How do I check if employees are assigned to a primary position?
Each employee should be assigned to an active, primary position. Payroll uses the active, primary position to calculate the employee's payroll check and withholding. If an employee is not assigned to an active, primary position, you'll need to update the employee's record with the missing information.
Searching for employees who are not assigned to a primary position
1. Open Connect Payroll > Organization > Checkout.
2. Click to select the checkbox titled Employee Information.
3. Click to select the checkbox titled Check for Active Primary Position.
4. Click GO (CTRL+G).
Payroll searches employee records for an active, primary position. Checkout will list the employees who are not assigned to an active, primary position on the Checkout report with the error message, "Does not have a primary position." To fix the error, use Modify Existing Employees to update the employee's primary position.
Assigning a primary position to an employee
1. Open Connect Payroll > Employees > Modify Existing Employees.
2. Use the Employee field to enter an employee number. Press Enter.
The Checkout report will list the employee's name and number.
3. Click to select the Positions tab.
The pane on the Positions tab shows the employee's positions.
4. Use the pane to select the employee's primary position.
The selected position is highlighted.
5. Click to select the checkbox titled Primary Position.
6. Click Save (CTRL+S).
The primary position is assigned to the employee.
Adding an active position to an employee
See the help topic titled, How do I assign a position? to add an active position to an employee. An active position has a start date that occurs before the current date and an end date that is blank or has not occurred.
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