I_want_to_estimate_changes_to_a_payroll_check._How_do_I_do_that_

I want to estimate changes to a payroll check. How do I do that?

Issue

An employee is making changes to their retirement contributions. They want to see how the changes will affect their payroll check. Is there a way to make the retirement changes so the employee can see how it will change their payroll check?

 

Explanation

You can use the Enter Payroll Checks view to estimate a payroll check. When you change the entry mode to single check and you select the Estimate checkbox, the system will

  • disable the option to calculate a payroll check so the payroll check will show the calculated amounts. The Calculate Check  button will not be available in the toolbar. 

  • not save the payroll check transactions.

  • you will not be able to print it. 

 

 

Solution

 

To estimate a payroll check, 

1. Open Connect Payroll > Employees > Enter Payroll Checks. 

2. Change the check type to Single check mode. 

3. Click to select the Estimate checkbox (next to Entry Mode). 

4. Enter the new pay code or make updates to an existing pay code to update the employee's retirement contributions. 

5. Take a screen shot of the employee pay codes grid. You can share the screen shot with the employee to show the employee the amounts that calculated on the estimated payroll check. 

You may want to keep a copy of the screen shot or write down the changes so you'll have them to use if the employee chooses to make those changes in the future. 

If you accidentally click Yes to save the estimate a s a check, you can use Modify Payroll Checks (Employees > Modify Payroll Checks) to replace the information that was changed with the information the employee is using to calculate the payroll check. 

 

 

 

 

 

 

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