Payroll Processing (New UI - Multi EIN) - Payroll Only

To select any of the Payroll Prep steps below, click on the. Just checking the box does not complete the step. 

1. From your dashboard, select the Process Payroll start widget
2. The next scheduled check date will be listed, click the   to go to the Payroll Prep Process
   1. 1. Each EIN/entity will have a separate payroll to process. Review the Payroll Name column to choose the correct company’s payroll to complete 
3. 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.)
4. 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. 
   1. 1. 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)                                                                                                                                                                     
5. 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.                             
   1. 1. Select the  icon to open the batch for edit
      2. Enter all Regular, Overtime, Double Time, etc earnings that need to be added to the employee's check
      3. Deductions can also be mass added/edited by choosing and bringing in the deduction columns to your batch                        
      4. Once hours/amounts are entered select
      5. Review ‘Totals’ along the bottom for accuracy
6. Click once all edits are complete and saved
7. Select  to return to the Payroll Prep Process steps
8. 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)
   1. 1. Click on the  to edit individual checks. Be sure to click (in the top right) after editing each check
      2. Once all edits are complete, select   to return to the Payroll Prep Process
      3. Click Recalculate Pay Statements to ensure proper calculation of taxes, rates, and deductions
9. 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)
10. Click CLOSE PAYROLL to lock all Pay Statements
11. Select CHECK YOUR TOTALS to see the total payroll values by earnings, deductions, and tax codes
    1. 1. Click the icon next to each deduction, earnings, or tax to review which employees received those wages/deductions/taxes
12. 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                                                                                     
13. In the VIEW PAYROLL section, review reports to ensure the accuracy of your payroll before submitting
    1. 1. It’s a best practice to review the Employees Not Paid report, the Payroll Register report, and the Payroll Recap Funding report
14. Click SUBMIT PAYROLL to complete payroll
15. Click to continue processing payroll for the next EIN/entity
16. Repeat steps 2-14 for each remaining EIN/entity