How do I run payroll and create a report after the pay period?
To create a report for a pay period in the past, select "Run Payroll" from the left menu bar. Select the Payroll Definition and change the Post date, Payroll start date, and Payroll end date to the desired pay period. Once the dates are correct, you can run your payroll as normal.
To save your report select the "Save to history" button at the top right. You will see a confirmation pop up that says "Payroll History saved!" This will update your employee's year-to-date information.
How do I access a saved report?
To access a saved report open the menu on the left and select "History". Under history, you can access your past payroll or the individual past calculations.
In Past Payroll or Past Calculations, select "Change dates" to access the time frame in which the report was saved.
Once you select the report, you can view the report within the PaycheckCity Payroll application or select "View Report" to access the report as a PDF in a new tab.
How do I edit a saved report?
Once a payroll report has been saved, it cannot be edited. If the report is incorrect you will need to run payroll again and save the report. To ensure your year-to-date information is correct, you will need to delete the incorrect report.
How do I print a report after it has been saved?
Once you access the saved report, view the report as a PDF. You can print your report as you would any PDF from your browser.
How do I Email a Payroll Report?
To email, a payroll report, or earnings statement make sure your email settings are turned on by navigating to your App Settings in the left-hand menu. Here you will see the primary email address field. Any time you email a calculation or a report it will go to this email address.
To email reports and earnings statements to an employee, select the 'Primary and employee option from the drop-down. Doing so will send the report or earnings statement to both the primary email and the employee email.
To email, a report access your Past Calculations in the left-hand menu. Select the calculation you wish to email and select "Send me a copy". This will send a copy to your email address on file and, if you chose this option, a copy will be sent to the employee's email address on file.
If you don't see the email button on your calculation results or next to your past calculation reports, it is because you do not have a master email address on file. You must set this up in your Application Setting before you can send emails through PaycheckCity Payroll.