Payroll Process Step 1: Enter Hours and Money

In this article

• Select a Pay Schedule
• Advanced Options
  • How Skip Deductions and Contributions
  • How to Temporarily Disable Direct Deposit
• Input Employee Hours and Money
• How to Save Your Work
• How to Delete or Clear Entries
• Pay Contractors

Select a Pay Schedule

• Go to Payroll > Payroll Tasks > Run a New Payroll
• Select a Pay Schedule: If you have multiple pay schedules choose the appropriate one, or choose “Off-cycle,” in the pay schedule drop down to run a payroll outside the normal schedule.
  • Read “How Do I Run an Off Cycle Payroll?” for more information.
• The period start and end dates will be pre-filled based if you have completed your pay schedule setup, however you can change the pay date if needed.

Advanced Options

How Skip Deductions and Contributions

By default, the payroll includes all scheduled deductions and contributions.

• Click the “Show Advanced Options” link and a list will display.
• Uncheck each item to skip for this payroll.
• If you uncheck a deduction or contribution it will for everyone.
• All deductions and contributions will be re-enabled the next time you run payroll.

How to Temporarily Disable Direct Deposit

Once you activate your direct deposit in your account, direct deposit will be automatically be “Enabled” for each payroll.

• Click the “Disable,” radio button to turn off direct deposit and distribute hand written or printed checks.
• If you disable direct deposit it will be disabled for everyone.
• Direct deposit will be re-enabled the next time you run payroll.

Input Employee Hours and Money

• To change what appears by default for each payroll:
  • Go to Settings > Payroll Settings > Hours & Money Types and choose the Frequently Used Hour and Money types.  To activate or inactivate hours or money, click “Edit” and check or uncheck the Active box.
• Hourly employee – enter the number of regular and overtime hours.
  • Use whole numbers for hours and convert minutes to decimals. Example: 4 hours and 30 minutes would be entered as 4.5.
    • Check out our handy chart to guide you on how to convert minutes to hours.
  • Employees with more than one pay rate will be listed for you to enter hours for each rate.
• Salary employees – The “Pay” checkbox is automatically checked and included in the payroll.
  • Uncheck the “Pay” checkbox to prevent a salaried employee from receiving their regular pay. 
  • If a salaried employee is assigned an accrual rule, you must enter hours in order for time off to accrue. Entering additional hours will not affect the employee’s salary.
  • In most states, you don’t have to enter hours worked for salaried employees, but if you are in a state that requires hours for reporting purposes, work hours will be required.
• Add additional hours and money – All active “frequently used” Hours and Money Types appear the worksheet.  To see additional money or hours set up in your account, choose “Show All Hours and Money Types.”  Also see How to Pay a Bonus in Payroll.
• Repeating Money Types – If you have set up a repeating money type, for example, a Housing Allowance on the employee pay record, it will automatically appear in your payroll entry screen.
  • You can change or remove this dollar amount if needed.
  • Read our help article for more info,” How to Add Repeating Dollar Payments in Payroll.”
• Supplemental Tax Rates – You have the option to tax money at the supplemental tax rate determined by the IRS.  
  • Check the Supplemental Flat Rate Tax checkbox that appears under the selected money type.
  • For more information on taxes for supplemental pay, see “How to Tax Supplemental Pay.“

How to Save Your Work

• To stop the payroll process and finish it later, click, “Save Entries” at the bottom of the payroll screen.  
• You will see a “Continue Your Payroll” link on the Payroll left menu, reminding you to finish this payroll.  
• You will be able to save your progress and make changes to:
  • Edit an employee’s personal information, pay information, all tax information (federal, state, local, and advanced settings).
  • Edit company information
  • Edit or cancel pending bank account verification
  • Edit bank account information
  • Edit direct deposit settings
  • Add/edit/delete hour and money types
  • Add/edit/delete company-level deductions and contributions
  • Add/edit/delete employee-level deductions and contributions

How to Delete or Clear Entries

• Click the “Clear Entries” link at the left hand bottom of the page to remove all inputs.
• You will need to clear payroll and start over if you need to make the following changes:
  • Edit an employee status to active or inactive, or any other status update for those with HR.
  • Edit an employee’s pay frequency
  • Edit an employee pay type (salary vs. hourly)
  • Send time cards to payroll
  • Add or remove software products

Pay Contractors

• Click “Continue to Contractors” check the box at the bottom of the screen if you have added contractors and want to pay them with this payroll.
• For each contractor you want to pay, select their 1099 Type, Expense Account, Department (if you track this), and the dollar amount to pay.  For more details, see “How to Pay 1099 Contractors in Payroll.”

Proceed to Step 2 – Approve Payroll.

Was this article helpful? *

• Yes
• No

Comments:

Submit

Your feedback will not receive a reply. If you have a specific issue, please reach out to our support team here.