Processing Payroll & Miscellaneous Reporting NextGen Payroll
Payroll Process Create Timesheets Update Timesheets Review Timesheets Process Payroll
Create Timesheets Systematic Payroll Worksheet Blank or Partially filled
Create Timesheets Systematic Payroll Worksheet Blank or Partially filled Individual Timesheets Created off the Employee Record Special Payroll Run Check Setup on New Employee
Create Timesheets Choose Division
Create Timesheets Choose Payroll(s)
Create Timesheets Enter Timesheet Date
Can Load Defaults Based On User Preference Create Timesheets Can Load Defaults Based On User Preference
Can Narrow Down to Specific Locations Create Timesheets Can Narrow Down to Specific Locations
No Selection Will Create All Create Timesheets No Selection Will Create All
Create Timesheets Then select ‘Next’
Review Selections & Then Select ‘Finish’ Create Timesheets Review Selections & Then Select ‘Finish’
Create Timesheets Then Select ‘Close’
Create Individual Timesheets Off the Employee’s Payroll
Create Individual Timesheets Unpaid Timesheets
Create Individual Timesheets Select Add Timesheet
Update Timesheets
Update Timesheets To Change the Date That Was Entered at the Time of Creation
Update Timesheets Another Utility Clear Times & Amounts to Pay Load Times & Amounts to Pay from Defaults Load Current Rates Load Current Distributions
Where Most Updates Will Be Reviewed/Changed Update Timesheets Where Most Updates Will Be Reviewed/Changed
Update Timesheets Select Division
Update Timesheets Select Payroll
Choose Date Range (if applicable) Update Timesheets Choose Date Range (if applicable)
These Selections Can Be Set on the User Default Update Timesheets These Selections Can Be Set on the User Default
Selections Here Will Narrow Down What Loads to Update Update Timesheets Selections Here Will Narrow Down What Loads to Update
No Selections Will Pull In All Locations Or Timesheet Types Update Timesheets No Selections Will Pull In All Locations Or Timesheet Types
Update Timesheets Enter Hours
Update Timesheets +/- Adjustments
Update Timesheets Gross Pay Amount
Update Timesheets Update Leave Taken
Leave & Pay Can Be Linked Together Update Timesheets Leave & Pay Can Be Linked Together
Key In For Individual Timesheets Update Timesheets Key In For Individual Timesheets
Provide Any Necessary Descriptions Process Payroll Provide Any Necessary Descriptions
Process Payroll Select Payrolls
Select Payrolls
Choose Payroll From Dropdown Menu Select Payrolls Choose Payroll From Dropdown Menu
Date Range Must Include Timesheet Date Select Payrolls Date Range Must Include Timesheet Date
Check Date Will Auto-fill Accounting Date & Period Select Payrolls Check Date Will Auto-fill Accounting Date & Period
Select Payrolls
Select Payrolls
Select Payrolls
Select Payrolls
Select Payrolls
Deduction Schedules Selected from Options Wheel Select Payrolls Deduction Schedules Selected from Options Wheel
Benefit Schedules Selected from Options Wheel Select Payrolls Benefit Schedules Selected from Options Wheel
Select Payrolls
Select Payrolls
Select Payrolls
To Add Another Payroll with Different Selections Select Payrolls To Add Another Payroll with Different Selections
To Add Another Payroll with the Same Selections Select Payrolls To Add Another Payroll with the Same Selections
When All Selected Payrolls Complete Select Payrolls When All Selected Payrolls Complete
If No Tasks Exist This Step Will Auto-Complete Process Payroll If No Tasks Exist This Step Will Auto-Complete
Process Payroll Run Calculations
Process Payroll Review Calculations
Process Payroll Calculation Reports Standard 5 reports Calculation Edit Report Disbursement Journal Posting Journal Summary Totals Report Deduction/Benefit Account Register
Process Payroll Calculation Reports Standard 5 reports Calculation Edit Report Disbursement Journal Posting Journal Summary Totals Report Deduction/Benefit Account Register Controlled/Set At Admin>Payrolls
Process Payroll Run Payments
Process Payroll Paper Checks Direct Deposits
Process Payroll Select Printer
Process Payroll Execute
Process Payroll Wait For Action Step to Change
Process Payroll
