Adding a Manual Check
- From the Dashboard select the Start Widget link Process Payroll to be taken to your next scheduled payroll
- Select the
icon for your next scheduled "open" check date, this will take you to the Payroll Prep steps
- Do not initiate payroll, skip down and click
- This screen will be blank if there are no other manual checks entered
- Select
in the top right
- Choose your employee from the dropdown list
- Select a Pay Statement Type of ‘Manual’
- For multiple Manual checks, select ‘Manual, 2nd’ as the second check’s Pay Statement Type
- Select ‘Ok’
- Select the E/D Code in the first dropdown
- i.e.: Regular E01, Overtime E02, etc
- Enter in the number of hours in the Hours column
- The sections highlighted in green can be changed, if you choose:
- The Check # is set to ‘Auto’ automated by the system starting at #100 and ending at #99,999
- The Check Date is automated to pull in today’s date, update to a different date if necessary
- Once all earnings are added, select
- You will now see taxes being applied to the check-in blue lines
- To add in scheduled deductions (ie: 401k, Medical, Loan, etc): Select
in the top right
-
- Choose the
option and check the box next to the scheduled deductions to pull into this manual check
- Select
- Choose the
-
- If you need to edit any of the tax or deduction amounts, click into ‘Amount’ field to edit the amount then select
to update your changes
-
- If you receive this alert and you are not adding employee scheduled deductions you must mark this step as complete. Otherwise, an error will occur and you will not be able to close the pay statement.
- If you receive this alert and you are not adding employee scheduled deductions you must mark this step as complete. Otherwise, an error will occur and you will not be able to close the pay statement.
-
- Select ‘Back’ to go back to the list of Pay Statements
- Check the box next to the manual check(s) you want to print, then select
in the top right
- Choose
, check the box Close Manual Pay Statements, and select ‘Close'. This will lock the manual check from being changed any further and allows it to be emailed and printed
- To print the check, ensure all previous steps have been completed first:
- Check the box next to the manual check(s) you want to print, then select
in the top right
- Select
- Select the Destination to send the check to in the dropdown
- This should be named ‘Client Email’
- Un-check ‘Add Non-Negotiable’ box
- Enter a comment in the box
- Select
- The check should be received at that email address within a few minutes. This document will be in PDF form, and will need to be printed on check stock.
- Check the box next to the manual check(s) you want to print, then select