Add a New Record to a Payroll Batch

These Pre-Requisites are necessary to add a new payroll record into a batch:

Pre-Requisite 1: Have an existing payroll batch that has been calculated (and/or posted).

Pre-Requisite 2: Know the date range of the batch to which you want to add the new payroll record.

Pre-Requisite 3: The schedule to create the payroll record must be finalized.

Step 1 - Calculate Payroll
- Click the Calculate Payroll (Step 1) tool in the ribbon of the Payroll Module screen.
- Enter the date range for your payroll period (use the same date range as the batch to which you want to add the new payroll record). Make sure that any filter options selected are appropriate.  Click the View Data icon in the main display toolbar to display schedules matching the filter criteria.
- Select the finalized schedule(s) for which you want to calculate payroll by checking the box to the left of each line in the main display grid.
- To calculate the payroll for the selected schedule(s), click the Calculate Payroll tool in the ribbon at the top of the screen.
- If an existing batch has exactly the same date range, a prompt will ask if you want to 'Add records to the existing Batch for the Date Range?'; click Yes.

Step 2 - View Calculated
The new calculated payroll records will be included with the existing batch.

NOTE: If the existing batch has only been calculated, then you can view all of the records for the batch in the View Calculated Payroll (Step 2) main display area.  If the existing batch has already been posted, then you will want to post the new records you just added to the batch. If you are posting, in most cases you will want to use the same Post Date for the new records as you used to the rest of the posted batch.