Technicians have different and overlapping payroll periods in Payroll Approval and/or “by pay period” reportsLast updated on 05/12/2023
This article helps to understand why and how to fix overlapping payroll periods with different technicians when viewing the Payroll Approval screen or any “by pay period” report.
Problem
When using the dropdown to select a pay period in the Payroll Approval Screen or “by pay period” reports, the pay periods overlap days, and not all technicians appear when selecting any one pay period.
Notice in the screenshot below how the next pay period does not start with the date after the previous pay period ends.
Solution
Confirm/Complete Payroll Persistence Set Up
This issue is caused by an incomplete setup of payroll persistence in the account. When this occurs you will also notice that only some but not all technicians will be in any one pay period. This is due to technicians having a different setting for the start day of the week for their pay period.
In the example above:
There are some technicians with a pay period start day setting of Saturday (May 15th is a Sat) and some technicians with a pay period start day setting of Monday (May 17th is a Mon).
To fix this issue and standardize the payroll periods to consecutive days with all technicians included in each profile, a backend setting needs to be updated. Please reach out directly to your Success or Onboarding Manager and they can update this setting.
There is no way to retroactively update the already set pay periods but you can use the “Master Pay File” report (not the “by pay period'' version) to enter the correct pay period dates into the date filter at the top of the report when running and all technicians will still populate on that report.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.