When you use automatic processing for a regular payroll run, you can limit the employees to include in the processing run. To do this, you enter selection criteria based on an organization or an employee, project, or client parameters.
If you set the
Process Type option to
Automatic and you do not enter values in any of the organization and employee selection fields,
Vantagepoint processes all transactions included for this pay period. If you enter a value for more than one auto selection,
Vantagepoint includes only those employees who meet all of the selection criteria.
To set up selection criteria for an automatic payment processing run:
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In the Navigation pane, select
.
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On the Payroll Payments form, click
+ New Payment Run.
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On the New Payment Run page of the Payroll Payments form, set the
Run Type option to
Regular.
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In the
Process Type field, select
Automatic.
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In the
Payments to Include field, select one of the following:
Option | Description |
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All |
Includes all payments for the selected period in the run.
|
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Printed Payments Only |
Includes all payments that have at least part of the total pay for any given employee set to be distributed via printed check. The checks included in the run when this option is selected may have part of the total pay amount being direct deposited, with the remaining amount being distributed via a printed check. When this option is selected, all transactions that result in negative checks are included in the run.
|
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Direct Deposit Only |
Includes all payments that have the entire portion of any given employee's pay set to be distributed via direct deposit. This option is not available if the
Create Checks Instead of Direct Deposits for This Run option is selected. |
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In the
Organization field, enter or select the organization with which to associate the payroll run.
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In the
Employee Selections field, select the employees to include in the payroll run.
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In the Payment Sorting section, establish the sort criteria for payments.
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Enter information in the remaining fields on the page, such as the payroll date, payment date, and other required details.
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Click
Create New Run.