Selecting Payment Options for a Payroll Batch

You can change payment options at any time before the batch is committed.

To select payroll payment options:

1. If the payroll batch has been calculated, click Payment Options. The status changes to Payment Options.

2. In the Check Date field, review the posting date of the paychecks, and make changes if necessary.

   If you change the date after you calculate the payroll batch, manually entered payroll items are retained on the individual paychecks. However, you must recalculate the payroll to update the auto generated payroll items.

   Note:

   If you use service-printed checks, the Check Date cannot be a date in the past, a weekend, or a bank holiday. For a list of bank holidays, see Payroll Processing Schedule. The payroll service cannot process direct deposits or service-printed checks on the same day as a payroll. All direct deposits and service-printed checks must be committed by 2:00 p.m. Pacific Time at least two banking days before the check date. To enter a check for today's date, check the No Service Printed Checks box, and print the check locally.

3. Check or clear the boxes next to the following payroll options:

   • Pay Auto Earning – Check this box if you want to calculate automatic earnings on the paychecks included in this payroll batch.

   • Pay Time – Check this box if you want to include time tracking entries in this payroll batch.

     This option appears when the Time Tracking feature is enabled. For more information, see Managing Time Tracking.

   • Pay PTO – Check this box to pay Paid Time Off (PTO) on the paychecks included in this payroll batch. If this box does not appear, make sure the Pay Sick/Vacation Time on Paychecks box is checked on the Set Up Payroll page. See Payroll Preferences.

   • Pay Expenses – Check this box to pay approved expense amounts that have been processed on the paychecks included in this payroll batch.

     If this box does not appear, make sure the Pay Expenses on Paychecks box is enabled on the Set Up Payroll page. See Payroll Preferences.

     You must set up an expense payroll item to use this option. For more information, see Creating Payroll Items.

   • Pay Bonuses - Check this box to include bonuses for this pay period in the payroll batch.

     This option appears when the Compensation Tracking feature is enabled. For more information, see Compensation Tracking.

   • Pay Commissions – Check this box to pay approved commission amounts from NetSuite Commission on the paychecks included in this payroll batch.

     This option appears when the Employee Commissions feature is enabled. For more information, see Commissions. If this box does not appear, make sure the Pay Employee Commissions on Paychecks by Default box is checked on the Set Up Payroll page. For more information, see Payroll Preferences.

   • Pay Auto Deduction – Check this box if you want to calculate automatic deductions on the paychecks included in this payroll batch.

   • Pay Auto Contribution – Check this box if you want to calculate automatic contributions on the paychecks included in this payroll batch.

     Important:

     The auto earning, deduction, and contribution values are those in effect on the employee record as of the Period Ending date. For example, if an employee’s 401(k) contribution is $200 on 03/25/2014, the paycheck created during the period ending 03/31/2014 includes an auto deduction of $200. If the 401(k) contribution changes to $500 as of 04/02/2014, the paycheck created during the period ending 04/15/2014 will include an auto deduction of $500.

   • Include Specific Payroll Items - Check this box if you want to include a custom list of payroll items in an off-cycle payroll batch. For more information, see Creating an Off-Cycle Payroll Batch.

   • Do Not Accrue Time – Check this box to not accrue vacation or sick time on the paychecks included in this payroll batch. This box is checked by default for off-cycle batches.

   • No Direct Deposits – Check this box to pay all employees by check. This option overrides an employee using the Use Direct Deposit option on their employee record.

     If you check this box and also check the No Service Printed Checks box, all paychecks in the batch are processed as employer-printed checks.

     Clear this box to process paychecks using direct deposit for employees that have the Use Direct Deposit option enabled on their employee record.

   • No Service Printed Checks – If the Service Printed Checks and Stubs feature is enabled, this box is called No Service Printed Checks. Otherwise, it is called To Be Printed.

     Check this box to save the checks and direct deposit vouchers in a queue for printing later. For more information, see Printing Paychecks and Printing Direct Deposit Vouchers.

     If you do not use this feature and do not check this box, paychecks and direct deposit vouchers are not printed for this payroll batch. To print checks and vouchers later, you must access and print them individually.

     The following table summarizes the combinations for No Direct Deposits and No Service Printed Checks/To Be Printed.

     Desired Outcome	Boxes to Check
     	No Direct Deposits	No Service Printed Checks/To Be Printed
     Employees receive service-printed checks and service-printed direct deposit stubs.
     Employees receive service-printed direct deposit stubs. Employer prints checks locally.		X
     All employees are paid by check regardless of the Use Direct Deposit option on their employee records. Employer prints checks locally.	X	X
     All employees are paid by check regardless of the Use Direct Deposit option on their employee records. Checks are printed by the service.	X

If you change payment options, you must calculate the batch again. For information, see Calculating a Payroll Batch.

Related Topics

• Adding Employees to a Payroll Batch
• Removing Paychecks from a Batch
• Creating a Payroll Batch

General Notices