Working with Records Using the Payroll Summary Form

  1. Open the Payroll Summary form.
  2. Create a Default Selection Criteria. Default selection criteria is executed every time the form is opened.
  3. Specify this information:
    • Payroll ID
    • Tracking Year
  4. Specify the selection criteria (any) or filters.
  5. Click the Save Selection icon.
  6. Select OK to save the selection criteria as the DEFAULT selection.
  7. Change the ID value and select OK to save an alternate criteria selection.
  8. Click the Restore Selection icon to select a stored selection criteria, and then select the Selection ID.
  9. Right-click on the employee field of a record to view details. A context menu is displayed. Click Payroll Details option to open the Payroll Detail form.
  10. Select one or more records in the records grid to perform administrative functions, such as processing, calculating premium, generating an extract or reopening payroll records and click an appropriate toolbar option.
Note: In most configurations, Cloud Export Data must be set to Yes to generate an extract. The only configuration that can generate an extract when Cloud Export Data is set to No is On-Premise installations when the Time Track is executed with a Smart Client.
Parent topic: Overviews and Procedures