Posting Payrolls

Posting

The first step to generate new payrolls is to go to the Users report under the top level Settings main menu item and search for all the users for which you want to generate payrolls. Next select all the target users by either clicking the Select Page button or by holding down the Shift or Control key and clicking. Then enter a cutoff date in the field to the left of the Post Selected button, and then click the Post Selected button. What the cutoff date means for each user depends on their payroll type "Trigger Type".

Trigger Types

Which items are "eligible" to show up on the next posted payroll depends on the payroll type "Trigger Type". Payroll Types are set up under the Settings main menu option, and more information about setting them up is in the Payrolls help article. By far the most common trigger type is "Final" which generally means when a claim item goes to final, but specifically means when a claim item shows up on a remittance item. If a claim item is manually set to Final then the claim item is linked to a bogus remittance. If a claim item is denied or partially paid on a remittance then the status of the claim item will be Exception, but it is still "eligible" to be posted on the user's next payroll. Therefore, if the payroll type trigger type is set to "Final" then A) items are eligible to show up on the user's next payroll once they either show up on a remittance or are manually set to Final, and B) the cutoff date is the day that the item showed up on a remittance or was manually set to Final.

When To Post Payroll

For the trigger type of Final the cutoff date is the day the item showed up on a remittance. OKHCA payers remittances are almost always available Wednesday mornings and processed by ChartCaddy by 2PM, but rarely the OKHCA remittances can be delayed for hours and very rarely for days. For private payers it usually takes a couple weeks for a claim to show up on a remittance, and it is more or less random when the remittance is available to be downloaded after that. Therefore if you want items from a certain payer to show up on the next payroll then you should first run the Remittance report to see if remittances for that payer have been processed recently. If they have been then items for that payer should be included the next time payroll is posted.