Payroll Dashboard Overview

access level payroll advisor (full access), manager (full access), enrollment specialist (view only) module payroll 📊 overview the payroll dashboard is your central workspace for managing customers in an active payroll cycle it provides real time insights, filtering tools, and action driven controls to make payroll processing fast and accurate key functions view all customers in an active payroll cycle use dynamic filters and sorting to find what you need track statuses and resolve payroll issues efficiently 🔍 dashboard features preview key tools and how they help dynamic customer list highlights accounts needing action advanced filtering narrow your view by carrier, advisor, flags, or status visual indicators identify customers not running payroll at a glance ℹ️ customers not running payroll show a banner “no records for this week…” ℹ️ customers not running payroll show a banner “no records for this week…” 🔽 enhanced sorting options (for users with “sort payroll” permission – yeo team only) sort by processing day – group by payroll schedule status – pending, processing, complete business name – alphabetically last reported – most recent first 🎯 filter layout filters now include search bar global search, ignores set filters carrier payroll advisor (defaults to current user) flags more filters (formerly advanced filters) create new interim button ⚠️ filters are multi select – apply changes after selecting all desired filters 💾 saved filters saved filters persist even after clearing browser data save up to 10 sets for quick access 📌 how to save apply filters → click save filter → name it → use quick select buttons to access ❎ clearing filters click clear to remove all active filters ⚠️ active filters may hide customers—verify before reporting missing data 📂 default saved filters payroll advisors default filters are personalized (auto selects logged in advisor) admins/other users only see bounced , no records , and completed (no carrier preselected) 📝 interim payroll creation steps click create new interim (next to “more filters”) fill in pay period dates, check date, and settings search and select the customer click create ℹ️ if customer not found, see interim – client not appearing in search guide ℹ️ note if a customer doesn't appear in the search, see interim – client not appearing in search 🧮 processing queues queues group payroll records by status all – every customer pending – awaiting reporting to do – submitted or auto reporting (default tab) not reported – late or missing reports billing – approved payrolls awaiting payment delivery – ready for client delivery 🗓️ processing days buttons under queues filter by assigned processing day 📌 select once to filter, select again to deselect 📃 processing list default view is collapsed for performance each line shows client name carrier payroll advisor contact info status & flags flags will include the assessed flags per each record for better visibilty without uncollabsing the customer expand arrow (🔽) number of records 🔎 record display & status colors quick visual reference 🟥 red – error / rejected / failed 🟧 orange – action required / pending 🟩 green – complete / approved ⬜ gray – no activity yet 🚩 flags flags visually signal specific issues or workflows for review for more details, refer to the flags overview article troubleshooting & escalation how to submit an it help desk ticket 📌 tip see how to submit a support ticket for detailed instructions quick reference navigate to help in the navigation bar select it help desk include screenshot of dashboard, active filters, customer examples set appropriate urgency level next steps after familiarizing yourself with the payroll dashboard , explore payroll card overview manage individual payroll records processing tab understand payroll requirements flags overview learn about all system flags data dashboard overview process related tasks 📚 quick reference need help with terminology? check our januscrm glossary & acronym index for definitions of all terms used in this documentation