The article provides step-by-step instructions for adding, editing, and printing a manual payroll check in a payroll system. It details selecting employees, entering pay details, adding deductions, saving, closing, and printing the check, and includes guidance for sending the check by email in PDF format. Additional resources are also provided.
Creating a Manual Check
- Go to the menu and navigate to Team > Payroll > Process Payroll.
- Select "Run" on the tile for the next scheduled "open" check date or select the "View All Payrolls" button.
- If selecting "View All Payrolls", next, choose the "Payroll Prep Process"
button for the applicable check date.
- If selecting "View All Payrolls", next, choose the "Payroll Prep Process"
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Do not initiate payroll, skip down to the Processing section and select "View Pay Statements".
Please Note: This screen will be blank if there are no other manual checks entered.
- Select "New Pay Statement".
- Choose the employee from the dropdown list.
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Select a Pay Statement Type of ‘Manual’, then "OK".
- If creating more than one manual check for the same employee, select ‘Manual, 2nd’ as the second check’s Pay Statement Type. If you do not have this option, reach out to your account manager.
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Use the E/D Code or E/D Name column to select the applicable earning to be paid out.
- If paying out missing hours, enter in the number of hours in the Hours column. The Amount column will calculate based on the employee's rate once the screen is saved.
- If paying out a flat dollar amount, enter the amount in the Amount column.
- Update the Check # and Check Date fields if needed.
- The Check # is set to ‘Auto’ by default starting at #100 and ending at #99,999
- The Check Date will default to today's date.
- Once all earnings are added, select "Save".
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Select "Utilities" to add Scheduled Earnings/Deductions if needed.
- Choose "Add Scheduled Earnings/Deductions".
- Select "Apply Changes".
- Once the Pay Statement is saved, the taxes will be applied and show on the screen.
- If any tax or deduction amounts need to be changed, update the Amount column, then resave.
- After all settings and amounts are correct, select "Utilities", then choose "Close Pay Statement", and "Close".
Printing a Manual Check
- On the Pay Statements screen, select the pay statement that needs to be printed.
- Select "Utilities", then select "Deliver Selected Pay Statements".
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Select the Destination to send the check to in the dropdown (i.e. Sandra's Email).
- Un-check ‘Add Non-Negotiable’ box.
- Enter a comment in the box, then select "OK".
- The check should be received at that email address within a few minutes. This document will be in PDF format and will need to be printed on check stock.