What are payroll best practices for processing batches?

Question

What are payroll processing best practices for timesheet search?

Answer

When processing timesheets for payroll, there are several key best practices for Pacific Timesheet enterprise systems:

1. When running searches for timesheet batches, they should be limited to a single pay period.
2. You should use the Timesheets tab to run batches for the previous time period.
3. If you need to query timesheet data, either for timesheet summary data or time entry details, run timesheet summary or timesheet details reports, and not use the Timesheets tab for such queries.
4. To query timesheet data for the final pay period of terminated employees, run timesheet summary or timesheet details reports filtered to those employees’ data to review data for their final timesheet.
5. After reviewing report data, you can use the Timesheets tab to navigate to terminated employee timesheets, and if needed, submit the timesheets, make correction entries with comments, and approve the timesheets.
6. To complete processing for a large number of terminated employees, temporarily assign terminated employees to a termination batch, such as 000, in their employee profiles.
7. This will allow you to search for and create a batch of terminated employee timesheets for the current pay period, and then export that batch to upload to payroll. When you are done, you can set their batch values back to the original batch value.
8. If you need to query timesheet batch data for past time periods, use timesheet summary or timesheet details reports.
9. You can run searches for unexported unprocessed correction time entries that fall within date ranges outside of one pay period.
10. You must set add *** as the timesheet notes variable to return correction time entries. You also must set the Exported filter to Not exported. This query will return only correction time entries not marked as already exported and processed for payroll.