Title Page
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Document No.
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Audit Title
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Client / Site
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Conducted on
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Prepared by
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Location
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Personnel
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Are you ready to do payroll? Got everything organized for what you need to do?
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Gather all your payroll notes and time punch adjustments for this time period. *Its up front in the leadership binder* Gas Reimbursements & any other outside of clocking in!
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*All caps means the word or phrase is what you click on @CFA.**** CFA Under REPORTS AND TOOLS > TIME PUNCH
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Check each day for the two-week time period for any corrections. Fix the times!
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On the left hand side: REPORTS TIME DETAILED REPORT
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Select correct dates and VIEW REPORTS. ***Look for asterisks by Team Member names indicating overnight working (Past 12 AM) Go back and adjust if necessary.
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When everything is good > MARK TIME PUNCH
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Click REPORTS & TOOLS then click HR/PAYROLL select PAYROLL Select PAYROLL DATA ENTRY each team member is listed: Select GO TO DETAIL VIEW Fill in as needed from payroll notes
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VIEW BATCHES Then select VIEW BATCH SUMMARY Review the summary and see if you need to make any edits. Sometimes mistakes happen!
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Return to VIEW BATCHES
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Click SUBMIT It will say "Are you sure you want to submit this batch?"
