[Payroll & Back Office] DRAFT: New Batch

The New Batch icon is available on all of the Payroll sub-menu pages. The New Batch option creates a payroll process based on new (not previously processed) time accumulated within a stated date range. 

Process a Payroll Batch

Processing a payroll batch is performed in two parts - creating a new batch and selecting transactions.

Create a New Batch

1. Navigate to Main menu > Back Office > Payroll > Home 
   
   
2. Click New Batch.
   
   
   
3. The New Payroll Batch window will display. Enter or select information into the available fields.
   
   

   Accounting Period	Click the drop-down menu icon to display a calendar. Select the final date of the accounting period.
   Check Date	Click the drop-down menu icon to display a calendar. Select the date the payroll check will be created.
   Run Type	Select the specific type of batch that will be processed Deduction Authority Pays the pending payment from deductions withheld from this pay period Subagency Pay Pays an agency for the use of an external employee on an assignment. Tax Authority Pay Pays tax agencies for the money withheld for a pay period.
   Bank	Select the bank account that will be linked to the action for this batch.
   Description	Enter a description of the batch. Example - "This payroll batch includes year-end bonuses."
   Message	Enter a message that will appear on each pay stub.
   Make All Checks Live	All checks in the batch will be printed as “Live” checks regardless of direct deposit or pay card set up on the payee’s record (often used when running a bonus payroll)
   Lock Printing Checks	User will be unable to print checks until the Lock option has been unchecked.
   Ignore Permanent Deduction Setup	All checks in the batch will not take into account any deductions set up on the employee record.

   
   
   
4. Click Finish.

Select Transaction

Following the creation of a new batch, transactions that will be included in the batch must be selected.

1. Navigate to Main Menu > Back Office > Payroll > Select Transaction Actions Button
   
   
2. The Payroll Selection window displays. Select an option from the Group By drop-down menu to populate data to the Transaction Record Selector.
   
   
   
3. The Transaction Record Selector will populate with transaction data sorted by Group By settings. Place check marks next to individual transaction items or use the Transaction Action buttons to select which transactions to include in the batch.
   
   
   
4. Click Save & Close.