Our system provides you with 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, we will cover the basic process of preparing and processing these payments for your staff.

  1. Preparing your timesheets
  2. Processing the payroll in advance
  3. Payroll Adjustments when you return


NOTE: If your wish to still collect employee clock times after this payroll has been processed you will need to ensure that the setting Allow Non Rosters Clock On/Off is enabled in each employees on their Special Options tab. All scans during this time will come through as NONE (non-rostered) 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:

  1. Add actual times for all of the timesheets that you want to include in the period.
  2. 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.

  1. Open up the rosters screen, Navigate to the correct pay period and enter all of the shifts that need to be paid. If you already have a roster template this will be easy.

  2. Ensure to enter any leave that is required.

  3. 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. 

  1. Open the timesheets screen, and set the period start and end dates to that of the period that you wish to view.

  2. Select the employee to which you wish to add the timesheets and click the Add button.

  3. To save time doing this you can add multiple timesheets for an employee (see: Time Sheets - Adding a Range of Time Sheet)

  4. 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 the payroll will include all timesheets prior ot the period that have not yet been paid. This gives you an opportunity to correct them prior to the payroll process.


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.


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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. 

  1. 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 affect the month/FY in which the figures will be reported for tax and super reporting.

  2. If you are planning just to pay out the employee's leave balance you can use the Gross Leave Payout function.

  3. Don't forget to submit your payroll figures via the STP Wizard once the payroll has been completed.


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Payroll Adjustments when you return

Depending on what adjustments you need to make will depend on how to process them. Before making any adjustments you will need to check the timesheets to see what adjustments might need to make.


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.


Leave adjustments

If adjustments are needed for days that an employee took as leave instead of worked time, you will need to manually adjust the Leave tab in the employee's details screen. Do do this

  1. Navigate to Setup > Employee Details > Leave tab

  2. Select the employee and click on the Edit button

  3. Adjust the Pro-rata column for the leave that you need to adjust

  4. 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.

  5. 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 be made 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.

 

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