Use this workflow to generate and review payroll data for a date range.
When to use this workflow
Review payroll when you need total hours and calculated pay for employees with completed attendance records in a pay period or other date range.
Use this workflow as a review/export step, not as a payroll posting step.
Before you start
Confirm the date range you need. Review open attendance sessions before generating payroll, because employees who are still clocked in do not have completed hours for that active session.
Confirm employee hourly rates are correct before using the payroll review output.
Steps
- Open Dashboard > Human Resources > Payroll.
- Enter
Start Date. - Enter
End Date. - Select
Generate Payroll. - Review each employee's total hours, hourly rate, and total pay.
- If the results are wrong, close Payroll and correct employee rates or attendance records before regenerating.
- Select
Copy to Clipboard (Tab-Delimited)if the data should be pasted into a spreadsheet.
What happens behind the scenes
PAX reads active employee records and completed attendance rows in the selected date range.
Only attendance rows with a clock-out time are included.
PAX sums hours by employee and calculates total pay as total hours multiplied by hourly rate.
Copying payroll data places a tab-delimited version of the current table on the clipboard.
This workflow does not post payroll, pay employees, create checks, create liabilities, lock attendance records, or post accounting.
Troubleshooting
An employee is missing from payroll
Likely cause: The employee has no completed attendance records in the selected range, is inactive, or is still clocked in.
Safe fix: Review Attendance Dashboard and the employee's Attendance tab.
Contact support if: Completed time exists but the employee is missing.
Total hours look wrong
Likely cause: A clock-in or clock-out record may be missing or incorrect.
Safe fix: Review the employee's Attendance tab before using the payroll output.
Contact support if: A time record needs correction.
Total pay looks wrong
Likely cause: The employee hourly rate may be incorrect.
Safe fix: Correct the employee hourly rate, then regenerate payroll.
Contact support if: The rate is correct but total pay calculates incorrectly.
Clipboard copy is blocked
Likely cause: Browser clipboard permission is blocked.
Safe fix: Allow clipboard access for PAX and select the copy button again.
Contact support if: The browser allows clipboard access but the copied data is incomplete.