Run Payroll - Production and Test Files

▶️ Running or Rerunning Payroll Files in Payroll Integrations

Once a plan has completed its integration setup, Recordkeeper Admins can use the “Run Payroll” feature to pull payroll files for specific check dates or date ranges. This can be done for initial runs or to rerun previously processed payrolls.

🧾 How to Run Payroll Files

1. Navigate to the Plan

   • From the Payroll Integrations dashboard, use the search bar in the upper right corner to find the plan by name or Plan ID.

   • Click the plan name on the left to open the plan page.

1. Click “Run Payroll”

   • On the right side of the screen, click the “Run Payroll” button.

2. Select Date Range

   • Choose a start and end date to pull payrolls within the selected range.

   • Click “Next.”

   💡 Note:
   If you need to rerun a previously processed payroll, refer to the How to Rerun a Previously Processed Payroll section below for detailed instructions.

3. Choose Mode

   • Select either “Production” or “Test Mode”, then click “Next.”

4. Select Delivery Method

   • Choose “Deliver Externally” to send the payroll file(s) to your SFTP,

   • Or choose “Download Only” to download the files manually from the Payroll Activity tab (MFA required to download - See Enabling Multi-Factor Authentication).

5. Submit

   • Click “Submit” to begin processing.

6. Monitor Status

   • Go to the Payroll Activity tab to track file progress:

     • Waiting → Pending → Running → Delivered

   • A file is complete once its status shows as “Delivered.”

🔁 How to Rerun a Previously Processed Payroll

Payroll Integrations offers two methods for rerunning payrolls, depending on whether you're rerunning multiple files or just one.

🔄 Option 1: Rerun Multiple Payrolls at Once (Ideal for Bulk Reruns)

1. Navigate to the plan and click “Run Payroll”.

2. Enter the desired start and end date range.

3. Check the box: “Re-run previously processed payrolls in the selected date range.”

4. Click “Next.”

5. Select the mode: Production or Test.

6. Choose delivery method:

   • Deliver Externally (send to SFTP)

   • Download Only (download from Payroll Activity tab — MFA required)

7. Click “Submit.”

📌 This will invalidate and regenerate all payroll files within the selected date range.

🔁 Option 2: Rerun a Single Payroll

1. Navigate to the plan and go to the “Payroll Activity” tab.

2. Find the check date you need to rerun.

3. Click the “Rerun” button on the right-hand side.

4. Select the mode: Production or Test, then click “Next.”

5. Choose delivery method:

   • Deliver Externally (send to SFTP)

   • Download Only (download from Payroll Activity tab — MFA required, See Enabling Multi-Factor Authentication)

6. Click “Submit.”

📌 This will invalidate and regenerate that individual payroll file only.

🛠 Need Help?

For any further assistance, please submit a help desk ticket here and our team will get back to you as soon as possible.