This topic describes common features for adding payroll items (quick entries, adjustments, and checks) in the Pay Run Management and Data Entry tabs of Payroll. See also: Data Entry Tab.
Button Toolstrip
The application displays a set of buttons in a toolstrip along the top of each tab. If all of the buttons do not fit onto the screen, you can click the arrow icon on the right side of the toolstrip to access them. The following example is from the Quick Entry sub-tab.
New Entries
When you add a new payroll item (for example, in the Quick Entry sub-tab), the application displays the green plus flag at the top left of the new row.
Field Search
Entering data into fields instantly filters the list of available options.
You can use the following keyboard commands when creating payroll items:
- Press Shift+Enter or Ctrl+Enter to create new blank checks, quick entries, adjustments
- Press Tab or Shift+Tab to scroll through fields. The application only moves to the fields that are available for editing. When you tab past the last field, the application moves to the first field of the next entry in the list.
- Press Spacebar to select or clear checkbox settings.
- Press the Down Arrow or Spacebar to expand drop-down lists.
- Press the Up Arrow or Down Arrow to move through options in a drop-down list.
- Press Enter to select the option that is highlighted in the drop-down list.
- Press the Down Arrow to open controls that are contained within columns, such as in the Labor Metrics column.
- Press Enter or the Up Arrow or Down Arrow to move through entries in the list. To do this, the cursor cannot be inside a text field of any entry.
- Select one or more entries from the list, and press the Delete key to delete them from the list. To do this, the cursor cannot be inside a text field of any entry. Moreover, when you select one or more entries, you might need to wait for them to fully load before the Delete command works. After you press the Delete key, you still need to click Save to complete the deletion.
Column Freeze Point
To make it easier to review and enter payroll items, some lists have the first few columns frozen in place (similar to the column freeze feature in spreadsheets), so that they remain visible when you use the horizontal scrollbar or Tab key to move to fields on the right side of the screen. The location at which the columns are locked is set by default and cannot be modified or removed. The following example is from the Quick Entry sub-tab, where the Edit Set, Employee Name, and Employee No. columns are frozen:
Validation
When you add a new payroll items, and you've completed all of the necessary fields, the application calculates the entry and displays a green checkmark icon in the first column.
If there is an error with the data you've entered, or you've missed a required field, the application displays the error icon and expands the Problems panel. In this example, an error is triggered because the user has not selected a code for the earning that they added. You can click Problems in the toolstrip to open or close the Problems panel.
Multi-Selection Checkbox
You can select more than one entry in the list by using the checkboxes next to the entries. You can also select multiple entries by holding the Ctrl or Shift keys and clicking anywhere on an entry.
As an exception, it isn’t possible to select multiple checks in the Checks sub-tab.
Edited Items
When you edit an existing entry that has been saved, the application displays the orange edited flag in the top left of the first column.