Enter a description of up to 50 characters for this payroll. The description appears on the Edit Report and Employee History Report.

If you want a comment to appear on the payroll checks, you can type up to 50 characters in this field. This comment will only appear for the current payroll.

From the drop-down, select the pay period to process. This period refers to the week within the month. You can select 1-5.

Enter the pay date for this payroll or select it from the drop-down. This date appears on the employee’s check or direct deposit stub.

Enter the period end date for this payroll or select it from the drop-down. This date appears on the check or direct deposit stub and the edit report.

Enter the date you want to expense this payroll or select it from the drop-down.

If you make changes to the description, comments, or dates in the top portion of the window after you add checks to the grid, you can select this button to update the related fields for each transaction.

Select this check box if you only want to update blank descriptions and blank comment fields for the checks in the grid. Comments or descriptions that already appear on individual transactions will not be affected. All dates will be updated to match any changes to the date fields.

This button appears next to the Save button and you can use it to minimize or maximize the top portion of the window. Minimize the top portion of the window to give you more space to view the grid.

From the drop-down, select the pay type for which you want to add employees to the grid. If you want to include employees with all pay types, select All, otherwise, you can select Hourly, Salary, or Combined.

The Start and End boxes allow you to define the range of items to include in the grid. Type in the fields or use the Lookup to select your criteria. To include a single employee/department or program, enter the same value in both boxes. The default for the Start boxes is Start, and the default for the End boxes is End.

You can only include employees that have a status type of active or temporary. Inactive or terminated employees will not appear in the Lookup and cannot be included in the grid.

Select this check box to include daily units from the Enter / Edit Daily Units window in the payroll.

Click this button to add the employee records to the grid based on the criteria you set. If you click this button and are importing daily units, the Daily Units Date Range window will open so you can choose the specific date range to import units for.

Select this button to clear the grid.

Select the Edit button to open the PR Adjust Header Information window. Use this window to edit header information for the selected employee’s check. This information appears on the employee’s check and/or Edit Report.

This column shows the transaction number for each row in the grid. It cannot be edited.

This column shows the employee number for each grid entry. Each employee only appears once; if you have multiple transactions for an employee, you can select the Edit buttons in the Total Units and/or Total Benefits columns to add information.

This column displays the employee’s name.

This column shows the total units for each employee. Zero amounts are highlighted to alert you to any employees that you did not yet enter units for. Select the Edit button to open the Enter Units window and make changes to the employee’s units worked or pay amount. If you make changes, the total units update to reflect the total of all the records for that employee. You can set default units for hourly pay rates in the Employee Management window.

This column shows the gross pay for each employee. When you make changes in the Enter Units window, the pay amount updates to reflect the total of all the records for that employee.

This column shows the total benefits for each employee. Select the Edit button to open the Enter Benefit/Deduction window and make changes to the employee’s benefits for the current pay period.

This column displays the taxes calculated after you enter the benefits for each employee. Select the Edit button to open the Adjust Taxes window and make changes to the employee’s taxes for the current pay period.

This column displays the net pay for each employee. This is the amount that will appear on the check. It cannot be edited.

These columns display total amounts for all employees in the grid.

Select Save to save this payroll and close the window.

Select this button to save this payroll and open the Edit Report window.