Other Menu Items

Posting a Calculated Payroll

 

Posting to the Employee File   If you calculated a pay or an adjustment without posting it to the Employee File, the system will remind you of this the next time you open the program. Another indicator of a calculated but not posted pay is a check mark that appears next to the Calculate Payroll or Calculate Adjustment menu items. When you select either of these menu items, the following screen will appear:   Choose Post to go to the Calculate Payroll - 6 screen. Choose Edit to go back to step 2 of the process. Choose Discard to start over on the calculation.

 

Transferring to Accounting

 

If you have calculated pay but did not transfer it, the program will give you a message when you open the program. To post this to Accounting:

 

• Click on the Payroll button and select Transfer to Accounting.
  
  
• If there is more than one posted pay waiting to be transferred the Pay Date field will have a down arrow and you can select a date to transfer. If there is only one date this field will be grayed out.
  
  
• Click on the Transfer button.
  
  

 

Delete Employee/Contractor

 

Once an employee has had no pay in neither the current year, or in the previous year, you may delete that person's records completely.  We recommend retaining the record for five years after terminating.

 

• Click Sys. Admin. and Delete Employee/Contractor.
  
  
• Select either Employee, or Independent Contractor.
  
  
• Type (or confirm) the current date.
  
  
• Click Next. The system will generate a list of those employees or contractors who have no pay calculated in the current or previous year. Select the person you’d like to delete. Then, click Finish. When an employee is deleted, all information for that employee for all years is deleted.