Payroll Guide

General Info

1. Maintenance needs to be done before any entry is made.
2. This system is date sensitive and you must always enter the correct date format. The correct format is dd/mm/yyyy.
3. It is a good idea to have all your information ready when you start the payroll process, and the less interruptions you have, the fewer mistakes you will make.
4. Don't try to rush through the steps, give yourself plenty of time.

1. Pay Period and Deductions

Go from "payroll processing" to "current payroll", then from "current payroll" to "set-up payroll".

Under the "set-up payroll", you will determine the cycle or cycles to pay and deductions.

Enter cycles with __mddyyyy  ending date: mmddyyyy  g/l date: mmddyyyy  (remember dates are sensitive, and must have month, date, year, example: 10/02/2002).

Under deductions, select which deductions you wish to take. If a check is to be written now mark check? __(if you do not want to write a check at this time, do not mark the box marked write check, and the amount will accumulate until you are ready to write the check).

Save this screen by clicking on the "save" button on the task bar at top left.

2. Scheduled Hours

Go to "time entry" once you select time entry, you need to build scheduled hours (on the employees selected to pay) by cycle. (the "hammer" on the task bar builds those hours for you). Click the "hammer" and when the next screen appears (read center text), and then click on the "hammer" again to go into entering time.

Now...you are ready to enter hours for the employees that you have chosen a cycle for and built hours. If any employees whose scheduled hours do not need to be changed, you do not need to call them up. They will be entered with the scheduled hours on their maintenance. (all salaried employees, should be entered with their salaries on maintenance).

You can select employees, that need hours changed by hitting the search button (on center of task bar)___, or just type their last name, find them and double-click on their name, and it will appear under "employee". If you have their s.s.#, you can enter that number and it will pull that employee in for you.

Once you have finished entering time, you will go to the printer button on the task bar, and print a trial register.

* Important Note: Look at this report carefully. Any changes can be entered by going back into time entry, calling that employee back up, deleting them (only in time entry), call them back into the file, by going to "search", drag down to "search master file", and bring them back into entry on time entry screen. Enter correct information and reprint trial register/compare to the first and make sure it is correct.

3. Post Employee Data

Now go to "post to employee" once the trial register is correct, you can post to the employees files. To do this hit the "save" button.

4. Print Checks

The next step is to go to "check printing". You are ready to print checks. Line-up your checks and click on the "check printing" button. Enter in the check number that you want to start with then click on the printer icon on the task bar. (always make sure you check setting for printer and paper, before you send print job to printer). Always unload checks once printed, so nothing will print on checks if another print job is sent to the printer.

5. Print Register

Next, go to "check register" and print out this register. At this point you will want to look over this print out closely..

6. Distribution Report

At this point you need to go to "g/l distribution report" and print out this register. Look over the distributions report closely. Make sure the total at the bottom of register is $.00, and that you do not have any "no masters" printed under descriptions.

7. Update and Save

To Update and Save the record go to "update to g/l". Once you have clicked this tab hit the save button. Your screen will now go back to "set-iu" step and you are ready to start your next payroll.

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