Periodic Procedures

Certain processes should be run periodically to keep your Human Resources records up to date. Some of these procedures are performed monthly, others annually, and still others on an as needed basis.

Procedural Steps

Use the options on the Human Resources > Reports menu to generate reports on the information in your database.
Following are the types of reports you can generate:

Payroll Reports	The Payroll Reports menu includes more than 20 options for generating reports on payroll-related activities.
Personnel Reports	The Personnel Reports menu includes 20 options for generating reports on the employee data stored in your system.
Periodic Reports	The Periodic Reports menu includes options that should be used periodically, either monthly, quarterly, or annually.
Applicant Tracking Reports	The Applicant Tracking Reports menu includes options for printing reports on your Applicant Tracking records.
Time Entry Reports	The Time Entry Reports menu provides options for identifying your site's Time Entry employees and supervisors, tracking timecard approval status, and printing employee timecards.

Use the Human Resources > Entry & Processing > Payroll > Bank Transmission File option to transmit paycheck data to your bank.
Use the following options to reconcile, post, and clear pay checks:
- Human Resources > Reports > Payroll > Outstanding Checks
- Human Resources > Entry & Processing > Payroll > Post Cleared Checks
- Human Resources > Entry & Processing > Payroll > Check Reconciliation
- Human Resources > Entry & Processing > Payroll > Unclear Check
Use the following Human Resources > Entry & Processing > Payroll options as needed to issue manual paychecks and employee adjustment checks outside the normal pay run process:
- Manual Checks
- Adjustment Checks
Use the following Human Resources > Periodic Routines > Year End options to prepare files for a new calendar year:
- Attendance Rollover
- Calendar
- W2 Processing
- 1099-R Processing
Use the following Human Resources > Periodic Routines > Year End options to prepare files for a new fiscal year:
- Fiscal Process
- Fiscal Leave Accrual
- Summer Pay Fiscal Year Accruals
- Payroll Distributions
- Update New Year Rates