How Do I Prepare for Payroll?

Running payroll with FrontRunner is easy and much more efficient than tracking it internally. Please review our quick video on how to run your payroll. This video covers the most important aspects of the payroll process and will answer the majority of any questions you may have.

IMPORTANT: If you have a concern that a bonus is not calculating properly, please follow these steps to submit a Bonus Issue request: Bonus Isn't Calculating - What Do I do? FrontRunner Support does NOT research bonus issues over the phone, so please do not call or chat in for a bonus issue. We encourage agents and TM's to review their bonuses routinely throughout the month and submit a Bonus Issue request as soon as a concern is discovered; please do not wait until the day you're running payroll to reach out, as payroll time can get busy for FrontRunner Support and we do need enough time to fully research and resolve all issues. 

Click the Link Below to Watch The Video:

How to Run Payroll Video Guide

How to Run Payroll:

1. Go to the Bonus tab.
2. Select the month or filter the date range for the month you are running payroll.
3. Select the Team Member from the drop-down menu.
4. Review the bonus information across the top of the page.

OR

1. Go to the Bonus tab.
2. Click on Financial Payouts.
3. From the upper left drop-down menu, select the payroll date
4. Review the financial payouts for the entire team, or you can filter by team member by entering their name in the Search Team Member field
5. Once you have reviewed the financial payouts for your team and are ready to approve, select Export Payment Info to send the data directly to your payroll provider. 

What is Paid & Locked?

Paid & Locked, a feature on the Bonus tab, locks all sales from the selected period (including written sales that have not yet issued). If you need to issue a policy that is in a period that has already been paid & locked, you will need to uncheck "Paid & Locked" and select submit prior to returning to the sales tab to issue the policy. For this reason, most agents do not select Paid & Locked.

Before submitting payroll, please ensure you have reviewed and approved any pending time punches that were manually submitted or edited by your team, as those will need your approval before the system includes those hours in the total hours worked. For instructions on how to approve time punch entries that were manually submitted or edited by a team member, click HERE.

If you have any remaining questions after reviewing our Help Articles, please send an email to [e-mail]. Please be descriptive and include as much info as possible in order to expedite a resolution. You may also visit the Support tab, located at the top of the page, for additional helpful resources!