Table of Contents
Payroll processes vary by agency and often involve different routines. Some common elements are gathered here for your review. Most agencies rely on one of two reports for payroll purposes. The Payroll Report is typically used to review overall numbers and is commonly utilized by agencies that process payroll in-house or work with a CPA. The Payable Shifts Report is most often used by agencies that partner with a payroll company, allowing them to export payroll data from Rosemark for upload to their payroll provider.
Rosemark supports a number of different payroll providers, some of which are outlined below.
- ADP
- Paychex
- PayChoice
- PayStar
- Kronos
- Viventium
If you have any questions about payroll please reach out to the Customer Success team.
Payroll Report
Begin by going to the Reports menu in the main Rosemark window.
On the reporting screen select the appropriate date range and if you want a summary or a more detailed report.
Unverified Shifts
By default, shifts that are not marked as Verified Complete will not appear on the Payroll report. The reporting screen displays the total number of shifts, along with a breakdown of verified and unverified shifts. If you wish to include unverified shifts for payment, you can do so by checking the “Include unverified shifts” box.
Payroll Report - Summary Example
The summary report is an easy to review report that provides key payroll information. It is often the report agencies use when sending their payroll to a CPA.
Payroll Report - Detailed Example
The detailed report breaks down the payroll by shift.
Payable Shifts Report
Begin by going to the Reports menu in the main Rosemark window.
On the reporting screen, select the desired date range and then click the "Export" button. This will generate a file based on the specific payroll provider used by the agency.
Users with the necessary permissions can review unpayable shifts by clicking the "Mark Shifts Paid" button. From there, they can make any necessary corrections. The most common issues usually involve missing social security numbers and payroll numbers.
Payroll Macros
Some agencies opt for payroll providers that don’t offer a built-in payroll export feature. In these cases, we recommend contacting the Customer Success team to inquire if a payroll macro option is available. Since payroll macro instructions are customized for each agency, the process may differ. Please reach out to the Customer Success team to arrange one-on-one training tailored to your specific process.