After you have completed the previous steps, run Checkout to verify that the Payroll database is free of errors. You should fix any errors that appear on the error report before you continue to the next step. If you need help fixing an error, you can contact customer support at (800) 228-9851. 

Important! If there are any errors on the Checkout report, contact customer support for assistance at (800) 243-8275 or email us at support@caselle.com. Do NOT continue until the Checkout report is free of errors.

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How do I run Checkout?

1. Open Connect Payroll > Organization > Checkout.

2. Confirm the tax year is correct. 

The tax year is located in the top-right corner of the tab. It should show 2024 as the current year.  

3. Run Checkout for ALL employees.

The default setting should select all employees. If the value is set to a specific employee number, then change the value to choose ALL employees. 

 

4. Set up the following options. 

There are new checkboxes on the Checkout view. You will need to select these options. If the Checkout view doesn't include the new checkboxes, you will need to stop and install the latest version of Connect. [More] 

Employees

Select the checkboxes on the Employees tab to find errors in the employee records. 

• Employee information 

• Check allocation percentages 

• Check for single active net pay code 

• Check for missing Social Security number 

• Verify monthly pay periods 

• Check for primary position 

• Check for tax pay codes set to do not calculate 

• Check for missing federal withholding pay code 

• Check for missing state withholding pay code (If the state does not have SWT, you can remove the checkmark from this checkbox.)

• Check for past leave next level dates 

Taxes

Select the following checkboxes on the Taxes tab to find errors in the employee's tax information. It's important to set the date range to the payroll year (01/01-YYYY to 12/31/YYYY) being closed because the routine will be scanning and checking for errors in the selected year.

Important! If these dates are incorrect, DO NOT change them because the dates in Connect Payroll are not correct, contact customer support for assistance at (800) 243-8275 or email us at support@caselle.com.

• Tax information 

• Check for different year-to-date employee and employer amounts for Social Security and Medicare 

• Calculation information 

• Beginning date. Enter 01/01/YYYY for the first day of the current payroll year. 

• Ending date. Enter 12/31/YYYY for the last day of the current payroll year. 

• Verify Social Security 

• Verify Medicare 

• Verify Medicare Premium 

• Check for positive FICA, FWT, and SWT totals 

Pay Codes

Select the following checkboxes on the Pay Codes tab to find errors in the employee pay codes.

• Pay code information checkbox

• Verify summarization ("00") sub codes checkbox

• Verify month pay periods checkbox

Transactions

Select the following checkboxes on the Transactions tab to find errors in transactions. 

• Employee transaction information 

• Verify transactions have been updated to the general ledger for prior periods

• Check for multiple checks in current period

• Check for positive year-to-date balances on deduction pay codes

• Check for transactions outside of pay code date range

• Employer transaction information

• Verify transactions have been updated to the general ledger for prior periods

• Check for transactions outside of pay code date range

• Transmittal transaction information

• Verify transactions have been updated to the general ledger for prior periods 

5. Click GO (CTRL+G).

When you click GO, Connect will search the Payroll database for the selected items, and then an error report will print a list of the errors that were found in the database. 

Did the error report list any errors?

• Yes, there are errors on the error report. You should correct the errors before you continue. If you need help, contact customer support for assistance at (800) 243-8275 or email us at support@caselle.com. Do not continue until the database is error free.

• No, the Checkout report is error-free. Great news! The database is ready to go and you're ready for the next step.

Here’s a list of common errors.

• Employee is missing a Social Security number. Look up the employee record and update the Social Security number. To learn more, see Adding a Social Security number.

• Maximum wage limit changed and amounts need to be recalculated. Contact customer support for assistance at (800) 243-8275 or email us at support@caselle.com.

• Deduction amount does not match the calculated amount. Contact customer support for assistance at (800) 243-8275 or email us at support@caselle.com.

• Transactions not updated to general ledger. Run Update General Ledger to update transactions for the selected pay period to the general ledger. [More]

• Employe tax pay codes are set to Do Not Calculate. Look up the employee. If the employee is exempt from tax, mark their pay code as "Amount 0." [More]

• The following employees have an amount deducted for Social Security (or Medicare) that does not match the system calculated amount by more than $1.00. Contact customer support for assistance at (800) 228-9851. 

• Transactions have not been updated to the general ledger for prior periods. Run the Update General Ledger routine for the pay period and journal that is affected. If updating transactions does not fix the issue, contact customer support for assistance at (800) 228-9851. [More] 

• Employees have multiple checks in the current period. This is one of the few errors you can disregard during year end if you know there were employees who received multiple checks in the pay period your data is in. If this is the only error on the error report, you can move forward with the year-end checklist. [More]

• Deduction pay codes with positive year-to-date balance. This is one of the few errors you can disregard during year end if you know there were employees who were reimbursed or if you can explain why a deduction for that employee would be a positive amount. If this is the only error on the error report, you can move forward with the year-end checklist. [More]

• Transactions outside of pay code date range (employee and employer). These pay codes will need the beginning and end dates edited so the pay code beginning date falls before the transaction date and the pay code end date falls after the transaction date. If the pay code is for a pay code that calculates a check, change the pay code end date to the day after the check issue date of the final transactions. [More]

STOP!

If there are any errors listed on the error report, contact customer support for assistance at (801) 243-8275. Do NOT continue until the error report is free of errors.

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