The Process Payroll Assistant will guide you through creating employee payments; the assistant consists of five steps. You'll use the Process Payroll Assistant to record payroll transactions for one or more employees based upon the employees' pay frequency.

That is, if you pay employees weekly, you can create weekly payments for them by completing the five-step Process Payroll Assistant. If you have other employees who are paid monthly, you'll complete the five-step assistant process at another time to create monthly payments.

The assistant uses information entered in the Card Information window for each employee to create employee payments. (Note:  Entries in the Recurring Pay window override the entries in other Payroll Details windows)

Note:  Any changes you make using the Process Payroll Assistant windows are used for the current payroll processing session only

In this step, select the pay frequency of the employee payments you want to process and select the activity slips you want to include in the employee payments. (Note: In step 3 of the Process Payroll Assistant, you'll see a list of all the employees who are paid with the frequency you select in this step.)

Pay Frequency to process

Select the pay frequency of the payroll transactions you want to create. When you select a frequency, payroll transactions will be prepared for those employees who have been assigned that frequency. The list of employees with the specific frequency will display in step 3 -- Review & Edit Paychecks. (Note: The list at the bottom of the window displays individual activity slips that can be included on employee payments for the selected pay period.)

The Pay Frequency for an employee is selected using the Payroll Details view - Recurring Pay of the Card information window.

Note:  Using the Special Pay frequency in the Process Payroll Assistant

Pay Period Start and Pay Period End

Enter the start and end dates for this pay period. If you've set up employee cards so that you can include activity slips in employee payments and you've entered activity slips for your employees, the activity slips dated within the pay period date range will be included in the list that appears in the window.

Print Details button

Click this button if you want to print the Unprocessed Activity Slips report, which includes all the activity slips that have been assigned a payroll category but have not gone through Process Payroll. The report lists:

• The employees who worked on those activities and are paid from the activity slips.

• The hours and dollars total for each employee.

The report prints all of the activity slips you've selected for employees based upon the entries you made in the Pay Period Start and the Pay Period End fields in this window. (The report won't print if no activity slips are selected.)

Select Activity Slips to ADD to Recurring Pay.

This is a selection list showing hourly activity slip information for employees. The hours on the activity slips that are listed can be included on employee's payroll transactions. Mark or unmark the activity slips you want to include in the employee payment.

Activity slips on which you've marked "Include Hours in Employee's Pay" will be included in the list. The activity slips are displayed based upon the dates entered in the Pay Period Start and Pay Period End fields.

If you receive the alert message: No Activity Slips can be found using the criteria chosen

In order to have an activity slip listed in this window, complete the steps in the procedure To include activity slips hours on employee payments.

In short:

• Set up an employee card and mark that you want to include activity slips in employee payments

• Enter an activity slip for the employee and link the slip to a payroll category

• Enter the correct pay frequency

• Enter the dates for the pay run in the Pay Period Start and Pay Period End fields

Important: The activity slips hours added to payroll categories using this window will be included on the employee payment in addition to the hours entered for the employee in the Recurring Pay view of the Payroll Details tab of the Card Information window. If you want to pay an employee using only hours from activity slips, the hours entered in the Recurring Pay view should be set to zero. (Card Information window - Payroll Details view - Recurring Pay)

Checkmark (Include) column

This column of the activity slip selection list is used to indicate which activity slip hours you want to include on a payroll transaction for employees.

All activity slips with a mark displayed in the Include column will be included on the employee's payroll transaction. If you don't want to include activity slip hours for a certain employee, click the mark to remove it. If you wish to include activity slip hours for a certain employee and a mark doesn't appear in the Include column, click the column to add it. Click the gray box at the top of this column to mark all the employees in the list. Click again to clear all marks from the Include column.

If you've entered a job on an activity slip, when you choose to include activity slips hours the job will be allocated to the wage category on the activity slip. (To automatically distribute employee pay to one or more jobs (Enter Activity Slip window))

Zoom arrow

Click the zoom arrow next to the date to open the Enter Activity Slip -- Single Slip Entry window for the employee. You can change the entries, if you wish.

Activity slips detail

Detail information about each activity slip is displayed. Only activity slips dated within the pay period date range will be included in the list.