Payroll Submissions
Select PlanSmart
Select Other
Select Payroll
Filter the report as required
Click on Show Report
Click on Files
Click on Upload to current file categories
Select the category
Select the file
Select who to send the email too or add another recipient.
Click on Upload Files
The client will now have a green box with a tick to show a file was uploaded for this client
Click on the green box with a tick and you can now add notes and set as complete. You can also notify other users.
Click on Save
The report will show you which Payroll submission have been done, or not done, if the files have been uploaded and if there are notes.
The report will also display the total Payroll clients, and the % of each month that has been completed.
Select Other
Select Payroll
Filter the report as required
Click on Show Report
Click on Files
Click on Upload to current file categories
Select the category
Select the file
Select who to send the email too or add another recipient.
Click on Upload Files
The client will now have a green box with a tick to show a file was uploaded for this client
Click on the green box with a tick and you can now add notes and set as complete. You can also notify other users.
Click on Save
The report will show you which Payroll submission have been done, or not done, if the files have been uploaded and if there are notes.
The report will also display the total Payroll clients, and the % of each month that has been completed.
Updated on: 31/10/2024
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