Employee Data: Memos

Objectives:

Learn about the Memos tab within AllPay. This tab is incredibly flexible and can be a handy way to virtually create notes for yourself and others to follow up on.

What's in this article?

An overview of how to use the Memos tab and how it ties into payroll.

💡Good to know: This is part of a collection of guides about employee data in AllPay. This data in particular is relevant to payroll processes.

Memos

Log in to AllPay and from the Employees module or menu, choose the Memos section.

Here we're looking at the tab for our selected employee. You can see from the filters at the top that we’re looking specifically at the employee data for Serenie Beanie.

Click on the Add New button in the top right corner to create a new memo on the employee record and then fill out all of the fields.

You can see here we’ve created a payroll memo about Serenie’s new pay rate, which will start with the new year. Since we specified this as a payroll memo with the Memo Type field, that means it will flash up at us while we’re working on payroll, so we don’t forget. This feature can let you create memos to check on deductions or to make sure 401(k) contributions happen correctly or to remember when someone’s raise goes into effect. When this employee is in a payroll batch, we’ll see this payroll memo as well as any other payroll memos for employees in that batch.

Remember to Save any new information or any edits to an existing memo.