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Executing the PR Payroll Process

PR Payroll Process combines posted timecards, employee masters, overrides, and deduction / liability setup for a PR Group and pay period ending date. It calculates earnings (including craft / class add-ons), deductions, and liabilities. Run it after timecard batches are posted and before you print checks or generate EFT files.

Before you start​

  • An open pay period exists in PR Pay Period Control for the PR Group. Process each group / period separately.
  • Timecards for the period are entered, validated, and posted. Unposted batches block those employee records from payroll processing.
  • Optional pre-steps when your cycle uses them (each needs the matching Company Parameters / earnings setup):
    • PR Auto Overtime (requires Using automatic overtime in PR Company Parameters and a matching unposted batch).
    • PR Salary Distribution (earnings code must include salary-distribution calculation and use Amount method; entered hours drive allocation).
    • PR Automatic Earnings (post manual timecards first; earnings based on other earnings need those base earnings posted first).
  • Review the PR Timecard Entry report before you process.
  • Federal / state / local tax masters and PR Routines are ready for the codes you expect to calculate.

Steps​

  1. Open PR Payroll Process.
  2. Enter PR Group and Pay Period Ending Date.
  3. Choose who to process:
    • Employees with changed earnings or overrides (recommended for normal runs).
    • All Employees only after basic setup changes that affect add-on earnings, deductions, or liabilities.
    • Select Employee when only one employee needs recalculation.
  4. Optionally restrict by payment sequence. If you leave sequence blank, all sequences process. When you process sequences separately, do them in order (for example regular before bonus) so limits such as FICA apply correctly.
  5. Select Process, review the confirmation / results grid, then Close. Repeat for other open periods or groups as needed.
  6. Review PR Payroll Register and/or PR Employee Pay Sequence Control (hours, earnings, Ded/Liab, net, payment method). Process leave when your cycle requires it.
  7. After employees are fully processed, continue payment steps: PR Check Print, PR Direct Deposit Print, Processing PR EFT Payments. Review the PR Check Register.
  8. Close the pay period in Pay Period Control only after all time is posted, earnings / deductions / liabilities are calculated, accumulations are updated, and checks are printed.
  9. Run PR Ledger Update to send payroll to JC, EM, SM, GL, and CM and to update monthly employee accumulations (validate, review distribution reports, then post).
  10. After ledger update, run PR AP Update to create AP transactions from deductions / liabilities and any configured automatic-update earnings.

Notes​

  • Reprocessing recalculates earnings / deductions / liabilities. It does not change an already assigned check amount.
  • Any timecard correction or automatic-earnings change requires re-running the later process steps for affected employees.
  • Closing a pay period blocks timecard changes, payroll reprocessing, and check printing. Reopening requires final updates to be re-run; later periods may also need reprocessing.
  • Related: Entering PR Timecards, PR Pay Period Control, PR Auto Overtime, PR Automatic Earnings, PR Ledger Update, PR AP Update.