Preparing Payroll
Once you are ready to get payroll processed, follow the steps below to make sure you are paying your employees correctly.
- To start the payroll process, go under Menu > Scheduling > Scheduling Dashboard.
- View the weeks you are processing payroll for, and verify each shift.
- Each shift needs to be a dark blue in color, this lets you know that the shift was worked for what was scheduled. If you need to cancel shifts, make sure you do this as well before processing payroll.
- Once all the shifts have been verified, and you are ready to process payroll we need to lock the shifts. Locking shifts is important so no one else can go in and change a shift after you have already processed payroll.
- To lock shift, under Utility Drawer > Lock Shifts. A popup will appear where you select the last date in the payroll period. There is also training on locking shifts at Menu>Smartcare Training Module 5: 5.1 Locking/Unlocking Shifts.
- After shifts are locked, go to Menu > Accounting > Reports > Payroll. Select the payroll period, caregiver or all caregivers, and the format you want to pull the report in. Once you have downloaded the report, go to your payroll company, and complete the process of payroll.
Note: If you are using a custom made payroll report you would find that report under the reports section Custom Payroll and the select report below. Then follow same above steps.
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