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Knowledge Center

Events and Activities: Payroll Summary

Purpose Statement

This article explains how to manage the Payroll Summary for an existing event in the Events & Activities module.

The Payroll Summary allows users to review and update payroll-related information for event participants, make changes individually or in bulk, remove participants from the Payroll Summary, and refresh participants when needed.

Background Information

When participants are included in an event, they are added to the event's Payroll Summary by default.

From the Payroll Summary, authorized users can manage participant-specific information such as:

  • Time
  • Time Out
  • Total Time
  • Activity Type
  • Stipend information
  • Pay Rate
  • Total Points

Changes can be made for an individual participant or applied to multiple participants using the bulk update tools.

Removing someone from the Payroll Summary does not remove that person from the event.

Required Permissions

Users must have access to the Events & Activities module, the applicable event, and the functionality required to manage its Payroll Summary.

The provided training content does not identify a specific named permission required to perform these actions. If a user can view an event but cannot access or modify the Payroll Summary, an agency administrator should review the user's assigned role and permissions.

Video

Step-by-Step Guide


1. Navigate to Events & Activities

From the module stack, select Events & Activities.

Select Daily Operations to open the Calendar view.





 

2. Open an Existing Event

Locate the event you want to manage on the calendar.

Select View to open the existing event.







 

3. Open the Payroll Summary

Within the event, navigate to Payroll Summary.

Participants included in the event are added to the Payroll Summary by default.



4. Edit an Individual Participant

Locate the participant whose payroll information you want to modify.

Select the Edit (pencil) icon for that participant.

Update the applicable information, such as:

  • Time
  • Time Out
  • Total Time
  • Activity Type
  • Stipend information
  • Pay Rate
  • Total Points

Select Save when finished.





 

5. Update Participants in Bulk

Select the participants you want to modify.

To update everyone in the Payroll Summary, use the option to select all participants.

Select Update.

Choose the field you want to modify and enter or select the information you want applied.

Select Apply.

The selected change is applied to all participants included in the bulk update.



 

6. Delete Participants from the Payroll Summary

Select one or more participants you want to remove from the Payroll Summary.

You can select participants individually or select all participants.

Use the Delete option to remove the selected participants.

Deleting a participant from the Payroll Summary does not remove the participant from the event. It only removes their entry from the Payroll Summary.



7. Refresh Participants

If participants were removed from the Payroll Summary, select Refresh to bring those event participants back into the Payroll Summary.

After refreshing, review the restored participant records.

Information previously associated with the removed Payroll Summary entries may need to be entered again. Use the individual Edit (pencil) option to update stipend or other applicable payroll information so it matches the intended values.


 

Best Practices

  • Review participant information before finalizing payroll-related event data.
  • Use bulk updates when the same value needs to be applied to multiple participants.
  • Use individual editing when participants require different times, activity types, stipend information, pay rates, or points.
  • Verify your participant selections before performing a bulk update or delete.
  • Remember that deleting someone from the Payroll Summary does not delete them from the event.
  • After using Refresh, review restored participants and update any payroll information that needs to be reentered.

Troubleshooting & FAQs

Why is a participant automatically listed in the Payroll Summary?

Participants included in the event are added to the Payroll Summary by default.

Can I update multiple participants at the same time?

Yes. Select the applicable participants, select Update, choose the field and information you want to change, and select Apply.

Does deleting a participant from the Payroll Summary remove them from the event?

No. Deleting the participant only removes them from the Payroll Summary. It does not remove them from the event.

How do I bring a deleted participant back into the Payroll Summary?

Select Refresh to bring event participants back into the Payroll Summary.

Will a participant's previous payroll information automatically return when I refresh the Payroll Summary?

The training workflow indicates that restored participants may need to be edited again. Review their information and reenter applicable stipend or other payroll details as needed.

How do I change payroll information for only one participant?

Select the Edit (pencil) icon for that participant, make the necessary changes, and select Save.