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
- Select the correct Payroll Name for the entity/EIN this check needs to be recorded under
- Select the correct Payroll Name for the entity/EIN this check needs to be recorded under
- 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
- Select
in the top right
-
- Choose the
option and check the box next to the scheduled deductions to pull into this manual check
- Select
- You will now see taxes being applied to the check-in blue lines
- To add in scheduled deductions (ie: 401k, Medical, Loan, etc):
- 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 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.
- Choose the
-
- 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:
- Select
- Select
- Select the Destination to send the check to in the dropdown, for multi EIN select the entity you issued the check under (i.e. Carol's Email (JUE01))
- This should be named ‘Client Email’
- Un-check ‘Add Non-Negotiable’ box
- Enter a comment in the box
- Select
- Select