Verify Employee Payroll Setup

You can run several reports to ensure that employees are setup correctly for payroll.

In Human Resources

Use these reports to check the following things:

• Employee home address — Employee Contact Information Report

• Account codes on all positions — Job/Addendum Summary Report and Employee by Element Report

• Make sure the custom fields are completed in Manage Employees

In Payroll

Use these reports to check the following things:

• Employee deduction assignment — Employee Deduction Sets Report. Set Status parameter to Current.

• Payment plans & the periods/dates over which they're distributed — Payment Distribution Summary Report. Run this report for only salaried jobs.

• The next 2 reports can only be run on a new payroll register, so create a payroll register. Then check:

• • Employees in each deduction plan with amounts and begin & end dates — Payroll Deduction Verification Report

  • Hourly rates — While in the Register Details window for the new payroll register, run a grid report by sorting on the Type column to group hourly jobs and then clicking either or at the top of the jobs grid. Sample

• The next 2 reports can only be run on a submitted payroll register, so submit the new register, then check:

• • Bank account & routing number — Direct Deposit Activity Report

  • Paycheck detail, employee deductions, employer contributions, gross wages, and net wages — Payroll Register Payments Report

Once you have reviewed all the setup information, if you have to fix employee job or deduction set information, you will have to undo the submission of the payroll register. If you have to fix a salary, account code, or pay rate, you must first delete the job from the register and close the job, then make changes, approve the job and add it back to the register.

Return to Payroll Overview