Calculate and Validate Payroll Payment Distributions

Calculating and validating payment distributions first requires calculating prepayments. The US Simplified Payroll Cycle flow automatically runs the Calculate Prepayments process for you.

This process:

1. Calculates the distribution of payments.

2. Verifies the prepayment calculations before the payroll flow can distribute payroll payments.

Here's the flow of the calculate payment distribution tasks.

Calculate Prepayments

The Calculate Prepayments process:

1. Calculates the distribution of payroll payments based on your employees' payment methods.

2. Uses the payroll run results to calculate the gross-to-net payment.

3. Locks the payroll run results to prevent changes and ensures data integrity.

Tip: To roll back run results, first roll back the Calculate Prepayments task.

This is an automatic task included in the payroll cycle flow. However, you can also run it as a standalone process with these submission parameters.

For further info, see Calculate Prepayments for the US in the Help Center.

Verify Prepayments

During the Verify Prepayments task of the flow, you must manually review and verify your prepayment results before letting it generate payments. Use the Person Results task to verify prepayment results for individual records and ensure the accuracy of the payee, payment method, and payment and deduction amounts.

There are multiple resources to assist you in validating your payment distributions. For further info, see the following in the Help Center.

• Payment Distribution Reports

• Verify and Troubleshoot Payments for the US

Take Corrective Action

If you find problems, you need to correct the underlying data. Use one of these options to process the correction.

• If the errors occurred during prepayments, retry the Calculate Prepayments process after making corrections.

• Roll back the prepayment results to restore the previous values and remove any record of the prepayment calculation results. You can only roll back the prepayments process if there were no payments.

• Void the prepayments results to void the payment and then use the Make Payment action to reissue another payment.

Roll Up Third-Party Payments

Use the Run Third-Party Payment Rollup task to consolidate payments from individual contributions into a single payment for each third-party organization payee. Run this process after calculating and verifying prepayments.

For further info, see Third-Party Rollup Payments for the US in the Help Center.

After calculating your payments, you're ready to distribute them. For further info, see Payroll Payments Distribution for the US in the Help Center.