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How to Recalculate or Reset and Recalculate a Payroll
How to Recalculate or Reset and Recalculate a Payroll

Missing Appointments on Payroll? Use this feature when there are some appointments not showing on the payroll.

Natalia avatar
Written by Natalia
Updated over a week ago

This process shows the differences between two features in Payroll: the Recalculate versus Reset and Recalculate feature.
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  • To access these two features, go to Payroll.

  • Note that you will only see them if a payroll is in Draft status.

  • Click the View and Edit button beside a draft payroll.

  • On the next page, click on the Actions button and you'll see these two features.

Reset and Recalculate

  • Same as deleting the payroll, recreating, and recalculating it.

  • It re-fetches all data from the calendar and ignores everything which was done before on the payroll (pay adjustments, bonuses, deductions, etc.).

Recalculate

  • Keeps all user changes (pay changes, bonuses, deductions, exclusion of some appointments) but re-fetches all data from the calendar to refresh what is not modifiable in the payroll by the user directly (appointment times, appointment prices).

  • In most cases, users want to reset and recalculate to start their payroll anew.

  • However, if you've added a lot of custom information to it (bonuses, pay rate changes for certain appointments, etc.) and want to refresh only the appointment prices from the most recent calendar data, they can do so by recalculating.

Keywords:

reset payroll, recalculate payroll, resetting payroll, recalculating payroll, missing appointments, appointments not showing on the payroll

Updated on 01/21/2023

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