Manage Payroll Overview

The Manage Payroll window displays the list of all payroll registers for the selected accounting cycle.

Use this window to enter employee time, change account code allocations if necessary, submit payroll registers, approve payroll registers, and print payroll checks.

See Payroll Security for required permissions to perform functions in Manage Payroll.

Payroll register statuses

• New: A payroll register has just been added or a submitted register has been un-submitted.

• Submitted: A payroll register is awaiting approval. Job salaries have been combined, deductions have been applied, but no transactions have been written.

• Approved: A submitted payroll register has been approved for printing of checks, and transactions have been written.

• Pending: The Print Checks command has been invoked on an approved payroll register, and at least one check has been printed.

• Printed: All checks are either printed and verified or voided.

• Void: An approved payroll register has been voided, and transactions have been reversed.

Process a payroll

1. Create a payroll register.

2. Adjust pay as needed.

   • Enter time and overtime hours

   • Record leave taken, if it hasn't already been done. Leave can be recorded in Leave Balances window, or directly imported into the Payroll Register.

   • Add supplemental pay.

   • Exclude deductions for an employee

   • Exclude (or include) deductions for all employees

   • Dock pay if necessary. Note: Docking pay on a payroll register is used for a one-time immediate dock. Click here instead if you need to set up a recurring dock in Employee Payroll Information.

3. Optional. Preview net pay. Note: You won't see employer-side deductions in this view.

4. Submit the payroll register for review.

5. Review the register.

   • Check for exceptions.

   • Review the time entered by generating a grid report with the filter, Regular Hours not equal to 0.

   • Run & review the Payroll Register Pre-Pay Check Listing. It will list the employees receiving a paper check. Access it from Reports > Payroll > Payroll - Register Reports.

   • Run the Supplemental Pay by Register Report to review the supplemental/exception type jobs added to the register. Access it from Reports > Payroll > Payroll - Register Reports.

   • Run & review the Payroll Deduction Verification Report sorted by Name Only. Access it from Reports > Payroll > Payroll - Employee Reports. It will show the employee insurance deductions.
     Important: You can't run this report after approving the payroll register.

   • Run & review the Direct Deposit Activity Report. Access it from Reports > Payroll > Payroll - Employee Reports. Make a note of the record count near the top left corner of the report and the dollar total at the bottom right corner of the report.

   • Run & review the Payroll Register Payments Report. Access it from Reports > Payroll > Payroll - Register Reports.

   • Optional. Run & review the Payroll Register Account Code Detail Report to review the account codes. Account codes are also on the Payroll Register Payments Report. Access it from Reports > Payroll > Payroll - Register Reports.

   • Optional. Preview net pay. If at this point, you find that you need to make corrections to the payroll register, you will have to un-submit the register, make the corrections, then re-submit the register, and run the above reports again.

6. Approve the payroll register. Note: This step can't be undone. If you need to make corrections, you'll have to void the payroll register and start over, including re-entering all timesheet information.

7. Create the direct deposit file. Note: You can complete this step either before or after you approve the payroll register.

8. Print employee paychecks and direct deposit paystubs.

9. Verify regular & direct deposit payroll checks.

Other Manage Payroll functions & topics

About payroll checks & direct deposit

Create special registers

Change account codes for a job on a register

Remove jobs from a register

View the details of a job on a register

View an employee's deductions included on a payroll register

Undo the submission of a payroll register

Delete a payroll register

Review leave taken by employees

Reprint payroll checks

Void a payroll register

Void payroll checks

Preview net pay

Return to Payroll Overview