Review Payroll

Review Payroll is a summary of the hours and earnings keyed into payroll entry for the active pay period.

You'll see the current Check Date displays in the header. If you want to edit or delete a pay period, you must click Options and then use the drop-down menu to select:

Edit Pay Period
Delete Pay Period

If you need additional information on editing or deleting a pay period, click Edit/Delete Pay Period.

Review Payroll Reports

You can preview and verify the data for the current payroll by running pre-processing reports such as the Payroll Journal or Cash Requirements report. Select one or more reports in the desired file format and click RUN REPORTS to initiate processing. When the reports are complete, a green check mark () displays in the Status column next to the report. Click DOWNLOAD or VIEW to access the report output. The system default is to produce all available reports in PDF format; however, SAVE SETTINGS sets the reports and formats currently selected as your default selections for future pay periods.

For companies with multiple payroll users, if a user has entered payroll and run pre-processing reports for a payroll, any subsequent users accessing the same pay period will see the report outputs previously created. Subsequent users may re-run any of the reports to capture any additional payroll updates that have been made, or to generate reports in additional formats.

Payroll Totals – You can review totals that reflect checks for the selected pay period.

This information is read-only. Information provided when reviewing totals cannot be modified.

Check Counts – You can view check types that were created for each employee and contractor (independent and company). Valid check types include:

Regular
Pre-calculated
Manual
Disability
Void
Vendor

Reversed checks are not included.

Check Totals – You can view checks at a detailed data level for the specified check types for each worker who received a check.

Click Submit Payroll to submit the selected pay period for payroll processing.

Submit Payroll

When Submit Payroll is selected, the selected pay period is submitted for processing if there is at least one saved check. Saved checks include:

Regular
Pre-calculated
Manual
Disability
Void
Vendor

Backdate

A payroll may be considered backdated when:

the selected check date is less than the system date or
there is already a payroll with a check date greater than the selected check date that is in a status of processing, completed, reissued, released, or reversed

Either of these two criteria will result in the payroll being placed on a ‘backdate hold’ for review by Paychex prior to processing.

Out of Order

You cannot process the selected payroll when there is a previous pay period with status of entry or initial. You must either complete and submit the prior payroll, or remove the check data (if applicable) and delete the pay period.

Direct Deposit/Readychex

When the selected payroll is the first active Direct Deposit or Readychex payroll, the payroll is placed on a hold for review by Paychex prior to processing.

Wire Threshold Review

A calculation is performed when a client has been identified as potentially meeting a requirement to wire payroll funds due to exceeding a predetermined threshold. A mini calculation runs during Review Payroll to assess this threshold. When necessary, a payment must be submitted via wire transfer.

If you are restricted from access to salary/rate information, you cannot submit a payroll that requires a wire transfer. Contact Paychex for more information.

Client Initiated

Core

If the wire transfer is client initiated and the client is on the Core Payroll product, you are asked to provide the following information:

Paychex Bank Information
- Name
- Address
- Routing & Transit Number
- Account Number
Client Name
Client Number
The amount to be transferred
Client contact information
- Contact Selector (you are allowed to select an existing client payroll product or other contact)
- Last Name
- First Name
- Phone number (including extension)

ASO

If the wire transfer is client initiated and the client is on the ASO Payroll product, you are asked to provide the following information:

Paychex Bank Information
- Name
- Address
- Routing & Transit Number
- Account Number
Client Name
Client Number
Refer to the Invoice for the amount required for transfer
Client contact information
- Contact Selector (you are allowed to select an existing client payroll product or other contact)
- Last Name
- First Name
- Phone number (including extension)

PEO

If the wire transfer is client initiated and the client is on the PEO Payroll product, you are asked to provide the following information:

Paychex Bank Information
- Name
- Address
- Routing & Transit Number
- Account Number
Client Name
Client Number
Refer to the Invoice for the cash required for the check date.
Client contact information
- Contact Selector (you are allowed to select an existing client payroll product or other contact)
- Last Name
- First Name
- Phone number (including extension)

Paychex Initiated

Core

If the wire transfer is Paychex initiated and the client is on the Core Payroll product, provide the following information:

Check Date
Taxpay Funds
Direct Deposit Funds
Readychex Funds
Total Funds Needed for Wire Transfer
Client Contact Information
- Contact Selector
- Last Name
- First Name
- Phone number (including extension)

ASO

If the wire transfer is client initiated and the client is on the ASO Payroll product, provide the following information:

Check Date

Refer to the Invoice for the Total Funds Needed for Wire Transfer

Client Contact Information
Contact Selector
Last Name
First Name
Phone number (including extension)

PEO

If the wire transfer is client initiated and the client is on the PEO Payroll product, provide the following information:

Check Date
Refer to the Invoice for the Total Funds Needed for Wire Transfer
Client Contact Information
- Contact Selector
- Last Name
- First Name
- Phone number (including extension)

Instructions for Wire Transfer

When the payroll is identified as having met or exceeded the wire threshold, funds are required to be transferred via wire. Select or enter the contact information for the wire transfer.

An asterisk (*) denotes a required field.

First Name*
Last Name*
Phone Number*
Phone Ext.

Signature File not Available

If you subscribe to the Paychex Check Signing service, you are notified when a payroll is submitted and the signature that prints automatically on the payroll checks for the selected pay period is not available. The payroll cannot process. Contact your Paychex representative for assistance.

This applies if both of the following conditions are met:

The client is set up with an active Check Signing product. Active is defined as having a start date on or before the system date and an end date after the system date.
Either a signature file does not exist or does exist but is coded as inactive.