How To Guides
How To: Sync Time
The Sync Time steps will move all payroll date from the Time Prep process into the pay statements that were created in the Initiate Payroll Step. This step must be completed in order for hours from the timesheets to be added to employee pay ...
How To: Import Time (External)
Companies that use the UKG TLM module will use the Sync Time step to import data from TLM into Payroll. Companies that want to import information from Excel or another external timekeeping system can use the Import Time (External) step. Navigate to ...
How To: Review Pre-Check Report
Payroll admins can view changes to employee records that are populated throughout the pay period as changes are happening in the system. This allows admins to check changes that are occurring to employees throughout the pay period all in one area of ...
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 ...
How To: Email a Pay Statement to an Employee
Due to the sensitive nature of the information contained in employee pay statements, they cannot be automatically emailed to employees. Emailing pay statements poses significant security risks; if a message is misaddressed or an employee's email ...
What to do if an SSN fails to verify
Follow these steps for each SSN that failed verification: Compare the failed SSN to your employment records to see if you made a typographical error. If your employment records match what you submitted, ask your employee to check his / her Social ...
How To: View the W3 Form
The annual W3 information is included with the 4th quarter "Quarterly Tax Package" available for download under Tax Documents. See Also: How to Download Quarterly Tax Returns The W3 information will be shown as a summary page following the federal ...
2025 Fact Sheet
HSA Maximum employee contribution: · Self-only HDHP coverage: $4,300 · Family HDHP coverage: $8,550 · Catch-up contribution (55 or older): $1,000 Health flexible spending account (HFSA) Maximum elective contribution (plan year): $3,300 Maximum ...
How To: Setup SOC Code for Unemployment Tax
To create the best workforce analysis possible, employers will be required to provide SOC codes for their employees and the hours their employees worked when submitting their quarterly wage reports. This new data will give businesses the advantage in ...
Employee Missouri Probationary Code
According to the Missouri Department of Labor, an "individual who performed services for an employer for 28 consecutive calendar days or less, is considered a probationary employee for UI purposes, regardless of employer’s company policy. These wages ...
How To: Run a Payroll Comparison Report
To help you easily track whether totals for the current payroll are in line with previously finalized payrolls, the system has a Payroll Comparison report. This report is available in your pre-process View Reports section of the Payroll Prep ...
How To: Change Labor Allocation in a Pay Statement
To update an employee's pay statement cost center allocation, navigate to Payroll Prep / View Pay Statements edit the employee pay statement. Add columns to the employee's pay statement to allow you to select a cost center In the employee's pay ...
How To: Mass Update Employee Rate Tables
Employee Rate Tables / Additional Rates may be mass updated through the Detailed Rates Report. Navigate to My Reports / HR Reports / Employee Maintenance / Detailed Rates Add the "Rate Description" column if it is not in the report 1) Filter the ...
How To: Setup Additional or Override State Tax Amount
State tax calculations may have an additional amount added on a per pay basis or the calculated amount may be overridden completely. To add an additional amount to an employee's state tax calculation, navigate to the Tax Information > ...
How to register for North Carolina Unemployment Taxes
Employer Tax Account Number (EAN) If you do not have an Employer Tax Account Number (EAN), you can apply for one here. After you apply, you will receive two pieces of mail: one with your seven-digit EAN, and one with your six-digit PIN. This may take ...
How To: Enter Retro Earnings for a Salary Employee
Retroactive pay changes can be automatically calculated in the system and automatically applied to the next paycheck for salary employees. To use the Retro feature, the following functionality must be configured. Retro Earning must be set up on the ...
How To: Setup Employee with Salary Autopay
In order for a salary employee to be automatically paid a salary amount each pay period, the Autopay settings will need to be enabled. Navigate to the Employee Profile > Base Compensation > Current Compensation Select View/Edit under Actions The ...
How To: Update Employee Pay Rate
To modify or add a pay rate to an employee record, navigate to Employee Information > Base Compensation > Current Compensation. To modify an existing employee pay rate, select View/Edit under Actions To add a new pay rate, select +Add Enter the ...
How To: Cancel Employee Direct Deposit Prenote
An employee direct deposit prenote can be cancelled in order to force a direct deposit amount with payroll. It is recommended that all direct deposit accounts are set up with a prenote and allowed to process at least 7 days in order to ensure a valid ...
How To: Add a Pay Statement to an Employee
A pay statement can be added to any employee during the payroll processing. In the Pay Statement view, click New Pay Statement The pay statement can be added to a Single Employee or Multiple Employees. Select the employee(s) and Pay Statement Type. ...
