US Simplified Payroll Cycle Flow

Use the US Simplified Payroll Cycle flow to run payroll and ancillary processes for your organization.

What Processes It Uses

This flow uses these processes to complete your payroll run.

Flow action	Check here in the Help Center for more info
Run the Payroll Data Validation Report	Payroll Data Validation Report for the US
Run the Retroactive Notification Report	Retroactive Notification Report for the US
Recalculate retroactive items	How the Payroll Process Calculates Retroactive Pay for the US
Calculate payroll	Calculate, Validate, and Balance Payroll for the US
Generate the Gross-to-Net Report	Gross-to-Net Report for the US
Calculate prepayments	Calculate Prepayments for the US
Archive periodic payroll results	Archive Periodic Payroll Results for the US
Generate the Payroll Register	Periodic Payroll Register Report for the US
Make EFT payments	Make EFT Payments for the US
Generate the check payments	Generate Check Payments
Generate payslips	Generate Payslips Payment Distribution Reports for the US

Note:

When running the report processes, you can choose to generate them in Microsoft Excel format. For further info, see Generating Payroll Reports in Microsoft Excel Format in the Help Center.

How It Generates Checks

The flow uses the Generate Check Payments process to generate checks for your employees. This process doesn't support generating checks for third parties.

When you run this flow:

1. Be sure to select organization payment methods appropriate for your employees. Don't select one for third parties.

2. If your payroll run includes payments to third-parties, run the Generate Check Payments for Employees and Third Parties process. This generates the third-party checks.

   For further info, see Generate Check Payments for Employees and Third Parties in the Help Center.

Note:

The Generate Check Payments process uses the last check number of the previous run plus 1 as the default Start Check Number parameter. If you run multiple payrolls at the same time, they could use the same default check number. To prevent this from happening:

1. Configure your own Simplified Payroll Cycle flow.

2. Remove the Generate Check Payments process.

3. After each payroll cycle completes, run the process manually, selecting the correct value for the Start Check Number parameter.

For further info, see Generate Check Payments in the Help Center.

How to Validate Your Implementation

When you run this flow for the first time after implementation, use the Element Results Register to reconcile the run results with the results from your legacy payroll. For further info, see Element Results Register for the US in the Help Center.