PAYROLL PRO TUTORIAL
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Processing a payun
Summary
The middle column of buttons on the main menu are followed from top to bottom to process your payrun. These are the buttons that you will frequently use. If you use "Electronic Banking", it is selected AFTER updating totals. You can get more help about each topic by clicking the help button in that area.
1. CHANGE DATE
You will enter the pay period end date, and payment date.
2. ENTER CURRENT PAY
You will enter the current pay details for each employee who is to be paid in the current pay period, and set them to be paid.
3. CHECK PAY DETAILS
This is an optional report which you may find useful. As with all reports, you can view on screen or print.
4. CREATE PAYSLIPS
You can print or email payslips from here. You can do this as many times as you like before finalising the pay run using the next button.
5. UPDATE TOTALS (finalise pay)
This will finalise the pay, and update all totals. If you forget to do this, you will see a big red warning next time you go to change the pay period date. Do not ignore any such warnings!
6. ELECTRONIC BANKING
After the totals have been updated (using Update Totals), any employees who are to be paid electronically can be done so using this option. This will create a file in the format required by your bank, which can be uploaded to your banks internet banking, filling in the fields automatically for you.
UPDATING TOTALS - more information
Important - Finalising the Pay
The UPDATE TOTALS procedure MUST be completed to finalise the pay run.
Missing this step means that the pay will not be finalised, and employees history and totals will not be updated with the current pay details.
Electronic Banking
You need to Update Totals BEFORE using the Electronic Banking option, since the Update Totals option prepares the electronic banking information.
Re-Print the Update/Summary Report
If you need to re-print the Update/Summary report, select REPORTS and choose "View Last Pay Summary" from the lower right hand side of the reports menu.
Re-Print a Summary of Payslips
If you forgot to send or print payslips, you can get a summary of these from the reports module. To do this, select REPORTS, and choose "Reprint Payslips (Summary)". This report will print a payslip summary only. If you need to email the payslips, see the next section "Undo/Rollback".
Undo/Rollback
If you made a mistake in the last pay, you can roll back to just before the "Update Totals" procedure was last completed by selecting "Utilities" from the top menu and choosing "Undo Update Totals". This will undo EVERYTHING that was entered since the totals were last updated.
Ensure you make a backup of your data before doing this.
If after finalising the pay you realise you have made a mistake, or left something out, or forgotten to process payslips, you CAN go back!
Website Pages
Video (slightly out of date, but the essentials are the same): How to Process a Payrun in FiveStar Payroll Pro (Youtube Video)
Various Support Pages: Paying Employees Questions and Answers
Payday Filing
Questions and Solutions for Payday Filing
General Support
Backing up your data - Important!