Your Home page is the first thing you see when you sign in as an admin. It has two main areas: an Action items list of things you need to handle, and a Coming up timeline for your next payrolls.
Your action items
The Action items list shows everything that needs your attention, most urgent first. Each item has a badge that shows how urgent it is:
Blocks payroll: payroll won't run until you resolve it.
Needs attention: something to take care of, but your payroll can still run.
An item with a deadline shows a due badge instead, such as "Due in 3 days" or "Past due". A red count and an amber count beside the Action items heading show how many items block payroll and how many others are still to do.
Items marked "Under review" don't need anything from you. Home leaves them off the list and shows a line such as "2 items under review · no action needed" under it, with a View link. When nothing is outstanding, the list shows "You're all caught up".
Once you have six or more to-dos that don't block payroll, Home groups them into Taxes, People, and Company cards. Click a card to see what's inside. A row that covers several items has a View button that opens the Action items page. Items that block payroll always stay as their own cards above the groups.
When payroll is blocked
If something stops every payroll from running, a Payroll is blocked card appears at the top of Home and of your Payroll page. It says how many issues need attention and lists each one. Most rows are marked "You can fix" or "Our support team can fix". The card covers:
A failed payment that needs to clear.
A bank account we can no longer draw from.
An unfinished company setup step: connecting your company bank account, adding your company tax details, or signing your filing authorization (the form that lets us file your taxes).
While this card is showing, an empty Action items list reads "No other action items" instead of "You're all caught up".
Review all your action items
Click View all next to the Action items heading, or click the bell icon in the top bar. Either one opens your Action items page.
Open the tab you want. Each tab shows how many items it has.
To do: everything still open. Items that block payroll are first, under "Blocking payroll". The rest are under "Other to-dos".
Under review: items we're reviewing. You don't need to do anything for these.
Snoozed: items you've hidden from Home.
The bell stays in the top bar as you move around. It shows a red dot when an action item blocks payroll and an amber dot when you only have other to-dos.
Note: Snoozed items don't count toward the bell's dot or the counts on Home.
Snooze or bring back an action item
To snooze an item you don't need right now:
Click the X on the right side of the item on Home, or click "Snooze" next to it on the To do tab of the Action items page. It moves to the Snoozed tab.
To bring a snoozed item back:
Click the bell icon in the top bar and open the "Snoozed" tab.
Click "Show on Home" next to the item. Repeat for each item you want back.
Note: You can't snooze items that block payroll. You also can't snooze a "Tax filing blocked" item (a tax filing we can't submit until something is fixed) that is overdue or due within 7 days. Snoozes are saved in your web browser, so they don't follow you to another browser or device. There's no button to bring back every snoozed item at once.
Send a pending wire payment
When a payment needs to be funded by wire, a Send your wire payment item appears in your Action items. Wires aren't sent automatically. You send them from your bank.
Open the Send your wire payment item. It shows the exact amount to send and the deadline. The wire must arrive by 4:00 PM ET on the date shown.
Click "View wire instructions" to open the payment on your Payments page, where the wire details are.
Send the wire from your bank using those instructions.
Note: If you've already sent the wire, you don't need to do anything else. The item clears on its own once the wire arrives.
Recover a payroll after a returned or failed bank debit
When the bank debit that funds a payroll is returned or can't go through, a Payroll failed item appears in your Action items and explains what happened. It's a blocking item. This payroll and future ones stay blocked until it's resolved.
The item shows the right next step for your situation. Use its button, such as "Retry or pay by wire", to choose how to fund the payroll again. Wiring the funds is usually the fastest way to keep payroll on time. The steps are under "Retry a failed payment" in View and manage payments. Depending on the cause, you may also be able to:
Retry the payment from your Payments page.
Update or add your bank account if the account on file is wrong or closed.
Contact support if it's an issue only we can resolve.
Note: Fixing the bank problem that caused it keeps it from happening on your next run.
When your action items won't load
If the list can't load, it shows "Couldn't load action items" in place of your items. Click "Try again" to reload them.
Your upcoming payroll at a glance
The Coming up timeline shows your next payrolls so you can check them without opening them. The first card is your next payday, followed by a second card for the payday after it. The first card shows:
The payday and the pay period it covers.
The total debit, which is the amount pulled from your account to fund the run.
The approval deadline (for example, "Due in 3 days"). When Autopay is on (it approves your regular payrolls for you), it shows when the payroll will approve automatically.
If the payroll for the second payday isn't created yet, its card says when it opens for review and has no button.
Use the button on your next payday's card, such as "Review & approve", to open the payroll and finish it.
Click "Manage payroll" next to the Coming up heading to open your full Payroll page. It appears when you have an open payroll.
Note: If no payroll is coming up, Coming up reads "No upcoming payrolls." Regular payrolls are created automatically on the first day of each pay period.
Hide the Autopay prompt
If you haven't turned on Autopay, a prompt titled "Automatically approve your payrolls" appears at the top of Home, above your action items.
To hide it, click the X on the right of the prompt.
To turn Autopay on instead, click "Set up" to open the Autopay setting in Company Details.
Note: Dismissing hides the prompt until you reload the page. It comes back after that until you turn Autopay on.