How_do_I_check_employee_allocations_

How do I check employee allocations?

You can set up the employee record to allocate a percentage of the employee’s wages to a specific account. The allocated percentages on an employee’s account must equal 0% or 100%. Use Check Allocation Percentages to check if the sum of the employee’s allocations is equal to 0% or 100%.

 

Checking employee allocations

1. Open Connect Payroll > Organization > Checkout.

2. Click to select the checkbox titled Employee Information.

3. Click to select the checkbox titled Check Allocation Percentages.

4. Click GO (CTRL+G).

The error report lists employee records with allocations that do not equal 0% or 100%. 

 

Fixing employee allocations

1. Open Connect Payroll > Employees > Modify Existing Employees.

2. Use the field titled Employee to enter the employee name or number. Press Enter.

Remember, the Checkout Report lists all of the employee records with allocations that do not equal 0% or 100%.

3. Click to select the Positions tab. 

4. Click to select the Allocations tab.

4. Adjust the employee allocations so the employee's allocations total to 0% or 100%.

6. Click Save (CTRL+S).

The employee allocations are fixed.

 

 

Copyright © 2025 Caselle, Incorporated. All rights reserved.

    • Related Articles

    • Employee allocation method

      Select how payroll will distribute the employee's portion of the pay code amount. The employee's portion will use the employee allocations from the employee position or the employee pay code to allocate the pay code amount. If the allocations on the ...

    • Warning: Employee allocation method does not match employee setup

      Issue Warning message: Employee pay code allocation method does not match allocation setup. GL accounts may not get assigned as desired. Please review the GL allocations for this employee. This warning message displays when you calculate a payroll ...

    • Warning: Employee allocation method does not match employee setup

      Warning message: Employee pay code allocation method does not match allocation setup. GL accounts may not get assigned as desired. Please review the GL allocations for this employee. This warning message displays when you calculate a payroll check ...

    • How do I edit a printed payroll check?

      Use these instructions to edit a payroll check that has been printed. First, you'll need to void and reset the payroll check, then you'll update the payroll check, and last, you'll reprint the corrected payroll check. Step 1: Voiding and resetting a ...

    • How do I edit an unprinted payroll check?

      You can make changes to the pay codes and amounts on a payroll check, if the payroll check was not printed. If the payroll check was printed, you'll need to void the payroll check and reset it for printing. Updating information on an unprinted ...