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Calculate Payroll Field List

About Calculate Payroll

About Payroll Processing

Correcting Payroll Data after Calculating Payroll

Removing an Employee from Payroll Calculation

About Payroll Timecards

About Direct Deposit (EFT)

Using Calculate Payroll

Before you start

  • Complete all timecards that you intend to use in this pay run.
  • Back up your data.

To Calculate Payroll

  1. Open Payroll > Payroll Transactions > Calculate Payroll.

    The Calculate Payroll window displays.

  2. To clear any existing previously-calculated, unposted payroll activity, click the Delete All button. (If you intend to merge existing payroll data with the data from this run, do not click the Delete All button.)
  3. Enter the fields at the top part of the window, and on each of the tabs.

    Note: If you pay employees using direct deposit, select the Create EFT Checks check box to produce paychecks that will be deposited directly to employees' bank accounts.

    If you pay employees using direct deposit, select the Create EFT Checks check box to produce paychecks that will be deposited directly to employees' bank accounts.

    Ensure that prenotes have been approved for employees' bank accounts. If an employee is set up to be paid by direct deposit, but does not have a bank with a prenote status of Approved (specified on the EFT tab of the Employees window), the employee's paycheck is created as a physical check, not a direct deposit.

  4. Click Process.
  5. If you run Calculate Payroll while there is previously-calculated, unposted payroll activity that is associated with the same pay period end date as the run you are executing (or with a future date), an Erase/Merge/Cancel message displays. Choose to erase or merge the existing data. 
  6. If the process encounters error conditions (exceptions), a dialog box will give you the option of printing a report that lists the payroll processing exceptions. You can also print the report later from the Payroll Transaction Reports folder, but be aware that the current report contents may be erased. (The system clears the contents of the existing exceptions report every time you run Calculate Payroll.)

After Calculating Payroll

Print the Pre-Check Payroll Register from the Payroll Transaction Reports folder.

Note: If your company uses Security Groups which restrict access to certain employees included in the payroll run and you are generating EFT checks, a payroll supervisormanager or a person with access to all employees should print and review the Pre-Check Register. If you only have selection-list access to employees, you may not be able to see all the employees for whom checks will be printed.

  • Verify the figures on the Pre-Check Payroll Register before printing your paychecks. If you find errors, you can correct them by adding or correcting timecards, if necessary, and recalculating payroll. The recalculated employees can be merged into existing data. Note that the Pre-Check Payroll Register does not show printed and approved paychecks.