Managing Payroll Tasks
Payroll Tasks in XandaPay allow users to define specific actions or reminders that need to be completed for a particular payroll. These tasks help ensure accuracy and compliance in payroll processing. Each task can have a Completed and Validated flag, providing dual validation to confirm that it has been properly addressed.
Accessing the Payroll Tasks Module
To access Payroll Tasks:
- Navigate to the Payroll module in the left menu.
- Click on Tasks under the Payroll section.
- The Payroll Tasks page will display a list of existing tasks.
Creating a New Payroll Task
- Click the New Payroll Tasks button.
- In the Edit Payroll Tasks form:
- Select the Payroll ID the task applies to.
- Enter a Note describing the task.
- Check Is Completed when the task is done.
- Check Is Validated to confirm verification.
- Click Save to store the task.
Editing or Deleting a Payroll Task
- Click on an existing task to open it for editing.
- Make the necessary changes and click Save.
- To delete a task, click the Delete button.
Payroll Tasks in the Payroll Workflow
Payroll Tasks are also integrated into Step 5 (Review & Edit) of the Payroll Workflow:
- Open the Payroll Workflow and navigate to Step 5.
- Click the Tasks & Reminders tab.
- Tasks created in the Payroll Tasks module will appear here.
- Tasks can be updated, marked as Completed, or Validated.
Best Practices
- Use Payroll Tasks to track critical payroll-related actions that require follow-up.
- Enable dual validation by using both the Completed and Validated flags for accountability.
- Review tasks before finalizing payroll to avoid processing errors.
- Ensure all necessary stakeholders have access to Payroll Tasks for smooth payroll management.