Pay Run Details Screen

The pay run details screen is accessed from the Payroll Overview page. This screen shows all employee payments in the pay run and any related issues.

From this page users can:

Pull Labor Data
Open the Imports page
Download the Payment Report
View Payment Issues
Open the Pay Run 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

Navigation Menu

Select Workforce from the left navigation rail.
Under Payroll, select Payroll Overview.
Click into the row of a Pay Run.

Navigate to pages with the R365 global search bar:

Enter all or part of the page name in the R365 global search bar.
Select the page from the results list.

Only enabled pages can be searched for. If the desired page is not enabled, contact your CSM for assistance.

Pay Run Details Screen - Buttons and Fields

	Button/Field	Description
1	Overview	Opens the Payroll Overview page.
2	Pay Run Description	The name of the pay run.
3	Dates	Indicates the dates of the pay run.
4	File Import Name	The name(s) of the import files.
5	Pay Run Details	Pay period start date — The start of the pay period. Pay period end date — The end of the pay period. Pay date — The date the employees are paid. Bank account — The account associated with the pay run. Pay frequency — Specifies how often employees are paid. Pay run type — Specifies if the pay run is on-cycle, off-cycle, or custom pay period. Tax method — The tax method associated with the pay run.
6	Pay Run Status	Not started — No employees are added to a pay run. Needs attention — An issue must be addressed before progressing. In progress — The pay run is in progress. Approved — The pay run is approved.
7	Pull Labor Data	Pulls employee earnings from the daily sales summaries for the pay run’s dates, based on completed DSS labor reviews. Learn more about pulling labor data and DSS labor reviews.
8	Submit	Open the calculate and approve wizard.
9	Imports	Opens the Imports screen. Select the dropdown arrow to view historical imports.
10	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.
11	Quick Review Section	A high-level view of pay run totals.
12	Table Views	Saved table filters and column settings. The highlighted view is currently displayed. Click on a view to display the table with the saved filter and columns settings. Learn more about managing table views: Create or duplicate a view Edit or rename a view Set a default view Set a view as public or private Delete a view
13	Add Employees Button	Adds individual employees to the pay run.
14	Search	Filters the list of payments for employees whose names contain the entered text.
15	Table Controls	Filter - Opens the Filter menu, where filters based on column values can be applied. When filters are applied, the number of conditions is displayed next to the button. Columns - Opens the Columns menu, where table columns can be hidden, shown, and rearranged. The number of hidden columns is displayed next to the button. Group - Opens the Group menu, where table grouping can be switched between the following options:

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.
Employee	The employee associated with the payment. Click the employee’s name to open their Employee Record. The employee ID shown is permanent and tied to both the employee and this payment.
ID	The system-generated employee ID.
Type	Pay type for the employee; either Hourly or Salary.
Location	The legal entity for the employee.
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	Tips that are owed to the employee.
Gross Pay	Total earnings 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. Previously paid earnings are excluded.
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.