4b. Run employee checkout again
Now that you’ve verified the rates/limits for the year you’re closing, the next step is to run Employee Checkout again. This will help you find any new errors that have been introduced in the information that was updated in steps 2c to 4a. If the Checkout Report find any errors, you should correct them before you continue.
Do I need to run Employee Checkout again?
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I made changes to the employee’s pay codes. Yes, you should run Employee Checkout again.
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I didn’t make any changes to the employee’s pay codes. We recommend running Employee Checkout again to confirm there are no additional errors created between steps 2 and 4.
Watch a video
How do I run Employee Checkout?
Use Checkout to discover any errors that need to be corrected. Use the same options that you set up in step 2b.
Do this...
1. Open Connect Payroll > Organization > Checkout.
2. Run Checkout for ALL employees.
Use the same settings that you used to run Checkout in Step 2b. Set up the selection criteria to select all employees, set up the date range to choose the entire payroll year, and select the same checkboxes that you selected in Step 2b.
When you run Checkout, select the checkboxes for
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Check for Tax Pay Codes Set to Do Not Calculate (Employees tab),
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Check for Transactions Outside of Pay Code Date Range (Transactions tab), and
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Check for Different Year-to-Date Employee and Employer Amounts for Social Security and Medicare (Taxes tab).
3. Click GO (Ctrl+G).
4. Review the error report.
Connect searches the Payroll database for errors and then prints the errors on the error report.
Did the Checkout report list any errors?
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Yes, there are errors on the Checkout report. You should correct the Checkout 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 Checkout report is error-free. [More]
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No, the error report is free of errors. You’re ready for Step 5: Verify Leave Time Information.
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