Start Payroll

Selected Pay Period

The Selected Pay Period section allows you to view details of the selected pay period from the Active list. It also allows you to:

Delete All Checks from a Pay Period

1. 1. Under within the Delete heading, select All Checks from the drop-down menu.

   2. Click YES. All checks for the selected pay period are deleted.

Delete a Pay Period

1. 1. Under , select Delete Pay Period from the Selected Pay Period Options drop-down menu.

   2. Click YES. The selected pay period is deleted.

Modify Pay Period

To modify a pay period, click one of the following required (*) fields:

• Period Start Date*: Modify the Period Start Date or select the date from the calendar . The Period Start Date cannot be on or before the Period End Date.

• Period End Date*: Modify the Period End Date or select the date from the calendar . The Period End Date cannot be after or equal to the Period Start Date.

• Check Date*: Modify the check date for the selected pay period displays.

• Number of Checks: Displays the number of checks for the selected pay period.

• Description*: Modify the description for the selected pay period.

When the field is selected, click SAVE.

Time & Attendance Options

To Remove Time & Attendance Checks from a Pay Period

1. 1. Select .

   2. Under the Delete Checks heading, select Time & Attendance Checks from the Selected Pay Period Options drop-down menu.

   3. Select YES to confirm. The Time & Attendance checks for the selected pay period are removed.

To Remove All Checks from a Pay Period

1. 1. Select .

   2. Under the Delete Checks heading, select All Checks from the Selected Pay Period Options drop-down menu.

   3. Select YES to confirm. All checks for the selected pay period are removed.

To Delete a Pay Period

1. 1. Select .

   2. Under the Delete Checks heading, select Delete Pay Period from the Selected Pay Period Options drop-down menu.

   3. Select YES to confirm. The selected pay period is removed.

Start Payroll

Pay workers using the check date you select from the list of payroll dates. If checks have already been entered for any payroll date on the list, a icon appears next to the date.

In the Start Payroll screen, select:

• I’ll enter all checks myself - Click Start Payroll to open the Payroll Entry screen with no checks, then manually enter the checks.
  
  or

• Any combination of I want to pay checkboxes - When Payroll Entry is accessed, the system contains unprocessed checks for stored salaries, standard hours, and/or only recurring earnings. Choose from:

• • Salaries

  • Standard Hours (applies only to employees that have Standard Hours stored in People)

  • Contract Salaries (does not display for PEO clients)

  • Standard Contract Hours (does not display for PEO clients)

  • People with only recurring earnings

    When you Start Payroll with at least one I want to pay checkbox selected, a message displays if any employees do not have salaries, standard hours, and/or only recurring earnings set up. Enter amounts manually in Payroll Entry.

Set the default checkbox selections for Start Payroll:

1. Click .

2. Select Set Default Pay Selections.

Resume Payroll

If the check date you selected already contains at least one check, the Resume Payroll screen displays.

Import Pay Period

You can import a payroll file from Import Pay Period when your submission method is Online and Import.

Import Pay Period Header

From the Import Pay Period header options drop-down menu, you will be able to:

• Go to Import History – takes you to the Import History panel under the Tools navigational panel. The navigational panel updates to indicate the selected screen. Refer to Import History under Tools for additional information.

• Go to Import Setup – takes you to the Import Setup panel under the Tools navigational panel. The navigational panel updates to indicate the selected screen. Refer to Import File Setup under Tools for additional information.

To import a payroll file, complete the following:

1. Click Browse Files to select files to import.

   Only one file can be imported at a time. Files are scanned or processed one at a time.

2. When the file status displays as "Ready to process", click Process. The selected file is processed and imported.

3. After the file processes, review the File Status.

File Status: The File Status field is read only. The following file statuses display:

• • No file selected - Displays before you have selected a file to import.

  • Uploading file - Displays while file is uploading.

  • Scanning file - Displays while file is scanning.

  • File Uploaded - Data only.

  • Ready to process –The system scanned the file and found no errors.

  • Processing – The system is processing the file.

  • Failed - The system found errors during the initial scan or during the import processing.

  • Completed with Warnings- The system processed the file successfully with no errors, but found issue(s) that generated warnings.

  • Completed - The system processed the file successfully with no errors or warnings.

    If the file failed during processing, the status displays as "Failed". To review the errors in the file, click the Failed status to display an errors and warnings report. If the file processed successfully, it is moved to the Import history section of the screen, and its status is either Completed or Completed with Warnings. If the status is the latter, click Status to display the warnings. If the status is either Completed or Completed with Warnings, you can view the imported checks in pay entry by clicking Go to Payroll.

File Name: The File Name field is read only. The file label and file name, including the file extension, displays if you select a file to import. The path is not included.

Check Date: The Check Date displays if you select a file to import. If you want to view another check date, select the date from the Check Date drop-down menu.

Description: The Description field is read only. The description of the pay period associated with the selected check date displays. If the check date is changed, the description information updates to reflect the new date.

Period Start Date: The Period Start Date field is read only. The period start date of the pay period associated with the selected check date displays. If the check date is changed, the period start date updates to reflect the new check date.

Period End Date: The Period End Date field is read only. The period end date of the pay period associated with the selected check date displays. If the check date is changed, the period end date updates to reflect the new check date.

Errors and Warning Icon

The Errors and Warning icondisplays when a file has a status of ‘Failed’ or ‘Completed with Warnings’. Clickto view a list of errors and warning for the selected check date.