In order to prepare for payroll we recommend the following procedure:
First of all make sure that what needs to be paid for has been approved on the Schedule!
You will need two or three reports (depending on the type of holiday accounts you use.
1) Export 'employee changes' (*PEOPLE > Employees > Tools > Export data* > Type: Employee changes, make sure All fields are selected, and include deactivated employees, click Export data)
This will inform whoever processes payroll about any changes: new starters/ levers etc.
2. Export the payroll file (*Payroll > Payroll export* > choose period and formats, PDF and Excel)
This will inform whoever process payroll what there is to pay (including any holiday taken from 'accrual accounts'
3) Export vacation report (*Schedule – Vacation & Overtime – Click Vacation report*, set date range, untick requests and denied vacation, tick 'exclude days outside')
This will inform whoever process payroll about any holiday taken (in hours or days) from NON-accrual vacation accounts.
These three reports will make sure that the person processing payroll is well informed.