1 The M3 Payroll Cycle M3 Training Manual MPI Software
2 Starting The Payroll Cycle You can start the payroll cycle by going to the payroll entry area off of the main menu.
3 Setting the check date The first thing you will need to do is to verify that Millennium is using the correct check date.
4 Setting the check date If the check date displayed on the top of the pay cycle screen is incorrect you can change it by left clicking on it. This will bring up a list of all of the check dates set up on the company. Select the check date you need from this list. If the check date you need is not on this list you will need to add it to the company calendar.
5 Setting the check date Be very careful when adding or removing dates from the company calendar. MANY FEATURES IN MILLENNIUM, INCLUDING THE CREATION OF TAX DEPOSITS, RELY ON THE CALENDAR. BE EXTREMELY CAREFUL WHEN ADDING OR REMOVING CHECK DATES.
6 Start Payroll Once you have selected the correct check date you can press the Start Payroll link.
7 Start Payroll Once you press start payroll Millennium will display information about the batches that will be created.
8 Start Payroll The Overall Payroll Options area displays information that applies to all batches. Period Begin / End These fields are used to configure the period beginning and ending dates that will be used for all new batches you MANUALLY create AFTER the payroll has been started.» The period beginning and ending dates for the batches that are created automatically can be changed using the fields located next to the batch on the bottom half of this screen.
9 Start Payroll Each batch that will be automatically created will be displayed on the bottom half of the screen. You can change the set up information for the batch directly in this section.
10 Start Payroll Period Begin / End These fields are used to override the period beginning and ending dates for the batch. The values entered here will be used for all checks created in this batch. Pay Group This field is used to limit the employees initially placed in this batch to employees in a specific pay group. Empl Filter This field is used to limit the employees initially placed in this batch by using an employee filter.» Employee filters can be set up under company setup on the Misc tab.
11 Start Payroll Default Pay Type This field is used to specify which check type will be given to all checks created in this batch. Frequency This field is used to limit the employees initially placed in this batch to employees with a specific pay frequency. Empl Type This field is used to limit the employees initially placed in this batch to employees with a specific employment type. Auto Pay If this box is checked Millennium will automatically give a check for default hours or salary to all employees in this batch who are set up for auto pay (Rates/Reviews Tab)
12 Start Payroll Recurring Pays Checking this box tells millennium to give the recurring pay amounts to all employees in this batch who are set up with recurring pays.
13 Start Payroll Autoposting is used to automatically post earning and/or deduction codes to all new checks created by Millennium. These settings apply to checks in ALL batches.
14 Start Payroll Code This field is used to enter the earning, deduction, or tax code that you want to post. Description This field displays the description of the selected code. It will automatically be filled in Millennium when the record is saved. Hours This field is used to enter the hours you want automatically posted with the code. Amount This field is used to enter the amount you want automatically posted with the code.
15 Start Payroll Once all of the batch and autoposting information is correct, press Start Payroll Now to automatically start the payroll.
16 When Millennium is finished creating all of your batches a green arrow will appear next to Payroll Entry. Press the Payroll Entry link to work on your payroll.
17 Millennium will now display all of your open batch. To work on a batch, select the link corresponding to that batch. To create a new batch, press the Add a New Batch link and enter a new batch code and description.
18 To the right of each batch is a list of functions you can perform on that batch. Control Pressing this link will bring you to a screen where you can enter control totals for all earning/deduction/tax codes in the batch. These control totals will be displayed next to the actual totals on the batch totals screen. Batch Totals Pressing this link will bring you to the batch totals screen. From this screen you can view the batch totals and run a pre-process register.
19 Delete Pressing this link will delete the batch. Deleting a batch will remove all of the checks from the batch. It will also remove the batch, and all of the associated setup information for the batch, from the company calendar. To recreate the batch you will need to re-add all of the setup information onto the Calendar tab located under company setup. If you simply want to remove all keyed in payroll information without deleting the batch set up, press restart instead of delete. Restart Pressing this link will remove all keyed in payroll information for this batch and will return it to the state it was in after the start payroll button was pressed.
20 Selecting a batch will bring you into the Pay Entry screen and will automatically select the first employee.
21 The Pay Entry screen is used to view and modify all of the checks in your batch. You can also use this screen to add or delete checks from the employees.
