Two new features have been added to the Employee Entry window. On the Direct Deposit tab, you can now make selections that allow you to run separate batches of Payroll Check Vouchers. On the Notes/History tab, you can now add longer and more specific notes to the employee’s file. This article will give a brief overview of these new features.
New Direct Deposit Settings
To assign a Voucher Preference to an employee, go to Payroll > Employees. Enter the employee’s account # or use the lookup button to select them. Then click the Direct Deposit tab.
In the Voucher Delivery Preference entry, select one of the following settings from the drop-down menu: Datatech, Email, Ganaz (which includes Ganaz Pay Cards) or Print.
NOTE: The Datatech option will be used for a future employee portal. We will inform you when this option and the portal are available for your use.
You can then select the Voucher Preference when generating vouchers. Go to Payroll > Checks > Payroll Check Vouchers. From the Voucher Preference entry, select a setting from the drop-down menu.
Suggested Workflow for Generating Payroll Check Vouchers
IMPORTANT: Until you have assigned a Voucher Preference to each employee, we recommend selecting the ALL option. This will ensure all of your employees receive a voucher based on their current Delivery Preference setting and no one is missed.
- Select Print to run a batch of vouchers for employees who do not receive their vouchers through Ganaz or email.
- Select Ganaz to run a batch of vouchers for employees who receive their vouchers thru Ganaz. Be sure to also select the Upload Vouchers box when using the Ganaz Voucher Preference.
- Select Email to send all other vouchers by email.
New Employee Notes/History Tab
Additionally, when you generate the Employee History Report (Payroll > Employee Lists > Employee History Report), the new notes field can be added to the report.
While in the Employee History Report window, click Customize > Columns. In the Select Report Columns window, select Notes from Available Fields and click Add to add it to your Selected Fields. Then click Ok.
