The Preview Net Pay feature allows you to run various what-if scenarios for employee paychecks before they're paid and also to review employee paychecks after they've been paid.
You can access the same Preview Net Pay window through Manage Payroll, Deduction Assignment, and Manage Employees.
Use this feature to see what an employee's pay would be if you added, edited, or deleted jobs, deductions and/or state & federal withholding.
Regular and special registers are displayed separately in the Preview Net Pay window.
The Subject to Wages field shows the actual wages on which the deduction amount is based. It isn't displayed by default, but can be displayed using the Table Display Settings dialog.
The changes illustrated in Preview Net Pay do NOT change an employee's deductions or pay.
If you want to apply the changes to the employee's deductions, you must edit a new deduction set and then approve it.
If you want to apply the changes to an employee's pay on a New payroll register, you must make the changes in the payroll register. Click here for options.
In Manage Payroll you can see how employee paychecks will change if you add, edit, or delete jobs, deductions and/or state & federal withholding. You can close Preview Net Pay, make changes to pay, and then preview the net pay again.
Preview net pay is available for all register statuses, but you'll only be able to change pay on new registers.
Once a register has been submitted, approved, or paid, you can view the data, but no longer change the pay.
You can't make any adjustments to pay in Preview Net Pay. You must make changes to the payroll data in Manage Payroll.
Select Manage Payroll from the Payroll menu, and that window opens.
Click the Register number link, or check the
box to select a payroll register, and click the Edit
button.
The Register
Details window opens, and you may want to search or filter the
lower grid to find the employee for whom you want to preview net pay.
Check the box to select an employee's job, and select Preview Net Pay from the More menu. The window opens displaying all the jobs on this register for the selected employee. Sample
Enter what-if scenarios as described.
Edit a job. Use this option to edit the paycheck amount for salary jobs and hours or days worked, pay rate, and overtime for hourly and daily jobs.
Delete a job or deduction by checking the box for the job or deduction you want to delete, and clicking Delete.
Optional. Click Print to generate a PDF of the proposed pay stub. Or export the information from the grids to Excel or PDF to review.
When finished, click Close.
Remember: If you want to apply the changes to an employee's pay on a New payroll register, you must make the changes in the payroll register. Click here for options.
Return to Manage Payroll Overview
In Deduction Assignment you can create multiple new deduction sets, change the jobs and deductions in different ways on different sets, and then use Preview Net Pay to see how the paychecks would differ.
Changing values in the Preview Net Pay window does not store them in the database. If you decide you like the results of changes you previewed, you must edit a new deduction set and then approve it.
Select Deduction Assignment from the Payroll menu, and that window opens. Note: You may wish to search or filter the list to find the employee for whom you want to preview net pay.
Optional. Create additional new deduction sets if you want to try more than one scenario. Click here for instructions on copying deduction sets.
Check the box for one of the employee's deduction sets, and select Preview Net Pay from the More menu. The Preview Net Pay window opens.
If you want to review the paycheck for a different period, select it from the Payroll Period pull-down menu.
Enter what-if scenarios as described.
Edit a job. Use this option to edit the paycheck amount for salary jobs and hours or days worked, pay rate, and overtime for hourly and daily jobs.
Delete a job or deduction by checking the box for the job or deduction you want to delete, and clicking Delete.
Optional. Click Print to generate a PDF of the proposed pay stub. Or export the information from the grids to Excel or PDF to review.
When finished, click Close.
Remember: If you want to change the employee's deduction set based on the changes in Preview Net Pay, you must edit a new deduction set and then approve it.
Return to Deduction Assignment Overview
In Manage Employees on the Deduction Sets tab, you can create multiple new deduction sets, change the jobs and deductions in different ways on different sets, and then use Preview Net Pay to see how the paychecks would differ.
Changing values in the Preview Net Pay window does not store them in the database. If you decide you like the results of changes you previewed, you must edit a new deduction set and then approve it.
Select Manage Employees from the Human Resources menu, and that window opens. Note: You may wish to search or filter the list to find the employee(s) for whom you want to preview net pay.
Check the box(es) for the employee(s), and click Edit, or click the Display Name link to edit a single employee. The Edit Employee popup opens.
If needed, close the collapsible sections to make it easier to see the tabs at the bottom of the popup.
Click on the Deduction Sets tab.
Check the box for one of the deduction sets, and select Preview Net Pay from the More menu. The Preview Net Pay window opens.
If you want to review the paycheck for a different period, select it from the Payroll Period pull-down menu.
Enter what-if scenarios as described.
Edit a job. Use this option to edit the paycheck amount for salary jobs and hours or days worked, pay rate, and overtime for hourly and daily jobs.
Delete a job or deduction by checking the box for the job or deduction you want to delete, and clicking Delete.
Optional. Click Print to generate a PDF of the proposed pay stub. Or export the information from the grids to Excel or PDF to review.
When finished, click Close.
Remember: If you want to change the employee's deduction set based on the changes in Preview Net Pay, you must edit a new deduction set and then approve it.
Return to Manage Employees
Version
4.1 © 2020 - Harris School Solutions - All rights reserved