How To: Setup Employee Autopay Schedule for Prorated Earnings
Employee Autopay Schedules will calculate prorated amounts for salary employees based on a typical work week. For new or terminating employees, this feature will calculate which portion of the pay period should be included for the first or last ...
How To: View Completed Payroll Alerts
Complete Payroll Alerts can be viewed in the Payroll Prep. To view all Payroll Alerts for a specific payroll, click on the Payroll Name In the Payroll Alerts section will show which alerts were created during payroll as well as the user and ...
How To: Enter a Future Payroll Deduction Adjustment
Payroll Deduction Adjustments can be entered on an employee deduction to automatically process with a future payroll or multiple payrolls. This process eliminates the need to track adjustments outside of the system for multiple payroll periods. ...
How To: Setup a Payroll Alert on an Employee
Payroll Alerts can be used to insert payroll reminders on a specific employee record that will populate as an alert during the Payroll Prep Process Navigate to the Payroll Alerts section on the Employee Profile Click Add and select the Payrolls to ...
How To: Add a Pay Stub Note to Employee Pay Statements
Pay stub notes can be added directly to one or more pay statements for an employee. This note will appear on the pay statement that the employee can view. To add a pay statement note to one employee: In the employee's pay statement, select ...
How To: Change Employee Tax Withholding to Resident State
The UKG system will use employee work location (cost center) and home address to determine the tax withholding state(s). The default setting for tax withholding is Enforce Reciprocity. When using the Enforce Reciprocity setting, rules are applied ...
How To: Process Employee Withholding Forms
Once an employee has submitted a new Withholding Form (Federal W4 or State Withholding Form), it must be processed in order to update the employee's tax withholding. Process Withholding Forms HR must review and Process all withholding forms in order ...
How To: Set up Labor Distribution on an Employee Record
Wages, Deductions, and Taxes can be assigned automatic allocations using the Labor Distribution profile. To create a Labor Distribution Profile, navigate to Company Settings > Profiles/Policies > Labor Distribution To create a new profile, click the ...
How To: Override Employee Tax Amounts in Payroll
To manually override the employee's calculated taxes on an open pay statement: Under Utilities on the Edit Pay Statement view, select Tax Overrides Select the tax to override by checking the OVERRIDE box and enter the amount to withhold Click Apply ...
How To: Download Quarterly Tax Reports
Quarterly Tax Report Packages can be downloaded directly from the system. Click the Tax Returns shortcut on your Payroll Dashboard OR Navigate to Tax Documents Payroll / Reports / Taxes / Tax Documents Locate the applicable tax quarter / tax year ...
How To: Download an Employee W2/1099 Form
W2 and 1099 Forms are available in the system and can be downloaded at any time. To access an employee W2/1099 Form, navigate to Payroll / Forms and select the form to download Select the Employee from the list by checking on the box to the left. ...
How To: Set up a Garnishment Order on an Employee
On the employee's profile, under Deductions, select Deduction Wizard Select the type of garnishment deduction Click Next and enter the remaining information Start Date: date the deduction will start Issue Date: from the order paperwork ID # (Case ...
How To: Enter Additional Pay Rate or Cost Center on Employee
Employees can have multiple pay rates applied to their record. These rates can be associated with specific cost centers and applied to the hours the employee works in each cost centers. On the employee's profile, navigate to Base Compensation / Rate ...
How To: Setup a Goal Amount on an Employee Deduction
Once a deduction has been added and saved on the employee record, a Goal Amount can be added. Goals will automatically stop the deduction once the amount is reached. This functionality is typically applied to garnishments, loans, or pledge amounts ...
How To: Enter IRS Lock-in Letter
An IRS lock-in letter requires that you update the employee's federal withholding per the IRS guidelines. Under the Tax Information / Federal section, select Add on the Federal Tax line. This will add a new Federal Withholding line. Enter the ...
How To: Void an Employee Check
Enter the Payroll Prep for the next scheduled payroll date. Select View Pay Statements in the Add/Edit Pay Statements Payroll Prep step. Do not Initiate Payroll or Sync Time Select New Pay Statement Create a new pay statement using the Void Pay ...
How To: Add a Bonus Amount to Existing Check
To add a bonus to an existing check, click into Add/Edit Pay Statements / View Pay Statements and select the employee's pay statement On the employee's pay statement, drop down on the blank line under E/D Code or E/D Name Select the ...
How To: Enter a Manual Check
Enter the Payroll Prep for the next scheduled payroll date Select View Pay Statements in the Add/Edit Pay Statements Payroll Prep step. Do not Initiate Payroll or Sync Time Select New Pay Statement Create a new pay statement using the Manual Pay ...