22 The top of the screen displays some basic setup information about the employee. Pressing one of the Go ( ) buttons will bring you directly into the employee setup area related to the items being displayed on the screen. For example, pressing the go button next to Rate Code will bring you to the employees Rates/Reviews tab.
23 The fields directly above the pay entry grid are used to add, delete and change the configuration of all of the employees checks in the batch. Pay 1 Each of the employees checks will have its own tab. Pay 1 is the first check, Pay 2 is the second check, etc., etc.» Select the tab that corresponds to the check you want to work with.
24 New Paycheck Select this tab to enter a new paycheck for the employee. Check Number This field is used to enter a check number if you are creating a manual check. If you enter a number other than 0 in this field THE CHECK WILL NOT PRINT. Auto Pay Check Box If this box is checked the employee will be automatically given pay based on the setting of the Auto Pay field on the employees Rates/Reviews tab. Pay Type This field is used to select the check type for the check.
25 Override Press this button to override the properties of the check type selected in the Pay Type field to the left.
26 The following configuration items can be found on the override properties for a check type.» Tax Frequency - This is used if you want to use a pay frequency other than the employees default frequency to calculate the taxes for the employee.» Special Payment Flag - Check this box if the check is being used for supplemental payment that should get taxed at the supplemental rate (fed 28% for example).» Deduction Multiplier - If a number greater than 1 is entered in this field, Millennium will multiply all of the employees deductions by that number. This is used if you are creating a single check that is for several weeks worth of pay.
27 » Override FITW, SITW Percentage - These fields are used to enter a specific rate to be used for federal and state taxes on this check.» Block Labor Allocation - Checking this box will block the auto labor allocation for this check.» Block Direct Deposit - Checking this box will block all direct deposits on this check.» Block Earnings/Deductions/Direct Deposits - These fields are used to block specific earnings, deductions and direct deposits on this check. All codes with a check mark next to them will be blocked.» Check stub Memo - This field is used to enter the check stub memo for this check.
28 » Notes - This field is used to enter notes about this check type. These notes will NOT be displayed on the check.» Save Changes This Paycheck Only - Pressing this button will save any changes you have made for this check only. No other checks will be effected.» Save Changes This Employee Only - Pressing this button will save your changes for all checks with the same check type on the same employee.» Revert to Company Defaults - Pressing this button will clear all changes you have made and will revert back to the company defaults.
29 Save and Calculate Pressing this button will save all of the information in the pay entry grid and will update the calculated information displayed at the bottom of the page. Delete Check X Pressing this button will delete the current check. Pressing the X button will delete the currently selected line in the pay entry grid. Pressing this button will not delete the check.
30 The Payroll Entry grid is used to enter payroll information for the employees check. The fields displayed on this grid can be configured by right clicking in the grid and choosing Pay Entry Field Selection. The order of the fields can also be displayed using this feature.
31 All fields with a check mark next to them will be displayed on the pay entry screen. The fields will be displayed on the order they appear in this list.» To change the order, select the field and use the up and down arrow buttons.
32 After entering information into the pay entry grids press the Save and Calculate button to update the detailed pay information displayed on the bottom to the screen. This can also be done by pressing the F11 key. NOTE: IF YOU ENTER TAX CODES ON THE PAY ENTRY GRID, MILLENNIUM WILL USE THE AMOUNT YOU ENTER IN PLACE OF THE CALCULATED TAX AMOUNT.
33 The bottom section of the pay entry screen displays detailed pay information for the check you are working on. All recurring earnings and deductions are shown. All calculated employee taxes and the taxable wages for the employer taxes are shown.
34 Once you have entered pay information for all employees you will be placed on the batch totals screen.
35 The batch totals screen will display totals for all earning/deduction/tax codes entered. The control totals are displayed next to the actual totals. Any differences between the actual and control totals will be highlighted.
36 The screen will also display the total number of checks in the batch. Millennium will automatically recalculate the batch totals if any changes in pay entry are made. If the word (calculating) appears next to the total # of paychecks, Millennium is in the process of recalculating. When the word calculating disappears the totals will be up to date.
