Purpose

This document outlines the Definitions from payroll processing steps within the Green Leaf Elevated System to help you understand what each step means.

Below are the steps for processing payroll time prep steps and their respective meanings within the Green Leaf Elevated system. If you have any questions regarding the meaning of each step outlined below or their purpose, please reach out to your assigned payroll specialist or the Payroll Department email at payroll@greenleafbizsolutions.com for more information.

 Step 1:  Processing Payroll: Time Prep  Steps  

 1. Pending Time Off Request   

• This step will tell you if there are any pending time off requests needed to be approved for the current pay cycle being worked on.

 2. Pending Timesheet Change Request  

• This step will tell you if there are any timesheet change requests that have not been handled throughout the pay period.

 3. View Timesheet Status for Review 

• This step is meant to ensure all timesheets are in an approved state in order to process the payroll.

 4. Process Records  

• This step is to process all of the approved time card hours you have worked on

 5. Review Results 

• If there are any errors, you'd see them here. Some errors may say that there is an E/D that is not associated. If this is the case, reach out to your payroll specialist. If the type of time giving the error is related to unpaid time off, you can remove the unpaid time off from the timesheet since it's not related to payroll to move forward.

 6. Lock Pay Period 

•    This step will lock all timesheets and ensure no changes are made by managers as you get ready to start payroll officially.

 7. Run Accruals 

• Running the accruals will ensure all accruals are up to date for each employee per pay period.

 Step 2 : Processing Payroll: Payroll Prep 

1.  Initiate Payroll 

• This step creates pay statements for all that we expect to pay. The system will bring in employees based on preferences. In most cases, employers would want to bring in all active employees, including salary employees.

 2. Sync Time 

• This step is where all the timekeeping hours get pulled over into the employees' pay statements that were initiated.

 3. Add/Edit Batched 

•  This step is optional and usually used for clients with a large amount of data to key or import for data housed outside of time-keeping, such as tips, commissions, bonuses, hand-keyed hours, or imports from 3rd party time-keeping systems. If your payroll is only hours and salary, you can skip this step altogether.

 4. Add/Edit/View Pay Statements 

• This step will allow you to review your work and make any fine-tuning changes, such as blocking direct deposit, adding one-off earnings, blocking deductions, adding time not pulled in from time-keeping, and deleting any pay statements that should not be processed.

 5. Recalculate Pay Statements 

• If any changes have been made in pay statements the action of "Recalculating" will ensure all pre-processing reports are accurate including tax amounts. If you do not recalculate before pulling funding reports, quarterly taxes may not be accurate.

6. Check your Totals  

• Option to review the payroll totals for the current payroll being processed

7. Sign Off Open Alerts

•  If there are any alerts, they would be here. Click on the alert to resolve. Typical alerts would be missing addresses, manual check alerts to acknowledge, alerting that new hires are being assigned to the state tax jurisdiction, etc. If any alerts are not self-explanatory and you need assistance, reach out to your payroll specialist.

8. Close / Open Payroll

•  This step is meant to close the payroll to get ready to submit.

NOTE: You must close payroll in order to get the total invoice amount.You will not be allowed to make any changes unless reopened.

9. Reports  

• Link to many reports generated for you based on the payroll cycle you are currently working on, such as total amounts, total invoice amounts, payroll comparisons, and many more- You have the option to open and save as pdf for your records.

10. Submit

• The last step in payroll processing is ensuring that your payroll is now completed and ready to be finalized by your payroll specialist.