Pay Run Details Screen

Beta
The Pay Run Experience has been updated to support Payroll Calendar and is currently in beta.
Learn about the new Pay Run Experience.
See documentation for the legacy Pay Run experience.

The Pay Run Details Screen is accessed from the Payroll Overview page. From this page users can view all employee payments included in a pay run as well as any issues associated with the payments.

From this page users can:

Pull Labor Data
Open the Imports page
Download the Payment Report
View Payment Issues
Open the Payment Details Screen

Security

The following permissions are associated with the Pay Run Summary Details:

- Payroll
  - Workforce Payroll
    - Payments
      - View Payments
      - Edit Payments
      - Create Payments
      - Approve Payments
      - Delete Payments
      - Calculate Payments
      - Verify Payments

These permissions can be added to custom user roles or individual users. The Permission Access report can be used to determine which user roles or users already have these permissions assigned. For more information, see User Setup and Security.

Navigation

Navigate to the Payroll Overview page.
Click in the desired pay run row.

Pay Run Details Screen - Buttons and Fields

	Button/Field	Description
1	Overview	Opens the Payroll Overview page.
2	Pay Run Information	Displays the pay run description and pay period dates. If the pay run includes an import, the file name is displayed with the Pay Run Information.
3	Labor Pulled	Indicates the date and time the labor was pulled.
4	Pull Labor Data/ Repull Labor Data	Pulls labor data from operations into the scheduled pay run.
5	Imports	Opens the imports screen.
6	Download Details	Downloads the the Payment Report which contains pay run details in .xlxs format. The downloaded report includes all employees in the payrun and does not reflect any filters applied to the table.
7	Search	Filters the list of payments for employees whose names contain the entered text.
8	Error Filter	Filters the table to payments with an error.
9	Warning Filter	Filters the table to payments with a warning.
10	Employee Payment	Opens the associated Payment Details screen.
11	Trash can	Deletes the payment from the pay run.

Columns

Column	Description
Issues	Red Circle with Red Exclamation Mark Icon - Indicates that the payment has an error. Errors prevent employees from being paid. Yellow Triangle with Yellow Exclamation Point Icon - Indicates that an issue as been identified with the payment. Warnings do not prevent employees from being paid. If Net Pay Shortfalls is enabled, a warning icon is displayed when an employee's net pay is insufficient to cover all required tax withholdings, deductions, and garnishments.
ID	The system-generated employee ID.
Employee	The employee associated with the payment. Click the employee’s name to open their Employee Record.
Type	Pay type for the employee; either Hourly or Salary.
Regular Time	Total regular hours included in the payment. This field reports hours in HH:MM format.
Overtime	Total overtime hours included in the payment. This field reports hours in HH:MM format.
Double Time	Total double time hours included in the payment. This field reports hours in HH:MM format.
PTO	Total dollars paid for PTO hours.
Previously Paid Tips	Tips that have already been paid to the employee. Tips that are owed to the employee.
Tips	Tips that are owed to the employee.
Holiday	Total dollars paid for holiday hours.
Gross Pay	Total dollars paid for all hours/salary.
Net Pay	Total dollars paid to the employee after taxes and deductions. This amount is only displayed for pay runs that have been calculated.
ER Tax	Total tax paid by the employer. This amount is only displayed for pay runs that have been calculated.
Expense	Total amount of the payment (Gross Pay + ER Tax). This amount is only displayed for pay runs that have been calculated.

Payment Error List

Error	Error Text	Suggested Actions
Blocked by Previous Payment	This payment could not be processed because a previous payment has not yet been approved.	Approve all previous pay runs and try again.
Calculated Net Income is Negative	The calculated net earnings for this payment is negative. This typically occurs when there are more tax or benefits withholdings than gross earnings.	Review the payment details and make the appropriate adjustments.
Missing Address	This payment could not be processed because the employee address is missing or invalid.	Ensure that the employee has a valid home address configured in their Employee Record.
Invalid Bank Account	This payment could not be processed because the payee's direct deposit information is invalid.	Ensure that the employee's direct deposit information is valid and try again.
Missing Bank Account	This payment could not be processed because the payee's direct deposit information is missing or incomplete.	Ensure that the employee's direct deposit information is valid and try again.
Missing Tax Withholding Info	This payment could not be processed because the payee's tax withholding information is missing.	Ensure that the employee's tax withholding information is valid and try again.
Missing SSN/TIN	This payment could not be processed because the payee's tax payer identifier (SSN/TIN) info is missing.	Ensure that the employee's SSN/TIN is valid and try again.
Missing or Invalid Pay Period Settings	This payment could not be processed because the payee's pay period settings are missing or invalid.	Ensure that the associated payroll company's pay period settings are valid or contact R365 Support for assistance.
Missing Unemployment Insurance Rates	This payment could not be processed because contribution/deduction limits are missing for the current year.	SUI rates are only configurable by the R365 Support Team. Please contact R365 Support for assistance.
Calculated Payment Failed Validation	One or more calculated values in the payment failed validation.	Review the payment details and make the appropriate adjustments.
Future Payment Already Finalized	A payment that comes after this one has already been finalized, so this payment cannot be calculated.	Please contact R365 Support.
Unable to Fund	The funds for this payment did not clear the bank. Ensure there is sufficient money for the funds to clear.	Re-calculate this pay run after making sure there are sufficient funds in the configured Bank Account.
Unexpected Payment Calculation Issue	An unexpected issue was encountered while calculating this payment.