Steps for Payroll Day

Follow these steps in this topic before running payroll in SuitePeople or Infinet Cloud to make things smoother and cut down on after-payroll adjustments.

The Percent Approved Report

Note:

It's best to have managers approve time daily. The schedule should be 100% processed or approved before you process payroll.

Locking Periods

After all shifts are approved, lock the scheduled weeks. This action stops any previous time approvals from being changed after processing.

If approved hours need to change, managers will need to talk to someone with Finance Coordinator access or higher in WFM to unlock it. WFM keeps a record of who locked and unlocked the time period for auditing.

To lock a time period:

  1. Go to Workforce Management.

  2. Click the Shifts tab.

  3. Select Lock Periods.

  4. Click +New locked period.

  5. Fill in the Start and Finish dates for the period you must lock in.

  6. In the Locations section, from the Available Choices panel, select the locations you need to lock. If you want to select all states, click Choose All.

    To move your selections to the Chosen Items panel on the right, click the blue right arrow symbol in the middle of the panels.

    If you want to clear your selected items, click Clear All.

Payroll Preview

After you've done all that, you're ready to start processing payroll.

Reviewing Exported Data in NetSuite

After the data is pushed into NetSuite, review it. You should set up a saved search for a quick overview.

For tips on setting up a saved search, see Setting Up a Saved Search to Review Time Exported to NetSuite

Deep Analysis and Validation - Approved Hours Report

If you need extra analysis or want to check things like automated overtime in WFM, or if you need to manually enter hours for a pay item that's not linked, run the Hours report for the pay period.

Go to Reports > Shifts > Hours. When the window opens, select the pay run date range and the right locations.

After you've picked your filter options, click Preview at the bottom. The columns will show any overtime or other conditions triggered during the selected date range. This report can also list the employee name, job worked, location, and total hours.

General Notices