37 The options at the bottom of the screen will allow you to run pre-processing reports and to close the batch.
38 Run Preprocess Register This Batch - This will print preview the pre process register for the current batch. The pre-process register will display all of the same information that Payroll Register report displays, including employee taxes and net check information. Run Preprocess Register All Batches - This will print preview the pre process register for all batches.
39 Close Batch and Continue Pressing this link will close the current batch and bring you back to the batch control screen. All batches must be closed prior to processing the payroll. Leave Batch Open and Continue Pressing this link will bring you back to the batch control screen without closing the batch.
40 Once all batches have been closed you are ready to process the payroll. Press the Back to Payroll Menu link to return to the main payroll menu.
41 Submit Payroll If all batches are closed a green arrow will appear next to the Submit Payroll link. Press this link to go to the start payroll screen.
42 Submit Payroll Press the Submit Payroll Now link to begin processing the payroll.
43 Submit Payroll After pressing the Submit Payroll Now link you will be returned to the main payroll cycle screen. There will be a blue check mark next to each item while your payroll is processing. When the processing is finished this screen will be updated and the next scheduled check date will appear along with a green arrow next to the Start Payroll link.
44 Submit Payroll NOTE: The screen does not update instantaneously and it may be several seconds after the payroll has finished processing before you see the next check date appear. You can always press the refresh button to force the screen to refresh. In order to monitor the status of the payroll processing you will need to switch to the Job Queue tab in the Operations area.
Creating Payroll Prior to creating the payroll, it is important to understand the different parts of payroll and what information resides in each section. Payroll This section is where you verify items
Sentric, Inc. Web Pay User Guide Thank you for choosing Sentric, Inc as your payroll service provider! This User Guide, in combination with Web Pay training by one of our Implementation Specialists, will
PayData A Vermont Company Working for You! Introduction Welcome to the Evolution Employee Set Up and Payroll Processing Reference Manual! This manual is one part of an ongoing initiative to provide comprehensive
County Accounting Manual Prepare Employee Paychecks For Payroll Plan Subscribers Contents: Important Issues Employee Center Direct Deposit Print Paychecks Schedule Payments Important Issues - before creating
PAYROLL ONLINE HOW TO INSTRUCTIONS CREATED BY: Leslie Feaman Date: 9/1/11 H o w t o I n s t r u c t i o n s 1 Table of Contents How to Login to Payroll Online... 2-4 How to Add a New Employee... 5-9 How
Web Payroll User Guide 2013 Payroll Solutions, Inc & www.payrollmadeeasy.com Overview Introduction This web-based system was designed to give our clients more access and control of their payroll operations
Working With Direct Deposit Accounts and This document contains instructions in the following areas for working with your direct deposit accounts and payment elections: Overview Working with Your Direct
WEBTIME CLEARING HOUSE Version 7.1.4 Computer Arts, Inc. has created a module in Payroll to manage and track daily time to comply with reporting requirements for the Affordable Care Act. The Webtime Clearing
CENTRAL SUSQUEHANNA INTERMEDIATE UNIT Application: Personnel Step By Step Instructions for: How to Set Up the Fringe Benefits Directory 2009 Central Susquehanna Intermediate Unit, USA Table of Contents
Overview The payroll cycle is a process that is completed each time State employees are paid. The payroll cycle consists of the following five basic steps: Process pre-payroll Print payments Process pro
Task Sheet How to Set Up Group Term Life Insurance This document explains how to set up Group Term Life Insurance in Millennium. Group term life insurance (GTL) is treated as an in and out earning in Millennium
Quick Guide: Payroll tips QuickBooks Payroll lets you pay employees with just a few clicks and minimal data entry, usually just the hours employees worked. To make the most of the payroll features: When
Employer Online Access Documentation BBCS Payroll Services Online Portal The following has been provided as a brief introduction to the Online Access Portal for BBCS Payroll Customers. It is to help you
