Square Payroll, connected to your timecards

Square Payroll in your operation

Payroll depends on accurate staff records and an agreed pay-run process. Square Payroll offers payroll and payroll-tax tools and can import Square POS timecards and tips. Roots helps configure the account workflow so payroll staff know which information to review before a run is approved.

Define who enters, reviews and approves staff records

Staff systems mix everyday employee activity with manager approvals. Map the roles before setting permissions: an employee recording work, a supervisor correcting it and the person approving the final record. Keep those responsibilities visible so a late change does not bypass the person responsible for the result.

Changes in staffing are also operating events. A new employee needs the right access and training; a departing employee needs an access-removal procedure. Review a complete period of work, including corrections and manager approval, then agree which report becomes the record used by the next team in the workflow.

Decisions to make before setup

Map the responsibilities for new staff, timecard corrections, tips and payroll approval. Review a pay period from hours worked through the reporting handoff, including changes made after a manager has already reviewed a shift.

Use the setup discussion to settle staff records, pay periods, timecards, tips and approval responsibilities. Put the decisions into the staff procedure and test transactions, so the configuration can be checked against actual work. Identify which records already exist in your software and which will need to be created, imported or connected during the project.

Reporting and day-to-day review

Focus the review on timecard corrections, pay-run approvals, tip records and payroll reports. Decide who checks those records, which exceptions require action and where the final totals are reconciled. Keep a payment or order reference attached to every correction so the next employee can understand the history rather than reconstructing it from an amount and a date.

Plan the setup around your business

Prepare a representative transaction and the records your team uses today, including the reports that must match after a payment. Roots uses the free review to define the workflow, the systems involved and the handoffs that need to improve. A concrete transaction is more useful than starting with a list of unrelated features.

Request a quote for the setup or project you need. The scope should identify configuration, migration or development work, staff training and the checks used to confirm readiness. Agree the operating owner for each handoff before launch, then review the first working period against the same cases used in the setup.