Payroll Review Screen

The Payroll Review screen can be used to review completed schedules and to confirm payable amounts and rates for staff members.

To access the Payroll Review screen, go to Main Menu > Payroll > Payroll Review.

The Search Filters can be used to locate items needing review, correction, updating, approval and more.

Field	Description
Staff	Use this field to filter by the staff member’s name.
Company	Use this dropdown to filter by company.
Agency ID	Use this dropdown to filter by agency identification number.
Location	Use this dropdown to filter by location.
Team	Use this dropdown to filter by team.
Service	Use this dropdown to filter by service.
Position	Use this dropdown to filter by position.
Type	Use this dropdown to filter by type.
Event	Use this dropdown to filter by event code.
Status	Use this dropdown to filter by status.
Format	Use this dropdown to select the format for exporting payroll. This dropdown does not filter the results.
Export	Use this dropdown to filter by previous export date and time.
Date From	Use this field to select the starting date of the range.
Date To	Use this field to enter the ending date of the range.
Weekday	Select these checkboxes to filter by day of the week.
Show Only Items OK To Pay	Select this checkbox to filter for items only marked OK to Pay.
Show As Summary	Select this checkbox to display a summary of payroll items by staff member.
Send As Test	Select this checkbox to send the payroll export as a test.

The Results List displays all items matching the selected criteria in the search filters.

Field	Description
Date	Displays the date of the event.
Staff	Displays the staff member assigned to the event.
Agency ID	Displays the staff member’s agency identification number.
Client	Displays the client associated with the payroll item. Some items do not have clients.
Chart ID	Displays the client’s chart identification number.
Service	Displays the service code associated with the schedule.
EC	Displays the event code associated with the line item.
IN	Displays the start time of the schedule.
OUT	Displays the end time of the schedule.
TZ	Displays the time zone associated with the client’s zip code.
Qty	Displays the quantity of the schedule.
Units	Displays the schedule duration in units.
Rate	Displays the rate applied to the line item.
Flag	Displays special pay situations such as holidays (H) or weekends (W).
Amt	Displays the amount calculated (Rate times Amt) for staff payroll.
Status	Displays the status of the staff payline.
PRN	Displays any PRN amounts associated with the schedule.
Override	Displays any overrides associated with the schedule.
Exp Date	Displays the date that the payroll item was exported.