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How to Recalculate or Reset and Recalculate a Payroll

Learn how to use ZenMaid's Recalculate and Reset and Recalculate payroll features to refresh appointment data or fully restart a draft payroll.

Written by Natalia
Updated this week

Summary

  • This guide walks you through the difference between the two Payroll options: Recalculate and Reset and Recalculate.

Important

  • These features are only available when a payroll is in Draft status.


Accessing a Draft Payroll

  • From the ZenMaid Dashboard, go to Payroll.

  • Click the View and Edit button beside a draft payroll.

Side Note

  • If you do not have a draft payroll, please click below to learn how to create one.


Using the "Recalculating" or "Resetting & Recalculating" Options

Using the Recalculating or Resetting & Recalculating options

  • From the draft payroll, click the Actions button to see both features.


What Reset & Recalculate Does

  • The equivalent of deleting the payroll, rebuilding it, and recalculating everything from scratch.

  • Re-fetches all data from the calendar and removes anything previously added to the payroll, including pay adjustments, bonuses, and deductions.

  • Use this instead of manually deleting and recreating payrolls to make sure all the latest changes are captured in one step.


What Recalculate Does

  • Keeps all manual changes, such as pay adjustments, bonuses, deductions, and excluded appointments, while re-fetching calendar data to update the fields that cannot be edited directly in the payroll, like appointment times and prices.

  • Use this when you have already added custom information like bonuses or pay rate adjustments and only need to pull in the latest appointment prices from the calendar.


Keywords

  • Reset payroll

  • Recalculate payroll

  • Resetting payroll

  • Recalculating payroll

  • Missing appointments

  • Appointments not showing on payroll

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