Using the Payroll Summary Form

Use the Payroll Summary form to view and work with payroll records.

To view payroll records:

Open the Payroll Summary form.
Specify selection criteria to determine which payroll records appear in the Records Grid. Specify a payroll schedule from the Payroll ID list. Use the Payroll ID arrows to show the previous or subsequent payroll schedule in the list.

Note: See Configuring Payroll Schedules for information on creating payroll schedules.

Specify a range of pay periods, employees, employee types, work groups, departments, and/or shifts to show. Leave a field blank to show all available records of that type.
Under Filters, select record types to show. Clearing a filter narrows the selection criteria.
The Exact String is displayed, which shows the list of fields, identified programmatically, that will be exported in the payroll extract (.csv file). Records that match your specified selection criteria are displayed in the bottom grid. This information is always displayed:

Employee number
Employee name
Pay period: shows the number of the pay period in the current year. For example, for a monthly payroll, the first month is pay period 1, the second month is pay period 2, etc.
Shift
Start Date: shows the first date in this pay period
End Date: shows the last date in this pay period

To view additional data fields, click Summary, Clocked Hours, Clocked Hours on Holiday, OT Eligible ABS Hours, Non OT Eligible Hours, or Show All:

Summary is the default view. It shows totals for the pay period (including premiums) of regular, overtime, and double-time hours, overtime and double-time hours clocked before shifts, hours clocked on holidays, and unpaid hours. If a payroll extract has been generated, the date/time and user who generated the extract are shown.
Clocked Hours shows clocked hours separately from premium hours for regular, overtime, double-time, and overtime and double-time before shifts.
Clocked Hours on Holiday shows clocked hours separately from premium hours for dates designated as holidays. Categories shown are similar to those on the Clocked Hours view.
OT Eligible ABS Hours shows regular, premium, and total hours for each category of absence hours.
Non OT Eligible Hours shows regular, premium, and total hours for each category of non-overtime-eligible hours.
Show All shows all available data fields.

Note: Any numbers displayed in red have been adjusted from their original values.

To work with records:

Right-click a record. From the context menu, you can open other forms pertaining to this record (such as the Payroll Detail form).
To perform administrative functions, such as processing or reopening payroll records, select one or more records from the Records Grid, then click the appropriate toolbar button.