Overview

Trident1™ provides users the ability to create customer accounts, process orders, rentals, memberships and events. This work instruction provides a step by step process for completing a payroll report in Trident1.The following information is reviewed in the work instruction:

·         Creating a Payroll Report

·         Saving a Payroll Report

Business Rules

The following business rules must be followed in the process of completing a payroll report. The following employees a are approved for processing a client request

·         Owner

·         On Site Manager

Process

The following processes are performed for completing a payroll report in Trident1.

Payroll Reporting

Payroll is required in all businesses to maintain proper bookkeeping and manage employee’s income.

1. Login in to your Trident1 Portal

   Open

   

2. Hover over Personal Admin

3. Hover over Users & Access Management

4. Click on Payroll Report

   Open

   

Creating a Payroll Report

Payroll reporting provides easy updates on individual employees. The process assists with Human Resources, employee reviews and corrective actions. Perform the following to complete the report.

1. Select one of the following in the Payroll Periods section:

·         None

·         Custom

o   If choosing None, proceed to step 2

o   Perform the following if choosing custom:

2. Click the calendar icons on from and to dates

3. Select the dates

4. Click Go

5. Select one of the following for the Salary Status:

·         Login Only

·         Login and Clock In

·         Clock In Only

·         Login-Clockin-Detail

6. Click on Create Report

Information in the time frame selected populates in a new screen.

7. Click Export as CSV for Excel reporting.

A new screen populates showing the zipped file of the Report.

8. Select Save File.

9. Click OK.

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