Guided walkthrough
Tutorial 3: Run payroll
Completed work turns into a reviewed, exportable payroll run without re-keying hours.
Audience: Manager, finance admin
Walkthrough video
Tutorial 3: Run payroll video
A focused walkthrough video so managers can train on this workflow without reading the full guide first.
Training steps
Run these in a test workspace, then repeat them with the manager or operator who owns the workflow.
- 1Complete a few jobs so timesheets are generated from the actual hours worked.
- 2Open Timesheets, review hours by member for the period, and correct any row that needs a manual fix.
- 3Open Payroll and generate a run — hours meet each member's wage rate and deductions are itemized.
- 4Review the run's line items against the completed work and approved leave.
- 5Export the run as CSV (defaults to the current month) for your records or your accountant.
Success criteria
You're done when…
Completed work turns into a reviewed, exportable payroll run without re-keying hours.