Process Payroll Run Payroll Reports
Also Controlled Under Admin>Payrolls Process Payroll Also Controlled Under Admin>Payrolls
Process Payroll Post to GL
Process Payroll Sectioned By Payrolls
Process Payroll Can Print From the Grid
Posts Payment Details to Employee Record Process Payroll Posts Payment Details to Employee Record
Miscellaneous Reporting
Miscellaneous Reporting Search Report
Miscellaneous Reporting Export Data
Miscellaneous Reporting Print
Miscellaneous Reporting Email
Miscellaneous Reporting Create PDF
Miscellaneous Reporting 941 941 Schedule B 941 Tax Returns ACA ACA Employee Detail Report ACA Employee Edit Report ACA Employee Summary Report Audit Payment Audit Report Payment Log Report Voided Payments Report Budget Disbursement Journal Report Employee Budgetary Report GL Account Entries Per Employee Report GL Account Entries Per Payment Report
Miscellaneous Reporting Balancing to GL Deduction Register Recap Report Other Pay Register Recap Report Other Pay Register Report Other Tax Employee Report Summary Report Summary Totals Report Unemployment Distribution Recap BOE Teacher Information Report Teacher Information Summary Report County Voided Payments Report Deductions/Benefits Deduction Account Register (Detailed - EE/ER; w/ Controls) Deduction Register Recap Report (Summarized) Deduction Register Report (Detailed)
Miscellaneous Reporting Direct Deposit Direct Deposit Bank Recap Direct Deposit Bank Register Direct Deposit Summary Report History Disbursement Journal Report Employee Earnings Report (MTD, QTD, CYCTD, FYTD) GL Account Entries Per Employee Report GL Account Entries Per Payment Report History Report Payment Log Report Tax Type Recap Tax Type Register Open Enrollment Review Deduction And Benefit Employee Report
Miscellaneous Reporting Human Resource EEO Edit Report EEO Employment Detail Report EEO Report Per Job Title EEO Report Per Race EEO-4 Report EEO-5 Report Employee Count Report Leave Leave Employee Report Leave Liability Distribution Report Leave Liability Report Leave Report Payment Detail Distribution Report (By Employee) Distribution Report Recap (Summarized)
Miscellaneous Reporting Payment History Hourly Employees Report Input Register Report Tax - Detailed Tax Deposit Register Report Tax Type Register Tax - Summarized Tax Deposit Register Recap Tax Type Recap Timesheet Preparation Payroll Worksheet Unemployment Unemployment Distribution Recap Worker's Compensation Workers Compensation Audit Detail Workers Compensation Audit Edit Workers Compensation Audit Report Workers Compensation Audit Totals
Retirement Employee Department Distribution Report Retirement Reports Retirement Additional Participant Report Retirement Employee Report Retirement Calculated Report Retirement Error Report Retirement Deduction Report Retirement Recap Retirement Department Account Recap Retirement Register Retirement Department Account Report Retirement Type Recap Report Retirement Department Recap Retirement Type Report Retirement Department Report Retirement Voided Payments Report Retirement Employee Department Distribution Report
Employee Reports Employee Earnings Report Employees Per Distribution Type Report Employee Roster Report Employees Per Leave Type Report Employee Terminated Report Employees Per Pay Method Report Employees No FICA Wage Report Employees Per Pay Type Report Employees Over SS Max Wage Report Pay Type Employee Report Employees Per DDP Bank Report Payroll Detail Report Employees Per Deduction Type Report Payroll Summary Report
Payroll Process Reports Calculation Edit Report Payment Register Report Direct Deposit Bank Recap Payment Stub Report Direct Deposit Bank Register Payment Summary Report Disbursement Journal Report Posting Journal Report Distribution Report Retirement Recap Distribution Report Recap Retirement Register History Report Summary Report Leave Register Recap Report Summary Totals Report Leave Register Report Tax Deposit Register Recap Other Pay Register Recap Report Tax Deposit Register Report Other Pay Register Report Timesheet Report
“Dirty” Reports Anywhere a “Grid” Option is Available
“Dirty” Reports No Headers
Data Interchange Exports