After you have reviewed and approved timesheets in the Payroll Portal, you have to finalise the pay in Thankyou Payroll. Here's how to ensure things run smoothly.
Updated: July 2024
Now that your timesheets are approved in the Payroll Portal, it's time to import the them and finalise the pay in Thankyou Payroll. .
You can have both Thankyou Payroll and the Payroll Portal open on your desktop at the same time. This is so you can compare information. |
Pays can be created in Thankyou Payroll and timesheets imported by:
❌ | Team Leaders |
✅ | Any Admin User |
❌ | A Regular Employee |
Let's make sure the pay in the Payroll Portal and Thankyou Payroll correlate:
i) This button takes you to the Payroll Portal.
You can open the Portal from here if you need to.
- On the Pays Dashboard in Thankyou Payroll, create a pay with the same
- Pay period start date, and
- Pay day as the employee timesheets in the Payroll Portal.
- Select ‘Default Pay’ to generate timesheets for all employees with standard hours set in their employee profiles.
- This is an optional step. You can also just toggle on employees (next step) and jump straight into their timesheets to import.
- Toggle on any employees who must be included in this pay run who are not already included.
- You can toggle off employees to exclude them from the pay run as usual.
- Click each employee to access their timesheet and import it from the Payroll Portal.
Employees who did not submit a timesheet via the Payroll Portal can be included in this pay run by toggling them on and doing their timesheet in Thankyou Payroll only.
Next Step: Now you are ready to import the timesheets from the Payroll Portal.
Well done, you!