Overview
This article is for Partners who need a quick checklist for processing payroll in isolved. It outlines the required tasks for clients using isolved Time and for clients not using isolved Time, and points to the key reports to audit before processing.
Note: Refer to the Payroll Processing Users Guide article in the University Library for more detail.
How to process payroll
isolved Time payroll processing
Lock Time Cards
Commit Time Cards
Click Preview Payroll
Audit payroll reports:
Payroll Summary — ensure tax liabilities are under 100K
Payroll Register
Exception Report
New Employee and Change Audit
Click Process Payroll
Tip: Review the Exception Report before processing so issues can be corrected early.
Payroll processing without isolved Time
Click Preview Payroll
Audit payroll reports:
Payroll Summary — ensure tax liabilities are under 100K
Payroll Register
Exception Report
Click Process Payroll
Reporting / troubleshooting / best practices
If the Payroll Summary shows tax liabilities above the threshold, review the payroll for exceptions before processing
Confirm the Payroll Register matches expected hours, earnings, deductions, and taxes
Use the Exception Report to identify items that need review before final processing
Best practice: Always preview payroll before processing to confirm calculations and catch errors early
Tip: For clients using isolved Time, complete Lock Time Cards and Commit Time Cards before previewing payroll.
FAQs
What reports should I audit before processing payroll?
Audit the Payroll Summary, Payroll Register, and Exception Report. If the client uses isolved Time, also review the New Employee and Change Audit.
Do I need to lock and commit time cards for every payroll?
Only for clients using isolved Time.
What should I do before clicking Process Payroll?
Click Preview Payroll first and review the appropriate payroll reports for accuracy.