Edit Check

 

note.png

After you are in Edit Check for a single worker, you can remain in the expanded, more detailed view of the check for each employee.

Use the right and left arrow icons at the bottom of the screen to move through employees while remaining in the Expanded View. Move to another specific payee using the Jump to Payee search. A message displays indicating if the following filters are applied: Active, Terminated, On Leave (Inactive for PEO clients), or a Group.

Employee Notes

 

existing_notes.jpg

Indicates an existing note.
no_notes.jpg

Indicates no existing note.

Options Options.jpg

Delete this Check

Click Delete this Check to delete the check in focus.

Click YES. The check is deleted and you are returned to the view in focus.  

Click NO. The check is not deleted and you are returned to the view in focus.

View Options

Select the primary and secondary person identifying information preferences.

Add Payee

Select Add Payee from the Payroll Entry Options drop-down menu. The Add Payee screen displays and lists all workers for the client. If the worker already exists in the Payroll Entry grid, the worker record is checked but is disabled.

  1. To add payees (inactive or terminated) not currently in the Payroll Entry grid, select the check box next to their name. The workers are inserted into the grid below the worker/last check row with focus.

  2. Click OK.

Restore Default View

Select Restore Default View from the Payroll Entry options drop-down menu. This action removes any designated custom settings.

Click YES. All custom settings for this view are removed.

Click NO. You return to the previous view.

Check Icon: A check icon displays for the worker when a check is saved and not submitted or the worker was auto paid.  

Add Add_Small.jpg: Provides the option to add information to an existing check, create another check, or void a previously issued check.  
Refer to Add Options for additional information.  

Earnings

 

Name

Active client level earnings display in ascending alpha-numeric order.
Action

Click Add_Small.jpg to add a row.

Click Delete_Small.jpg to delete a row.

Displays for a View only check.
Hours

Displays the hours for the worker if standard pay was applied and the work has default standard hours. Otherwise, the field defaults to blank.
Rate

The rate for the pay component displays.

note.png

When a rate is selected, the rate amount displays in the Rate field; the Rate Number does not display.
Amount

The amount field is used to enter or display any loaded values once the employee is paid using Pay Standard.  If no standard amount applies for the pay component, the field is blank.
%

The percent rate for the pay component displays.

note.png

When blocked, the percent of the recurring earning the Percent field is disabled.
Units

The units for the pay component displays. Valid range: -999999.99 thru 999999.99.
OT Factor Overtime factors for the pay component displays in the drop-down menu, if available. Otherwise, the field is blank. Select a valid option, or enter an OT Factor between .01 and 999.99.
Addl Amount

 Enter an additional numeric amount between -9,999,999,999.99 and 9,999,999,999.99.

note.png

When blocked, the percent of the recurring earning the Amount field is disabled.
Addl Rate

Enter an additional rate between .01 and 9999.9999.

note.png

 If the zero (0) or 0.00 (Track memo) display in the Rate field, the Addl Rate field is disabled.
Block When selected, the recurring earning is blocked and the amount, additional amount and percent are disabled.
Labor Assignment Labor assignments are set up on a client to allocate employee payroll amounts through the Labor Distribution product. A unique Labor assignment can be established with any combination of Organization unit, Business location, or company position.
Job A job is set up on a client to allocate employee payroll amounts through job costing.
Organization Organizations are set up on a client to allocate employee payroll amounts through Simple Labor Distribution.
State State taxes can be reallocated by selecting a different state from available regulations set up on the employee.
Local Local taxes can be reallocated by selecting a different local from available regulations set up on the employee.
Line Date Enter the date an employee earned a certain wage.

 

Deductions

 

Name Active client level earnings display in ascending alpha-numeric order.
Action

Click Add_Small.jpg to add a row.

Click Delete_Small.jpg to delete a row.

Displays for a View only check.
Amount

The amount field is used to enter or display any loaded values once the employee is paid using Pay Standard. If no standard amount applies for the pay component, the field is blank.

note.png

When blocked, the amount of the recurring earning the Amount field is disabled.
Addl Amount

Enter an additional numeric amount between -9,999,999,999.99 and 9,999,999,999.99.

note.png

When blocked, the percent of the recurring earning the Amount field is disabled.
%

The percent rate for the pay component displays.

note.png

When blocked, the percent of the recurring earning the Percent field is disabled.
Block When selected, the recurring earning is blocked and the amount, additional amount and percent are disabled.

 

Withholding

note.png

Overrides to withholding information may impact information for state and/or local fields in the earnings table.

 

Tax Frequency

Select the tax frequency for the selected worker/check from the drop-down.  Valid options:

  • Weekly

  • Bi-weekly

  • Semi-monthly

  • Monthly

  • Quarterly

  • Semi-annual

  • Annual
Name Lists the withholding tax.
Method Lists the tax calculation method. Valid options: normal, supplemental, override.
Amount

Displays the amount that exists in the check template.  

  • If no amount exists, displays the amount set in worker tax.

  • If no worker tax exists, defaults to the system level amount.

  • If no system level amount exists, the field is blank.
Do Not Withhold When checked, tax is not withheld for the check.
Percent

Displays the percent that exists in the check template.  

  • If no percent exists, displays the percent set in worker tax.

  • If no worker tax exists, defaults to the system level percent.

  • If no system level percent exists, the field is blank.
Addl Amount

Displays the additional amount in the check template.

  • If no additional amount exists, defaults to the additional amount set in worker tax.
Addl Percent

Displays the additional percent in the check template.

  • If no additional percent exists, defaults to the additional percent set in worker tax.
Allocation

Displays the percentage set up on worker tax (state income regulations).

  • If there are two state income taxes (including non-income tax states) and one is changed, the remaining state is automatically updated to equal 100%.

  • If more than two states, the remaining states are not automatically updated to equal 100%.

note.png

The field is disabled for Employee SUI, Disability, Workers’ Compensation, and Employee Surcharges.
% of Earnings Taxed

The default percentage set up on worker tax (local income regulations) displays.

For an Act 32 PA local (PA local coding in system tax) regulation with a PA Work/Live status equal to “Lives here/works in a different PA local”, the field is disabled/blank.
Tax Information

This field is read only. Displays tax information set up on the worker.