Plan: Not Available: Intermediate Available: Pro or Elite
Users: Not Available: All users Available: FYI Admins or User Group permissions
Practice Management Source: Available: All sources
This custom process is designed to automatically create a Payroll job and then create correspondence and assign a series of tasks to support payroll processing requirements for your clients.
Payroll Job Process Options
Review each of the job rollover options available below:
This option requires the import of the Recurring Payroll Job process and can be used when there is not yet a Payroll job. This custom process will automatically create Payroll job and then execute the Payroll Process to create the correspondence and tasks.
The below outlines the details for the Recurring Payroll Jobs process. This custom automation has been created by the FYI team, ready to be imported to use in your practice.
What's Included
This process will be set to run on a Schedule every month.
Note: if you need this to run on a different schedule, you can update the schedule once the processes are imported.
When importing this automation the following items are included:
Custom Views
The following Views and their associated details are used for these processes:
| Name | Type | Filters |
| Monthly Payroll Clients | Client View |
Status = Active Payroll Frequency* = Monthly |
| Payroll Jobs | Job View | Name Contains = Payroll State = Planned Job Type = Standard, Workflow |
*This field is a custom field and will not be configured in your view on import. You will need to update the view with this custom field and filter as suggested above. See Sorting and Filtering Lists for more information
Templates
The following Templates and their associated details are used for these processes:
| Name | Type |
| FYI: Your payroll has been processed for the period | |
| FYI: Payroll details required |
Job States
The following Job States and their associated details are used for these processes:
| Name | Type |
| Completed | Completed |
| Ready to Send | Standard |
| On Hold | On Hold |
| In Progress | Standard |
| At Review | Standard |
| Planned | Standard |
Job Templates
The following Job Templates and their associated details are used for these processes:
| Name | Type |
| Monthly Payroll | Standard |
This option requires the import of the Payroll Process and can be used when there is an existing payroll job. This custom process will create the correspondence and tasks needed to complete the Payroll. It will not create the job.
The below outlines the details for the Payroll Process. This custom automation has been created by the FYI team, ready to be imported to use in your practice.
What's Included
This process will be set to run on a Schedule of the first weekday of each quarter.
When importing this automation the following items are included:
Custom Views
The following Views and their associated details are used for these processes:
| Name | Type | Filters |
| Payroll Jobs | Job View | Name = Contains Payroll |
Templates
The following Templates and their associated details are used for these processes:
| Name | Type |
| FYI: Your payroll has been processed for the period | |
| FYI: Payroll details required | Excel |
Job States
The following Job States and their associated details are used for these processes:
| Name | Type |
| On Hold | On Hold |
| Planned | Standard |
| Ready to Send | Standard |
| Completed | Completed |
| In Progress | Standard |
| At Review | Standard |
Importing this Custom Automation
For Recurring Payroll Job Process, click here to download the file used to import this example Custom Process, ready for you to test and activate or customise to suit your practice (or download the file from the bottom of this article).
For Payroll Process, click here to download the file used to import this example Custom Process, ready for you to test and activate or customise to suit your practice (or download the file from the bottom of this article).
Note: If you are using Chrome as your browser, the link may not automatically download the zip file. You need to right-click on the download link above, select Copy link address and paste it into a new browser tab in the browser's URL field.
When you have downloaded the file you can import the Custom Process. Refer to Importing Custom Processes.
What's Next
Ensure you Review your Automation, Templates and Views.
Templates can be located in your Knowledge workspace, you can review and personalise any imported templates, ensure that you set the Template Status to active when you've finalised your review and customisations.
Review and update the Process Controls and Process Steps for your Automation. Specific comments have been added to the steps where action is required. These will display in blue.
After reviewing all items for your Automation, ensure you Test the Automation. When ready, set the Status of the Automation to Active.