Payroll Processing Overview

When you process payroll, Vision creates a check for each employee or initiates a direct deposit, and recognizes the time posted for the period as being paid.

There are three payroll run types available: Regular, Adjustments, and Bonus. There are two process types available: Automatic and Manual Select.

Before You Process Payroll

Before you process Payroll, ensure the following:

  • Initializations (accounting period, fiscal year, quarter, and W-2 year) are up-to-date.
  • Database information is up-to-date (all employees exist in the Employee Info Center, you have made any pay rate or withholding changes, and so on).
  • Outstanding timesheets are entered and posted.

Important Information about Vision Payroll Processing

  • You can process payroll for salaried employees without timesheets.
  • You can have multiple payroll runs open at the same time. For example, if your firm processes payroll separately by Organization (for example the Boston office and the Chicago office), each office can process payroll simultaneously. After a payroll processing session is in progress, you can exit and re-enter payroll processing at the point where you left off. The status in the Post Comment field on the Select Posting Run dialog box indicates where you left off.
  • You can only process payroll in a prior or closed period, or prior W2 quarter if the Allow processing in closed period, Allow processing in prior period, and Allow payroll processing in prior W2 quarter options are selected for your role on the Accounting tab of Role Security.
  • You can process a payroll for a prior tax year even after downloading and installing the yearly payroll update that Deltek provides for the tax table. If you process a regular payroll run, the Processing W-2 year field in Form W-2 Processing form automatically populates with the current open W-2 year. If you process a bonus or an adjustment run, select the year and the quarter for the payroll that you want to process on the Quarterly Processing form.
  • You control whether or not Social Security numbers display on the payroll journal, draft payroll journal, and payroll ACH files with the Print social security number on journals and direct deposit reports/files option, available on the General tab of the Accounting Company Settings form.

Related Topics:

  • Checklist: Processing and Posting Payroll
    If you are new to Payroll, you may find it helpful to review a Payroll Processing checklist.
  • Payroll Run Types
    You can process three types of payroll runs: Regular, Adjustments, and Bonus.
  • Bonus Payroll Run Type
    Bonus payroll runs automate the process of paying your employees bonuses. They differ from regular or adjustment runs because you manually enter the gross pay amount — no timesheet hours are needed. State and local withholdings are calculated according to an effective date.
  • Adjustments Payroll Run Type
    The Payroll Adjustment feature lets you make changes to a payroll that has already been processed. You can use this feature to adjust pay, withholdings, regular, overtime and secondary overtime pay hours, and accrued benefit hours.
  • Process Type - Automatic or Manual Select
    The process type determines the procedures that you use to complete payroll processing. You can have Vision select employee records automatically or you can "manually" select one or more employee records to include in the payroll run.
  • Guidelines for Modifying Pay Hours
    Pay hours display on the Employee Review tab of the Payroll Processing form, for your review. In some cases, you can modify pay hours from this form.
  • Multiple Payroll Runs in the Same Period
    You can run multiple simultaneous payroll runs using the same pay hours for different employees. To do this, you must use the date range method of selecting timesheets for payroll processing.
  • Where to Specify Payment Sorting
    You can specify up to three sorts for payments processed in a payroll session. Vision saves your sort selections for the next session.
  • Procedures for Processing Payroll
    The procedures that you use to process payroll depend on the type of payroll run and the process type (automatic or manual select).
  • Posting Payroll and Printing Checks Overview
    Vision does not recognize a processed payroll run until it is posted. Once posted, Vision recognizes the payroll expense, the employer’s FICA expense, and the withholding amounts.
Parent Topic: Payroll Overview