Educators YTD Earnings

Homebased services may not complete payroll with each pay cycle. To save your payroll, follow the steps outlined below:

1.  Go to the Reports > Homebase Reports > Payment Report > Select the date range > Select the required report fields
2.  You can use generate files so it actually automatically saves for you.    
3. You can bulk generate the historical data by running the payroll using that 'Generate Files' option.  To do that, in the list of options just send the output to yourself by choosing to create a direct payment file. Do not choose email payment details to all educators to ensure confidentiality is maintained.
4.  Spot check as many educators as you need to using the Educator Payroll Summary Report to ensure that everything is correct. The amounts you see here will be what your educators receive.
5.  When your ready to do your last payroll and send the YTD's, then use generate files option and choose to email the educators and the payroll summaries to your educators.