Payroll Overview Page

The Payroll Overview page is the central hub for managing all pay runs in Restaurant365 Payroll. Pay runs fall into two types:

On-cycle pay runs are generated automatically based on your published payroll calendar.
Off-cycle pay runs are created manually for situations such as bonuses, corrections, or termination payouts.

Use this page to monitor run statuses at a glance, initiate off-cycle runs, resolve exceptions for unpayable employees or returned payments, and navigate to detailed run screens. Learn more about pay runs.

Start Here

Create an off-cycle run: select Off-Cycle Pay Run.
Review approvals by status: open Pay Runs and apply a Quick Filter.
Resolve payroll exceptions: open Unpayable Employees or Returned Payments from their summary cards.

The following screens are accessed from the Payroll Overview Page:

From this page, users can perform the following actions:

Create an Off-Cycle Pay Run
View Pending Pay Runs
View Historical Pay Runs
View in Progress Pay Runs
Payroll Overview is the central page for managing on-cycle and off-cycle pay runs.
Security
The following permissions are associated with the Payroll Overview page:
- Payroll
  - R365 Payroll
    - Payments
      - View Payments
      - Edit Payments
      - Create 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
1. Select Payroll from the left navigation rail.
2. Select Payroll Overview.

Payroll Overview Buttons and Fields

The Payroll Overview page contains two main sections, Payroll Overview (A) and Pay Runs (B).

Payroll Overview Section

	Button/Field	Description
1	Payroll Company Selector	Opens a dropdown of payroll companies. The pay runs and summaries displayed are filtered to the selected payroll company.
2	Funding Report	Opens the Funding page where funding transactions are listed.
3	Imports	Opens the Imports page where all pending and completed imports are listed.
4	Off-Cycle Pay Run	Opens the Off-Cycle Pay Run window where Off-Cycle Pay Runs are initiated.
5	Unpayable Employees Summary	Summary for employees who are unpayable, including: Total unpayable gross pay Total unpayable employees Click view details to open the Unpayable Employees screen. In the new Pay Run Experience, pay runs containing unpayable employees cannot be approved. Errors must be corrected or the affected employees must be manually removed from the pay run before approval.
6	Returned Payments Summary	Summary of direct deposit payments that failed distribution, including: Total dollar amount returned Total number of returned payment distributions Click view details to open the Returned Payments Screen.
7	Pending Pay Runs Summary	Summary of approved pay runs that are pending payment, including: Total pending payment amount Total pay runs in the ‘pending’ status

Pay Runs Section

Pay Runs Tab - Buttons and Fields

	Button/Field	Description
1	Pay Runs Tab	Opens the Pay Runs tab where pending pay runs are listed.
2	History	Opens the History tab where completed pay runs are listed.
3	Quick Filters	Filters the table to the pay runs in the selected status: In Progress: Approved: Needs Attention:
4	Pay Run Row	Each row represents a pay run that was created based on the pay periods set in the Payroll Calendar or through an off-cycle pay run.
5	Calculate	Disabled on the Payroll Overview page. Calculation occurs on the Pay Run Details page.

Pay Runs Tab Columns

Column	Description
Pay Period	Indicates the pay run dates.
Description	On-cycle pay runs are automatically described as their pay period type. Off-cycle pay runs display the user-entered description.
Pay Run Type	Indicates the pay run type: On-Cycle: Created based on the published payroll calendar for the payroll company. Off-Cycle: Created as an off-cycle pay run where the pay period is selected by the user.
Employees	Number of employees in the pay run.
Gross Pay	Total gross pay for all employees in the pay run.
Status	Indicates the status of the pay run. Options include: Not started: Pay run does not include any employees. Once an employee has been added to the pay run, the pay run status changes to In Progress. Needs Attention: One or more payments are in an error status, or one or more employees are unpayable. In Progress: The pay run includes employees, contains no payment errors, and has not yet been finalized. Approved: Pay run has been approved and is awaiting payment processing.

History Tab - Buttons and Fields

	Button/Field	Description
1	Pay Runs Tab	Opens the Pay Runs tab where pending pay runs are listed.
2	History	Opens the History tab where completed pay runs are listed.
3	Pay run date from	Sets the starting date range for the displayed pay run history.
4	To	Sets the ending date range for the displayed pay run history.

History Tab - Columns

The History tab includes pay runs in the following statuses:

Funding
Funded
Paid

Column	Description
Pay Period	Indicates the pay run dates.
Description	On-cycle pay runs are automatically described as their pay period type. Off-cycle pay runs display the user-entered description.
Pay Run Type	Indicates the pay run type: On-Cycle: Created based on the payroll calendar configuration. Off-Cycle: Created as an off-cycle pay run where the pay period is selected by the user.
Employees	Number of employees in the pay run.
Gross Pay	Total gross pay for all employees in the pay run.