How to generate & download payroll batches

What is a payroll batch?

A payroll batch is a collection of job data from a range of specified dates. When a payroll batch is created, FieldClock will pull all finalized jobs - including all worker data for those jobs - from the dates selected.

Important notes on payroll batches:

  • Once a job has been included in a payroll batch, not only can that job no longer be un-finalized, but it cannot be included in any additional payroll batches
  • Once a payroll batch has been created, it cannot be 'un-created' or deleted

How to generate a payroll batch

To create a payroll batch, first, click 'Payroll' from your left-hand menu, then click 'Create new batch'.

For a new batch to be created, at least one job must be part of the selected payroll entity and must have been finalized within the dates selected. Once a payroll entity and dates have been selected, click 'Preview' to view your batches' payout data. If the payroll batch is valid, you'll see a 'Payroll & Fees' header with a total. Clicking this total will show a list of payouts for your batch:

If everything looks good, click 'Generate payroll batch' to create your batch.

 

How to download a payroll batch

To start, a payroll batch may only be downloaded if it has already been generated -- please see steps above to generate a payroll batch. To download a payroll batch, first click 'Payroll' from your left-hand menu on the Admin site. Then, for the batch you'd like to download, click the left-hand button with your payroll integration name / logo in it (highlighted in red below):

Screen_Shot_2020-07-24_at_9.25.06_AM.png

Next, a pop-up will appear. Click the green 'Download' button to download the payroll batch.

 

How to re-generate a payroll batch

To re-generate a payroll batch, first click 'Payroll' from your left-hand menu on the Admin site. Then, for the batch you'd like to re-generate, click the left-hand button with your payroll integration name / logo in it. Once the pop-up appears, click the 'Re-generate payroll file' button below the green 'Download' button:

Screen_Shot_2020-07-24_at_9.23.15_AM.png

 This will re-generate your payroll batch, which you can then re-download.

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