Follow the steps below to close out the payroll and mark it as Paid. We will also go over how to close out payroll using Gusto Integration.
Important
To close out your payroll, you have to mark it as paid. If all employees are not included in the report, the Payroll Paid button will not appear, and you won't be able to close out the pay for that period.
Related Article: Payroll Configuration
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Click Reports.
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Click Payroll.
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Choose the payroll period to close under Payroll Close Date and select employees using the drop-down menu under Service Providers.
The payroll period is based on the Payroll Frequency you selected when you configured your payroll.
Remember, if you do not include all employees, you won't be able to finalize employee pay for that period.
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To include past employees in the payroll, click Advanced Filters.
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Select Include Past Employee and click Run Report.
The Payroll Report shows the hourly rate and commission, the total business cost deducted, the total sales, and the commission for each employee. The Payroll Due column shows how much each service provider is owed.
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At the bottom of the screen, click Export to export the payroll to an Excel spreadsheet or PDF file. Click Print for a paper copy.
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Click Payroll Paid at the top of the screen to close out the payroll.
This adds it to the Payroll History report, where you can see past payroll that has been marked as paid.
Click this link for more information: Payroll History Report.
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Click OK to confirm.
Important
Gusto integration is only available to US customers.
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After running the Payroll Report, click Run Payroll with Gusto
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On the pop-up box that displays, you have two options:
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Sync and I'll Finish Later
This option syncs your payroll data to Gusto, but doesn't complete it. You will still need to log into Gusto to complete the payroll and pay your Employees.
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Complete in Gusto
This option finalizes the payroll in Gusto. Choose Complete in Gusto if you are ready to finalize your payroll and pay your employees.
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You are redirected to your Gusto Dashboard to finalize your payroll. Choose Run Payroll from the sidebar menu.
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Verify that your employees' hours, commission earnings, and payment types are correct, and then click Save & Continue.
You can also select Save Changes for Later.
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Enter Time Off or Sick Time used during this Pay Period, and then click Save & Continue.
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Review the payroll before finalizing: Verify that all totals are correct, and click Submit Payroll.
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The confirmation indicates that Payroll has been submitted successfully.
Comments
3 comments
Can we see the payroll in mobile app?
Hi Ivana. Payroll is only available on the web version. You can access the web version from an iPad or a computer.
Hi
Is there a way to separate product sales from regular payroll?
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