Run payroll

Clear the problems in the pay period, then run payroll for the caregivers who are owed.

2 parts · 1 minPayrollFor the office

The lesson plays on a sample agency, so nothing you do in it changes anything. Open any item in the lesson's panel to read about it, and press See how to watch it done.

What this lesson covers

Everything the lesson says, part by part.

  1. 1

    On the way: Payroll is in the sidebar.

    This is Payroll

    The current pay period: who is owed, the shifts that need a look first, and every visit with its pay.

    In the sidebar under Payroll.

    On this page

    Only the problemsClean shifts, and the ones to fix

    Only the problems shows the shifts that need you: missing hours, a missed clock-out. The clean ones can be approved together.

    See how shows:

    1. Only the problems Fix these, then approve the rest at once.
    Who is owedReady to pay, sent, paid

    The cards count the caregivers ready to pay, the pay runs sent and waiting to be confirmed, and what was paid.

    See how shows:

    1. Ready to pay The line above says what to do next.
    Read the guide
    Run payrollFor the whole pay period

    Run payroll gathers every caregiver with payable hours in the period.

    See how jumps ahead to part 2: Run payroll for the period.

    Read the guide
    What each kind of work paysPay codes and caregiver rates

    Pay comes from the caregiver’s own rate, a pay code, or their standard rate.

    See how plays the lesson Pay rates.

  2. 2

    On the way: Run payroll is above the list.

    Run payroll for the period

    The period, each caregiver with payable hours and what they are owed. Nothing is paid until you press the button at the bottom.

    Payroll, then Run payroll.

    On this page

    The pay periodFrom your pay schedule

    The dates come from your pay schedule in Settings. Visits already in a pay run are left out, so nobody is paid twice.

    See how shows:

    1. Period start Change the dates to run a different period.
    Read the guide
    Who is paid, and how muchEach caregiver, their visits and pay

    Each caregiver with payable hours is listed with their visits, regular and overtime hours, and pay. Approved expenses are paid back on top and are not taxed as pay. Untick anyone to leave them out.

    See how shows:

    1. Their visits Press it to see the visits behind the total.
    Pay through your providerADP, Gusto, Viventium, Paychex

    Send the hours to the payroll company that pays your caregivers.

    See how plays the lesson Export to your payroll provider.

At the end

Now you can run payroll

Watch next

PayrollExport to your payroll providerDownload the period’s hours in the file your payroll company imports: Viventium, Gusto, QuickBooks, Paychex or ADP.3 parts · 1 min
PayrollPay ratesPay codes for each kind of work, overtime and holiday pay, and a caregiver’s own rates.5 parts · 2 min