Changing Payment Methods and Printing Checks #

Admins may sometimes need to change how an employee is paid, or print checks instead of using direct deposit. This guide covers all steps, including payroll notes, previews, and check printing options.

Changing Payment Method {audience: admin} #

You can switch an employee’s payment method at the payroll stage:

1. Go to Payroll → Process Payroll.
2. Review employee information (names, hours, lunch, overtime, salary, and additions).
3. Locate Payment Method for the employee:

– Options: Direct Deposit, Printable Check

1. Select the desired method.

Tip: Use Check if you’ve already paid the employee outside the system and just want to record payroll.

Adding Payroll Notes {audience: admin} #

1. Click the small pencil icon under the Notes section.
2. Type your note (e.g., “Happy Holiday” or “Bonus Paid”).
3. Click Save → note will appear in the Paystub tab.

Previewing Payroll {audience: admin} #

• Download a preview Excel sheet showing:

– Gross pay
– Employee taxes (federal, state, income, Social Security, Medicare)
– Employer contributions (Social Security, Medicare, federal/state unemployment)

Ensures accuracy before processing payroll.

Confirming Payroll and Paystubs {audience: admin} #

• Click Save and Continue → Confirm Process Payroll.
• Paystubs can then be:

– Downloaded for printing
– Viewed by employees in their system

Printing Checks {audience: admin} #

Two options exist for printing checks:

Download Check (Blind Checks) #

• Used with pre-printed checks (company logo, bank info, check numbers).
• Prints employee name, address, and amount only.

Download Full Check #

• Prints checks on blank checks (no pre-printed info required).
• First-time setup requires:

– Employer bank account number
– Routing number
– Bank name

• Optionally, upload signature → automatically applied to all checks.
• Once saved, future full checks can be printed directly from PDF.

Updating Check/Bank Information {audience: admin} #

1. Go to Settings → Payroll → Additional Payroll Settings → Full Check Settings.
2. Update:

– Bank account number
– Routing number
– Bank name
– Check signature (optional)

Saves time for future payrolls; no need to manually sign checks if signature uploaded.

FAQ #

Q1: Can I change a payment method after processing payroll?
Yes, you can edit before confirming payroll. Once payroll is confirmed, payment method changes require a payroll reversal or off-cycle payroll.

Q2: Can I add a note for a bonus or special payment?
Yes. Click the pencil icon under Notes, type your message, and save. It appears on the Paystub tab.

Q3: What’s the difference between Download Check and Download Full Check?

• Download Check: For pre-printed checks (blind checks).
• Download Full Check: For blank checks; includes all bank info and optional signature.

Q4: Do employees see the payroll notes?
Yes, notes appear on the Paystub tab accessible to employees.

Q5: Can I save my bank account and signature info for future full checks?
Yes. During the first download of Full Check, you can save the account, routing, and signature info for subsequent payrolls.

Q6: Do I need pre-printed checks to use Full Check?
No. Full Check can be printed on completely blank checks; signature can be uploaded electronically.

This guide ensures admins can change payment methods, add payroll notes, preview payrolls, and print checks efficiently and accurately.