Learn how to activate the Payroll Ad hoc Items and Payroll Ad hoc Deductions features and grant the necessary permissions to manage ad hoc items with separate checks and invoices.
Overview
Suppose you need to make any payroll or billing adjustments. In that case, you can manage ad hoc payroll earnings as a separate check or ad hoc billing items (regular, overtime, holiday, or double time) as a separate invoice.
Before you start
Here are some things you must do before you start:
- Contact us to activate your portal's Payroll Billing Ad hoc release flag.
Activate the Payroll Ad hoc Items and Payroll Ad hoc Deductions features
To enable the features on your portal:
- Go to Settings.
- Select View All.
- Choose Features
- Click the toggles ON for
- Payroll Adhoc Items
- Payroll Adhoc Deductions
Activate the permissions for ad hoc earnings and deductions
To ensure that your employees handling billing and payroll can add ad hoc items, they must have the necessary permissions. Add the ad hoc permissions to the role by going to:
- Go to Settings.
- Select View All.
- Choose Roles & Security
- Select the Admin Portal Role that requires the permissions.
- Open the Payroll & Pay Rates folder
- Check the box next to Add payroll adhoc earnings
- Check the box next to Add payroll adhoc deductions
- Any users needing permission must sign out and back into the portal for the change to take effect.
Note: Employees can have a maximum of ten separate ad hoc checks per billing cycle.
See also
● Payroll