To select any of the Payroll Prep steps below, click on the. Just checking the box does not complete the step.
- From your dashboard, select the Process Payroll start widget
- The next scheduled check date will be listed, click the
to go to the Payroll Prep Process
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- Each EIN/entity will have a separate payroll to process. Review the Payroll Name column to choose the correct company’s payroll to complete
- Each EIN/entity will have a separate payroll to process. Review the Payroll Name column to choose the correct company’s payroll to complete
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- In the EMPLOYEE RELATED FUNCTIONS section, click Hire New Employee(s) to add any new hires to payroll or click on Edit Employees to make any changes to employees (i.e.: rate changes, adding scheduled earnings/deductions, profile changes, benefit plan changes, etc.)
- Select INITIATE PAYROLL to create all Pay Statements, this will bring in all salaries, scheduled earnings/deductions, and tax settings from the employee's profile.
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- In the Initiate Payroll window ensure the options in red are selected. (You also have the ability to create a Pay Stub Note to appear on all Pay Statements, which is highlighted in yellow as it is optional)
- In the Initiate Payroll window ensure the options in red are selected. (You also have the ability to create a Pay Stub Note to appear on all Pay Statements, which is highlighted in yellow as it is optional)
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- Select ADD/EDIT BATCHES (You will always at least have one batch 'Regular Earnings' to view), the Regular Earnings Batch houses salaries, other scheduled earnings/deductions, and taxes.
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- Select the
icon to open the batch for edit
- Enter all Regular, Overtime, Double Time, etc earnings that need to be added to the employee's check
- Deductions can also be mass added/edited by choosing
and bringing in the deduction columns to your batch
- Once hours/amounts are entered select
- Review ‘Totals’ along the bottom for accuracy
- Select the
-
- Click
once all edits are complete and saved
- Select
to return to the Payroll Prep Process steps
- Select ADD/EDIT PAY STATEMENTS to make individual edits to Pay Statements (i.e.: double up on scheduled deduction or adding a bonus to one employee)
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- Click on the
to edit individual checks. Be sure to click
(in the top right) after editing each check
- Once all edits are complete, select
to return to the Payroll Prep Process
- Click Recalculate Pay Statements to ensure proper calculation of taxes, rates, and deductions
- Click on the
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- Select SIGN-OFF OPEN ALERTS to clear any payroll alerts. These can be assigned on an individual employee basis or can be a company-wide alert (i.e.: terminated employees in payroll)
- Click CLOSE PAYROLL to lock all Pay Statements
- Select CHECK YOUR TOTALS to see the total payroll values by earnings, deductions, and tax codes
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- Click the
icon next to each deduction, earnings, or tax to review which employees received those wages/deductions/taxes
- Click the
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- Within the RUN ACCRUALS step, click Execute Accruals to bring all accruals up to date (will only be applicable if the accruals are based on hours worked
- In the VIEW PAYROLL section, review reports to ensure the accuracy of your payroll before submitting
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- It’s a best practice to review the Employees Not Paid report, the Payroll Register report, and the Payroll Recap Funding report
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- Click SUBMIT PAYROLL to complete payroll
- Click
to continue processing payroll for the next EIN/entity
- Repeat steps 2-14 for each remaining EIN/entity