.png)
, then click on PAYROLL INFORMATION button. .png)
PAYROLL INFORMATION
DESCRIPTION: In order to start a new pay period, you MUST run the Payroll Information program.
It is important to note that you must fill out the Payroll Information screen BEFORE you begin posting the next pay period's time cards. If this step is skipped, the Payroll Post program will not allow you to post any payroll entries to the next pay period.
=============================================================
To access the Payroll Information program, click on the PAYROLL button, , then click on PAYROLL INFORMATION button.
The following screen will then appear:
Please see the following topic for help on setting up filters in the payroll information grid: Exploring Grid Filters
1. Click the NEW button .png)
on the right.
This screen will appear.
2. Enter the payroll CHECK DATE.
(NOTE: You may use the same pay date for overlapping or special payrolls if you wish. However, please realize that the EFTPS and Tax Summary reports will show the information from both payrolls and not just a single payroll. Also the Payroll Journal YTD information may be different between the 2 payroll journals; because one payroll was posted and calculated before the other payroll.)
3. Add a description for this payroll. .png)
(It is a good idea to keep your regular payrolls with the same description but different dates. Then when you have a special payroll, you can give it a distinctive title so it stands out.)
4. If your payroll is only for one department, enter that Department # in the Department # box..png)
5. Enter the Pay Period Start date and Pay Period end date.
.png)
If you are entering a special payroll, for example longevity pay, you can make the low and high earnings effective date the same.
6. Positive Pay Bank Account Number: Enter the Bank Account number you use for positive pay.
.png)
7. Click the SAVE button. .png)
With this method, you can set up every payroll for which you have dates for the entire year. Due to the unique Payroll ID number, when you post, you’ll be able to select the proper Payroll Information record and start posting.
FINDING PREVIOUS PAYROLL INFORMATION RECORDS
If you need to find a certain Payroll Information record and you don't want to scroll through all of them, clicking on the List button will take you back to the list of the previous Payroll Information records.
|
List |
|
|
Click on the list button to return to the list of job types. If there is a pending change made to a job type or a new job type that hasn't been saved yet, a confirmation prompt will appear asking you to save or cancel any changes. |
|
|
|
|
EDITING A PAYROLL INFORMATION RECORD
You can edit a previously entered Payroll Information record’s information including the dates, description, and department number.
1. Click the Payroll ID for the record you want to edit and click the MODIFY button. .png)
2. Make the necessary changes to the record, then click SAVE button .png)
to save your changes.
WARNING: If you have already calculated an existing Payroll Information record (the Calculated column will be checked), you may not change any of the fields for that payroll information.
PROCESSING MULTIPLE PAYS IN ONE PAY PERIOD
There may be occasions when you need to process more than one payroll within the dates of your payroll period. These may be necessary when you’re paying out retirement or longevity checks, or if you pay some employees on the 1st and 15th of the month and others on the 1st of the month only which would cause an overlapping of the payrolls on the 1st of the month.
These special or overlapping payrolls must be designated their own Payroll ID numbers and these Payroll ID numbers are assigned by the Payroll Information program. (Note: A payroll period may consist of a single day.)
(NOTE: You may use the same pay date for overlapping or special payrolls if you wish. However, please realize that the EFTPS and Tax Summary reports will show the information from both payrolls and not just a single payroll. Also the Payroll Journal YTD information may be different between the 2 payroll journals; because one payroll was posted and calculated before the other payroll.)
