Instaroll – Exclude employees to an Off-Cycle

What it does

Lets a payroll admin remove specific employees from the current continuous payroll run without affecting the rest, and optionally move them into a separate off-cycle run so they can be paid on a different schedule or after corrections are made. The Gross-to-Net screen gains an Included / Excluded toggle to review either set, and excluding is guarded by a confirmation step to prevent accidental removal.

How to use

1. Open the continuous payroll run (Payroll > Open > select the run).
2. Go to the employee list / Gross-to-Net view.
3. Select one or more employees using the checkboxes.
4. Click Exclude.
5. In the confirmation modal, review the employees to be excluded and confirm.
6. The selected employees are removed from the current run. Use the Included / Excluded toggle on Gross-to-Net to review each set.

Workflow – Exclude to off-cycle (end to end)

1. Identify employees who should not be paid in the main run (Termination payouts or full and final settlements).
2. Select those employees on the run and choose Exclude.
3. In the confirmation, choose the off-cycle option – the system creates (or adds them to) an off-cycle run scoped to just those employees.
4. Complete and approve the main run without them.
5. Process the off-cycle run on its own timeline (Add/remove inputs > review Gross-to-Net > approve).
6. Both runs calculate and report independently; the excluded employees are paid from the off-cycle run.
7. Regular run lists out excluded employees so admin has clear visibility on who got excluded from the main payroll run

Notes

• Only eligible employees can be excluded; ineligible ones are blocked/greyed with a reason.
• Inactive configurations are filtered out of the exclude selection.