Click here to see the steps you need to take

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1 The Check Calculator AN EMPLOYEE S BFF Our Web Pay Check Calculator is a complete self-service payroll tool that empowers employees to view what the outcome of their check will be based on the changes made. Employees can calculate take-home pay for hypothetical raises, adjustments in 401(k) contribution amount, changes in premium deductions for health and dental insurance and similar scenarios by plugging in the required numbers into the calculator. Navigate to Payroll > Check Calculator WHAT IF S.. CHANGE IN TAXES At the end of last year you owed a lot of money to Uncle Sam for income tax. To avoid that this year you would like to adjust your tax withholding but you would like to see how that change will affect your net pay each pay period. Click here to see the steps you need to take CHANGE IN 401K DEDUCTION You re reviewing your 401K deduction and decide it s time to increase the amount you are saving toward retirement but need to know how it will affect your net pay before making the change. Click here to see the steps you need to take.

2 ANTICIPATING AN INCREASE IN PAY It s almost review time and you are anticipating a 3% increase this year. It would be nice to see what that increase will add to your net pay. Click here to see the steps you need to take MEDICAL DEDUCTION CHANGES You heard that there will be an increase in your medical deduction this year and want to plan ahead to see how much your net pay will be affected. Click here to see the steps you need to take BONUS CHECKS You re excited to find out that you will be receiving a $300 bonus check and want to see your net pay to start planning how much you will actually have to spend. Click here to see the steps you need to take

3 CHANGE IN TAXES At the end of last year you owed a lot of money to Uncle Sam for income tax. To avoid that this year you would like to adjust your tax withholding but you would like to see how that change will affect your net pay each pay period. Click here to return to scenarios SETUP TAB Check Calculator Defaults Defaults to Test mode. Defaults to Standard Taxation. Defaults to Block Recurring Earnings and Deductions. o Uncheck to allow all earnings and deductions normally on your paycheck to add/deduct from your gross pay. Gross to Net For Salaried Employees Verify Salary is correct. o Auto Pay will typically be checked. Check Auto Pay if unchecked. o Salaried Employees may also have Base Rate displayed. For Hourly Employees Verify Base Rate is correct. Default Hours -- Checked if you automatically receive 40.0 hours per paycheck. EARNINGS TAB Earnings For Salaried Employees Verify Salary is correct. o If Auto Pay is checked, Salary will be automatically added. Skip to Taxes Tab. o If Auto Pay is unchecked, skip to below. For Hourly Employees Verify Base Rate is correct. For Salaried Employees Select EREG - Regular from Earning Code dropdown. o Enter Salary Amount in Amount column. For Hourly Employees Select EREG - Regular from Earning Code dropdown. o Enter normal number of hours worked per pay period in Hours column, e.g., o Enter your hourly base rate in Rate column. DEDUCTIONS TAB Verify all recurring Deduction Codes are unchecked. TAXES TAB Taxes Verify Taxation is Standard. Verify Tax Frequency is set to your pay frequency how often you get paid. Make necessary changes to tax information for any affected Tax Codes.

o o o Select Filing Status using drop down. Enter number of Exemptions you would like to claim. Enter Amount Type Default Amount Standard taxation for Filing Status and Exemptions selected.

Flat Percentage Select if you want to override standard taxation and have only the percentage of taxable wages entered in the Percentage field taken out each paycheck.

