HR-Payroll management - employees

This guide explains the employees tab in Payroll Management. It shows you how to see which users have been assigned/are not assigned to Cloud payroll.
 

When to use this guide

Use this guide when you want to:

• See all users that are assigned/unassigned to Cloud Payroll

• Confirm which payroll a user belongs to

• Identify users who still need to be assigned to a payroll before they can be included in pay runs

   

Contents

• What the employees tab shows

• Viewing whether a user has been assigned to a payroll

• Using the employees tab to identify people missing from payroll

• Next steps
   

What the employees tab shows

The employees tab in Payroll Management is an overall view of users and whether they are assigned to Cloud payroll.

From this tab, you can:

• See a list of all users that have been assigned/are not assigned to Cloud Payroll

• Check whether each user has been assigned to a payroll

• For users who are assigned, see which payroll they belong to

This view is not limited to a single pay run. Instead, it gives you an overall picture of eligibility for payrolls across your organisation.

Viewing whether a user has been assigned to a payroll

In the employees tab, each user has information that indicates whether they are assigned to a payroll.

For each user, you can typically see:

• The user’s name and key identifiers

• Whether they have a payroll assigned

• If assigned, the name of the payroll they belong to (for example, monthly or weekly for a specific company)

If a user does not have a payroll assigned, they:

• Will appear in the Unassigned list, but

• Will not be included in any pay runs until a payroll is set
   

Using the employees tab to identify people missing from payroll

You can use the Employees > Unassigned tab to quickly identify users who still need to be assigned to a pay frequency.

This is useful when:

• You are preparing for an upcoming pay run and want to ensure everyone who should be paid is correctly set up

• You have recently added new starters and want to confirm they have been assigned to the correct pay frequency

• You are troubleshooting why a specific user is not appearing in a pay run

Typical steps:

1. Open the employees > Unassigned tab in Payroll Management
2. Locate the user or users you are interested in
3. Check whether a pay frequency is shown for each user
4. If a user has no pay frequency, assign one in their HR record (see your guide on assigning users to pay frequencies)

Once a user has been assigned to a pay frequency and the change has been saved:

• They will appear in the relevant pay run for that pay frequency in the pay run – employees view.
   

Next steps

From the global employees view, you can:

• Use the Assigning employees to payroll guide to set or correct a user’s pay frequency
  

• Use the Pay Run – Employees guide to see how those users then appear within a specific pay run and how to send them to Payroll

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