Processing Payroll

To begin the payroll process, go to Payroll > New > Payroll. 

In the payroll list you will find all of the payroll templates that have been set up on your system.  In this example, I am going to choose NORMAL BIWEEKLY PAYROLL.

Enter the Hourly Paid Through Date (the end date of the time slip hours you are paying), the Payroll Period Date (the end of the payroll period), and the Check date.

Click “Update Time Slips and Calculate Pay”. 

This will bring up the employees for this Pay Frequency along with their hours or salary, any adjustments or taxes they have, and the current and last period net. 

If you need to change any of the information for this payroll, double click on the payment record to bring up the payment details.

From the payment details screen, you can or move hours, enter additional hours or amounts, change deductions, and change some tax information.  Once you have the information for this payment correct, click Save and Close.

As you update each employee's payroll detail, click the “Selected” box out to the left of the employee.   When all employees you wish to pay have been updated and selected, click “Create Payment Documents”.

You will receive the following message.  Click Yes to create the payment documents.  Click No to return to the payment list.

Once you have created the payment documents, you may have checks to print, ACH payments to submit, or both. 

Refer to the document Printing Payroll Checks to learn how to print the paychecks.

You can now go into Reports > Payroll and run any payroll reports you may need.