Set options in the

Enter Batch Payroll Checks

screen

Options

Identification
Payroll schedule
: Select the payroll schedule for which you would like to customize data-entry options. All the other fields in the window are inactive until you select a payroll schedule.
Data Entry Defaults
Use the fields in this section to specify the default selections to be used for this payroll schedule in the Enter Batch Payroll Checks screen.
Bank account
: Select a default bank account for this payroll schedule. If you leave this field blank, the application uses the 1st active bank account listed alphabetically for the client.
Primary sort order
: Select the default sort order with which to display employee information in the
Rapid
tab and
Detail
tab of the Enter Batch Payroll Checks screen for this payroll schedule. The field defaults to
Employee ID
, but you can also sort by
Department
,
Employee name
(based on the employees' last names), or
Location
. You can sort in ascending or descending order.
Secondary sort order
: This field is available only if the Primary sort order is set to
Department
or
Location
. When active, the field defaults to
Employee ID
but you can also sort by
Employee name
based on employees' last names. You can sort in ascending or descending order.
Payroll Item Exclusions
Use this section to specify that certain payroll items be excluded from batch payroll checks associated with the selected payroll schedule.
This section is not available if the Time Entry Method for the selected payroll schedule is
Import
.
Pay
: Options in the dropdown list are None and Selected. None is selected by default in the dropdown list. To select pay items to exclude for the payroll schedule, choose
Selected
, then select the Ellipsis button . In the
Pay Exclusions
window, mark the checkboxes for pay items to exclude.
Deductions
: Options in the dropdown list are
All
,
None
, and
Selected
. Selecting
All
will cause the application to automatically exclude all newly-added deduction items from the payroll schedule. To exclude specific deduction items from the payroll schedule, choose
Selected
, then select the Ellipsis button . In the
Deductions Exclusions
window, mark the checkboxes for deduction items to exclude.
Employer Contributions
: Options in the dropdown list are
All
,
None
, and
Selected
. Selecting
All
will cause the application to automatically exclude all newly-added employer contribution items from the payroll schedule. To exclude specific employer contribution items from the payroll schedule, choose
Selected
, then select the Ellipsis button . In the
Employer Contribution Exclusions
window, mark the checkboxes for employer contribution items to exclude.
Settings
Mark the checkboxes in this section to override some of the application's default behavior within the
Enter Batch Payroll Checks
screen for the selected payroll schedule.
Suppress GL account verification
: Mark this checkbox if you don't want the application to alert you when you save checks for which GL accounts are missing for one or more distributions.
Suppress benefit accrual verification
: Mark this checkbox if you don't want the application to alert you when the number of accruable benefit hours used on a payroll check exceeds the accruable benefit hours available for the employee, or when the number of accruable benefit hours used on a payroll check exceeds the usage limit assigned to the employee.
Convert hours to decimal
: Mark this checkbox to have the application accept work hours that were entered as hours and minutes in the
Enter Batch Payroll Checks
screen and convert them automatically to the decimal equivalent.
Examples
30.15 (30 hours and 15 minutes) converts to 30.25.
30.75 (30 hours and 75 minutes) converts to 31.25.
30.3 (30 hours and 3 minutes) converts to 30.05.
30.30 (30 hours and 30 minutes) converts to 30.5.
Use alternate direct deposit allocation
: Mark this checkbox to have the application will create ACH transactions using the allocations that are specified in the employee's
Alternate
Direct Deposit Allocation grid, rather than those in the Direct Deposit Allocation grid.
Display taxes that have zero wages and amounts
: Mark this checkbox to have the application display tax items in the
Enter Batch Payroll Checks
screen even if they have zero taxable wages and zero tax amounts. By default, check entry screens don’t display tax items that haven’t yet reached the threshold required to begin calculating (such as the Additional Medicare Tax item) nor tax items that have exceeded their limits (such as FICA-SS, FUTA, or SUI). So, if this checkbox is not marked, no tax information is displayed in the
Enter Batch Payroll Checks
screen for this employee until you enter taxable wages for that employee.
Prompt if prior batch is not processed
: Mark this checkbox to be prompted in the
Actions
, then
Enter Batch Payroll Checks
screen when the prior payroll batch for the selected payroll schedule has a status of
Not Processed
. You will then be able to choose whether to process the current payroll batch or the batch immediately prior.
Columns to Hide
Mark the checkboxes in this section to hide columns in the
Rapid
tab of the
Enter Batch Payroll Checks
screen for this payroll schedule.
Rapid Tab Grid Column Setup
Use the fields and grid in this section to choose the columns and fields to be displayed in the
Rapid
tab as well as the order in which they are displayed. By default, the
Display all pay items
option is selected. To begin customizing the
Rapid
tab columns, choose the
Display selected payroll items
option.