Processing notes

From the Payroll section, on the Processing Notes tab you can add processing notes to send to your bureau processing. These can be for a specific employee or a general payroll note, such as a reminder about a report.

Unlike Employee Notes which remain on their record permanently, a Processing Note is for the current pay run only and will disappear once the pay run has been updated.

To add a Processing Note:

1. Go to Payroll and then Processing Notes.

2. Select + Add Processing Note.

3. If the note if for a specific employee, from the list, choose the individual.

4. Enter your required text in the box then select either:

   • Save and add new: To save the entered note and reset the form to enter another.
   • Save note and finish: To save the entered note details and close Add Processing Note.
5. To upload supporting documentation to the note, select the relevant note and then Choose file.

6. Browse to the file and select it, then Upload.

7. To exit the screen, select Cancel or X.

   A Processing Note can also be added from the Payslips tab by selecting the individual and selecting Add Processing Note.

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