4 o o o Select Filing Status using drop down. Enter number of Exemptions you would like to claim. Enter Amount Type Default Amount Standard taxation for Filing Status and Exemptions selected. Flat Dollar Amount Select if you want to override standard taxation and have only the amount entered in the Amount field taken out of each paycheck. Flat Percentage Select if you want to override standard taxation and have only the percentage of taxable wages entered in the Percentage field taken out each paycheck. Flat Dollar Amount Plus Fixed Percentage Select if you want to override standard taxation and have the amounts entered in the Amount field and the percentage of taxable wages entered in the Percentage field taken out of each paycheck. Additional Flat Select to add an additional flat dollar amount to the normal taxation withheld and enter dollar amount in Amount field. Additional Percentage Select to add a percentage of taxable wages to the normal taxation withheld and enter percentage in Percentage column. Additional Flat Plus Additional Percentage Select to add an additional flat dollar amount and a percentage of taxable wages to the normal taxation withheld. Blocked Select when no tax amount should be taken but the employee s wages are still reflected as taxable. Note: Enter percentages in whole numbers (enter 15% as 15). Example of Default Amount Example of Additional Flat Amount

5 PREVIEW/SUMMARY TAB Displays Gross and Net pay with changes incorporated. Ensure Earnings, Taxes and Deductions fields are correct. o If additional revisions are necessary, select affected tab to revise entered information. Select Print Test Earnings Statement to print a copy for your review. NOTE: Employees can return back to the Setup, Earnings, Deductions and Taxes tab as frequently as they need to make changes and Preview or Print the Test Earnings Statement. IMPORTANT NOTE: While the Check Calculator gives you a glimpse into how changes will affect your paycheck, please remember it does not make any permanent changes to your employee record. Please follow your company s processes to make any needed changes effective. Example of Salaried Employee s Preview/Summary Screen

6 Example of Hourly Employee s Preview/Summary Screen

7 CHANGE IN 401K DEDUCTION You re reviewing your 401K deduction and decide it s time to increase the amount you are saving toward retirement but need to know how it will affect your net pay before making the change. Click here to return to scenarios SETUP TAB Check Calculator Defaults Defaults to Test mode. Defaults to Standard Taxation. Defaults to Block Recurring Earnings and Deductions. o Uncheck to allow all earnings and deductions normally on your paycheck to add/deduct from your gross pay. Gross to Net For Salaried Employees Verify Salary is correct. o Auto Pay will typically be checked. Check Auto Pay if unchecked. o Salaried Employees may also have Base Rate displayed. For Hourly Employees Verify Base Rate is correct. Default Hours -- Checked if you automatically receive 40.0 hours per paycheck. EARNINGS TAB Earnings For Salaried Employees Verify Salary is correct. o If Auto Pay is checked, Salary will be automatically added. Skip to Taxes Tab. o If Auto Pay is unchecked, skip to below. For Hourly Employees Verify Base Rate is correct. For Salaried Employees Select EREG - Regular from Earning Code dropdown. o Enter Salary Amount in Amount column. For Hourly Employees Select EREG - Regular from Earning Code dropdown. o Enter normal number of hours worked per pay period in Hours column, e.g., DEDUCTIONS TAB Deduction Multiplier Defaults to 1 Select D401K from the Deduction Code drop down. Enter Rate/Amount of desired deduction o Percentage amounts should be entered as whole numbers, e.g., 10% entered as 10. o Amounts should be entered as dollars and cents.

Enter Calc Code from drop down. o Select % of Gross if percentage amount is entered in Rate/Amount field. o Select Flat Amount if dollar amount is entered in Rate/Amount field.

8 Enter Calc Code from drop down. o Select % of Gross if percentage amount is entered in Rate/Amount field. o Select Flat Amount if dollar amount is entered in Rate/Amount field. TAXES TAB Taxes Verify Taxation is Standard Verify Tax Frequency is set to your pay frequency how often you get paid. PREVIEW/SUMMARY TAB Displays Gross and Net Pay with changes incorporated. Automatically takes deduction off of gross amount uses taxable wages to compute taxes. Ensure Earnings, Taxes and Deductions fields are correct. o If additional revisions are necessary, select affected tab to revise entered information. Select Print Test Earnings Statement to generate a printable report that displays the possible changes to the paycheck. NOTE: Employees can return back to the Setup, Earnings, Deductions and Taxes tab as frequently as they need to make changes and Preview or Print the Test Earnings Statement. IMPORTANT NOTE: While the Check Calculator gives you a glimpse into how changes will affect your paycheck, please remember it does not make any permanent changes to your employee record. Please follow your company s processes to make any needed changes effective. Example of Salaried Employee s Preview/Summary Screen

