What’s included in the payroll report?
The payroll report shows payroll information for both permanent and bank staff, including:
Hours worked during the selected pay period
Pay rates
Holiday pay and allowances
Payroll rule entitlements (e.g. overtime, bank holidays)
All of this information is automatically calculated based on the employee’s contract details and worker information that were uploaded when they were set up.
Access to payroll
You’ll need access to the Payroll feature in order to run payroll.
Company Directors already have access by default
If you need payroll access, please speak to a Company Director
Our team can then update your permissions if required
How to run payroll
Go to Staff and click Payroll runs
Select the Location or Company Group, choose the ‘to’ date, then click Run payroll
Note: If you’re using a Company Group, payroll only needs to be run once by one of the homes in that group.
The payroll run will appear at the top of the table
After a few minutes, it will finish processing
Click on the payroll run once it’s complete
Use the Filter by location dropdown to select your home
Open Actions (top-right) and click Export payroll CSV
You can also download the timesheet CSV if you’d like to check individual timesheets
Click Finalise once:
Each home has confirmed they’re happy
The payroll team has received and checked the exports
⚠️ Important before finalising payroll
Before finalising payroll, make sure all timesheets for the period have been submitted and approved.
Any unsubmitted or unapproved timesheets will not be included in payroll.
Frequently Asked Questions
Can I view payroll before it’s finalised?
Yes. You can review payroll details, download CSVs, and check timesheets before finalising. Finalising simply locks the payroll run.
How do I deal with adjustments to payroll?
If you notice an issue:
Check that the employee’s contract, pay rate, and payroll rules are correct
Make sure the relevant timesheets are submitted and approved
You can edit timesheets if the shift lengths need adjusting
If changes are needed, update the data and use Re-run payroll before finalising
What is “Re-run payroll”?
Re-run payroll recalculates payroll using the latest data (for example, updated timesheets or contract changes).
This is useful if changes were made after the original payroll run but before finalising.
What happens once payroll is finalised?
Once finalised:
The payroll run is locked and can’t be edited
The data is confirmed as the final version for that pay period
Exports can still be downloaded for records or payroll processing
Timesheet adjustments after payroll is finalised
If a timesheet is updated after payroll has been run and finalised, the change will not affect the completed payroll run.
Instead
The adjustment will automatically be picked up in the next payroll run
Any additional hours, reduced hours, or pay differences will appear as an adjustment for that employee in the following period
Need help?
If you need help understanding your payroll report or have questions about a payroll run, please contact the team - we’re always happy to help.