How To: Initiate Payroll

How To: Initiate Payroll

The Initiate Payroll step creates pay statements for the selected employees and copies the appropriate company and employee level settings to those pay statements to apply to pay statement calculations.  

Navigate to the Initiate Payroll step under Processing

To initiate a scheduled payroll, click the Initiate Payroll button. 


Confirm that All On Assigned Pay Period selection and a Regular pay statement type (PST Type) is selected for a scheduled payroll. This box will initiate the creation of pay statements for all employees assigned to this pay period. Employees are assigned to a pay period on the first day of that period based on their pay period profile and their active status as of that day. Therefore, an employee who is terminated within the pay period will still be included in this payroll initiation so that they can receive their final pay statement. 



The initiate All on Assigned Pay Period option should only be completed once for a scheduled payroll.  Additional pay statements can be added to a payroll using the Extra Filters option.  
Warning
If an entire scheduled payroll needs to be re-initiated, all pay statements should be deleted prior to re-initiating All on Assigned Pay Period.

Extra Filters

In this section you can create a filter(s) to pull in additional employees. Example: Your company wants to pay all employees on the Assigned Pay Period AND pay a separate bonus check to a few employees, you can add a filter to choose the employees who will receive a bonus.
Select the +Add button. An Add Filters pop-up window appears with settings for you to create the filter.


The Extra Filters section shows active filters that already exist. To edit or delete existing filters, select the three-dot ellipsis action icon.
  1. Block Base Comp: include or exclude employee base compensation records from the payroll processing. If applicable, choose Yes or No.
  2. Process: select how the payroll will process records. The available options are Calculate None, Auto Records, No Taxes, and Calculate All (which is the default setting) Tip: The best practice is to leave this setting at Calculate All, because the other options apply only to special payroll adjustments and corrections.
  3. Pay Stub Note: enter a note to include on all of the employee pay statements for only this payroll processing. You can edit or delete the note on individual pay statements.


When you are finished, select the Initiate button at the bottom of the Initiate Payroll pop-up window. 
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