Show me a how-to walkthrough in the app:
1. Navigate to All Batches
First, navigate to the All Batches module under the Payroll section in the left hand navigation menu.
2. Select Create Batch
Next, click the Create Batch button to begin setting up a new timecard batch for processing.
3. Choose Project to Proceed
Now, choose the project to create a batch for then click Proceed.
4. Create Batches From Timecards Grid
Alternatively, you may create batches from the Timecards grid by selecting the check boxes next to timecards and then using the bulk Actions button above the grid to select Create New Batch. Please note timecards can only be batched once the Hours show Completed status.
5. Input Batch Name and Pay Date
Then, add a Batch Name and Pay Date to proceed, the option to add a Memo to every timecard in the batch is also available.
6. Add Timecards to the Batch
Now, you may include timecards in your batch by clicking the Add button.
7. Bulk Add Timecards to a Batch
Next, you may Add timecards in bulk to a batch by using the check boxes next to the timecard and the bulk Actions button above the grid.
8. Save Batch
Then, click the Save button to finalize and store your new timecard batch in the system.
9. All Batches Actions Button Request Preview
Finally, when the batch is ready to be sent to the paymaster, click the Actions button, then the Request Previews option.
Note: If you need to add more timecards to a sent batch, you'll need to cancel the preview request. Otherwise, you'll be notified once the preview is ready for your review.
For information on viewing and approving payroll previews, click here. After approval, access final reports through Actions > Final Invoice. Preliminary reports are available before approval, while final reports appear after completion.
If timecards need to be split for multiple locations or projects, a window will appear to confirm the auto-split action. Click Split Timecards to divide the timecards into smaller segments for detailed processing or review.
That's it. You have successfully created and sent a timecard batch in GreenSlate. If you have any questions or need more help, please visit our Help Center or reach out via email or chat.