Once managers have confirmed that their shifts are ready to be paid, you will need to create a payroll run in Sona. Creating the payroll run converts the shifts into payroll data, which will then appear in your payroll report and can be used to pay staff.
Creating a Payroll Run
To create a payroll run:
- Select Payroll on the left-hand menu.
- Select Create Payroll Run.
- Select the dates of your pay period at the top:
Incomplete Locations
In the image below, "Incomplete Locations (3)" means that three locations are yet to confirm their shifts are ready to be paid for the dates you have selected.
If you have incomplete locations, it is best to check with the managers to understand whether you can proceed without their shifts.
Note: If you proceed without their shifts, those shifts will not be included in the payroll report and will not be available to be paid.
When submitting to payroll, you want to see "Incomplete Locations (0)". This indicates that all managers have confirmed that all shifts are ready to be paid.
Submitting for payroll
- Click "Ready for payroll".
- Add a name to your payroll run.
- Select the locations that you want to pay (or select all at the top).
- If managers have submitted any shift amendments, select the amendments that you wish to include.
- Select Create Payroll Run in the top-right corner.
You will see a confirmation appear in the bottom-left corner that your payroll run has been successfully created. You will not be able to review these shifts and the associated shift data in the payroll report and use this data for any onward processing/staff payment.