Generating Paychecks

You can generate paychecks for your employees from the Payroll tab of Office Duties. This tab displays all employees who are due to be paid (based upon their payment frequency as defined in the Payroll Setup Wizard or the Employee Roles dialog box).

The columns on the Payroll tab are:

• Pay Period From. The start of the current paycheck cycle.

• Pay Period To.  The end of the current paycheck cycle.

• Time Cards Completed. Indicates if the employee still has time cards that need to be reviewed. Note that this column will only appear if you are reviewing Time Cards (i.e., at least one employee has the Edit Time Cards in Office Duties check box selected on their Payroll Setup tab).

As Of feature

The As Of feature enables you to run payroll for a past time period for which payroll has not been run. It's as if you had a time machine and opened the Payroll tab on a date you define. To do this:

1. Click As Of. The As Of Date dialog box appears.

2. Select or type the date for which you want to generate payroll.

3. Click OK. The dates change to reflect payroll that is due as of the date you selected.

If you select a date in middle of a pay period, it will show the previous pay period, relative to that date (if hasn't already been paid).

Creating Paychecks

To create a paycheck:

1. Select the check boxes corresponding to the paychecks you want to create.

2. Click Create Paychecks. Several warnings may appear:

   • Not Completed. If some of the jobs that are scheduled to appear on the paycheck have not yet been completed, a dialog box appears that displays what jobs have not been completed. Click OK to generate a paycheck with open jobs. If you create the paycheck before you complete a job, the employee's payment will be calculated based on the job's default values. Click Cancel to stop the paycheck generation and complete the jobs first.
     Note: If an employee is due to be paid commissions, and you create the employee's paycheck before completing any jobs, the employee will NOT automatically be paid commissions for those jobs. You will need to add another payroll item when completing the job for the commissions the employee is owed. For more on adding payroll items in the completion wizard, see the Adding Payroll via the Completion Wizard topic.

   • Time Card. If any of the employee's time cards for the check's date range are not yet completed, a dialog box will appear stating that time card(s) are missing and that they will be automatically completed using default values. Click OK to accept these default values. Click Cancel to stop the paycheck generation and manually review the time card.

3. On the Enter Check Date dialog box, select the date you want to appear on the paycheck from the drop-down calendar box.

4. Click OK. The Preview Paychecks dialog box appears.
   Depending on the amount of paychecks you are generating, and the amount of time blocks processed on each paycheck, ServiceCEO may be busy for some time while it performs the calculations necessary to preview the paycheck amounts. Please be patient.

5. Expand or contract the tree to view the appropriate paycheck information.

6. When done, click Save. If you are integrated with an accounting application, the button will be Save and Export. Clicking it will also export this paycheck to your accounting application. For details, see the Exporting Paychecks topic.
   If you click Close, the paycheck will not be saved or exported and you will need to re-generate the paycheck at a later date.

Once a paycheck is generated, you can run the Paycheck report for a more detailed breakdown the paycheck's data. This report can be run from the Employee Reports report category of the Reports section or by double-clicking the paycheck from the employee's Payroll History tab.

See Also:
Exporting Data from ServiceCEO
Exporting Paychecks