Why is a premium not included in payroll?
Check out this short video:
For a detailed written breakdown, see below:
Case 1 – Calculated Premiums
Calculated Premiums such as Mileage are automatically calculated and applied upon Payroll generation. If a certain Calculated Premium is missing in the payroll run, it is likely that it was not added to the Payroll Period.
To check this, go to Accounting > Payroll > “View/Prepare” the respective Payroll Period then click Check Pay Settings. The Calculated Premium needs to be listed for it to processed in the payroll run.
To resolve this, in the same Check Pay Settings tab > click “Add Premium” to add the Calculated Premium.
Then, re-generate the Payroll in the Payroll Period > Payroll Run & Export to see the Calculated Premium accounted again, by either:
- Deleting the payroll run and click “Run Payroll” for a fresh payroll run. OR
- If your payroll has already been submitted, click “Re-run” to apply Post-Period Adjustments. (Click here for a GIF on how to re-generate the Payroll)
Case 2 - Visit Premiums
If this is happening to certain visits, it could be due to the following:
1. No Premiums are attached to the visit
To check this, view the Visit’s details > Premiums > check if there are any premiums listed.
Click on the “Add Premium” button to attach Premiums to the Visit as desired.
Once this is done, re-generate the Payroll in the Payroll Period >
Payroll Run & Export to see the newly added Visit Premiums accounted by either:
- Deleting the payroll run and click “Run Payroll” for a fresh payroll run. OR
- If your payroll has already been submitted, click “Re-run” to apply Post-Period Adjustments. (Click here for a GIF on how to re-generate the Payroll)
2. The attached Premium does not have a pay code configured
If a Visit Premium is not captured in the payroll run, ensure that the Premium has a Pay Code configured.
To check this, go to Accounting > Accounting Settings > Premiums > "Edit" the respective Premium and check if a Pay Code is selected in the Pay Code dropdown.
To resolve this, select a Pay Code in the same dropdown for the Premium. Then, re-generate the Payroll in the Payroll Period >
Payroll Run & Export by either:
- Deleting the payroll run and click “Run Payroll” for a fresh payroll run. OR
- If your payroll has already been submitted, click “Re-run” to apply Post-Period Adjustments. (Click here for a GIF on how to re-generate the Payroll)
Case 3 - Employee Daily Premium
A missing Employee Daily Premium may be due to the Apply Date of the Premium not being effective during the Payroll Period.
To check this, go to the employee’s profile > Time Sheets & premiums > Premiums, note the Apply Date column of the Premium. “Edit” the Premium to update the Apply Date to be covered by the date range of the payroll period so that it is processed in the payroll run.
Once this is done, re-generate the Payroll in the Payroll Period > Payroll Run & Export to see the Employee Daily Premium accounted by either:
- Deleting the payroll run and click “Run Payroll” for a fresh payroll run. OR
- If your payroll has already been submitted, click “Re-run” to apply Post-Period Adjustments. (Click here for a GIF on how to re-generate the Payroll)
Additionally, the Employee Daily Premium can be missed in the payroll run if it was added after Payroll was run.
To check when the Premium was added, follow the steps above (i.e. go to the employee’s profile > Time Sheets & Premiums > Premiums) but this time, note the Date column of the premium.
To resolve this, re-generate the Payroll in the Payroll Period > Payroll Run & Export to see the Employee Daily Premium(s) accounted again by either:
- Deleting the payroll run and click “Run Payroll” for a fresh payroll run. OR
- If your payroll has already been submitted, click “Re-run” to apply Post-Period Adjustments. (Click here for a GIF on how to re-generate the Payroll)
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If issue is not resolved after going through the steps in this guide, please search through Zendesk articles or have your super user submit a Zendesk ticket.
For a full list of FAQs related to Payroll, check out this post.
💡 Support Tip: You can troubleshoot the issues explored in this post in your staging environment
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