Payroll

To pay employees

  1. Set up your company and employee payroll information. (Using the Easy Setup Assistant -- Payroll)


  2. If you pay your employees electronically, set up bank information for your company and employees and choose a linked account for electronic payments. (To enter bank information for electronic payments and To choose a linked account for electronic payments)


  3. Click Process Payroll in the Payroll Command Centre to start Process Payroll. (Using Process Payroll)


    Note: Click the Help for This Window link that appears in each step of Process Payroll if you have a question about using the feature.
  1. Select Pay Period. In the first step, you'll select to pay a group of employees with the same pay frequency (you'll see a list of all the employees who are paid with the frequency you select when you reach step 2 of Process Payroll) or you'll select one employee to pay.

    The Pay Frequency for an employee is selected using the Card Information window - Payroll Details view - Wages.

    You'll also enter the payroll start and end dates.

    If you use Timesheets to track hours, you'll also choose the timesheets that you want to include on the payroll transaction. Click the Display Unprocessed Timesheets button to print the Unprocessed Timesheets report, if you wish. (Using Timesheets)
  2. Select & Edit Employee's Pay. This window displays a list of all the employees who are paid with the frequency you selected in step 1. Use this step to select the employees whose pay you wish to process. Select or deselect the employees by marking or unmarking the column next to the employee name.

    In this step, you can review and edit your employee transactions before you record them.

    To review all the selected employees' wage, deductions, employer expenses and payroll taxes that are included in the payroll calculations, click the Preview Pay Details button to display the Payroll Verification report.

    To edit a transaction, click the zoom arrow next to the employee name to open the Pay Employee window. Click OK when you're finished.

    When you click the Record button in this step, the selected employee payments will be recorded.
      3. Notes: Changes made in the Pay Employee window do not update the Timesheet

      Changes made using the Process Payroll windows are used for the current payroll processing session only
  3. Process Payments. Your employee payments have been recorded. You'll complete the process by printing paycheques (Print Paycheques button), by printing a report detailing payments made to employees using Nat West AutoPay Service or Barclays Branch-Originated, or by creating a cheque to reimburse the cash account (Spend Money button).
  4. Print Payroll Earnings. Click the Print Payroll Earnings button if you want to display and print the report showing payroll transactions for your employees.Click the Print Customised Payslips if you want to print a copy of your customised paycheque stub

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