9 Example of Hourly Employee s Preview/Summary Screen

10 ANTICIPATING AN INCREASE IN PAY It s almost review time and you are anticipating a 3% increase this year. It would be nice to see what will that increase add to your net pay. Click here to return to scenarios SETUP TAB Check Calculator Defaults Defaults to Test mode. Defaults to Standard Taxation. Defaults to Block Recurring Earnings and Deductions. o Uncheck to allow all earnings and deductions normally on your paycheck to add/deduct from your gross pay. Gross to Net For Salaried Employees Auto Pay will typically be checked. o Uncheck Auto Pay For Hourly Employees Base Rate will display. Default Hours -- Only checked if you automatically receive 40.0 hours per paycheck. o Ensure Default Hours Auto Pay is unchecked. EARNINGS TAB Earnings For Salaried Employees o Verify Auto Pay is unchecked. o Verify Default Hours Auto Pay is unchecked. For Hourly Employees Skip to. For Salaried Employees Select EREG - Regular from Earning Code dropdown. o Enter new dollar amount of salary per pay period in Amount column. For Hourly Employees Select EREG - Regular from Earning Code dropdown. o Enter Normal Hours Worked per pay period in Hours column, e.g., 40.0 o Enter new hourly rate in Rate column. DEDUCTIONS TAB Deduction Multiplier Defaults to 1 Verify all recurring Deduction Codes are unchecked.

TAXES TAB Taxes Verify Taxation is Standard. Verify Tax Frequency is set to your pay frequency how often you get paid. Verify all Tax Codes are unchecked.

11 TAXES TAB Taxes Verify Taxation is Standard. Verify Tax Frequency is set to your pay frequency how often you get paid. Verify all Tax Codes are unchecked. PREVIEW/SUMMARY TAB Displays Gross and Net pay with changes incorporated. Ensure Earnings, Taxes and Deductions fields are correct. o If additional revisions are necessary, select affected tab to revise entered information. Select Print Test Earnings Statement to generate a printable report that displays the possible changes to the paycheck. NOTE: Employees can return back to the Setup, Earnings, Deductions and Taxes tab as frequently as they need to make changes and Preview or Print the Test Earnings Statement. IMPORTANT NOTE: While the Check Calculator gives you a glimpse into how changes will affect your paycheck, please remember it does not make any permanent changes to your employee record. Please follow your company s processes to make any needed changes effective. Example of Salaried Employee s Preview/Summary Screen

12 Example of Hourly Employee s Preview/Summary Screen

13 MEDICAL DEDUCTION CHANGES You heard that there will be an increase in your medical deduction this year and want to plan ahead to see how much your net pay will be affected. Click here to return to scenarios SETUP TAB Check Calculator Defaults Defaults to Test mode. Defaults to Standard Taxation. Defaults to Block Recurring Earnings and Deductions. o Uncheck to allow all earnings and deductions normally on your paycheck to add/deduct from your gross pay. Gross to Net For Salaried Employees Verify Salary is correct. o Auto Pay will typically be checked. Check Auto Pay if unchecked. o Salaried Employees may also have Base Rate displayed. For Hourly Employees Verify Base Rate is correct. Default Hours -- Checked if you automatically receive 40.0 hours per paycheck. EARNINGS TAB Earnings For Salaried Employees Verify Salary is correct. o If Auto Pay is checked, Salary will be automatically added. Skip to Deductions Tab. o If Auto Pay is unchecked, skip to below. For Hourly Employees Verify Base Rate is correct. For Salaried Employees Select EREG - Regular from Earning Code dropdown. o Enter Salary Amount in Amount column. For Hourly Employees Select EREG - Regular from Earning Code dropdown. o Enter normal number of hours worked per pay period in Hours column, e.g., DEDUCTIONS TAB Deduction Multiplier Defaults to 1 Locate line with the affected medical Deduction Code. Enter new Rate/Amount of deduction. o Percentage amounts should be entered as whole numbers, e.g., 10% entered as 10. o Amounts should be entered as dollars and cents.

