Reviewing Payroll

Once every payee's pay is entered, Payroll Summary is where you check the whole run before it goes anywhere near a bank account. It's the third of five steps — Employees & Loan-outs and Vendors & Contractors come before it; Union Reports and Submit Payroll come after.

What's on the Payroll Summary screen

Top to bottom, the screen shows:

• Warnings, if any. Deterministic flags like a payee paid below their union's minimum, a union payee missing an expected fringe contribution, or a union rate change landing mid-period. These are informational — they never block you from moving forward. See Payroll Calculations for the full list.
• Fund your payroll. What needs to be in your bank account for this check date, stacked up from gross wages down to the final "Total to fund" number. See Payroll Totals for the full breakdown.
• A four-metric summary card: total gross wages, employee & loan-out wages, contractor & vendor payments, and union fringe & benefit funds.
• Fee & tax breakdown, a collapsible card with employer taxes, reimbursements, your platform fee, and postage.
• Coding summary, a collapsible card grouping every dollar by its accounting (GL) code — useful for bookkeeping, not something most productions need to check line by line.
• Payee detail by union & module — every payee, grouped by union (or by Non-Union / Creative & Production Services / Accounts Payable for everyone else), with a running gross and net for each group. Click a payee to see exactly what makes up their number. See Payroll Breakdown and Details for how to read this section.

This isn't a tabbed page

Payroll Summary and Union Reports are two separate steps in the wizard, not two tabs on the same screen — Union Reports is its own step right after this one, with its own per-union report grids. There's nothing to switch between here; everything above is on one continuous page.

Making changes

You can edit a payroll all the way through Payroll Summary and Union Reports — nothing locks until you actually submit.

• To fix one payee: click the pencil icon on their row to open an edit drawer for their wages, reimbursements, allowances, and deductions. Saving re-estimates that payee's taxes automatically (loan-outs and 1099 payees never trigger a tax recalculation, since they aren't withheld from the same way).
• To add or remove payees, or make larger changes: click Edit payroll (back to draft) at the bottom of the screen. This returns the whole run to Draft and drops you back on Employees & Loan-outs — every payee already entered is still there.

Note: If your company requires two people to approve a payroll before it's submitted, sending a run back to Draft clears any approvals already recorded on it. See Payroll Run Status.

Advancing to Union Reports

Continue: Union Reports opens a short confirmation with a recap — payee and payment counts, total gross wages, union fringe & benefit funds, employer taxes, and whether any calculation warnings are still outstanding — before it moves you to the next step.

What to check before moving on

There's no enforced checklist on this screen itself, but before continuing it's worth confirming:

• Every payee you expected is included, with correct hours, rates, allowances, and deductions
• The four headline totals look right against your budget or a prior, similar payroll
• Any warnings at the top of the screen are either resolved or understood
• Union payees look right — you'll get one more look at union-specific numbers on the next step

Tip: Compare this run's totals to a recent, similar payroll. The Show variance vs last payroll toggle inside each union/module card (see Payroll Breakdown and Details) does this automatically, payee by payee.

Next steps

Continue to Payroll Breakdown and Details to drill into individual payee numbers, Payroll Totals for the funding math, or Processing Payroll for the Union Reports and Submit Payroll steps that follow.