In order to prepare for payroll we recommend the following procedure:
Make sure what needs to be paid has been approved on the Schedule!
You will need three reports.
1. Export the payroll file (*Payroll > Payroll export* > choose period and formats, PDF and Excel)
2. Export vacation report (*Schedule – Vacation & Overtime – Click Vacation report*, set date range, un-tick requests and denied vacation, tick 'exclude days outside')
Please note: Vacation taken from an accrual account will appear on the payroll report. vacation taken from a NON accrual account will not. Hence the above report.
3. Export 'employee changes' (*PEOPLE > Employees > Tools > Export data* > Type: Employee changes, make sure All fields are selected, and include deactivated employees, click Export data)
These three reports will make sure that the person processing payroll is well informed.