Payroll
Understanding W2 Wages
The most common questions some employees have relate to why W-2 Wages differ from their final pay stub for the year, and why Federal and State Wages on their W-2 differ from Social Security and Medicare Wages on the W-2. The short answer is that the ...
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. ...
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 View Previous Payroll Reports from Quick Links
Navigate to Team > Payroll > Process Payroll This pulls up the list of your company payrolls. You can filter the Pay Dates according to the Specific Payroll you are looking to get the Reports for by clicking on the Pay Date filter at the top right ...
How To Download Certified Report
In order to download a Certified Report that has already been produced, navigate to Settings > System Data Export > Data Exports. Under data exports, choose the export type Certified Payroll (WH347) by clicking the download option. It will default to ...
How To Approve Withholding Forms
Navigate to Team > HR > Forms > Government Forms Choose withholding under government forms. Once on the Withholding Screen, you will see a list of withholding forms that have been completed by employees. Place a check in the box along the left side ...
Add a Supplemental Payroll
Navigate to Team > Payroll > Process Payroll. Click Add New at the top right corner of the screen. Click the dropdown box under Payroll Type. Select Supplemental as the payroll type. Click Save & Continue. 1. Enter the Pay Date for the payroll. 2. ...
How To View Filed Tax Documents
In order to download your company tax documents, navigate to Team > Payroll > Reports > Tax Documents Once on the Tax Documents screen, click on the Download icon next to the quarter you want to download.
How to Print a Year-to-Date Payroll Register
Navigate to Team > Payroll > Reports > Payroll Register > YTD Summary When you click on YTD Summary, it will take you to the report. You can change the Tax Year to the applicable year and then Download.
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 an Additonal State Withholding Amount
Once inside of the Employee Record you will select Tax Information from the Jump To Menu on the left side of the screen, Next Choose the State option, Then Click the +Add option as shown in the Figure Below. After you choose your state from the State ...
How to Download a QuickBooks Data Export
Navigate to Settings > System Data Export > Data Exports Once in the Data Export screen, click the Download button. In the Currently Being Delivered box, click the down arrow and select the payroll from the list of finalized payrolls that you want to ...
How to Download W2s
Navigate to Team > HR > Forms > Government Forms > W2 This will pull up all employees who have received a W2 from the previous year whether active or terminated. To change the year, select the year in the middle right before selecting an employee. To ...
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 ...
How to View a Payroll Invoice
1. Navigate to Team > Payroll > Process Payroll 2. In this screen, find the applicable pay date of the invoice you want to view and click the Quicklinks ( ) button. A new pop-up will open - select View Invoice. 3. From here, you can View More Info or ...
One Time Direct Deposit Change or Live Check
Use the instructions below to make a one time change to an employee's deposit account and/or Live Check. 1. Navigate to Team > Payroll > Process Payroll 2. Click the Payroll Prep Process button for the appropriate payroll date in which you need to ...
How to Import a Batch File
Inside of the Payroll Prep Process, click the View Payroll Batches hyperlink. Click the Import file icon. Once selected, a pop-up window will appear on screen. Click the Choose File option and select your completed import file. Select the applicable ...
How to Set Up and Maintain Payroll Alerts
Payroll Alerts are a great way to set reminders to alert the payroll processor of items to check on and/or information that needs to be added to any particular payroll. Alerts can be added by payroll admins, managers and/or the payroll specialist. ...
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. ...
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 ...