How_do_I_exclude_an_employee_from_my_transmittal_report_when_a_premium_is_not_due_

How do I exclude an employee from my transmittal report when a premium is not due?

Use premium amount to include or exclude employees. Update the pay code that reports the transmittal amount in the employee's record with an end date that occurs before the pay period date and check issue date that are recorded in the employee's file. Adding the end date to the transmittal pay code in the employee's record will exclude the employee from the transmittal report.

 

Excluding an employee when a premium is not due

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

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

3. Click to select the Pay Codes tab.

4. Double-click to select the transmittal pay code and display the pay code detail.

5. Find the field titled End Date.

6. Enter an end date that occurs before the pay period date and check issue date.

7. Click Close.

Payroll will exclude the employee from the transmittal report.

 

 

Copyright © 2025 Caselle, Incorporated. All rights reserved.

    • Related Articles

    • How do I verify the Medicare premium?

      A Medicare premium is a sum paid in advance for a contract of Medicare insurance. Use Verify Medicare Premium to check the transaction total, the sum of transactions created for Medicare, against the Medicare premium total, the sum calculated by the ...
    • State Retirement Report (ID) - Transmittal File, Setup (2025.05)

      Instructions for setting up: Payroll Transmittal File Do this... 1. Open Connect Payroll > State Reports > State Retirement Report. 2. Select Idaho if you have more than one state set up 3. Select New. 4. Select the Definition – State Retirement ...
    • How do I summarize transmittal check amounts?

      Use the Check Register - Employee Checks by Check Number [Caselle Master] to summarize transmittal check amounts. The report will print the transmittal check amount without printing the transmittal check detail. Including the transmittal check amount ...
    • 945 Report

      Form 945 is the Annual Return of Withheld Federal Income Tax. It is used by employers to report federal income tax withheld from non-payroll payments, such as pensions, annuities, and gambling winnings. Form 945 Employers must file Form 945 annually ...
    • 940 Report

      940 Report The Form 940, also known as the Employer's Annual Federal Unemployment (FUTA) Tax Return, is a report filed by employers in the United States to report their annual federal unemployment tax liability. FUTA tax is used to fund unemployment ...