General Notes about Company

Pay period to use: The pay period that the hours are worked in.

Remove Term'd employees hours from Pay Seq 1 existing batch

Group 01 - Payroll

A3. Open new timecard batch, review timecard batch for any exceptions and process the batch

• Open PR Pay Period Control

• Open the pay period ending date that contains the hours of the employee's final check to be processed

• Verify Pay Seq 2 has been added

A4. Create new timecard batch, review timecard batch for any exceptions and process the batch

• Open the existing pay seq 1 timecard batch for the pay period of the term check

• Check for any existing timecards from the term'd employee in the batch

  • If any exist, delete those lines out

  • If none exist, close the batch and proceed

• Open the pay seq 2 timecard batch in the appropriate pay period

• Using the received paper timecard report(s) from Total Mechanical manually enter the Term'd employees timecards into the batch

• Run through the list of exceptions / verifications found in the standard payroll processing documentation here: Total Mechanical Payroll Specific Notes - Step A3

  • Not all exceptions will apply for term checks, but this review must be done

  • Focus on the employee's craft and worked job to find only the exceptions that may apply to those common areas

• Process the batch

A5. Run PR Post Auto Earnings, review and process batch

• Open PR Employees and pull up the term'd employee

• Navigate to the Auto Earnings tab

• If this employee has any vehicle auto earnings listed, this earning will need to be included on the final check

• Running PR Auto Earnings may not work; if nothing pulls in, manually add the earning to PR Timecard Entry and post the batch

P - Process Payroll

P1. **Pause** - Review payroll notes & confirm they are done

Review the Trello board for any payroll notes regarding this employee's final check or other factors that impact it's final amount. If there are no additional notes, proceed.

P2. Review PR Employee Pay Sequence Control

Things to review closely:

• Garnishments

• 401(k) deductions w/ matches

• Final Union calculations (these are usually going to be right, but make sure nothing looks unusual with these amounts)

P3. Start child support/other garnishment checklist(s)

Is there a checklist for this employee's garnishment calculations? If not, proceed. If so, start that checklist.

P4. Run PR Leave Entry, review and process the batch

• Open PR Employees and pull up the term'd employee

• Navigate to the Employee Leave tab

FMLA leave codes

• Do nothing

Office leave codes

• This section needs updated with the next office term to process