DATA NOT SAVED AND HOW TO BACK UP PAY RUN REPORTS ON USB/PORTABLE HARDRIVE

JANE_9714211

Today I did my second pay run.

When I looked at the employee record, only one employee had data saved and the rest I had to re-enter their details (hours worked). Also, their salary sacrifice details. I know I saved all this data, so why did I have to update it again when I needed to do the second payrun? I used the default option, so is this the issue? Should I use (use data from previous payrun)?

Also, how do we back up payrun details? In the old Payroll Premier, I used to back up data on a portable hard drive or usb stick. This was very essential for keep records off the computer.

Thanks.

Rav

Hi @JANE_9714211

Have you completed the Pay Setup for these employees? Example below.

Doing so will then pre-populate the pay items into the pay run provided that you create the pay run using the Default Pay Items option.

Reckon Payroll is a cloud solution as opposed to a local PC installation that Payroll Premier desktop was so there is no need for backups. Your data is automatically saved to the cloud.

JANE_9714211

Hi Rav,

Yes, I completed the details as per your screenshot prior to the first payrun.

When I did the second payrun, these details were missing. I saved the data again, so I will see what happens next week.

How do I access our data from the cloud?

Thanks.

Rav

Thanks for getting back to me Jane.

If you've completed the Pay Setup for all employees you can test it now rather than waiting by creating a dummy pay run. Ensure that you select the Use Default Pay Items option when creating the pay run and select the one or multiple employees that you have entered details into via the Pay Setup.

The pay run should then populate with the necessary pay items from Pay Setup. Once you've verified, you can then just delete the pay run.

How do I access our data from the cloud?

You access Reckon Payroll directly from https://payroll.reckon.com/ from any PC provided it has an internet connection and browser. Very soon, there will also be a mobile app that you can use to access and use Reckon Payroll.

JANE_9714211

https://community.reckon.com/discussion/comment/20640793#Comment_20640793

Thank you, Rav, for your quick reply.

I will test out this out with a dummy payrun.

Thanks for the info re the cloud.