Complete Employee Maintenance and Pre-Payroll Audits

Employee Maintenance

Before you open your payroll, there are several administrative tasks to perform and audit reports to review to ensure a smooth payroll process.

Complete Employee Maintenance

Before starting the payroll process, ensure that all employee maintenance is up-to-date, including:

  • Hire new employees
  • Submit job changes
  • Submit terminations
  • Submit employee company transfers
  • Submit deduction/benefit changes
  • Submit direct deposit changes
  • Submit tax changes
  • Submit pending items
  • Submit pre-payroll imports
  • Submit workflow approvals
  • Submit updates to PTO plans

Update employee records and ensure that all permanent changes are completed before creating batches.

Submit all updates requiring workflow approval. If workflows with effective dates within the pay period are not approved before creating batches, the workflow request is not reflected in the payroll.

Complete Pre-Payroll Audits

Before beginning your payroll process, complete a payroll audit and verify your payroll and employee information.

The Payroll Gateway page provides an overview of your pay groups, pay calendar, and payroll reports. The gateway also provides direct access to complete payroll functions from the Actions buttons and the More actions links at the top of the screen.

Note Depending on your privileges, the More actions links may appear below the Process Pay grid.
Process Pay section of the Payroll Gateway page

From the Process Pay section, validate your pay group information, including:

  • Frequency
  • Type
  • Start, End, Pay Date
  • Payroll Status
  • Payroll Model

    Select the pay group to view the Payroll Overview page. You can complete the following:

  • Edit the payroll model (the selected payroll model remains the payroll model for the pay group until it is changed again)
  • Review the payroll steps and reports generated for each step (select the step’s Plus icon)
  • Review the processing dates
  • Review the bank assigned to this pay group
  • Process payroll without generating payroll reports, if needed
Note The ability to process payroll without generating reports is configured on the Payroll Settings page (Menu > Payroll Admin > Payroll Settings).
Process Payroll section of the Payroll Overview page, with a callout box around Bring in Time

Generate People Analytics reports to audit your human resource and payroll information. There are several audit reports available in People Analytics (Open Menu > Content > Team Content ‎> UltiPro BI Content ‎> UltiPro BI for Core HR and Payroll > _UltiPro Delivered Reports ‎> _Workplace Custom Reports).

You may have customized reports that were created for your company. Edit this area to include company-specific reports to generate in People Analytics (Open Menu > Content > Team Content > zzzCompany Folders > (your company name) > UltiPro).

View the Pay Details for Payroll

Check your pay data before you run payroll to ensure the data appears as expected. From this page, you can also check for any discrepancies or errors found in recently close payrolls.

Navigation:Administration > Payroll Processing > Payroll Gateway

  1. From the Actions pane, select More Actions.
  2. Under Time and Pay Details, Select View Pay Details for Payroll.
    Shows an example of the Pay Details for Payroll data
  3. From this page, you can view data for each employee.
  4. Optionally, you can also perform any of the following tasks:

    • Select records and then select the Export to Excel or Export to CSV buttons to export the data.

    • Search for an employee in the Search bar or select the Filter button to refine the pay data displayed.

    • Select the Status drop-down menu to view pay data with any of the following statuses: New, In Payroll, Processed, Deleted, Failed, Not Posted, Cancelled, or Outdated.