Evolution Payroll – Creating Manual Checks

06 Jun Evolution Payroll – Creating Manual Checks

Posted at 07:20h in Training by
Users can create manual checks to be added to a payroll when creating a batch, or to an existing batch.

Creating a new batch

 

      1. On the Payroll Timeline screen select a payroll with a status of Pending by clicking the Edit  symbol.
      2. Click the Plus sign on the Batch Checks screen to create a new batch.

 
Result: the Check Batch Settings screen opens.

      1. Complete the required and applicable fields, making sure to select Manual from the Check Types dropdown list.
      2. Click the Create Checks button and proceed as normal when running a payroll.

Adding to an existing batch

 

      1. On the Payroll Timeline screen select a payroll with a status of Pending by clicking the Edit symbol.
      2. Click on a batch that has already been created.
      3. Click the Add Check button in the Navigation bar.

 
Result: The Add Checks screen opens.
 

      1. Select Manual from the Check Types dropdown list.
      2. Select the employees in the checkboxes who are to receive a manual check.
      3. Click Select EEs.

 
Result: A Confirmation screen opens listing the check(s) to be created.

      1. Click in the Check# column and give the check(s) a number.
      2. Click the Create Check(s) for Selected EEs button.

 

 
Result: The Batch Checks screen opens listing all checks in the batch. In the Type column, the Manual check is listed with an “M”.

      1. Click the Create Checks button.
      2. Continue the payroll process as usual.

Notes

 

      • Manual checks do not inherit salary/standard hours but do inherit payroll defaults.
      • Rate of pay/rate number is not applied automatically.
      • Users must enter hours/rate and perform calculation to populate amount (does not calculate automatically).
      • Scheduled E/D amounts like Child Support should accept entered amounts.
      • No EP, EO or EQ hours or amounts in manual checks.

 
As always, we are here to walk you through this or any other process that you need help with. You can reach out to us toll free at (866) 757-8111 Monday-Thursday from 8:00AM-5:00PM and Fridays 8:00AM-4:30PM Central Standard Time.

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