Efficient shift review and approval are essential for accurate payroll management. This guide explains how to review and approve shifts in RosterElf, ensuring precise and up-to-date payroll records. By following these steps, you'll minimise payroll errors, maintain compliance, and keep your payroll process streamlined.
1. Reviewing shift details in RosterElf
When reviewing shifts in RosterElf, you'll find key details that help in making informed approvals. Reviewing these details carefully ensures that the payroll reflects the actual hours worked, promoting accuracy.
1.1 Viewing shift details
For each shift, you'll see these four columns:
1.1.1. Roster: Displays the scheduled start, break, and finish times for each shift.
1.1.2. Time clock: Shows the clock-in
and clock-out times recorded via the RosterElf app.
1.1.3. Auto rounding: Automatically rounds start, break, and finish times based on your settings.
1.1.4. Custom: Reflects any times set during the payroll review process.
2. Approving shift times
Approving shift times in RosterElf is simple. Follow these steps to select and confirm the correct hours, ensuring accurate payroll data.
2.1 Selecting approved times
2.1.1. Click on the relevant cell to choose the approved time for each shift.
2.1.2. Once approved and saved, a green outline will appear around the cell, confirming the selection.
3. Making custom payroll changes
You may need to adjust shift times based on additional review. Custom payroll changes allow for precise adjustments to meet payroll requirements.
3.1 Setting custom times
3.1.1. Click on the custom payroll cell to enter your chosen time for each shift.
3.1.2. Save individual changes: Click the save button under approved hours to save each shift individually.
3.1.3. Save in bulk: Click the save all button at the bottom right of your screen to save all custom entries at once.
4. Excluding employees from export
Excluding employees from payroll export can streamline your data, especially if certain shifts should not be included in the final payroll.
4.1 Excluding shifts from export
4.1.1. Untick the records of employees you want to exclude from the exported payroll.
5. Viewing total approved hours
RosterElf calculates the total approved hours automatically based on your selected roster, auto-rounding, time clock, or custom times. This summary gives a quick overview of the hours ready for payroll export.
5.1 Checking total hours
5.1.1. Review the approved hours summary to confirm payroll accuracy.