How do I run Checkout for Payroll Year End?
After you have performed the previous steps, run the Checkout to verify that there are no errors.
Important! If there are any errors on the Checkout report, contact customer support for assistance. Do NOT continue until the Checkout report is free of errors.
Running Checkout for Payroll Year End
1. Open Connect Payroll > Organization > Checkout.
2. Run Checkout for ALL employees.
3. Verify the Beginning Date and Ending Date.
These dates should default to the payroll year being closed. The routine will scan and check data from the selected year.
Important! If these dates are incorrect, DO NOT change them because the dates in the Connect Payroll application are not correct. Call customer support at (800) 243-8275 for assistance immediately.
4. Click GO (CTRL+G).
The error report prints.
Here’s a list of common errors
- Employee is missing a Social Security number. Use Modify Existing Employees to add the employee's Social Security number. [More]
- Maximum wage limit changed and amounts need to be recalculated. Submit a support ticket for assistance.
- Deduction amount does not match the calculated amount. Submit a support ticket for assistance.
Did the error report list any errors?
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Yes, there are errors on the report. Fix the errors. Some errors will include instructions on how to fix or resolve the error. If you need help, call customer support for assistance at (800) 243-8275. Do not continue until the Checkout report is error-free. [More]
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No, the error report is error-free. Great news! The pay codes are ready to go. You’re ready for the next step.
IMPORTANT! If there are any errors on the Checkout report that need to be resolved, submit a support ticket for assistance . Do NOT continue until the Checkout report is free of errors.
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