You may need to come up with the
actual net pay for an employee or advise the employee of taxes that will be
withheld BEFORE you are ready to actually run a payroll. This procedure is normally done for one or
few employees at a time.
To meet these needs, you can run
a "partial" payroll. Follow
this checklist to accomplish this objective.
You do NOT want to issue checks
this way for HOLIDAY BONUS payments. If
you issue a manual or advance check for a HOLIDAY BONUS payment, that advance
will be deducted from the employee's REGULAR timesheet during timesheet
entry. If you need to issue an advance
check for a BONUS, contact SkilMatch for assistance.
Company/Branches/Region:____________________________________
Payroll Sequence:_______(this is
1st, 2nd, 3rd, etc., payroll for the week)
Week endings:
Current period _____________ 2 periods prior
_______________
1 period prior _______________ 3 periods
prior________________
Checks:
First check _________________ Check date__________________
(2nd check in box; 1st
check is “alignment” check)
Deductions:
(1) Withhold type 1 deductions only.
(2) Withhold type 2 deductions only.
(3) Withhold type 3 deductions only.
(4) Withhold type 1 and type 2 deductions.
(5) Withhold type 1, type 2 and type 3 deductions.
(6) Withhold type 2 and type 3 deductions.
(7) Withhold type 1 and type 3 deductions.
(9) Do not withhold any automatic deductions.
(REQUIRED) (to enter all advance checks,
also known as ‘manual’ checks)
[Timesheet Processing] menu
Note: you should enter advances, check the
edit for accuracy, and then post. Any
advances not posted will be deleted when the payroll department processes a
begin cycle.
_____ [Advances]
Enter Advance Checks (also known as ‘manual’ checks)
___ (use) PB078
Advance Check Edit Listing
___
(keep) PB078-Advance Check Register
(OPTIONAL) (to print a
list of employees w/advance dollars)
[Timesheet Processing] menu
[Go To The Timesheet Reports Menu]
_____ [Advances]
List employees w/outstanding advance $$
___ (use) PB572
Employees With Advance Dollars Report
(REQUIRED) (preliminary steps have been
done; ready to begin the payroll process)
[Timesheet Processing] menu
If you receive an error
message when attempting to do the begin cycle, call SkilMatch for
assistance. Do not guess at what to do!
_____ [Begin
Cycle] Begin the Payroll Cycle
___ No Report Produced
_____ [Timesheets]
Enter and Edit Timesheets
___
(keep) PB020 Timesheet Edit Report
_____ [Select
Batches] Select T/S batches for merging
___ (use) PB035 (one for each batch merged)
(REQUIRED) (to calculate taxes)
[Payroll Processing] menu
_____ [Calculations]
Calculate gross pay, taxes, net pay
___ (use) PB425S
Local & State Taxes Calculated
___ (use) PB425
(if special tax considerations for your state)
___ (use) PB426R
Garnishments Not Fully Deducted
___ (use) PB435
Negative Net Pay /Gross Exceeding $12,000
___ (use) PB516
Employees w/Prev Issued Checks For Same W/E Worked
(OPTIONAL) (to review
gross, taxes, deductions, net; a final report is produced later)
[Payroll Processing] menu
_____ [Preliminary
Reports] Print journal any time (reports will not have check #s)
___ (delete)PB506 Payroll Check Register
***** ___ (view) PB508A
Payroll Journal
___ (delete)PB508A Payroll Journal (Voids/Reissues)
___ (delete)PB508A Payroll Journal (Prepaids)
___ (delete)PB715 Payroll Deduction Register
___ (view) PB426R
Garnishments Not Fully Deducted
___ (delete)PB514 Garnishments Payable Report
Note: keep the
PB508A Payroll Journal that shows gross, taxes, net pay – you will use this to
enter the check as a prepaid during your next payroll process.
(OPTIONAL) (to print the payroll checks)
Note: if you wish to print the check through SkilMatch, say NO to post when you are asked.
Note: remember, your beginning check # will be the 2nd check to print! The 1st check will be the “alignment” check.
[Payroll Processing] menu
_____ [Checks]
Print the payroll checks
Note: if you have
Create-A-Check, go to the Create-A-Check Print Payroll Checks document.
Note: if you do NOT have
Create-A-Check, continue:
___ (use) PB425S
Local & State Taxes Calculated
___ (use) PB425
(if special tax considerations for your state)
___ (use) PB426R
Garnishments Not Fully Deducted
___ (use) PB435
Negative Net Pay /Gross Exceeding $12,000
___ (use) PB516
Employees w/Prev Issued Checks For Same W/E Worked
___ (use) DD030
Payroll Direct Deposits
___
(print) PB440D ACTUAL CHECKS
Note: say NO to post.
___ No report produced since no posting done
Keep a copy of the check
with the timesheet. This check will be
entered as a “prepaid” during your next full payroll (the detail from the check
will be needed during data entry)
Note: when you are ready to begin your "real" payroll, you must do an ABNORMAL BEGIN CYCLE (PBSPEC Menu). Make sure you adjust your week-ending dates and beginning check number!
For your information only: A begin cycle clears out the merged file --
which you definitely want to do before your next payroll is processed. However, since you did NO updating steps in
this "fake" payroll run, the system will not allow you to do a normal
begin cycle -- that's why we have you do an ABNORMAL BEGIN CYCLE.
Note: if you used these calculations to write a manual check or if you printed the check from SkilMatch (but did not post it), you must remember to enter the check as a PREPAID check in your next payroll process for this company number.