Pay Period

peoplematic is now integrated with the payroll dashboard module within peoplematic is now integrated with the payroll dashboard module within {{januscrm}} this enables us to present information to the client consistently and in real time why the enhancement? ability to submit a timesheet for the current week edit the initial submission to notify the processors notify the user if a submission remains unpaid adaptability for any reporting types enhance the user’s experience by visualizing, selecting and submitting a timesheet tailored for clients with multiple divisions flexibility to submit an off cycle timesheet for reasons beyond just late or current submissions inform the user when there are no submissions available peoplematic displays the timesheet stored in {{januscrm}} consequently, if users encounter any discrepancies, it is advisable to check the payroll dashboard before submitting a technical ticket feature breakdown and scenarios good standing payroll record when clients are active and current with all departmental processes, they will automatically have access to the current pay period to report hours standard operational procedure on the home screen, click/tap run payroll click/tap on the {{pay period}} available for submission enter hours, additional earnings, and deductions users have the ability to choose an ' https //app archbee com/docs/zujpt7qy6ipkpaufk1nop/k9kjl1iy6b33oiw dxpr5 ' when needed click/tap on review ☑️ confirm that the entered information is correct click/tap on submit/submit timesheet ◈ mobile application ◈ client portal make changes this is the option where the user wishes to modify their initial submission what is validated? an initial/original payroll timesheet has been submitted the payroll record in {{januscrm}} is unlocked standard operational procedure on the home screen, click/tap run payroll on the {{pay period}} click/tap the make changes make changes hyperlink when the message appears, click/tap continue the original payroll timesheet submission will be displayed user must enter new values as needed enter hours, additional earnings, and deductions users have the ability to choose an ' https //app archbee com/docs/zujpt7qy6ipkpaufk1nop/k9kjl1iy6b33oiw dxpr5 ' when needed click/tap on review ☑️ confirm that the entered information is correct click/tap on submit/submit timesheet ◈ mobile application ◈ client portal what occurs next? the submission will replace the original entry in the {{januscrm}} payroll dashboard, preparing it for payroll processing the timesheet pdf will display a label reading adjustment submission for enhanced visual clarity once submitted, the user will only have access to the timesheet adjustment option no further modifications are allowed to the original submission remember this can only be done once completing the steps will lock the record in {{januscrm}} this option will not impact customer requests/interim records pay periods are made available following the reset of the {{januscrm}} payroll dashboard on fridays should any information be incomplete, please adhere to the established internal troubleshooting protocols within {{januscrm}} prior to submitting a technical support ticket ◈ januscrm & peoplematic interaction the video demonstrates the interactions between a user in peoplematic and a team member navigating the {{januscrm}} payroll dashboard while changes are displayed instantly, we strongly recommend guiding users to refresh the page or screen according to the platform they are using if you lock the record in {{januscrm}} payroll dashboard to begin processing in {{pro software}} and the client calls, the team member can unlock it manually and then the client can refresh the page/screen to make changes pending cancellation \[ non payment non payment ] payroll record this unique flow is designed to notify users about the necessity of maintaining compliance with payroll departmental procedures before a payroll submission is created in this case, there's an unpaid balance that must be paid before the user can submit for the current week standard operational procedure on the home screen, click/tap run payroll click/tap on the overdue overdue {{pay period}} when the message appears, click/tap add new card the contact us button is for any inquiries or additional assistance needed complete the form to add a new card ☑️ confirm that the entered information is correct click/tap on submit ◈ mobile application ◈ client portal what occurs next? the new card will be queued for {{januscrm}} to automatically attempt payment after payment is received, users can see the {{pay period}} to submit hours remember payments and payroll records, along with their status, are handled directly by {{januscrm}} the user will not have access to the current’s week {{pay period}} until the unpaid balance is collected when a manual payment is processed in {{januscrm}} , it gets applied to the unpaid record after payment is received, users can see the {{pay period}} to submit hours pop ups are added to guide users, but they choose how to continue navigating issues? if you or users run into issues, click/tap the button below and follow the troubleshooting steps for assistance