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Functions:
Payroll
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| To do these business operations... | Use these functions |
| Use After the Fact Payroll to enter the information from handwritten paychecks or from a Payroll processing service. The Select window prompts for a bank account and a posting period as well as pay frequency selection and optional pay period start and end dates. |
Payroll
After the Fact Payroll |
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Once the employees in a pay frequency are "ready" in the Payroll window
(with a status of "Selected"),
press the Calculate button.
For each employee, the system generates Payroll calculations
just as it does in the Calculate Payroll window.
After calculation is finished, the selected employees' status change
from Selected to Incomplete. You must enter a paycheck date and paycheck number
for each employee before you can post the Payroll.
The paycheck date you enter for the first employee defaults
for all subsequent employees' paycheck dates.
You must enter a valid (unused) check number for each employee.
Use the Pay factors tab to enter required information such as hours, sales, and piece counts, and override pay factor configuration information as required, on a one-time or permanent basis. You can change any calculated amounts that differ from the information you are entering from the external Payroll. You have entered any data required to complete the Payroll run. Click the Done button to save your work so far. Next, you should verify the Payroll run. |
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Before you post ATF Payroll,
print the Payroll Register to verify the data.
Select "Current Pay Period" for the Pay period ID
and click the checkbox at "Print only unposted activity."
You can think of the unposted Payroll Register as a batch listing of the current Payroll run. If you find errors in your review of the unposted Payroll data, or discrepancies between the unposted Payroll data and your outside source of paycheck information, re-enter Payroll as needed, save, and then reprint the unposted Payroll Register until you are satisfied with the results. Do not check the box if you want to print all posted and unposted Payroll data processed during the current pay period. |
Payroll
Payroll Register
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| Then post ATF Payroll. |
Payroll
After the Fact Payroll |
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Finally, and very importantly, once you've posted the checks, close the pay period.
Closing the pay period simply prepares the system for the next Payroll run.
If you need to print another check for an employee (a bonus, for example),
make an additional Payroll run for that employee and then close that pay period.
Remember that the pay period is not associated in any way with the general ledger posting period. Closing the pay period allows you to edit pay factors and employee information that you can't edit while a Payroll run is in progress — from the time you start Payroll processing until the time you close the pay period. |
Payroll
Close Pay Period Checklist |