Before you start, you'll need to have payroll administrator access to complete this step. Here’s how to set that up:
- From the Wiise role centre, search for and select User Setup.
- Find the USER ID you want to give payroll administrator access to.
- Tick the box in the PAYROLL OFFICER column at the far right of the line.
Here's how to complete the pay run:
When the timesheet approver selects Approve or Approve and post on a timesheet, it creates an entry in the Wiise job journal. You can then process the pay run from Wiise Payroll. Here are the steps:
- First, log into Wiise Payroll.
- Then select Timesheets from the left-hand navigation menu, then select Approve Timesheets.
- Change the Show timesheets for period settings to view the timesheet you want to include.
- From the top right of the page, select New Pay Run.
- Now enter the dates in the screen that opens, and then select Create.
- This will show you the employees’ pay details for the period.
- Select Warnings in the ribbon to see any employee timesheet issues — this could be that an employee doesn’t have a tax code or has pending leave requests. You may need to fix these before you continue.
- When you’re ready to complete the pay run, select Actions > Finalise Pay Run.
Note: When you finalise a pay run in Wiise Payroll, it’ll be locked. This means you won’t be able to edit it in the future.
Note: Finalising a pay run doesn’t pay employees automatically. The payroll administrator will also need to process a manual payment. Or they can download a payment file and upload it to your internet banking provider. Find out how to do this in How to set up your payment settings.
Once the pay run has been completed in Wiise Payroll, you can post the pay run journal in Wiise with a few simple steps. This automatically posts the payroll journal for you, using the payroll system integration. And it also means that when you import a pay run, the employees’ dimension values (information categories used for reporting) will be included in the ledger entries.
- Start by logging into Wiise in a new browser window.
- Select Payroll > Pay Runs. The Pay Runs window will open, showing your recent, finalised pay runs with Pay Run ID or Pay End Date item on the top of the list. The Posted and Date/Time columns show you when and if you imported each one.
Note: Make sure you’ve set up the general ledger (your accounts summary) before you post pay run entries. If you want to check, select Payroll > G/L Account Setup. You can edit account numbers here if you need to.
- Highlight the Pay Run you’d like to import.
- Now, select Import Transactions. This will import Wiise Payroll transactions into Wiise.
- Wiise will create and post the journals automatically. Find out how to set up this option in How to complete Wiise Payroll setup.
- If you choose the Calc. Month End Leave Accruals function, this will generate recurring general journal lines. They will include the estimated leave accruals for the remaining days within the month of the current pay run end date. This will be manually posted and will be reversed on the first day of the next month.
Note: When you import pay run journals into Wiise, the system will create two additional journal lines:
- Debit PAYG Liability
- Credit Bank Account
With single touch payroll, the payroll file is sent to the ATO with the PAYG information. These entries must be reflected correctly on the bank account and in the bank account reconciliation in Wiise.