Creating & Printing a Manual Check (New UI) - Multi EIN

Adding a Manual Check

1. From the Dashboard select the Start Widget link Process Payroll to be taken to your next scheduled payroll
2. Select the   icon for your next scheduled "open" check date, this will take you to the Payroll Prep steps
   1. Select the correct Payroll Name for the entity/EIN this check needs to be recorded under 
3. Do not initiate payroll, skip down and click
   1. This screen will be blank if there are no other manual checks entered
4. Select   in the top right
5. Choose your employee from the dropdown list 
6. Select a Pay Statement Type of ‘Manual’ 
   1. For multiple Manual checks, select ‘Manual, 2nd’ as the second check’s Pay Statement Type
7. Select ‘Ok’
8. Select the E/D Code in the first dropdown
   1. i.e.: Regular E01, Overtime E02, etc
   2. Enter in the number of hours in the Hours column
   3. The sections highlighted in green can be changed, if you choose:
   4. The Check # is set to ‘Auto’ automated by the system starting at #100 and ending at #99,999 
   5. The Check Date is automated to pull in today’s date, update to a different date if necessary
9. Once all earnings are added, select 
10. Select   in the top right
    1. 1. Choose the  option and check the box next to the scheduled deductions to pull into this manual check 
       2. Select   
       3. You will now see taxes being applied to the check-in blue lines
       4. To add in scheduled deductions (ie: 401k, Medical, Loan, etc):
       5. 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
       6. 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.
11. Select  ‘Back’ to go back to the list of Pay Statements
12. Check the box next to the manual check(s) you want to print, then select  in the top              right
13. 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                                                                                                     
14. To print the check, ensure all previous steps have been completed first:
    1. Select  
    2. Select 
    3. 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))
       1. This should be named ‘Client Email’
       2. Un-check ‘Add Non-Negotiable’ box
       3. Enter a comment in the box
          
       4. Select