County Accounting Manual Payroll Benefits Tax Tracking Contents: Pre-Tax Retirement Annuity Summary of Plans Sample Paycheck Stub and W2 Setup Payroll Benefit Items Some Medical Insurance and Retirement
Reference Sheet Company Setup Payroll Groups Tab Use the Payroll Groups tab to create groups of employees that are associated with payroll functions. Specifically, you can use payroll groups to determine
Payroll Payments easy convenient secure Chase Commercial Online provides you with two solutions 1 to meet your payroll needs: Basic Payroll, for companies with basic direct deposit payroll needs, and Premium
Sage HRMS Sage 100 ERP Payroll Link User Guide February 2015 This is a publication of Sage Software, Inc. Document version: January 30, 2015 Copyright 2015. Sage Software, Inc. All rights reserved. Sage,
Task Sheet Withholding Washington Labor & Industries (WALI) You must set up Workers Compensation for the State of Washington using the Washington Labor & Industries (WALI) for each company. This document
Lexis Back Office - Payroll Getting Started ADP's Trademarks The ADP Logo is a registered trademark of ADP of North America. Third-Party Trademarks LexisNexis, Lexis, and the Knowledge Burst logo are registered
for Sage 100 ERP Payroll Document 2012 Sage Software, Inc. All rights reserved. Sage Software, Sage Software logos, and the Sage Software product and service names mentioned herein are registered trademarks
Task Sheet How to Post Direct Deposits to Different Accounts This document explains how to control which direct deposit accounts are used with different check types. For information on how to create direct
Contents: County Accounting Manual Special Fees 1 st Time Setup Employee data Paycheck Screen Set up State Unemployment Tax Report Configuration Correct Unreported / Overstated Unemployment tax Explanation
Microsoft Outlook 2003 Quick How-to Guide Microsoft Outlook 2003 Quick How-to-Guide This document is designed to be a quick guide for the most common tasks in Outlook. It is separated into different sections
First Financial Bank Online Banking Bill Pay User Guide First Financial Online Banking Bill Pay User Guide Table of Contents ACCESSING BILL PAY...4 Enrolling in Bill Pay...4 Launching Bill Pay...5 Getting
Direct Deposit Online Instructions People @ Columbia (PAC) Employee Self-Service includes the ability to set up or change Direct Deposit information. Faculty & Staff can add, edit or inactivate their own
How To Setup & Use Insight Salon & Spa Software Payroll - Australia Introduction The Insight Salon & Spa Software Payroll system is one of the most powerful sections of Insight. It can save you a lot of
Starting the Check Writer Program: Check Writer Program 1) You can start the Check Writer program from the main menu of your rating software by clicking on the button. 2) You should be prompted to enter
for Sage 100 ERP Paperless Office Document 2012 Sage Software, Inc. All rights reserved. Sage Software, Sage Software logos, and the Sage Software product and service names mentioned herein are registered
SOS Online Backup USER MANUAL HOW TO INSTALL THE SOFTWARE 1. Download the software from the website: http://www.sosonlinebackup.com/download_the_software.htm 2. Click Run to install when promoted, or alternatively,
Doing Payroll With QuickBooks Lesson 12 1 Lesson objectives 2 To gain an overview of payroll in QuickBooks To learn more about payroll setup To set up employee payroll information To set up payroll schedules
Using the Mass Email Utility All ideas and information contained within these documents are the intellectual property rights of HKP. These documents are not for general distribution and are meant for use
Introduction to Acowin Payroll I. Configuring QuickBooks for Acowin Payroll... 1 II. Acowin Payroll Setup... 4 III. Payroll Linking... 5 IV. Payroll Processing... 7 V. Synchronizing Payroll to QuickBooks...
Swarthmore College Electronic Timekeeping Supervisors Manual Modified from: National Times Systems, Inc. (2007). Attendance on Demand User Manual, 1.11.07. Cinnaminson, NJ. 1 Original publication: Attendance
Match Branch Services to Enterprise Services in Kitomba One To manage your services at an enterprise level, you'll need to create a central service list and match all your branch services to this list.
Workday Job Aid February 14, 2014 Complete I-9 Form (Electronic) Purpose of the Form I-9 is to establish US employment eligibility. The Form I-9 must be complete each time you hire any person to perform
CLIENT BOOKKEEPING SOLUTION ACCOUNTS RECEIVABLE Getting Started version 2007.x.x TL 20746 (06/09/09) Copyright Information Text copyright 1997 2009 by Thomson Reuters/Tax & Accounting. All rights reserved.
