--- title: "Payroll Routine - Click and Easy" slug: "payroll-routine-click-and-easy" description: "R365 Payroll daily and pay period task checklist — clock-out verification, punch review, new employee insertion, and pay run submission steps." updated: 2025-09-03T21:54:43Z published: 2025-09-03T21:54:43Z canonical: "docs.restaurant365.com/payroll-routine-click-and-easy" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt > Use this file to discover all available pages before exploring further. # Payroll Routine - Click and Easy The Click and Easy guide outlines daily and pay period tasks to ensure consistent and accurate Workforce payroll. ## **CLICK - Daily Tasks** | ![A white letter in a purple circle Description automatically generated](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/workforce-payroll-routine---click-and-easy-image-ccxgabb6.png?sv=2026-02-06&spr=https&st=2026-10-28T17%3A01%3A59Z&se=2026-10-28T18%3A01%3A59Z&sr=c&sp=r&sig=aApMTrEV5Xj3fk7dzttUi%2F2szGK0a5bMMdIj%2Fkn8Ekw%3D) | **Clock Out** | Ensure everyone has clocked in and clocked out when they should. Correct any missed punches. If [Punch Edits](/doc/docs/punch-edits) is enabled, employee punches must be corrected in the DSS. | | --- | --- | --- | | ![A purple circle with a white letter l Description automatically generated](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/workforce-payroll-routine---click-and-easy-image-9cmwbwju.png?sv=2026-02-06&spr=https&st=2026-10-28T17%3A01%3A59Z&se=2026-10-28T18%3A01%3A59Z&sr=c&sp=r&sig=aApMTrEV5Xj3fk7dzttUi%2F2szGK0a5bMMdIj%2Fkn8Ekw%3D) | **Look** | Look at each employee's labor punches and ensure that they are correctly coded: - Job Title - Pay Rate If [Punch Edits](/doc/docs/punch-edits) is enabled, job titles and pay rates must be corrected in the DSS. | | ![A purple circle with a white letter i in it Description automatically generated](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/workforce-payroll-routine---click-and-easy-image-hnkgelqi.png?sv=2026-02-06&spr=https&st=2026-10-28T17%3A01%3A59Z&se=2026-10-28T18%3A01%3A59Z&sr=c&sp=r&sig=aApMTrEV5Xj3fk7dzttUi%2F2szGK0a5bMMdIj%2Fkn8Ekw%3D) | **Insert** | Identify and add new employees. - Learn about [adding employees here](/doc/docs/new-employee-checklist). Ensure onboarding is understood by new employees. - Learn about [onboarding new employees to payroll here](/doc/docs/workforce-onboarding-an-employee-to-r365-payroll). | | ![A white letter in a purple circle Description automatically generated](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/workforce-payroll-routine---click-and-easy-image-wikwg6iz.png?sv=2026-02-06&spr=https&st=2026-10-28T17%3A01%3A59Z&se=2026-10-28T18%3A01%3A59Z&sr=c&sp=r&sig=aApMTrEV5Xj3fk7dzttUi%2F2szGK0a5bMMdIj%2Fkn8Ekw%3D) | **Changes** | Maintain changes to [Employee Records](/doc/docs/employee-record): - [Deductions](/doc/docs/workforce-employee-records-deductions-and-benefits-details-sidesheet) - [Pay Rates](/doc/docs/employee-record-employment-tab) - [Direct Deposit](/doc/docs/workforce-reports-employee-payment-preferences) - [Taxes](/doc/docs/workforce-employee-records-taxes-tab) - [Addresses](/doc/docs/employee-records-basic-info-tab) Employees can update their direct deposit information and tax forms in the [My Pay](/doc/docs/r365-app-my-pay-employee-self-service) section of the R365 Mobile App. | | ![A purple circle with a white letter k Description automatically generated](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/workforce-payroll-routine---click-and-easy-image-f3quzdkx.png?sv=2026-02-06&spr=https&st=2026-10-28T17%3A01%3A59Z&se=2026-10-28T18%3A01%3A59Z&sr=c&sp=r&sig=aApMTrEV5Xj3fk7dzttUi%2F2szGK0a5bMMdIj%2Fkn8Ekw%3D) | **Key Players** | Share trends and important information with key players to establish and maintain healthy processes. | ## **EASY - Pay Period Tasks** | ![A white letter in a blue circle Description automatically generated](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/workforce-payroll-routine---click-and-easy-image-0yxrayri.png?sv=2026-02-06&spr=https&st=2026-10-28T17%3A01%3A59Z&se=2026-10-28T18%3A01%3A59Z&sr=c&sp=r&sig=aApMTrEV5Xj3fk7dzttUi%2F2szGK0a5bMMdIj%2Fkn8Ekw%3D) | **Ensure** | For each [Pay Run](/doc/docs/workforce-pay-runs), review the following for accuracy: - Correct Hours - Job Titles - Pay Rates Learn more about [reviewing payroll here](/doc/docs/workforce-payroll-audit-troubleshooting). | | --- | --- | --- | | ![A white letter in a blue circle Description automatically generated](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/workforce-payroll-routine---click-and-easy-image-jnzl4zys.png?sv=2026-02-06&spr=https&st=2026-10-28T17%3A01%3A59Z&se=2026-10-28T18%3A01%3A59Z&sr=c&sp=r&sig=aApMTrEV5Xj3fk7dzttUi%2F2szGK0a5bMMdIj%2Fkn8Ekw%3D) | **Add** | Add [One-Time Payments](/doc/docs/workforce-one-time-payments): - Pay Adjustments - Bonuses - Tips - Reimbursements | | ![A white letter in a blue circle Description automatically generated](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/workforce-payroll-routine---click-and-easy-image-0zlbgcki.png?sv=2026-02-06&spr=https&st=2026-10-28T17%3A01%3A59Z&se=2026-10-28T18%3A01%3A59Z&sr=c&sp=r&sig=aApMTrEV5Xj3fk7dzttUi%2F2szGK0a5bMMdIj%2Fkn8Ekw%3D) | **Submit Then Separate** | Submit the finalized payroll. - Learn more about [calculating, reviewing, and approving a pay run here](/doc/docs/workforce-calculating-and-approving-a-pay-run). -Then- [Separate employees](/doc/docs/workforce-employee-separations) who are no longer active. | | ![A white letter in a blue circle Description automatically generated](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/workforce-payroll-routine---click-and-easy-image-mksxyg7l.png?sv=2026-02-06&spr=https&st=2026-10-28T17%3A01%3A59Z&se=2026-10-28T18%3A01%3A59Z&sr=c&sp=r&sig=aApMTrEV5Xj3fk7dzttUi%2F2szGK0a5bMMdIj%2Fkn8Ekw%3D) | **You're Done** | Finalize payroll and relax, knowing that all the hard work has been done daily instead of frantically at the last minute. |