Adding an instruction to the input sheet
If a payroll instruction is not scheduled to appear on this run (or potentially not scheduled to appear on any run by default, as is the case with "occasional" payroll instructions) it will be available to add in manually.
1. From the input sheet, click "Add Payroll Instruction".
2. Select the payroll instruction(s) you wish to add, and move them to the box on the right by double clicking or using the arrows provided.
3. Click "Add".
4. The pay run will refresh. If your payroll instruction did not appear, see troubleshooting tips below.
Troubleshooting a payroll instruction that won't add
Typically a payroll instruction that won't add to the input sheet is not assigned to any employees. The easiest way to solve this is to add it to all employees, or add it to the single employee you want to use it for. More information about applying to all employees can be found in the tutorial here under the section "Application Policy" (2a) under the heading "Options within the setup screen". More information about customizing a specific employee's payroll instructions can be found here.
If the payroll instruction does apply to at least one employee, and it still isn't appearing on the input sheet, ensure it isn't hidden from the input sheet by reviewing the tutorial here, section "Payroll Input Sheet" (3b) under the heading "Options within the setup screen".
What does the "Regenerate" button do on the input sheet?
You may have seen the Regenerate button on your input sheet and wondered, "What the implications of pressing it?" Thankfully, there is a warning that pops-up and details all the affects this button has, but we'll also reiterate them below. Any data ...
How to add payroll instructions
Adding a provider level payroll instruction 1. Select "Payroll" from the side menu, and click on "Payroll Setup." 2. Choose the button "Add Payroll Instruction from Provider Library." 3. Select the payroll instruction you need from the list available ...
How do I organize my payroll instructions?
Assigning a sort order to payroll instructions The system allows for the assignment of a "sort order" for each payroll instruction. Earnings, Benefits, and Deductions will always stay within their respective categories, but within each category, the ...
How to import a CSV file into the input sheet
Export as CSV Create a regular or ad-hoc pay run. Enter the input sheet by clicking the Input Sheet. Click Export as CSV. You will be downloading a file and depending on computer settings may be prompted for a save location. If not, it will be saved ...
How to refresh payroll instruction settings or default values on the input sheet
If you make changes to a payroll instruction's settings and/or the associated default values after you have created the input sheet, you will need to "refresh" the instruction to ensure the latest settings are applied to your pay run. Manually ...