Payroll Processing Wizard

General support regarding TimeTrex, such as
configuring policies/taxes or processing payroll.
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Chauh
Posts: 19
Joined: Mon Jan 11, 2021 12:49 pm
Location: Canada

Payroll Processing Wizard

Post by Chauh »

I did a test run for my first payroll. Went through the Process Payroll
Wizard up to step 7,

Pay Stub - Status (open)
Pay Stub Summary - Pay Stubs Pending Payment

Step 8
Process Transaction, -- No Transactions to process
Pay Stub Transaction Summary - Pending Transactions

Just want to check, am I missing something? or am I on the right track?

Thank you.

shaunw
Posts: 7670
Joined: Tue Sep 19, 2006 2:22 pm

Re: Payroll Processing Wizard

Post by shaunw »

If there are no transactions to process that is a potential problem.

Either there are in fact no transactions, in which case employees won't be getting paid and you won't be able to close the pay period, or you have already processed the transactions and they won't be processed again.

Do employees have pay methods setup under Employee -> Payment Methods?

Chauh
Posts: 19
Joined: Mon Jan 11, 2021 12:49 pm
Location: Canada

Re: Payroll Processing Wizard

Post by Chauh »

yes, the pay method did set up. The pay submission got the list of employee.

The pay stub transaction show - Paid.

If this is already paid. How to view the file for all the employee, and the file for the remittance?

shaunw
Posts: 7670
Joined: Tue Sep 19, 2006 2:22 pm

Re: Payroll Processing Wizard

Post by shaunw »

Which file are you referring to exactly?

Chauh
Posts: 19
Joined: Mon Jan 11, 2021 12:49 pm
Location: Canada

Re: Payroll Processing Wizard

Post by Chauh »

How could I re-print the cheque stub, and view the CRA remittance to make payment?

shaunw
Posts: 7670
Joined: Tue Sep 19, 2006 2:22 pm

Re: Payroll Processing Wizard

Post by shaunw »

If you need to re-print a cheque, you will need to mark the Pay Stub Transaction under Payroll -> Pay Stub Transactions as "Stop Payment - ReIssue", then go to Payroll -> Pay Stubs, select the pay stubs you need to re-print the cheques from and click "Process Transactions".

As for viewing the CRA remittances, this can be done in Payroll -> Tax Wizard, assuming you have your remittance agency events setup correctly.

Chauh
Posts: 19
Joined: Mon Jan 11, 2021 12:49 pm
Location: Canada

Re: Payroll Processing Wizard

Post by Chauh »

Check the remittance Agency, it was set up as
Attachments
Reminttance 2.PNG

Chauh
Posts: 19
Joined: Mon Jan 11, 2021 12:49 pm
Location: Canada

Re: Payroll Processing Wizard

Post by Chauh »

when check the Tax Wizard, when view the Summary report, there is nothing in it. Did I miss a step?
Attachments
Reminttance 1.PNG

shaunw
Posts: 7670
Joined: Tue Sep 19, 2006 2:22 pm

Re: Payroll Processing Wizard

Post by shaunw »

Chauh wrote:
Wed Jan 20, 2021 9:24 pm
Check the remittance Agency, it was set up as
You need to also check the Remittance Agency "Events" tab, and ensure only the events that apply to you are enabled, and all others are disabled (do not delete them). For example if you are a Monthly remitter, make sure the Monthly payment event is enabled, and the other payment events (ie: Threshold 1/2) events are disabled.

If its your first time using the Tax Wizard, you also need to ensure that the start/end/due dates are correct for each event. For example if you installed TimeTrex on Nov 1st, but didn't run your first payroll until around Jan 1st, then the event dates will be for November, not for January. So you can use the "Recalculate Dates" checkbox in the event to get the correct period that you need.

You can find more information about setting up the events and changing their dates here:
https://help.timetrex.com/v12.0/communi ... encies.htm


As far as your Remittance Summary report screenshot, you will notice the dates on this report are Nov 30th to Dec 31st, is this the actual period you are wanting to remit for, and do you have pay stubs with a transaction date between those dates?

Chauh
Posts: 19
Joined: Mon Jan 11, 2021 12:49 pm
Location: Canada

Re: Payroll Processing Wizard

Post by Chauh »

Got It. Thank you.

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