Post Payroll

These steps explain how to post a payroll to member accounts.

1. Launch Tool #696 Process/Post Member Payrolls.

2. Enter the payroll group number in the first Select and Balance for Posting pop-up.

3. Click the forward arrow.

4. Enter the amount of the payroll check in the Payroll check field on the second Select and Balance for Posting pop-up.

5. Enter the date in the Scheduled post field if you'd like to post the payroll in the future.

   • This field is used for batch processing in cases where you receive a payroll a few days prior to the company's pay date.

6. Click Pre-Post Report if you'd like to print a report showing what is in the work file.

   • This can help with balancing, especially if the payroll was received electronically.

7. Click the forward arrow.

8. Ensure all individual paycheck amounts are correct on the Select and Balance for Posting screen.

   • If they are incorrect, simply click the incorrect amount and enter the correct amount. Then click the forward arrow to refresh the Total member payroll field.

9. Click the Maintenance button if there are any changes to a member's distributions.

10. Click the Delete or Suspend options if a member no longer appears on the company's payroll list.

    • Use Delete to permanently remove an item from the payroll list. Use Suspend to temporarily suspend a deposit from being made.

11. Click Accept.

12. Verify that the payroll check and base deposit amounts match on the Payroll Select and Balance for Posting pop-up.

13. Enter a future date in the Scheduled post field to future date the payroll.

14. Click Post.