14 Enter Calc Code from drop down. o Select % of Gross if percentage amount is entered in Rate/Amount field. o Select Flat Amount if dollar amount is entered in Rate/Amount field. TAXES TAB Taxes Verify Taxation is Standard Verify Tax Frequency is set to your pay frequency how often you get paid. PREVIEW/SUMMARY TAB Displays Gross and Net Pay with changes incorporated. Taxes automatically calculate based on new pre-tax amounts. Ensure Earnings, Taxes and Deductions fields are correct. o If additional revisions are necessary, select affected tab to revise entered information. Select Print Test Earnings Statement to generate a printable report that displays the possible changes to the paycheck. NOTE: Employees can return back to the Setup, Earnings, Deductions and Taxes tab as frequently as they need to make changes and Preview or Print the Test Earnings Statement. IMPORTANT NOTE: While the Check Calculator gives you a glimpse into how changes will affect your paycheck, please remember it does not make any permanent changes to your employee record. Please follow your company s processes to make any needed changes effective. Example of Salaried Employee s Preview/Summary Screen

15 Example of Hourly Employee s Preview/Summary Screen

16 BONUS CHECKS You re excited to find out that you will be receiving a $300 bonus check and want to see your net pay to start planning how much you will actually have to spend. Click here to return to scenarios SETUP TAB Check Calculator Defaults Defaults to Test mode. Select Use Supplemental Tax Rate from Taxation dropdown. Defaults to Block Recurring Earnings and Deductions. Gross to Net For Salaried Employees Auto Pay will typically be checked. o Uncheck Auto Pay For Hourly Employees Base Rate will display. Default Hours -- Only checked if you automatically receive 40.0 hours per paycheck. o Ensure Default Hours Auto Pay is unchecked. EARNINGS TAB Earnings For Salaried Employees o Verify Auto Pay is unchecked. o Verify Default Hours Auto Pay is unchecked. For Hourly Employees Skip to. For Salaried Employees Select EBONUS - Bonus from Earning Code dropdown. o Enter bonus dollar amount in Amount column. For Hourly Employees Select EBONUS - Bonus from Earning Code dropdown. o Enter bonus dollar amount in Amount column. Verify the checkbox in the Block column is unchecked for Earning Code. DEDUCTIONS TAB Deduction Multiplier Defaults to 1 Verify the checkbox for all Deduction Codes in the Block column are checked.

17 TAXES TAB Taxes Verify Taxation is Use Supplemental Tax Rate. Verify Tax Frequency is set to your pay frequency how often you get paid. Verify all Tax Codes are unchecked in Block column. PREVIEW/SUMMARY TAB Displays Gross and Net pay with changes incorporated. If additional revisions are necessary, select affected tab to revise entered information. Select Print Test Earnings Statement to generate a printable report that displays the possible changes to the paycheck. NOTE: Employees can return back to the Setup, Earnings, Deductions and Taxes tab as frequently as they need to make changes and Preview or Print the Test Earnings Statement. IMPORTANT NOTE: While the Check Calculator gives you a glimpse into how changes will affect your paycheck, please remember it does not make any permanent changes to your employee record. Please follow your company s processes to make any needed changes effective. Example of Employee s Preview/Summary Screen

To see a 1 page summary of the following documentation, go to the last page.

To see a 1 page summary of the following documentation, go to the last page. You may choose to pay the premiums on life insurance coverage for your employees. There are many different types of life insurance plans that an employer can provide, Group Permanent Life, Whole Life,