Copy Previous Payroll

Copy Previous Payroll

This feature is most used for those manually entering their payrolls. For those that use an uploading option, you may choose to copy the previous week’s payroll, however; your uploading abilities will also include your new Check Numbers and you will not have to edit the payrolls to update the Check Number field. After you have at least one payroll week certified, you may use the Copy Previous Payroll feature. 

First, you will choose the Project you wish to submit a CPR for. If you have more than one Project, be sure that you are choosing the correct one to report. You will now see all CPRs previously submitted for the Project you are about to copy payrolls for. Click on the View button on the far right to see that CPR in its entirety. Viewing the employees entered under each previous week may help you choose which CPR you use to copy to the current week you are working on. Once you have the week you are looking for, select the box for the week you want to copy and then click Next to move onto the next page.

Next, you will see the payroll records that were submitted on the CPR you are choosing to copy from. You may choose to copy all employees by leaving all boxes checked or only copy a few employees by un-checking the employees you do not want to copy.

Then, you will want to choose the weekend date for this CPR. Make sure you are choosing the correct day that you end your payroll weeks with. (*IMPORTANT* You CANNOT change this date later). After you are done click Next to be prompted to the next step Copy To, then click Save.

After you click Save you will see all the specific employee payroll records that are going to be copied. If you have copied more than one record, you will see all the records under Edit Uncertified Payroll Records.

If you realize that you need to add more employees to the week you are about to submit, you can go back to Copy Previous Payroll and copy another payroll, or manually enter another record under Enter Records. Be sure to choose the same week-end date that you have been using on all the previous steps.

You may always edit any employee payroll record prior to certifying. *IMPORTANT* Open each employee record, insert the new check number (or DD for direct deposit) and payment date for that week, and click Save as these fields will not copy over.