Why is a premium not included in payroll? (FAQ)

Video:

Check out this short video that explains why a premium(s) may not be included in payroll.

Solution:

Case #1 - Calculated Premiums

Calculated Premiums such as Mileage are automatically calculated and applied upon Payroll generation. If a certain Calculated Premium is missing in the payroll run, it is likely that it was not added to the Payroll period.

To check this, go to Accounting > Payroll > "View/Prepare" the respective Payroll Period then click Check Pay Settings. The Calculated Premium needs to be listed for it to process in the payroll run.

To resolve this, in the same Check Pay Settings tab click "Add Premium" to add the Calculated Premium.

Then, re-generate the Payroll in the Payroll Period > Payroll Run & Export to see the Calculated Premium accounted again, by either:

• Deleting the payroll run and click "Run Payroll" for a fresh payroll run, or
• If your payroll has already been submitted, click "Re-run" to apply Post-Period Adjustments.

Case #2 - Visit Premiums

If this is happening to certain visits, it could be due to the following:

1. No premiums are attached to the visit
   • • To check this, view the Visit's details > Premiums. Check if there are any premiums listed.
     • Click on the "Add Premium" button to attach Premiums to the Visit as desired.
     • Once this is done, re-generate the Payroll in the Payroll Period > Payroll Run & Export to see the newly added Visit Premiums accounted by either:
       • • Deleting the payroll run and click "Run Payroll" for a fresh payroll run, or
         • If your payroll has already been submitted, click "Re-run" to apply Post-Period Adjustments.
2. The attached Premium does not have a pay code configured
   1. • If a Visit Premium is not captured in the payroll run, ensure that the Premium has a Pay Code configured.
      • To check this, go to Accounting > Accounting Settings > Premiums > "Edit" the respective Premium and check if a Pay Code is selected in the Pay Code dropdown.
      • To resolve this, select a Pay Code in the same dropdown for the Premium. Then re-generate the Payroll in the Payroll Period > Payroll Run & Export by either:
        • • Deleting the payroll run and click "Run Payroll" for a fresh payroll run, or
          • If your payroll has already been submitted, click "Re-run" to apply Post-Period Adjustments.

Case #3 - Employee Daily Premium

A missing Employee Daily Premium may be due to the Apply Date of the Premium not being effective during the Payroll Period.

To check this, go to the employee's profile > Time Sheets & premiums > Premiums, note the Apply Date column of the Premium. "Edit" the Premium to update the Apply Date to be covered by the date range of the payroll period so that it is processed in the payroll run.

Once this is done, re-generate the Payroll in the Payroll Period > Payroll Run & Export to see the Employee Daily Premium accounted by either:

• Deleting the payroll run and click "Run Payroll" for a fresh payroll run, or
• If your payroll has already been submitted, click "Re-run" to apply Post-Period Adjustments.

Additionally, the Employee Daily Premium can be missed in the payroll run if it was added after the Payroll was run.

To check when the Premium was added, follow the steps above (i.e. go to the employee's profile > Time Sheets & premiums > Premiums) but this time, note the Date column of the premium.

To resolve this, re-generate the Payroll in the Payroll Period > Payroll Run & Export to see the Employee Daily Premium(s) accounted again by either:

• Deleting the payroll run and click "Run Payroll" for a fresh payroll run, or
• If your payroll has already been submitted, click "Re-run" to apply Post-Period Adjustments.

Notes:

• You can troubleshoot the issues explored in this article in your staging environment.
• If the issue is not resolved after going through the steps in this article, please search through other related Zendesk articles or have your super user submit a Zendesk ticket.
• For a full list of FAQs related to Payroll, check out this section in Zendesk.