Payroll Check Calculator at a Glance

Top Section of Check Calculator (#1)

The Check Details section appears at the top-right (after you click the Calculate button).

Result: Earnings and Memos appear in the left column of the Check Details section, Deductions in the middle column, and Fed / State / SUI / Local Taxes, if any, appear in the right column. Each column is scrollable, if applicable.

Click the PDF button, located on the top section of the Check Calculator, near the employee name and address, to save the check calculation results as a PDF file.

Note: The PDF button does not appear until after you click the Calculate button.

Bottom Section of Check Calculator (#2)

The lower half of the Check Calculator is the Check Settings section. This section has six tabs:

• Earnings / Deductions
• Federal
• State
• SUI
• Local
• Options (see next page for a description)

Use these tabs to block or to override Federal, State, SUI, and Local taxes.

Warning: Users must have one or more Earnings or Deductions Codes (E/Ds) selected before clicking the Calculate button in order to calculate the check. You cannot calculate a check if there are no Earnings or Deductions to calculate.

Options Tab

Options tab fields – Use the Options tab to specify certain options when calculating a check:

• Make this a Manual Check

Select this check box to create the check as a manual check type rather than a regular check type. If this is selected, an input field appears allowing the user to enter a manual check number, which is a required field for a manual check type. If this option is selected, the Update Scheduled E/D Balance check box appears.

• Update Year to Date Totals

Select this check box to have year-to-date totals made up in the current check, if applicable. This option corresponds to the “Disable YTDs” check box in Evolution Classic.

• Update Tax & Deduction Shortages

Select this check box to have tax and deduction shortfalls calculate and be made up during payroll processing, if applicable. This option corresponds to the “Disable Shortfalls” field in Evolution Classic.

• Lock Calculations for this Check

Select this check box to lock-in the calculations you made during this session rather than having the system recalculate it later during payroll processing. This option corresponds to the “Plug Taxes” feature in Evolution Classic.

Action Buttons

The following action buttons are located on the bottom right of the Check Calculator:

• Calculate

Click the Calculate button to calculate the check amount based on the parameters you entered. Evolution Payroll updates the section displaying the earnings and deductions to be included in the check.

• Send to Payroll

Click the Send to Payroll button to add the calculated check to a specific payroll.  See next page for more information about how to use the Send to Payroll feature.

Notes:

• If you calculate a check then change something, like add an E/D, you must recalculate the check (the Send to Payroll button is disabled until you do).
• The Batch Frequency of the payroll selected must match the employee’s pay frequency.
• The Manual Check number field is only required if you are sending the check to payroll; if you are just calculating a check, this is not required.

Send this Check to Payroll

You can send a calculated check to a specific batch/payroll – either an existing payroll/batch or create a new payroll/batch and place the calculated check into the payroll batch.

After making the check calculations, click the Send to Payroll button to add the calculated check to a specific payroll. The Send this Check to Payroll pop-up opens.

Attaching to a New Payroll – Click the New Payroll link (see above) and then either select a Future Date from your Payroll Calendar dropdown field or manually enter a new date in the Specify a Date field.

Note: Make sure to select a date option.

Attaching to a New Batch – Select which date Payroll tree view the batch should be created in and click the New Batch link. The system finds the batch beginning and ending dates based on the payroll calendar. The system creates the new batch with the calculated check and inserts it into the selected payroll.

Buttons

The following buttons are located on the Send this Check to Payroll screen:

• Save/Return – Click this button to send the calculated check to the specified payroll and return back to the Check Calculator tool.
• Go to Payroll – Click this button to send the calculated check to the specified payroll and navigate to the Payroll Entry grid.
• Change Options – Go back to the Options tab to change the check options.

Note: The Send to Payroll button may be unavailable if, after calculating, you have changed something, the check must be recalculated before you can send it to Payroll.

Note: If a user is sending a manual check to a payroll using the Check Calculator, they should ensure that if the bank account has been set up as anything different than the Company level, that the appropriate bank account has been set up to accommodate it at this level.