Keeping track of the status and details of completed payrolls is an important part of business. As always, we're here to make it easy!
After you click Complete and Pay, Humi directs you to an overview of your completed payroll, so you can see where your money came from and where it ended up.
How to View a Payroll Overview
To access your payroll overview at any time, head to Payroll —> Records —> Payrolls and select a pay period.
Basic Payroll Information
The first thing you'll see on this page is an overview of the basic details pertaining to this payroll run, including:
| Pay Period | The days these wages cover |
| Pay Date | The date when funds should be delivered to the payee(s) |
| Total Payroll Amount | The total amount of all funds included in this payroll |
View Payroll Hours
The Payroll Hours page offers a detailed breakdown of all the hours that were included in the pay period from Time Off and/or Time Tracking.
You'll find a table detailing the following information for each hour entry:
- The employee’s name
- The date the hours were logged for
- What type of hours were logged
- How many hours were logged
- The source (Time Off or Time Tracking)
- The status of the hours
- The employee who is responsible for approving the hours
Don't see this option yet?
This section will only be visible if you have connected Time Off and/or Time Tracking to Payroll.
Learn how to connect Time Off & Payroll
Learn how to connect Time Tracking & Payroll
View Payroll Details
The Payroll Details page offers a detailed breakdown of the Payroll Obligation, CRA Remittances, Revenu Québec Remittances, Employee Net Pay, and other Remittances.
Below these details, you'll also find a table detailing the Gross pay, Deductions, and Net Pay for individual employees included in the payroll.
If you click on a specific employee, you can see a breakdown of all the payment details for their relative paycheque.
View Payroll Register Report
The Payroll Register Report lives in Reporting under Payroll Reports. This provides an itemized report of your employees' earnings, deductions, contributions and reimbursements, which can be exported as a PDF or Excel file.
You'll also find the Company Payroll Register here, which displays the total amount paid by your company.
Want to learn more?
To learn more about this report and the other reports available for Payroll, click here.
List of Transactions
The Transactions List shows you all of the transactions for the payroll, including:
| Type | Debit or Credit |
| Amount |
How much was paid |
|
Payee |
Who the payment was sent to |
| Payor | What account the payment was sent from |
| Status | The progress of the transaction |
| Failure Code | What the reason code is for the failed payment |
Drill Down
You can narrow your search by using the search bar or clicking on the filter icon shown at the top of the applicable columns.
Understanding the Transaction Status
The following are the possible statuses for Credits and what they mean:
| New | Initial state – shown right after payroll is run. |
| Funded | After the Debit is complete – Ready to be sent. |
| Sent | Sent to the bank for processing. (Final state for Credits) |
| Failed | If the Debit is marked Non-Sufficient Funds (NSF), the credit will be Failed state. Failed is a terminal state. New credit transactions will be made to complete the payment, if appropriate. |
The following are the possible statuses for Debits and what they mean:
| New | Initial state – shown right after payroll is run. |
| Sent | Sent to the bank for processing. (Intermediate state for Debits) |
| Complete | Humi has received the funds from the Debit. (Final state for Debits) |
| NSF | If Humi receives a Non-Sufficient Funds (NSF) notification for this payment, it will be marked NSF. All associated Credits will be marked failed. |