The Quick Entry Tab

The following is an overview of the Quick Entry sub-tab of Payroll > Pay Run Management:

You create and manage entries in a single list.
By default, all of the entries for the pay run are displayed, and they are sorted by the date that they were created, with the older entries displayed first.
When you click Add, the application adds a row to the bottom of the screen, and you can enter the details of the entry.
When you save an entry and refresh the screen, the entry is sorted with the other saved entries.
You can create custom sorting settings and filter which entries are displayed. You can filter a subset of entries without saving your pending changes. Also, the list of quick entries includes all of the available columns by default, but you can customize which columns are displayed. For more information, see the following topics:
- The Filter Button
- Quick Entry Column Views
The application displays a summary panel at the bottom of the screen, which you can click to expand or minimize.
You can resolve quick entries in imported pay runs without having to reimport the pay run. See Resolve Issues with Quick Entry Imports.

Quick Entry Summary panel.

Button Legend

Buttons in the Quick Entry sub-tab
Button	Description
	Click the Refresh button to reload the information in the Quick Entry sub-tab.
	Click the Favorites button to open a menu where you can save your current filter and view settings as a favorite, load an existing favorite, or manage your favorites. See Favorites in the Quick Entry Sub-tab.
	Click the Filter button to open a panel where you can filter the list of entries based on a set of options. See The Filter Button.
	Click the View button to open a panel where you can set which columns are displayed, the order in which entries are sorted, and whether the summary is shown or hidden. See Quick Entry Column Views.
	Click the Add button to add an entry to the list.
	Click the Copy button to create a copy of the one or more entries that you have selected from the list.
	Click the Delete button to expand options for deleting entries that you have selected from the list, or deleting all entries currently filtered on the list.
	Note: If you are working with a ConnectedPay pay group, this setting isn’t available. Click the Sync Pay Changes button to sync pay changes for eligible employees in the pay run. See also: Run the Sync Pay Changes Wizard Sync Pay Feature for Non-Auto Pay Retro Base Rate Changes Wizard for Retroactive State Tax Threshold Adjustments
	Click the Export button to export entries that are currently displayed in the list to a CSV file. See Import and Export Items to Individual Pay Runs.
	Click the Import button to open a menu where you can import entries from a CSV or TSV file, create an import template file, or view a list of past imports that you can filter by date. See Import and Export Items to Individual Pay Runs.
	Click the Import Status icon to view the status of imports that you have made in the last 24 hours. See Import and Export Items to Individual Pay Runs.
	Click the Audits button to view details about entries that have been recorded, edited, or deleted in a pay run, as well as who made the changes.
	Note: If you are working with a ConnectedPay pay group, this setting isn’t available. Select an entry from the list and click the Balances button to view the associated employee's balances from the Workforce Management module for Dayforce, such as sick days and personal days.
	Note: If you are working with a ConnectedPay pay group, the Taxes column in the Manage Edit Sets dialog box isn’t available. Click the Edit Sets button to load, create, and manage edit sets for the pay run. Edit sets are used to help you record and validate groups of related quick entries. See Edit Sets.

The Audits Button

If you have entries in the Quick Entry, Checks, or Adjustments sub-tabs of the Pay Run Management or Data Entry tabs of Payroll, you can view whether an item has been changed. Using the following screenshot as a guide, the process is that you (1) select an entry in the list of entries, then (2) click the Audits button, which opens a panel below the toolstrip and above the list of quick entry, check, or adjustments items (3):

Split screen that displays when you audit quick entries.

Note: The Export button is only displayed in the panel when you are in the Pay Run Management version of the Checks, Adjustments, and Quick Entry tabs, and isn’t available in the Data Entry version of these tabs.

In the list of audit entries, you can see what changes were made to the entry and when. Note that this screenshot from Pay Run Management accurately reflects the functionality of the Audits button in the Quick Entry, Checks, and Adjustments sub-tabs in both the Pay Run Management and Data Entry tabs.

Notes about the Audits panel:

The Type column identifies each audit transaction on the list (for example, check, adjustment, earning, tax).
The Pay Run column is displayed in both Data Entry and Pay Run Management so that you can see which pay run the entry is assigned to as well as when an entry is moved to a different pay run.
In the Checks and Adjustments sub-tabs, you can view the audit transactions for one selected pay entry at a time.
In the Quick Entry sub-tab you can view audit transactions for all of the pay runs that you select. For example, if you select two quick entries from the list, the Audits panel above the list displays the transactions that are associated with the two quick entries.
It isn’t possible to view audit records for deleted entries in the user interface. However, you can export audit records for entries, including deleted entries, to a CSV file. The export functionality is only available for the Pay Run Management versions of the Quick Entry, Adjustments, and Checks sub-tabs and not the Data Entry version of these tabs.

Export Audit Transactions

Before You Begin: The functionality for exporting audit transaction is only available in the Pay Run Management version of the Checks, Adjustments, and Quick Entry tabs, and isn’t available in the Data Entry version of these tabs.

You can export audit records for entries of a loaded pay run to a CSV file. The export file includes the same columns as Dayforce displays in the Audits panel. At the bottom left of the Audits panel (which you open by clicking Audits in the toolstrip), Dayforce displays the Export button, which you can click to expand the Export Grid and Export All options:

Export drop-down list in the Export panel that opens when you audit quick entries.

Export Grid

When you select Export Grid, Dayforce exports the transactions that are currently listed in the Audits panel. For example, if you select two quick entries from the main quick entry list, the Audits panel displays the audit transactions for those two quick entries. When you select Export Grid, the export file includes the audit transactions for those two quick entries only. However, if you don’t select any quick entries, so that the Audits panel is empty, the export file won't contain any transactions.

Export All

When you select Export All, the export file includes the transactions for all of the quick entries that you or other users have created or deleted in the pay run. While audit transactions for deleted quick entries aren’t displayed in the Audits panel in the user interface, when you select Export All, transactions for deleted records are included in the export file.

The following excerpt of an export file includes the Add and Delete transaction for a vacation quick entry that was deleted:

The csv-format export file has a 'delete' row followed immediately by an 'add' row for a deleted quick entry. Both rows contain the same details about the quick entry, except for differing timestamps.

Note: If the org picker functionality is enabled, the export file only includes audit transactions for the org level that is currently selected.

Summary Panel

Note: If you are working with a ConnectedPay pay group, the Taxes section in the Summary panel is unavailable.

When you open the Quick Entry sub-tab, the summary panel at the bottom of the screen is minimized and displays total earnings, deductions, and taxes that are currently displayed in the list, as well as a count of the total number of each type of entry. The Earnings section of the summary includes a column for total hours in addition to dollars (if hours are applicable to the code). In this example, there are five earning entries that total to 200 hours and $4,400:

Summary panel.

The amounts displayed in the summary are based on your current filter settings and only count entries that are saved. For example, if you filter quick entries by a specific employee and add an entry for the employee but don’t save it, the summary only counts the employee's saved entries.

You can click the Summary panel to expand it, and the application displays a breakdown of the totals by code. A note at the bottom also reminds you that totals are based on current filter settings:

Expanded Summary panel.