Payroll Processing

Use WennSoft Greenshades Integration for payroll processing until full integration is complete. This app enables independent employee setup and payroll management from WennSoft Service.

Payroll Processing Steps:

1. Start the pay run in Greenshades.

2. Create the payroll processing record in WennSoft Greenshades Integration.

3. Run the Process Payroll flow in WennSoft GreenShades Integration.

4. Review the payroll details.

5. Send the data to Greenshades with the Send To Greenshades flow.

6. View the data and complete the payroll process in Greenshades.

Step 1: Start the Pay Run in Greenshades

Payroll processing begins in Greenshades.

1. In Greenshades, navigate to the Payroll Dashboard.

2. Click Run Payroll to initiate a new pay run.

3. Define the Check Date and Pay Period.
   Example: Check Date 8/20, Pay Period 8/10–8/16.

4. Select Continue Pay Run.

Step 2: Create the Payroll Processing Record in WennSoft Greenshades Integration

Once the pay run is started in Greenshades:

1. In the WennSoft Greenshades Integration app, select Greenshades Process Payrolls.

2. Select New to create a new Payroll Processing record.

3. On the New Greenshades Process Payroll record, select the appropriate Pay Run ID from the list of available pay runs from Greenshades (fetched via the API).

4. Click Save. This will store the header payroll process record and initiate communication with Greenshades. This step validates the pay run and prepares the app for detail record entry.

Step 3: Run the Process Payroll Details Flow

To process payroll details:

1. In the payroll process record, select Payroll Flows > Process Payroll Details.

2. A Power Automate flow is triggered:

   • It checks employees linked to resources.

   • Gathers approved time entries within the pay period. Only approved time entries are eligible for payroll processing.

   • Aggregates and formats them into payroll detail records. Time entries with the same service call ID, pay code, technician, and effective date (that fits into the payrun pay period) from WennSoft Service are combined into a single payroll detail record. This ensures accurate and efficient data transfer to Greenshades.

3. Select OK in the pop-up window that indicates the payroll pay flow has begun.

4. Refresh the screen to view the generated records.

Step 4: Review the Payroll Details

In the Payroll Details section, use the built-in controls to verify data before sending to Greenshades. This helps ensure accuracy before final submission.

• Group by Employee: Quickly view total hours per employee.

• Ungroup: Return to full detail view.

• Sum Totals: Validate weekly hour totals.

To view more information for a payroll record:

1. Double-click the row to open the Greenshades Payroll Detail window.

2. Review the data.

3. Use the back button to return to the payroll window.

Step 5: Send the Data to Greenshades

Once verified, use the Send to Greenshades action to transmit payroll detail records via API.

To send data to Greenshades:

1. In the payroll process record, select Payroll Flows > Send To Greenshades.

2. When the process is complete, the Payroll Detail Status column is updated.

3. If errors occur, an error message is displayed in the Status Message column.

   • Review and resolve before retrying.

   • Errors may occur during both detail generation and submission. Always check status messages.

Step 6: Final Verification

After successful submission:

• Time entry records from WennSoft Service will appear in Greenshades. You may need to refresh the Greenshades window to see the records.

• You can proceed with the remaining steps of the payroll process in Greenshades.