This article will share a handy checklist to ensure weekly schedules have been managed correctly.
- TLM Weekly / Pay Period Check List
TLM Weekly / Pay Period Check List
1. Check to ensure all employees are confirmed (Dark Green or Light Blue).
2. Calculate billing/payroll.
3. Lock week (if at the end of the month, once verified, days can be locked). If Billing or Payroll has been processed, do not unlock the week and change the schedule.
4. In the Reports (Tools Menu), choose Reports:
Under Payroll Menu
Payroll Detail by employee – Actual (Sort by Service Date) or
Payroll Summary by employee – Actual
5. In the Reports (Tools Menu), choose Reports:
Under Billing Menu
Billing Detail by Customer – Actual (Sort by Service Date) or
Billing Summary by Customer– Actual
6. Process Invoices by cycle.
7. Process Payroll in the Portal/Vault for your pay cycle (Vision will pull the payroll information into the Portal/Vault for processing).