Select the view to display in the first menu. For example, select Employees in Payroll (default) to view the employees in the selected payroll batch. Selecting Payroll Summary displays the employee vouchers associated with the selected payroll batch.

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Categories: In the second menu, select the category to display (default is Status/Type). For example, select Locations to filter employees by their locations.

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Filter: In the third menu, All (default) displays all the items that pertain to the selected category. For example, if you select Locations in the category menu and All as the filter, all the employee locations display.

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Review: Select the review type, which opens the associated form. For example, if you select Payroll Vouchers, the Payroll Summary form opens for the selected payroll batch.

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Charts: Select a bar in the chart to display the employees in the table below that pertain to that category. (The system dims the other bars.) To remove a bar from the chart display, select that bar in the legend. (The system dims it in the legend.) To redisplay it, simply click the dimmed item in the legend. (Note: Selecting items in the legend only affects the display in the chart and does not affect the table data.)

Reviewing for Accuracy

The payroll vouchers created in the Calculation process are the same ones from which checks will be created. Therefore, you must review these vouchers for accuracy. You can use the payroll batch reports, accessed on the right-hand side of the form, to determine the accuracy of the payroll. No matter which reports you use to review the batch, be aware that some kind of review process must be completed before finalizing and posting the payroll.

Selecting Employees in Payroll

1.

Select Employees in Payroll in the View drop-down. The employee name, employee ID, status/type, pay group, and category selections you make in the second and third drop-downs display for each employee in the payroll. In addition, you can select a bar in the chart to display the employees in the table below that pertain to that category.

2.

Click an Employee ID to view the Employee Details; see Maintaining Employee Details.

Displaying Payroll Summary

1.

Select Payroll Summary in the View drop-down. The employee name, voucher number, check/deposit type, gross pay, and category selections you make in the second and third drop-downs display for each voucher in the payroll. In addition, you can select a bar in the chart to display the employees in the table below that pertain to that category.

2.

Click a Voucher number to view the Employee Voucher; see Listing Details Associated with a Selected Employee Voucher.

Viewing the Invoice

1.

Select Invoice in the Review drop-down. The invoice generated by the payroll batch opens; see Viewing Invoice Details.

2.

Click Close when you are finished.

Displaying Payroll Vouchers

1.

Select Payroll Vouchers from the Review drop-down. The Payroll Summary opens, listing the checks paid in the payroll batch.

2.

Click a Voucher # to display the Employee Voucher; see Listing Details Associated with a Selected Employee Voucher.

3.

Click Close when you are finished.

Selecting Billing Vouchers

1.

Select Billing Vouchers in the Review drop-down. The Payroll Billing Summary opens, listing the totals of the payroll vouchers used to calculate the billing amounts in the batch.

2.

Click a Voucher # to display the Billing Voucher Detail; see Viewing Billing Voucher Details.

3.

Click Close when you are finished.

Viewing Other Reports

Other reports might be available in the Review drop-down, if your organization specified those reports in the Payroll Reports panel in the Payroll tab on the Client Details form. See Reports for information on these and other reports that your organization might use.

Reviewing for Errors

If PrismHR encountered errors during the payroll Calculation process, the icon displays. Click this icon to review any messages from the system regarding the errors it encountered. (See Understanding Payroll Error Messages for a description of common errors and solutions.) Once you have taken the proper steps to correct the error situation, you must calculate the batch again. The batch cannot be finalized until the Calculation and Review processes have been successfully completed.

After resolving any errors, you must recalculate the batch.