Bonus payout
Are there bonuses to be payout this year?
- Process the bonus by entering a timecard under
Payroll Transactions -> Payroll Timecards -> Timecards to enter a timecard for each appropriate employee.
Vacation payout
Is there any unused vacation that needs to be paid out?
- Find each employee’s current balance by going to Payroll Transaction Reports and select the Accruals report.
- How to pay accrued vacation for an employee? (ID 49346) - complete instructions on paying out the vacation.
Adjustments (accruals, earnings, taxes)
Are there any employees that need their year-end totals adjusted for any accruals, earnings or taxes?
- How to adjust and correct T4 box totals (ID 18510) -Information on how to use Transaction History to adjust an employee’s T4 boxes amounts. Any change will be reflected on all reports (government or not) that show this tax amount.
- How to adjust an accrual's remaining balance (ID 49167) - information on how to use Transaction History to adjust an Accrual.
- How to adjust an employee earnings total (ID 49175) - information on how to use Transaction History to adjust an earning’s amount.