SQL Server Integration Services (SSIS) is a set of tools that let you transfer data to and from SQL Server 2005. In this lab, you ll work with the SQL Server Business Intelligence Development Studio to
QuickBooks 2016 Getting Started Guide for Financial Institutions Financial Institution Support OFX Connectivity Group Table of Contents QUICKBOOKS 2016 FOR WINDOWS GETTING STARTED GUIDE... 3 ABOUT THIS
Table of Contents 1. Introduction... 2 2. General... 3 2.1 What is a Secret Question and Answer... 3 2.2 Set up Secret Question and Answer... 4 2.3 General Questions... 6 3. Home Portal... 7 3.1 Mail Inbox...
Paychex Online Payroll Common Tasks Reference Guide ABOUT THIS GUIDE Use these resources in conjunction with the Paychex Online Payroll Training site, which is available when you log in to www.paychexonline.com.
EMPLOYEE SELF SERVICE: ACCESSING YOUR INFORMATION The implementation of the Human Resources Self-Service system means that you can access your information via the University s PipelineMT portal. The official
PAYROLL and BILLING TRAINING GUIDE The following is our recommended best practices for processing your billing and payroll within HomeTrak Companion. These functions may be done by different staff members
BusinessWise Training, Inc. "Power up Your QuickBooks with QBClips 3580 Linden Ave St Paul MN 55110-5132 651-407-7040 651-779-6688, Fax email@example.com www.qbclips.com QBClips Payroll Setup Instructions
Scheduling Guide Revised August 30, 2010 Instructions for creating and managing employee schedules ADP s Trademarks The ADP Logo is a registered trademark of ADP of North America, Inc. ADP Workforce Now
Savance Phone: 248-478-2555 Fax: 248-478-3270 www.savanceenterprise.com 2013 Table of Contents Overview 3 Check Information 4 Decide What to Pay 4 Print a Check 6 2 Overview This document covers how to
2. Appointment Book The Optomate Premier Series Appointment Book has been developed based on the Microsoft Outlook calendar. It offers a quick and easy method for finding and entering new appointments,
AUTO ARCHIVING December, 6 th 2005 What is Auto Archiving? Archiving allows the user to keep their emails but not count them towards the set quota. By keeping emails archived, the quota will never be met
Training Guide Accounts Payable Training Mover s Suite users training on the Accounts Payable functionality within Microsoft Dynamics GP Version 3.7 (Fall 2008) Accounts Payable Training Copyright Copyright
Ascentis Macro-Enabled Workbooks Ascentis has a variety of customizable macro-enabled workbooks which can be used to mass import values into either the employee profiles or into Payroll Processing. Master
Table of Contents Alerts and Notifications... 4 Add an email Notification...4 Cancel an email Notification...5 Automatic Payments... 6 Add a Standard Automatic Payment Rule...6 Add an Automatic Payment
Payroll Generation Quick Tip 1/20 This manual does not replace the Payroll Manual and is intended to be used once the payroll is set up and being processed. For setting up Payroll or if you need further
A guide to Direct Bank Transfer (DBT) What is a Direct Bank Transfer? Direct Bank Transfer (DBT) is the most efficient method of submitting deposit funds to The DPS. By submitting deposit information online
Electronic Payment File (EPF) Setup and Use The Electronic Payment Lock Box File (EPF) process now supports the use of multiple bank accounts in one file. Lockboxes are a way for tenants to mail in payments
W-2 Helpful Hints Make sure all W-2s, Governmental Reports, 941s, and other reports have been printed with the proper past year Tax Table installed before performing Year-end Processing. From the Payroll
MUMS/2000 Multi-Union Membership System BCTGM Enhancements Review - 2014 by Van Elgort Information Systems December 2014 Version 8.51 Table of Contents Page Membership Status Related Enhancements (MUMS)
TheFinancialEdge Administration Guide 102011 2011 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including
DIRECT PAYMENTS (ACH TRANSFER MODULE) Direct payments is an add on module to utility billing that allows customers to pay their utility bill by a recur ACH payment. Please note that the term ACH (Automatic
: The following instructions will help guide you through Procedures. Click Windows Start Button Click Open Internet Browser Enter Https://www.FreeMedicalBilling.net Click Login to Your Account Enter Username:
