As a payroll manager, you get requests coming in all the time from staff that can potentially affect your pay runs. Ad hoc requests to add a child support payment or adjust a salary sacrifice super amount or to change an employee bank account. Sometimes these things can be done in advance, but sometimes you need to adjust them in a pay run.
On top of this, you have the normal things you have to do like check the bank account for funds, review timesheets to ensure they’re all approved, check for employees taking more leave than they should and more. These are standard operating steps that can easily be forgotten or missed on each pay run.
Pay run tasks makes it easy to track all your payrun processing steps by allowing you to setup recurring and one off pay run tasks that can be applied to the entire pay run or specific employees.
From within the task management screen, you can quickly add new tasks as well as review upcoming tasks for a given pay run
Go to the Pay Runs tab in QBO -> Manage tasks
Non QBO users go to Tasks on the side dashboard:
Creating a task
Click on create a task and use all or some of the following options to configure the task
- Employees (all or specific employees)
- Pay Schedule
- Pay run/s the task applies to
- Task period end date
- Private or public
You can do a number of things from within View Tasks
- Create a task
- Create a Pay Run
- View upcoming tasks
Then when you go to process a pay run, the task list will be present and you’ll be able to view which tasks need to be completed
You can quickly see which pay runs have tasks pending in the pay run list view
From within a Pay Run you will be able to view the task list and then use the minimise arrow to 'move' the list aside while you action the task.
Then you can recall the list by click on the arrow again
You can also quickly see which employees have a task assigned as they’ll have the “tasks” indicator next to their name in the pay run
Finally, you can review the tasks that were complete in the pay run audit report.
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