How QuickPay Is Processed

Follow these steps to run a simplified QuickPay, add a referral bonus, and verify payment calculations.

1. Navigate to My Client Groups > Payroll on the Home page, and select the Calculate QuickPay task.

2. Use the single-search option on the Person Search page and search for the person for whom you want to process the QuickPay. Based on the person you select and effective date used for the search, the QuickPay process displays a single page that populates parameters, such as the person's payroll, date earned, and flow name.

3. The Effective As-of Date defaults to the current date. Enter a specific Effective As-of Date if you want to process the QuickPay for a specific payroll period. The payroll period defaults from the date you use for person search.

4. By default, the delivered QuickPay flow uses the default consolidation group that's assigned to the payroll. To change this value, use the Consolidation Group parameter.

   The payroll and period name is derived from the effective date, and based on the effective date the date earned, and process date are automatically defaulted.

5. Select the Select All check box if you want to process all the elements for the selected employee. Optionally, you can select elements you want to process by selecting the specific element check box.

6. Click Show Filters and then Expand All to view and select any of the filter options to narrow down your search and select the elements.

7. Follow these steps to add a referral bonus.

   1. Click Search on the Element Name field.

   2. In the Element Name field, enter Referral.

   3. Click Search.

   4. In the Search Results, click Referral Bonus HC.

   5. Click OK. You can now see the details of the assignment the element is assigned to.

8. Click Continue.

9. Enter the referral bonus amount in the Amount field.

10. Enter an Effective End Date only if it's a recurring element. Since this is a nonrecurring element, the Effective End Date is automatically populated because it only runs for this one pay period.

11. Click Submit to submit the QuickPay.

    After you submit the QuickPay successfully, you can see the employee's Statement of Earnings, which shows the period the referral bonus was processed, the start and end date, and the payroll that it was run for.

12. Click Show Details to view the earnings breakdown of the employee, including the referral bonus you just entered.

You can now run additional processes such as the calculate QuickPay Prepayments, Archive, Payslip, and if I wanted to pay the employee by check, the Check Writer process.