This article is an overview of the steps needed to complete a full Pay Run, including reviewing and approving associated Journal Entries.
| Step | Pay Run & Paycheck Run | Journal Entries |
| 1 | Pay Run is created System Generated Pay Runs are automatically created at the end of each pay period. One-Time Payments can be used to manually create Pay Runs before the end of the pay period. | |
| 2 | Salary earnings are automatically added to scheduled Pay Runs | |
| 3 | Hourly earnings are reviewed on the DSS | |
| 4 | Hourly earnings are reviewed utilizing the Workforce Payroll Preview Report | |
| 5 | If needed, punches are adjusted by either:
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| 6 | DSS is approved | Estimated Labor Journal Entry is automatically created, including:
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| 7 | Hourly earnings are exported from Smart Ops and imported into the scheduled Pay Run | |
| 8 | Additional earnings are added via One-Time Payments or imported via a Payments Import, if needed. | |
| 9 | Pay Run is Calculated | |
| 10 | Pay Run is reviewed using the Payroll by Pay Period Report or Payroll by Pay Date Report | |
| 11 | Pay Run is approved Important Note: Once approved, Pay Runs cannot be unapproved. When approved, funds will be automatically disbursed to direct deposit recipients and Payroll Journal Entries will be created. Additional imports and adjustments will not be possible. Ensure Payroll is complete and accurate for all employees before approval. | Payroll Journal Entry is automatically created, including:
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| 12 | Paycheck Run is automatically created | |
| 13 | Physical Paychecks are printed either manually or through Print & Ship Note: Once all Paychecks are printed, the Paycheck Run will change to the status of 'Paid'. If no Paychecks need to be printed for the Paycheck Run, it will automatically move to the 'Paid' status. | Funding Journal Entries are automatically created, including:
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| 14 | Payroll Journal Entry is reviewed and approved Learn more about Estimated and Actual Payroll Journal Entry Clearing here. | |
| 15 | Funding Journal Entries are reviewed and approved |