Purpose: This guide will provide an overview of BambooHR Payroll and the Payroll tab. You can also find information on what to do after payroll is process and what happens if you are late/miss payroll.

Table of Contents

• Payroll overview
• Payroll tab
• TRAXPayroll
  • TRAXPayroll Single Sign-On (SSO)
• What happens when the payroll gets approved?
• What happens if I am late or miss payroll?

You can find the Payroll tab at the top of any page in BambooHR. This tab is accessible to the Account Owner, Full Admin users, Payroll Admin, and custom payroll users with access. If you have multiple EINs, you need to select which EIN you want to view in the top left corner. It automatically defaults as the EIN you have most recently viewed. All users with access to the Payroll tab can see the basic payroll information for all EINs.

The Payroll tab will automatically default to show the pay date that is due next. You can see all recent past due, current, and future pay dates for all pay schedules associated with the EIN at the top. The displayed date for each calendar icon is the assigned pay date for the pay period. You can also see the next seven pay dates at once, but you can click the right arrow to see additional dates. Click on a different pay date to see the corresponding details.

The Payroll tab will show the following information:

1. Multi-EIN dropdown: If you have multiple EINs, you can filter which EIN's payroll you are viewing by clicking this dropdown.
2. Open TRAXPayroll: Clicking this button will allow users with access to SSO (Single Sign-On) into TRAXPayroll. See more details below.
3. Payroll Reports: Users with permissions can click Payroll Reports to view their approved payroll reports under the Reports tab in BambooHR.
4. Off-Cycle Payroll: Click this button to create off-cycle payrolls in the instance of paying out a terminated employee, bonus payouts, etc.
5. Tax account setup alert: If you are missing any tax IDs you will receive an alert at the top of the Payroll tab. Clicking Setup Now will navigate you to the Company Tax page in Settings, where you can update the tax IDs. The alert will appear for 97 days, but as a reminder, you must update these before 60 days to avoid fees.
6. Pay date and the associated pay schedule
7. Payroll History: The Payroll History button allows you to view important payroll data, including reports, reminders, and a timeline of payroll events from payrolls already processed in the past.
8. Company-level payroll error banner: If there are any errors found within your company information, like invalid addresses, a banner will appear with a Fix Now button for you to update the information before you process your payroll.
9. People Being Paid: This tile will display the total number of people being paid on the current payroll run. If your employees have information errors that need to be fixed before running payroll, the People Being Paid tile will be highlighted orange. It will also display the ratio of people that are ready for payroll versus the total number of people on the payroll run. Click on the tile to manage employee payroll errors, and enable/disable employees from future payroll runs.
10. Extra Pay: This tile will display the total extra pay amount for the pay cycle. Click on the tile to edit your employee's extra pay and upload extra pay in bulk.
11. Deductions: This tile allows visibility into your employee's deductions before starting payroll. Click the tile to view active deductions, contribution amounts, deduction changes, totals, and history for your employees in payroll.
12. Timesheets/Hours: If you have purchased BambooHR Time & Attendance, this tile will show the number of timesheets that have been approved or that are awaiting approval. Keep in mind, this tile only shows timesheets for Hourly employees with Time & Attendance enabled. Click on the tile to view timesheet and hours details related to the current payroll run. If you do not use BambooHR Time & Attendance and add hours with an hourly time off policy, using the hours importer, BambooHR's open API, or through one of our time tracking partners, the tile will show as "Hours." It will show the number of hours that have been approved. Please note that manually added hours are automatically considered approved.
13. Reminders: Those with access to the Payroll Tab can view and create reminders within this section to assist them in running payroll. You can add, edit, delete, mark reminders as complete, and mark reminders as incomplete. Reminders marked complete will include a timestamp and the name of the person who completed it. Each pay cycle will have its own list of reminders, even if there are multiple pay schedules in a pay cycle.
14. Updates since the last payroll:This section will only appear if the pay date is the next upcoming pay date for that pay schedule. Here you will find a list of changes and the associated employees who have had changes since the last pay date for the pay schedule. The list also shows the employee's profile picture, preferred name and last name, job title, and the category assigned to the changes on the employee in the report. If there are no changes, you will see a message letting you know there are no changes from your last payroll.
    1. Jump to Full Report will direct you to the Payroll Update Summary report, and the view will default to the specific pay schedule. From there, you can go through and review all payroll-related changes.
15. Payroll information box:
    1. Name of pay schedule
    2. Start Payroll Continue Payroll button
       1. This button will only appear on current payroll runs as long as there is at least one employee being paid. If you missed your payroll processing deadline this button will also turn into a Move Pay Date or Skip Payroll button.
    3. Payroll due date and time it is due (customer's time zone)
       1. If the payroll is unapproved and it is one hour before the due date time for that payroll, the pay date will get highlighted as orange.
       2. If the payroll is unapproved but still before the pay date for that payroll, the pay date will get highlighted as orange with a message to let you know it is past due.
       3. If the payroll is unapproved and the pay date for that payroll has passed, the pay date will get highlighted as red with a message to let you know you have missed the payroll cutoff deadline.
       4. In addition to the above, you will see a message about the upcoming, past due, or missed payroll next to the pay schedule.
    4. Pay cycle start and end date (pay period date)
    5. The pay date for the payroll
16. Delete This Payroll: You can one-time delete unapproved payrolls by clicking Delete This Payroll at the bottom of the payroll information card. If deleting a scheduled pay cycle, a modal will appear, requiring you to type "DELETE" and confirm that you wish to delete the pay cycle. Once confirmed, the pay cycle will fall from the carousel, and the next scheduled pay cycle will be activated. Please note you must contact support to reactivate a deleted payroll.
17. Pay Cycle ID: The pay cycle ID is a unique identifier for the current payroll run you are processing. The format of the pay cycle ID is displayed as "ID [Payroll ID] - [Pay cycle ID]". If you have a specific question about your payroll, this number will help our support team quickly identify the payroll you may have questions about.