Field operations guide
Field payroll approval checklist
A consistent approval routine catches more errors than a rushed Friday review. Adapt this checklist to your payroll provider, policies, and legal requirements.
Before reviewing totals
Confirm the reporting period and active employee list.
- ✓ Resolve missing submissions
- ✓ Check open clock-ins and unusually long entries
- ✓ Confirm approved time off and scheduled shifts
- ✓ Review retroactive or manager-corrected records
Review job and field context
Verify that hours belong to the right customer or job and examine mileage, equipment, parts, and notes when those fields affect reimbursement or billing.
Approve and export
Lock the approved period, retain a dated export, confirm the payroll format, and document any post-approval change instead of silently overwriting it.