Enter Batch Payroll Check Options dialog

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For live payroll processing only

Use this dialog to customize and save payroll check data entry options, per client per payroll schedule, in the Enter Batch Payroll Checks screen.

Choose Actions > Enter Batch Payroll Checks, and then choose Edit > Options.

Fields & buttons

Payroll schedule. Select the payroll schedule for which you would like to customize data-entry options. All the other fields in the dialog are inactive until you select a payroll schedule.

Use the fields in this section to specify the default selections to be used for this payroll schedule in the Enter Batch Payroll Checks screen.

Bank account. Select a default bank account for this payroll schedule. If you leave this field blank, the application uses the first active bank account listed alphabetically for the client.

Primary sort order. Select the default sort order with which to display employee information in the Rapid tab and Detail tab of the Enter Batch Payroll Checks screen for this payroll schedule. The field defaults to Employee ID, but you can also sort by Department, Employee name (based on the employees' last names), or Location. You can choose to sort in ascending or descending order.

Secondary sort order. This field is available only if the Primary sort order is set to Department or Location. When active, the field defaults to Employee ID but you can also sort by Employee name (based on employees' last names). You can choose to sort in ascending or descending order.

Use this section to specify that certain payroll items be excluded from batch payroll checks associated with the selected payroll schedule. For more information, see Setting up payroll item exclusions for payroll schedules.

Pay. Options in the drop-down list are None and Selected. None is selected by default in the drop-down list. To select pay items to exclude for the payroll schedule, choose Selected and then click the Ellipsis  Ellipsis button button. In the Pay Exclusions dialog, mark the checkboxes for pay items to exclude.

Deductions. Options in the drop-down list are All, None, and Selected.  None is selected by default in the drop-down list. Selecting All will cause the application to automatically exclude all newly-added deduction items from the payroll schedule.  To exclude specific deduction items from the payroll schedule, choose Selected and then click the Ellipsis Ellipsis button button. In the Deductions Exclusions dialog, mark the checkboxes for deduction items to exclude.

Employer Contributions. Options in the drop-down list are All, None, and Selected. None is selected by default in the drop-down list.  Selecting All will cause the application to automatically exclude all newly-added employer contribution items from the payroll schedule. To exclude specific employer contribution items from the payroll schedule, choose Selected and then click the Ellipsis  Ellipsis button button. In the Employer Contribution Exclusions dialog dialog, mark the checkboxes for employer contribution items to exclude.

Mark the checkboxes in this section to override some of the application's default behavior within the Enter Batch Payroll Checks screen for the selected payroll schedule.

Suppress GL account verification. When this checkbox is marked, the application will not alert you when you save checks for which GL accounts are missing for one or more distributions.

Suppress benefit accrual verification. When this checkbox is marked, the application will not alert you when the number of accruable benefit hours used on a payroll check exceeds the accruable benefit hours available for the employee.

Convert hours to decimal. When this checkbox is marked, the application will accept work hours that were entered as hours and minutes in the Enter Batch Payroll Checks screen and will convert them automatically to the decimal equivalent.

Note: The application does not assume any trailing zeros when you enter the minutes, so it interprets .3 as 3 minutes and .30 as 30 minutes.

Examples:

  • 30.15 (30 hours and 15 minutes) converts to 30.25.
  • 30.75 (30 hours and 75 minutes) converts to 31.25.
  • 30.3 (30 hours and 3 minutes) converts to 30.05. 
  • 30.30 (30 hours and 30 minutes) converts to 30.5. 

Use alternate direct deposit allocation. When this checkbox is marked, the application will create ACH transactions using the allocations that are specified in the employee's Alternate Direct Deposit Allocation grid, rather than those in the Direct Deposit Allocation grid.

Display taxes that have zero wages and amounts. Mark this checkbox to have the application display tax items in the Enter Batch Payroll Checks screen even if they have zero taxable wages and zero tax amounts. By default, check entry screens do not display tax items that have not yet reached the threshold required to begin calculating (such as the Additional Medicare Tax item) nor tax items that have exceeded their limits (such as FICA-SS, FUTA, or SUI). So, if this checkbox is unmarked, no tax information is displayed in the Enter Batch Payroll Checks screen for this employee until you enter taxable wages for that employee.

Prompt if prior batch is not processed. When this checkbox is marked, you will be prompted in the Actions > Enter Batch Payroll Checks screen when the prior payroll batch for the selected payroll schedule has a status of Not Processed. You will then be able to choose whether to process the current payroll batch or the batch immediately prior. See Processing a prior payroll batch for more information.

Mark the checkboxes in this section to hide columns in the Rapid tab of the Enter Batch Payroll Checks screen for this payroll schedule.

Notes

  • When you mark a checkbox in this section, the application hides all associated columns in the Rapid tab, regardless of how the columns are set up in the Rapid Tab Grid Column Setup section. So, marking the Overtime hours checkbox here hides the overtime columns for all payroll items in the Rapid tab.
  • Marking these checkboxes does not affect the columns that display in the Details tab of the Enter Batch Payroll Checks screen.
  • You cannot mark both the Employee ID checkbox and the Employee Name checkbox. Marking one will clear the other.

Use the fields and grid in this section to choose the columns and fields to be displayed in the Rapid tab as well as the order in which they are displayed. By default, the Display all pay items option is selected. To begin customizing the Rapid tab columns, choose the Display selected payroll items option.

Notes

  • Use the standard grid control buttons to move or delete rows in the grid.
  • During payroll check entry, the Enter Batch Payroll Checks screen will display the columns and fields associated with a payroll item only if that payroll item is active for at least one employee in the batch.
  • If you have marked a checkbox in the Columns to Hide section, the application hides all associated columns in the Rapid tab, regardless of how you have set up the Rapid Tab Grid Column Setup grid. So, marking the Overtime hours checkbox in the Columns to Hide section hides the overtime columns for all payroll items in the Rapid tab.
  • The Detail tab is not affected by the selections you make in the Rapid Tab Grid Column Setup grid. All payroll items being used by employees and all their applicable columns are displayed on the Detail tab, regardless of your choices here.

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Related topics

Excluding a payroll item for a specific payroll schedule

Entering batch payroll checks

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