New Payroll window

unavailable in ajeraCore unless you have the Payroll add-on

Use this window to run payroll for the first time. You also use it when adding a paycheck to an existing payroll.

Note:

Before running payroll with effective cost for the first time, verify that all hours before the effective cost start date are paid. Ajera use only the hours entered after this date to calculate effective cost and locks down the timesheets when you process payroll. You cannot pay or reconcile unpaid hours entered before this date.

Field

Description

The description if you want to name this payroll something other than Regular Payroll. For example, if you are processing bonus checks, you may want to call it Bonus Pay.

Period beginning date

The first day of this pay period

Period ending date

The last day of this pay period

Pay date

The date when employees are paid

Pay period

The frequency of this payroll, such as weekly or monthly, or you can select Supplemental to produce a supplemental paycheck.

Only employees set up (Setup > Employees > Pay Information tab) with the same pay period selected here appear on this payroll; however, if you select Supplemental in this field, all employees appear on this payroll.

Note:

If you select an employee in the Employee field, only that employee appears on this payroll.

Retrieve previously unpaid hours

Select this check box to include, in this payroll, all hours entered on timesheets through the period-ending date that were not previously paid in another payroll.

Note:

Timesheet hours dated before the payroll start date that you entered in the Company > Preferences > Payroll tab > Payroll Start Date field are not included in payroll.

Employee

If you want to produce only one check with this payroll, such as a bonus or termination check, this field contains the employee's name.

Bank account

The bank account you want to use for the payroll

Include automatic pays, taxes, deductions, deposits, fringes

If you want to include all the automatic additional pays, taxes, deductions, direct deposits, or fringes that you set up for employees, leave the appropriate check boxes selected. Otherwise, clear the appropriate check boxes.

An additional pay, tax, deduction, direct deposit, or fringe is automatic unless you selected the On-demand check box for it when setting up an employee.

Note:

If you want to include a pay, tax, deduction, direct deposit, or fringe separately from those excluded or included as automatic or on-demand, you must set it up through the Company > Payroll menu and then add it on the Edit Paycheck window.

Include on-demand pays, taxes, deductions, deposits, fringes

If you want to include all the on-demand additional pays, taxes, deductions, direct deposits, or fringes that you set up for employees, select the appropriate check box.

An additional pay, tax, deduction, direct deposit, or fringe is on-demand if you selected the On-demand check box for it when setting up an employee for payroll.

Note:

If you want to include a pay, tax, deduction, direct deposit, or fringe separately from those excluded or included as on-demand, you must set it up through theCompany > Payroll menu and then add it on the Edit Paycheck window.
If you are producing a supplemental paycheck, you do not need to select the Include on-demand check boxes to include supplemental items. However, when setting up an employee, you must select the On-demand check box for a supplemental item or it appears on all paychecks.