Navigate to Team > Payroll > Process Timesheets

 

Navigate to the time prep checklist for the applicable pay date. Select the   icon to process.

**If the period you are looking for is not shown, you may need to adjust your date filters. 

                                                                                                                                      

Step #1: Resolve All Issues

On the left side of the screen, you'll see the All-Issues widget. This area serves as your action center and displays any items requiring review before payroll can be processed.

From here, you'll be able to:
• Approve Pending Time Off requests
• Resolve Timesheet Errors
• Approve Expenses
• Approve Timesheets

You will ll always see these categories listed, but you'll only need to take action when a number appears in parentheses next to the item showing the total count of items to resolve.
The center section of the page displays all outstanding items together. However, if you'd like to filter by a specific type of action item, simply click directly on the issue name from the All Issues widget on the left. To resolve individual items you can use the onscreen actions to approve, reject, or delete items as they apply to the pending issue.

To Resolve isolated issues in mass, such as timesheet approvals, start by clicking the View Report hyperlink.  Click the checkbox in the  top right corner of the screen select all on the report, and Approve. 

 Note: Once all Issues have been resolved you will see the text No Data to Display in the center of your screen and the All Issues widget will show as "0".

Step #2: Reprocess Timesheets

Once all of your issues have been resolved, select the Reprocess Timesheets icon on the right side of your screen and verify by clicking the Process button that will display as an onscreen pop-up. A progress completion bar will load on screen and once set to 100% percent, you can move on to the next step in the process.

 

Step #3: Lock Pay Period

This step locks all the timesheets and prevents any further edits or changes.  Click on Lock icon at the top of the center of your screen and verify by clicking the Lock Pay Period button in the bottom right corner of the onscreen pop-up.

 

             

If you need to unlock the pay period for any reason, click the same icon located in the center of the screen. Make sure to check the warning box that says Unlock Pay Period and Timesheets. Ensure the Reprocess action is reapplied if you are making a timesheet change.

Step #4: Go to Payroll Processing

With the Time Prep items completed, you can select the button in the top right corner of the screen that says Go to Payroll Processing to move on in the payroll process.