Generating a Manual Check
A manual check is a check that would be produced in order to capture gross to net for an employee. The process of creating a manual is meant to allow for wages to be recorded. The net of the stub would be handled in-house by the client, or CPS is able to print and ship the payment if needed. Additionally, manual pay statement types are only used for recording purposes and any payments will require a manual process.
Typical reasons for a manual check would be the employee was underpaid, not paid, or needing an out-of-cycle payment.
All taxes and deduction payments will be accounted for on the next scheduled check date. Please follow the steps below in order to process a manual payment. For any mistakes, be sure to delete the stub as to not cause erroneous W2 wages and/or quarterly amendments.
To process a manual check, navigate to Team > Payroll > Process Payroll
Find the next scheduled payroll and
click the Payroll Prep Process icon to open that payroll.
Once in the payroll, go to the Add/Edit
Pay Statements step and click View Pay Statements.
Next, choose New Pay Statement in the upper right. In the pop-up that
appears, choose the applicable employee and the pay statement type Manual.
Once the pay statement appears:
1. Update theCheck Date and Check# (if not set up as auto as
seen here).
2. Add the earning codes and hours/amount associated. To add additional rows, choose Add Rows.
3. Click SAVE
After Save has been selected,
all pay rates will be applied and taxes will be listed as seen below.
Note: If any scheduled earnings or
deductions need to be assigned, this will need to be done manually. To allow reoccurring earnings or deductions to take place, click Utilities then select Add Scheduled Earnings/Deductions. A pop-up will appear where you can select all boxes for all earnings/deductions with the company. Upon choosing the boxes, only those assigned to the employee will populate on the pay statement itself.
Deductions will then appear if
assigned to the employee. Check the boxes for the scheduled deductions/earnings
you want to add for the employee and Apply Changes.
After all data has been input into the pay statement, choose Preview in the upper screen. Once the Preview window is open, you can then Download PDF.
To ensure no changes are made to the
pay statement in the future, you will have to close the pay statement:
1.
Navigate back to View Pay Statements screen.
Inside the Utilities Pop Up, select Close
Selected Pay Statements and then check the box Close Manual Pay Statements and Close.
Once you have closed and finished the Manual Pay Statement, you can then download a PDF copy if necessary.
Related Articles
Adding a Second Pay Statement for an Employee
To add a second pay statement to an employee, first navigate to View Pay Statements inside the payroll. (File path is Payroll > Process Payroll) Click on the blue hyperlink View Pay Statements and you should see a screen like this, and a listing of ...How to Void a Pay Statement
Navigate to Team > Payroll > Process Payroll 1. If voiding inside of another payroll, navigate to the Payroll Prep Process checklist for the desired payroll. If not, create a new, supplemental payroll and then navigate to the Payroll Prep Process. 2. ...Pay Statement Types vs Earning Codes
This article will explain the difference between an earning code and a pay statement type. An Earning Code is an identifier for the different types of pay an employee receives. They can be regular pay, overtime, sick, vacation and tips to name a few. ...Payroll Processing Guide - UKG (with Sync note)
Navigate to the Team > Payroll > Process Payroll Adjust the filters as needed to show the payroll you will be processing. Navigate to the Payroll Prep Checklist by selecting the icon next to the appropriate date. Initiate Payroll **This generates all ...How to Add Pay Statement Notes
Navigate to Team > Payroll > Process Payroll Click on the Payroll Prep Process button for the appropriate payroll date. 3. Click View Pay Statements. 4. Check the boxes next to the pay statement(s) you need to add a note to. 5. Select Utilities in ...