Why are visits not included in payroll? (FAQ)

Video:

Check out this short video that explains why a visit may not be included in payroll.

Solution:

Case #1 - The Visit was not approved at the time payroll was run

To check this, view the Visit's details > View Revisions > List. Note the most recent date/time the "approval_status" value was updated to "True." Then, in the same Payroll Period > Payroll Run & Export, compare the payroll run date/time against the Visit approval date/time.

In the case where the Visit approval time is later than the payroll run time, the Visit is expected to be missed in the payroll.

To resolve this, re-generate the Payroll in the Payroll Period > Payroll Run & Export for the visit to be 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 - The Service Code that the Visit has used does not have a Pay Code attached

To check this, view the Visit's details > Information > check if the Pay Code (Regular) field is populated.

To add one, go to Accounting > Accounting Settings > Service Codes > "Edit" the Service Code as shown in the Visit's details > add a Regular Pay Code field.

Once this is done, 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.

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.