In ClockOn you have the ability to process your payroll in advance. This can be useful for a number of reasons, for example, You or your payroll officer might be going away for a couple of days, or weeks or there might be a public holiday at the end of your payroll period and you want to pay prior to that.
In this article, I will cover the basic process of processing in advance which is to:
NOTE: If your employee's are clocking on and off still during this time please ensure that Allow Non Rosters Clock On/Off is enabled in each employees Special Options tab. All scans during this time will come through as NONE timesheets as all the shifts have already been processed.
Preparing your timesheets
In order to process your payrolls in advance, you need to ensure that you have all of the timesheets correctly entered into ClockOn. To do this you will need to:
- Use either ClockOn's rostering or timesheets to edit or enter all of the shifts/timesheets that need to be paid for during the advance pay period.
- Ensure that the actual times are added to the timesheets and that all timesheets are valid.
Some Tips on how to do this
Using the Rosters to create the timesheet for processing.
- Open up the rosters screen, Navigate to the correct pay period and enter all of the shifts that are needing to be paid. If you already have a roster template this will be easy.
- Ensure to enter any leave that is required.
- If the Roster Publish feature is enabled, ensure that the shifts are published so they will show in payroll.
Using the timesheet editor to add in all the timesheets.
- Open the timesheets screen, and set the period start and end dates to that of the period that you wish to view.
- Select the employee to which you wish to add the timesheets to and click the Add button.
- To save time doing this you can add multiple timesheets for an employee (see: Time Sheets - Adding a Range of Time Sheet)
- Repeat this process for each employee.
NOTE: The Timesheets screen will show all unprocessed timesheets prior to the selected dates on this screen, this is by design as it gives you an opertunity to correct prior to the payroll process as these timesheets will also be included these when processing the period.
IDEA: You can add a general note to all of your timesheets to let you know that that they were "paid in advance". This might help you when you are running timesheet reports to differentiate between the paid in advance timesheets and the actual clocked times. To do this select the timesheet/s and click the Edit Button, enter the note in the General Notes section and then click the Apply all to save the change across the timesheets.
Processing the payroll in advance
Processing the payroll in advance is just like processing your payroll normally. (For more information please see: Processing Payroll). There are a couple of things that you will need to make sure to check.
- When you are entering into the pay period please ensure that you are selecting the correct Payment Date. This is the date that you are planning to make the payment to the employees and it will as affect the month in which the figures will be reported for tax and super reporting.
- If you are planning just to pay out the employee's leave balance you can use the Gross Leave Payout function.
- Don't forget to submit your payroll figures via the STP Wizard once the payroll has been completed.
Payroll Adjustments when you return
Depending on what adjustments you need to do will depend on how to process them. Before making any adjustments first you will need to check the timesheets to see what adjustments might need to be done.
Checking the timesheets
Use a timesheet report that shows the general notes on them, so you can see which timesheets have the "paid in advance" note in them (As advised as an IDEA in section 1) or not. If you didn't add a general note to all of the timesheets note that any new scans will show as none timesheets.
- Check the timesheets and delete any newly scanned timesheets that don't need any adjustments
- If there are any timesheets that need to pay for additional hours worked, edit the timesheets to be just the length of the additional time. (make a 2-hour timesheet for example).
NOTE: Past timesheets can be processing in future payrolls. If there are any reduction in hours you are only able to adjust the $ value, in the next payroll, that has been paid not the timesheeted hours.
For any days that needed to be taken as leave instead of normal hours, you will need to manually adjust the Leave tab in the employee's details screen. Do do this
- Navigate to Setup > Employee Details > Leave tab
- Select the employee and click on the Edit button
- Adjust the Pro-rata column for the leave that you need to adjust
- Go to the Termination/Notes tab and add a note that you have made an adjustment so you can review back if you need to.
- Save the changes
NOTE: If the employee took annual leave and a leave loading amount needs to be paid you can add pay this in the next payroll with the Gross Leave Payout - Leave loading Withheld
Now that you have checked the timesheets and made any leave adjustments print out the Payslips for the employees that you need to make the adjustments. This will help you check the amount of tax that should have been paid.
Running the next payroll
Now that you have checked, removed, or edited the timesheets and made the required leave adjustments you are ready to enter into the payroll as normal for the next payroll. This payroll will include:
- All of the normal hours for the pay period will be payroll
- Any of the Additional hours (timesheets) for the past pay period
Additional adjustments that might need to do could be:
- Add a deduction from the allowance manager, if you need to reduce what was paid from the advance pay periods.
- Use the Gross Leave Payout - Leave loading Withheld, if you need to pay out a leave loading amount
- Add an Additional Tax or Tax Rebate from the allowance manager, if you need to make any tax adjustments
Once you have made these adjustments to the payroll you can finish the payroll process as normal.