Running Payroll for Approved Shifts

Please note, this functionality can only be turned on my RotaMaster and is only available to Finance+ customers. For more information please contact the Support Team. 

Running Payroll based on approved date means only shifts and adjustments approved within the payroll date range will be picked up in the payroll run. This means if a shift is worked in September but Approved in October that shift will only be picked up in the October payroll run.

Worked shifts can be approved by users by going to Rota>View Rota:

Click on the shift you would like to approve, multiple shifts can be selected by holding ctrl and clicking the required shifts, and click on Staff Pay Functions:

Click on Approve shifts:

This will set all highlighted shifts to Approved. Any shifts that have been approved will have the highlighted symbol showing in the Approved column:

The yellow triangle with black exclamation mark means the shift hasn't been approved.

Once you have approved all shifts go to Finance+> Payroll:

Select the relevant Rota Group and press the Create Payroll Run button:

This will bring up the following box:

Enter the appropriate from and to dates. These fields define the dates between which the shifts were worked. Enter a cut off date. This is the date by which shifts must have been approved. Always ensure that the Cut off date is before or equal to the 'To' date and press Create. 

This will generate a payroll run which will only incorporate approved shifts within your date ranges.