Page Comparison

Navigating to the Payroll Export

Reporting>Scheduling>Payroll Export

•  Users with permission “View/Download Payroll Export” will be able to view/download this report

Generating the report

Date Range: Enter the date range you want to pull appointments for

• You can run report for up to 181 days

By default, completed appointments by your company’s definition will pull into the Payroll Export

Use the ‘Staff Assigned Location(s)’ field to select the location you want to filter by. You may select multiple locations. You must select at least one location. All locations will be auto selected.

Include Late Entries: When selected, the system looks for appointments prior to the start date entered that were previously incomplete but are now complete

• EX: If an appointment in June was incomplete when running payroll for June appointments but has since been completed and now user is running payroll for July appointments, that June appointment will populate in the export as part of the late entries feature

• To prevent duplicate billing, it will only pull once

  • EX: Tomorrow if I pull this same report for this date range, the late entry appointment(s) won’t show again. The system thinks you already paid that staff. Suggested that if late entries are included in the export, save that document

Include INCOMPLETE staff appointments: Best practice is not to pull incomplete appointments; Breaks the functionality of the Late Entries feature because you are running with incomplete appointments

Include Cancelled/Archived Appointments: If you need to pay staff for cancelled appointments, can select to pull these in

Include Non-Payable Appts (these appointments do not count toward payroll totals): Any paycode created with the “N/A” code will populate into a Non-Payables tab on the export

Include Demo Client: Select if you want demo clients to appear on the export

Click Run Now

• The system will create a record in the My Reports Tab with the status of “Pending”

  • The Status will change to “Download” once the report is ready to view

• Users will also receive an email when the report is ready that includes a link to be brought to the Payroll Export My Reports page within Rethink

• Not recommended to pull for incomplete appointments using the Payroll Export Report. To pull for incomplete appointments, use the Scheduling>Appointment List view

• Under My Reports>Statuses allow users to see where the report is in the process at any point in time

  • Pending: The report is in a queue of repots waiting to be processed

  • Download: Report is ready for download

  • Download: Report was previously downloaded

    • You may download at anytime and as many times as you would like

  • Fail: There was an error when processing the report. User can run the report again or contact the Rethink Support Team to see if it may be recovered

• Users will receive an email when the report is ready

  • By default, the email will be sent to the users email in their staff profile

• Once exported to excel, there are four tabs to work through

  • Add a filter for review by column headers

    • EX: Can sort/filter by different locations

Subscribed Reports

• Ability for users to schedule payroll exports

  • User will receive an email on the day indicated by the subscription when the report is ready. Email will guide you back into Rethink to download the report from the My Subscribed Reports tab

• Alleviates the need to manually generate reports that are needed on a regular cadence

• See the following tutorial for details: Copy of Create and Manage Payroll Export Subscriptions. Done