Use the new Process Payroll feature to pay employees

You can now use the Process Payroll feature to pay one of your employees or a group of your employees. If you choose to process payroll for multiple employees, you'll start by selecting a Pay Frequency and finish with payments for all of your employees that have been assigned that pay frequency. If you choose to process payroll for one employee, you'll simply select the employee name and continue with the payroll process.

You can link hours entered on activity slips to employee pay; you can assign one or more jobs to pay categories. You can choose to pay your employees by check or with cash or you can pay them electronically.

Notes:
The Pay Employee window is now located within Process Payroll

Enter recurring pay information in a new way

Group your employee payments using Pay Frequency

Process Payroll will guide you through the process in four steps. The following is a general overview of each step of Process Payroll:

  1. Select Employees to Pay In the first step, you'll select to pay a group of employees (with the same pay frequency) or you'll select one employee to pay. (You'll see a list of all the employees who are paid with the frequency you select in this step when you reach step 2 of Process Payroll.)

    The Pay Frequency for an employee is selected using the Card Information window - Payroll Details view - Wages.

    You'll also enter the payroll start and end dates.

    If you use Time Billing to track hours using activity slips, you'll also choose the activity slip hours that you want to include on the payroll transactions. (Including activity slips hours on employee payments) Click the Display Activity Slip Report button to print the Unprocessed Activity Slips report.


  2. Select & Edit Paycheques This window displays a list of all the employees who are paid with the frequency you selected in step 1. Use this step to select the employees whose pay you wish to process. Select or deselect the employees by marking or unmarking the column next to the employee name.

    In this step, you can review and edit your employee transactions before you record them. To review and edit the transactions, click the zoom arrow next to the employee name to open the Pay Employee window. Click OK when you're finished.

    When you click the Record button in this step, the selected employee payments will be recorded.


  3. Process Payments Your employee payments have been recorded. You'll complete the process by printing paychecks (Print Paychecks button), by preparing an electronic payment (Prepare Electronic Payments button) or by creating a check to reimburse the cash account (Spend Money button).


  4. Print Payroll Earnings Report Click the Display Payroll Earnings button if you want to display and print the report showing payroll transactions for your employees.


For more information about using Process Payroll, see Using Process Payroll or click the Help for This Window link that appears in each window. See also, To pay employees, To pay employees electronically or To pay one employee.

Some other new features related to Process Payroll: