Payroll Processing (New UI) - Payroll Only

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Workforce Link- Processing Payroll

 

To select any of the Payroll Prep steps below, click on the2020-11-04_10h31_34.png. Just checking the box does not complete the step. 

 

  1. From your dashboard, select the Process Payroll start widget2020-11-04_10h26_20.png
  2. The next scheduled check date will be listed, click the 2020-11-04_10h32_18.png  to go to the Payroll Prep Process
  3. In the EMPLOYEE RELATED FUNCTIONS section, click HIRE NEW EMPLOYEE to add any new hires to payroll or click on EDIT EMPLOYEES to make any last minute changes to employees (ie: rate changes, profile changes, benefit plan changes, etc...)
  4. Select INITIATE PAYROLL to create all Pay Statements, bring in all salaries, scheduled earnings/deductions, and tax employee settings. 
  5. In 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)                                           2020-11-04_10h35_58.png
  6. Select ADD/EDIT BATCHES (You will always at least have one batch 'Regular Earnings' to view)  2020-11-04_10h36_51.png
  7. Regular Earnings Batch: This houses salaries, other scheduled earnings/deductions, and taxes. 
  8. Select the 2020-11-04_10h38_51.png icon to open the batch for edit
  9. Enter all Regular, Overtime, Double Time, etc earnings that needs to be added to the employee's check
  10. Deductions can also be mass added/edited by choosing 2020-11-04_10h39_34.png and bringing in the deduction columns to your batch
  11. Once hours/amounts are entered select 2020-11-04_10h39_59.png
  12. Review ‘Totals’ along the bottom for accuracy
  13. Select 2020-11-04_10h40_17.png once all edits are complete
  14. Select 2020-11-04_10h40_32.png to return to the Payroll Prep Process steps
  15. Select ADD/EDIT PAY STATEMENTS to make individual edits to Pay Statements (ie: double up on scheduled deduction or adding a bonus to one employee)
  16. Click on the 2020-11-04_10h41_03.png to edit individual checks. Be sure to click 2020-11-04_10h41_26.png (in the top right) after editing each check
  17. Once all edits are complete, select 2020-11-04_10h40_32.png  to return to the Payroll Prep Process
  18. Select RECALCULATE PAY STATEMENTS to ensure proper calculation of taxes, rates, and deductions
  19. 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 (ie: terminated employees receiving a check)
  20. Select CLOSE PAYROLL to lock all Pay Statements
  21. Select CHECK YOUR TOTALS to see the total payroll values by earnings, deductions, and tax codes
  22. In the VIEW PAYROLL section, review reports to ensure the accuracy of your payroll before submitting
  23. It’s a best practice to review the Employees Not Paid report, the Payroll Register report, and the Payroll Recap Funding report
  24. Select Submit Payroll to complete payroll