Summary
Learn how to save payroll drafts in bulk for multiple staff members in Box + Dice.
Overview
The Bulk Save as Draft feature simplifies payroll preparation for agencies with many staff. Instead of saving each payroll one at a time, it allows you to save several payroll records as drafts simultaneously.
To bulk save payroll as draft:
- Go to: Accounting > Payroll
- Filter by Office, Sales Date Range and Status
- Select the agent/s
- Click Save to Draft
A pop-up modal will appear.
- Select the Date Range
- Select the Commissions To Include
- Select Project Commissions to Include if applicable
- Click Save # Drafts to save the drafts with the selected filter options
Your saved drafts will appear in a list with the selected filters.
After saving the drafts, continue processing payroll as usual.
What’s next?
Learn how to perform a bulk payroll rollover.
Articles in this section
- Bulk save payroll as draft
- Create a commission invoice
- Fix Validation Error : Voucher Commission Introduced Can’t Be More Than 100%
- Generate consultant payroll report
- Manage adjustments to staff commission
- Manage office-level commission settings and permissions
- Manage staff commissions
- Perform a bulk payroll rollover
- Process a conjunctional agent payment
- Understand commission deductions