Before processing Payroll, there are a number of steps that should be performed initially to set it up in effective working order. If you have not already performed these steps, please refer to the Initial Payroll Setup section of Payroll online documentation (under US Specific Topics). Otherwise, the payroll process outlined below will not work correctly for you.
How to process Payroll:
Open a financial period in General Ledger using Global Periods Maintenance.
In Period Maintenance for each pay cycle:
Set up period maintenance. Allowable period types are Future, Regular, and Adjusting.
Determine the Payroll Month, Payroll Period, and financial period.
In Add Recurring Timesheets for each pay cycle, add recurring timecards. Make sure the selected timecards are converted correctly.
Add employee timesheets, using Timesheet Input in any pay cycle (Weekly, Monthly, Twice Monthly, 2-weekly, 4-weekly).
Before adding these timesheets, there are a number of pre-processing considerations you should be aware of, as listed below:
You may enter multiple cheques.
Review the defaults from Employee Maintenance, including TC Default rules, Tax Distribution Methods, Valid State/Local/WC Code on file for Payroll companies and contracts.
Review the defaults from the unions and contracts files, such as union and rate defaults.
Review restrictions, such as not processing for terminated employees, completed contracts, and dormancy.
Enter timesheets for multiple states, and check the defaults for these states in Employee Maintenance.
Enter timesheets with various effective dates to test the rate defaulting, Union Calculations defaulting, Contract Calculations defaulting, and Pay Calculations defaulting.
Print a listing.