Adding Employees to a Payroll Batch
When you click Create on the first Payroll Batch page, a popup window opens. From this window, you can select employees to pay from those who match the Pay Frequency and Period Ending values for the batch. To open the popup window when you are editing a batch that you have previously created, click Add Employees at the top of the page.
The number of employees visible in the list is determined by the Number of Rows in List Segments field. This field appears on the General subtab on the Set Preferences page at Home > Set Preferences. If the available employees exceed the number set, a second list appears so you can select a different segment in the list.
To add employees to the batch:
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On the Payroll Batch page, click Add Employees.
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If necessary, filter the available employees to determine which employees are displayed for selection. The filter criteria is additive. Only employees who meet all criteria are displayed. The total number of employees available to pay is included at the top of the list. The number of employees that meet the filter criteria is displayed in red next to the total number. The filters include the following:
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Workplace – Select a workplace from the list.
For more information, see Entering Workplace Records for Payroll.
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Employee Department – Select a department from the list to include employees from a certain department.
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Employee Class Select a class from the list to include only employees from a certain class.
For more information, see Departments and Classes Overview.
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Saved Search – Select a saved search from the list.
For more information, see Saved Searches.
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Employee Name – Type characters in the field to search for a specific employee or multiple employees with the same character set in their names.
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Employee ID – Type the corresponding ID for this employee.
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To select the employees you want to pay, click Mark All or check individual boxes in the Select column.
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Click Save.
The popup window closes, and the selected employees are added to the Employees to Pay list at the bottom of the page. If the batch has been calculated before, the newly added employees are listed in the Pending subtab.
No values appear in the Employees to Pay or Pending lists at the bottom of the Payroll Batch page until the batch is calculated. For information, see Creating a Payroll Batch.