Create Checks

Note: For information on how to enter checks using primarily keyboard strokes for faster input, see Keyboarding for Faster Data Entry.

To create a check and enter basic information about it:

1. Go to Payroll > Data Entry.
2. Click the Checks sub-tab.
3. Click Add.
4. Enter the employee for whom you are creating the check by entering either the employee number in the Employee No. field or the employee's name in the Employee Name field.
5. Select a different option in the Pay Run field, if needed.
6. In the Check Type drop-down list, select Additional, Manual, or Onsite.
7. Note: The Onsite option is only available for organizations in the United States.
7. In the Check Template drop-down list, select a check template (which determines how wages are paid to an employee and, optionally, the taxes and deductions that apply to the check). If you selected Manual in the Check Type drop-down list, the Check Template field includes the following options:
   • For US organizations, the application only displays the Manual option.
   • For Canadian organizations, the application displays the Manual and Manual without Employer Taxes options.
8. (Optional) Enter a note about the check in the Message field.

Next, you must enter details about the check.

Add Check Details

Before You Begin: Before you can add details for a check, you must select the check you are working on from the list at the top of the screen.

Note: For information on how to enter checks using primarily keyboard strokes for faster input, see Keyboarding for Faster Data Entry.

To add details for a check:

1. Select the check and click the Entries link. The Entries dialog box opens.
2. In the Code field, enter the name of a payroll code to which the check applies, and select an earning, deduction, garnishment, or tax code.
3. Click Add to add a new detail to the list for the section that you expanded (for example, the Earnings section).
4. Note: If you select an earning code from the list, the application automatically populates the Rate field with the employee's hourly rate for that earning (if applicable).
4. If the check will replace an existing one, select the Replace checkbox for the detail.
5. If the check is for hourly earnings, enter the number of hours in the Hrs. field. Otherwise, enter the amount of the check in the Amount field.
6. When you are finished adding details, click the X on the right end of the blue bar to return to the Checks sub-tab.
7. Click Save.