With EverRoll™, payroll providers can schedule tasks to automate repetitive actions and instead focus precious time on things that bring more value to their clients.
Enabling EverRoll™
To Enable EverRoll™, you just need to go to EverRoll™ in the left-hand side of the Advisor menu and Enable the feature for a particular pay schedule for each company. For ease of use, you can filter by Company as demonstrated in the screenshot below.
Once this is clicked, the Setup EverRoll™ page comes up.
Here, you can automate several actions, such as:
- Drafting payroll
- Sending reminders to clients
- Sending payment, journaling and pension data to integrated software
Execution Dates
For each of the above sections, you can set Execution Dates. These are the dates that the specific action will occur.
Execution Date Restrictions
Since actions must be performed sequentially, one cannot, for instance, Draft Payslips and Send Payments at the same scheduled time.
When setting dates, Buddy will block the setting if the execution dates occur at the same time or in the wrong sequence (e.g. if conclude payroll is scheduled before drafting payroll).
Execution Block Options
In certain sections such as Process Timesheets and Drafting Payroll, you can block the action if certain criteria are met. An example would be not to execute if there are timesheets that are not yet approved.