Run Payroll - Production and Test Files

Once a plan has completed their integration setup, record keeper admins can use the "Run Payroll" feature to pull a specific payroll or payrolls within a certain date range. To do this, please follow the below steps:

1. From the Payroll Integrations dashboard, navigate to the plan you are wanting to pull a payroll for by searching them by name or plan ID in the upper right-hand corner. Click on the plan name on the left to open it up. 
2. Click 'Run Payroll' on the right-hand side.
3. Select the start and end date to pull any files within the given date range then click 'Next'.
   Note: If a check date has previously been processed through Payroll Integrations' system and you would like to rerun the file, you will need to select "Re-run previously processed payrolls in the selected date range". This will invalidate and rerun all files within the given date range. You may also re-run individual payrolls that were previously processed on the 'Payroll Activity' tab within the plan. To do so, go to the 'Payroll Activity' tab, find the file you are wanting to re-run, and click the "Rerun" button. This will invalidate and re-run single files only.
4. Select either 'Production' or 'Test Mode' then click 'Next'
5. Select 'Deliver Externally' to have the payroll file(s) delivered to your SFTP. If you would like nothing to be delivered, you may click 'Download Only' and the file will be available for download on the 'Payroll Activity' tab if you have MFA enabled (Enabling Multi-Factor Authentication).
6. Click 'Submit'. 
7. You can monitor the status of the file on the 'Payroll Activity' tab. The file will move from 'Pending', to 'Running', then 'Delivered'. The file is complete once the status is 'Delivered'.

You can also rerun a file that has previously run, directly on the Payroll Activity tab. 

1. From the Payroll Integrations dashboard, navigate to the plan you are wanting to pull a payroll for by searching them by name or plan ID in the upper right-hand corner. Click on the plan name on the left to open it up. 
2. Click on the "Payroll Activity" tab second from the left side of the screen.
3. Find the payroll date you want to rerun and click the rerun button.
4. Select either 'Production' or 'Test Mode' then click 'Next'
5. Select 'Deliver Externally' to have the payroll file(s) delivered to your SFTP. If you would like nothing to be delivered, you may click 'Download Only' and the file will be available for download on the 'Payroll Activity' tab if you have MFA enabled (Enabling Multi-Factor Authentication).
6. Click 'Submit'. 
7. You can monitor the status of the file on the 'Payroll Activity' tab. The file will move from 'Pending', to 'Running', then 'Delivered'. The file is complete once the status is 'Delivered'.

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