Why are visits not included in payroll?
Check out this short video:
For a detailed written breakdown, see below:
Case 1 - The Visit was not approved at the time payroll was run
To check this, view the Visit’s details > View Revisions > List, Note the most recent date/time the “approval_status” value was updated to “True.” Then, in the same Payroll Period > Payroll Run & Export, compare the payroll run date/time against the Visit approval date/time.
In the case where the Visit approval time is later than the payroll run time, the Visit is expected to be missed in the payroll.
To resolve this, re-generate the Payroll in the Payroll Period > Payroll Run & Export for the visit to be 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: The Service Code that the Visit has used does not have a Pay Code attached
To check this, view the Visit’s details > Information > check if the Pay Code (Regular) field is populated.
To add one, go to Accounting > Accounting Setting > Service Codes > “Edit” the Service Code as shown in the Visit’s details > add a Pay Code to the Regular Pay Code field.
Once this is done, 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)
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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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