Payroll → Process Payroll → Preview/Process Payroll tab

Process Payroll Menu, Preview/Process Payroll Tab

Preview Payroll: Required before processing the payroll. Select the blue Preview Payroll button to generate reports to review before processing.

Message to Payroll Processor: Only use for urgent communications. Submit an urgent message to place your payroll on hold until your Payroll Support Team has reviewed your message.

💡 New Clients: While your account is in Implementation, you will use the Submit Payroll button for 2-3 payroll runs, which allows your New Client Services Team to review the payroll data for accuracy and process after reviewing. Once you have transitioned to your Payroll Support Team, the Submit Payroll button will change to Process Payroll.

Submit Payroll: Submits the payroll to your Payroll Support Team for review and processing. Your payroll will process once your Payroll Support Team releases it.

Process Payroll: Your payroll processes immediately. No confirmation from your Payroll Support Team is required.