1. Sign into your account as Workmax
2. Go to the “Payroll” Section.
3. Select the pay period you need to run and click “Run payroll”.
4. Adjust hours and earnings – Click sync to sync pay items (timesheets, expenses, time-off requests, benefits, and attachment of earnings).
5. Click the “Save & Continue” button.
6. Review payroll summary.
7. Click the “Save & Continue” button.
8. Transfer funds – If you have set up Automated payments, you can transfer money to your virtual account. Workmax uses Plaid Virtual accounts to transfer money to employee’s bank accounts.
9. Confirmation

• Confirmation you did it! You will receive an email confirming your payroll will be processed.

Workmax will process your payroll.

• Create an FPS – which will be submitted on the scheduled payday.
• Mark all pay items as paid. (Timesheets, time off requests, benefits, expenses, and attachment of earnings)
• Publish payslips – employees will be able to view payslips from the portal.
• Create pension contribution files – to submit to your workplace pension provider.
• Send payments to employee’s bank accounts.
• Update employee’s year-to-date figures.