This article explains how to prepare live employee or contractor payroll checks. Live payroll is used when you intend to issue payment. It can be used with or without bookkeeping. To print the checks you have prepared, see "Printing Live Employee and Contractor Payroll Checks" (Related Links at the bottom of this page).
You must have employees and contractors entered in Employees > Employee Setup or Contractors > Contractor Setup prior to entering live payroll. For help setting up employees and contractors for payroll, see Related Links at the bottom of this page.
Live Employee Payroll
To access live employee payroll go to Employees > Live Payroll. This takes you directly to the live payroll data entry.
A list of employees appears at the top of the window. Click the employee for which you wish to prepare a check. The Pay Period Ending Date defaults to today’s date on your computer. If you need different dates then change them here. You cannot enter the Check Date and Check Number here; you will enter them when the check is printed. If you have completed the pay information in employee setup, then the regular pay and all withholdings and deductions are automatically entered upon selecting the employee. You can make any necessary changes. In the middle window of the Payroll screen, double-click the item you want to change, make the change in the editing field below your selection, and press Enter or Tab to complete the edit.
Click the Save button to finalize the payment.
Only the regular pay information will populate automatically. The calculation of regular pay is based on a 40 hour week and will calculate accordingly based on the selected pay frequency. Overtime, Vacation, Holiday, Sick Hours, Tips, Commission, 3rd Party Sick Pay and No. of Pieces must all be entered manually.
When you select an employee, the box at the top right populates with the dates of all previous checks for this employee. By clicking one of these records, you can display all of the information for the selected check for editing.
Live Contractor Payroll
To access live contractor payroll go to Contractors > Live Contractor Payroll.
A list of all of this client’s contractors will appear at the top of the window.
Click the contractor for which you wish to prepare a check. The Pay Period Ending Date defaults to today’s date on your computer. If you need different dates then change them here. You cannot enter the Check Date and Check Number here; you will enter them when the check is printed. Unlike employee payroll, no pay information will populate automatically for contractors since default pay information is not entered in Contractor Setup.
The amount fields below all match a corresponding box on a 1099-MISC. Enter the desired amounts in the appropriate fields and click Save to finalize the payment.
An unprinted live payroll check can be fully edited on the same screen you used to create the check.
A printed live payroll check (and an ATF check) can be partially edited: only the State Code, Check Date, Pay Period End Date and Check Number can be edited. To edit the Earnings or Deductions fields, you must delete the check and reenter it correctly. See Related Links below for more information about correcting checks.
For an overview of the Contractors module in CWU, including entering contractor payroll, see CWU Contractor Payments.
For an overview of Employee Payroll in CWU, see CWU Employee Payroll.