SAGE ACCPAC Sage Accpac ERP U.S. Payroll 5.5A Update Notice 2008 Sage Software, Inc. All rights reserved. Sage Software, Sage Software logos, and all Sage Accpac product and service names are registered
TheFinancialEdge Administration Guide 110309 2009 Blackbaud, Inc. This publication, or any part thereof, may not be reproduced or transmitted in any form or by any means, electronic, or mechanical, including
**The latest Inform upgrade includes features and fixes from all previous upgrades. Please review the upgrade notes for any additional versions that fall between your current version and this upgrade.**
Munis Payroll Entry Instructions All pay processors will be entering time for administrators, teachers, extended employment, extra duty pay, LTE s, etc. via the Time and Attendance screens in Munis. Anything
CENTRAL SUSQUEHANNA INTERMEDIATE UNIT Application: Fund Accounting Vendor Set Up for Direct Deposit and Credit Card Payments Learning Guide 2010 Central Susquehanna Intermediate Unit, USA Table of Contents
Intuit QuickBooks Direct Deposit Getting Started Guide Thank you for signing up for Direct Deposit! Now that you've signed up, read this guide to learn how to activate and use Direct Deposit to pay your
Last Updated: March 7, 2009 About this Guide This Guide is for use by SedonaOffice customers only. This guide is not meant to serve as an operating or training manual, its purpose is to provide an overview
Lawson Accounts Receivable and Billing Practice Plan Training Guide 2 Administrative Information Systems Lawson Systems Lawson Accounts Receivable and Billing Training Table of Contents Add an Invoice...
for Integrated Time Systems Advanced Time Concepts 740 N. Plankinton Ave 12463 Rancho Bernardo Rd Suite 730 PMB #157 Milwaukee, Wisconsin 53203 San Diego, CA 92128 www.integratedtime.com www.timesystems.biz
Health Savings Account (HSA) Online Enrollment Guide New Users Follow the steps below to open your HSA with 24HourFlex. If you run into problems or have further questions, please contact our customer service
Cross-Selling Credit Union Services Next Suggested Product & Matching Member Needs to Credit Union Products Using the CU*BASE Cross Selling Tool INTRODUCTION Imagine if each time a credit union employee
How to Change Your Schedule for Holidays Note: All of these functions are accomplished in the GuestBridge Administrator Application. Closing the Restaurant If you are closing the restaurant for an entire
What Payroll Coordinators Need to Know What Payroll Coordinators Need to Know About Trust Advantage & QuickLink Trust Advantage allows employees to pay premiums for WEA Member Benefits (Member Benefits)
18/02/2014 IRIS Payroll Business Getting Started Guide 18/02/2014 Dear Customer Thank you for purchasing IRIS Payroll Business and welcome to your Getting Started Guide. This guide is intended as a quick
Munis Human Resources/Payroll Major Enhancements Version 10.1 March 9, 2012 For more information, visit www.tylertech.com. TABLE OF CONTENTS Munis Human Resources and Payroll... 4 Munis Ribbon... 4 Human
IMPORTANT NOTICE TO ALL BUSINESSWORKS USERS: Effective January 1, 2016, the income tax withholding rate is unchanged at 3.75%. Also the Illinois Department of Employment Security (IDES) states the taxable
This is a training module for Maximo Asset Management V7.1. It demonstrates how to use the E-Audit function. Page 1 of 14 This module covers these topics: - Enabling audit for a Maximo database table -
Instructions to process IRS forms 1099 in PeopleSoft Step 1. Identify vendors designated as 1099 vendors for reporting purposes. From the Query Viewer menu, run the query LC_1099_VENDORS. Enter council
To Start Payroll: MUNIS PAYROLL INSTRUCTIONS Click on Payroll Processing Function Click on Payroll Start/Status PAYROLL STATUS/START/CHANGE Payroll Setup & Run Status Screen Click Start Click Start Select
Complete Payroll: COBRA Credit Implementation (PC Entry) Background: On February 17, 2009, President Obama signed, into law, a stimulus plan that had several provisions relating to payroll and taxes. One
Lincoln Public Schools Paycheck On-Line Lookup Instructions 1. Open your web browser (for example: Internet Explorer, Mozilla Firefox, Netscape). 2. Access the LPS website by entering http://www.lps.org
Outlook Web Access End User Guide Page 0 Outlook Web Access is an online, limited version of an Outlook client which can be used to access an exchange account from a web browser, without having an Outlook