On-Demand Checks Trinity Health. All Rights Reserved. 1
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1 On-Demand Checks 2014 Trinity Health. All Rights Reserved. 1 1
2 Housekeeping Do not place us on hold Close other programs Ask questions by raising your hand or by using Chat You may be asked to interact during the session, including: Chat, Status Icons, and Activity Report Outs 2014 Trinity 2015 Health. Trinity All Health Rights - Livonia, Reserved. MI 2
3 Course Introduction 2014 Trinity Health. All Rights Reserved. 3
4 On Demand Checks At the end of this session you, will be able to: Process an on-demand check Review the check Calculate the check 2014 Trinity Health. All Rights Reserved. 4
5 On Demand Payment 2014 Trinity Health. All Rights Reserved. 5
6 Reflection 2014 Trinity Health. All Rights Reserved. 6
7 Overview On Demand checks can be calculated and completed at any time Add detail about direct deposit or vs printed checks Can be picked up by the on-cycle calculation 2014 Trinity Health. All Rights Reserved. 7
8 On Demand Process The process follows the same flow as On-Cycle Enter On Demand Payment Info Settle (Individually or with On- Cycle) Calculate Complete Pay Calculation Review (Fix Errors and Recalculate if needed) 2014 Trinity Health. All Rights Reserved. 8
9 Enter On Demand Payment Info 1. Type the worker s name in the search box and open the Worker s Profile 2014 Trinity Health. All Rights Reserved. 9
10 Enter On Demand Payment Info (Cont.) 2. Click the Related Actions icon to display the Actions 3. Select Payroll > Run On Demand Payment Trinity Health. All Rights Reserved. 10
11 Enter On Demand Payment Info (Cont.) Fill in all * (mandatory) fields 4. Enter pay Period dates 5. Enter Pay Group Detail: Biweekly A or B 6. Enter Worker Trinity Health. All Rights Reserved. 11
12 Enter On Demand Payment Info (Cont.) 7. Click Create Additional Payment Create Replacement Payment should only be used if you are replacing an existing physical check, such as if it was lost or destroyed. 8. Click OK. The next screen will display Trinity Health. All Rights Reserved. 12
13 Enter On Demand Payment Info (Cont.) Fill in all * (mandatory) fields 9. Recommended: Enter a Batch ID 10.Select the Reason for the On Demand Payment from the menu 2014 Trinity Health. All Rights Reserved. 13
14 Enter On Demand Payment Info (Cont.) Scroll down and fill in all * (mandatory) fields 11.Payment Date will default to today s date. Change if needed. 12.Enter a number in Priority. (Type in 1, 2, 3, etc.) If you are creating more than one payment for a worker, Priority sets the order in which will the payments will process Trinity Health. All Rights Reserved. 14
15 Enter On Demand Payment Info (Cont.) Scroll down and complete if you need to override Tax Frequency or Payment Elections Trinity Health. All Rights Reserved. 15
16 Enter On Demand Payment Info (Cont.) Payment Type: Trinity Health. All Rights Reserved. 16
17 Enter On Demand Payment Info (Cont.) 13.Scroll down to the Input line. Click in the Pay Component field Trinity Health. All Rights Reserved. 17
18 Enter On Demand Payment Info (Cont.) 14.Select the Pay Component from the menu Trinity Health. All Rights Reserved. 18
19 Enter On Demand Payment Info (Cont.) 15.The Position field will populate. If the colleague has more than one position, click in the Position field and select the appropriate position Trinity Health. All Rights Reserved. 19
20 Enter On Demand Payment Info (Cont.) 16.Scroll to the right. Under Input Details, click the + icon to open a new line of input Trinity Health. All Rights Reserved. 20
21 Enter On Demand Payment Info (Cont.) 17. Under Value, enter the amount of the check Trinity Health. All Rights Reserved. 21
22 Calculate Check 1. When you have entered all the information, click OK. This will run the process to calculate the check Trinity Health. All Rights Reserved. 22
23 Check Status of Completed Check The Background Process screen will display when you run a process. Click Refresh to check the status Trinity Health. All Rights Reserved. 23
24 Check Status of Completed Check (Cont.) Completed calculation Trinity Health. All Rights Reserved. 24
25 Review Check Scroll down the page to review that the Additional Payment is In Progress. Click on the 1 under In Progress to open the details Trinity Health. All Rights Reserved. 25
26 Review Check (Cont.) Review paycheck information (draft mode) Trinity Health. All Rights Reserved. 26
27 Complete Pay Calculation 1. Next, you must complete the Pay Calculation. Click the worker to open the record Trinity Health. All Rights Reserved. 27
28 Complete Pay Calculation (Cont.) 2. Click the Related Actions icon Trinity Health. All Rights Reserved. 28
29 Complete Pay Calculation (Cont.) 3. Select Pay Calculation > Complete Trinity Health. All Rights Reserved. 29
30 Complete Pay Calculation (Cont.) 4. Click OK Trinity Health. All Rights Reserved. 30
31 Complete Pay Calculation (Cont.) 5. Verify the check is complete 6. Click Done Trinity Health. All Rights Reserved. 31
32 Settlement Checks must be settled in order for they payment information to be sent to the bank. You must have the Settlement Specialist Role to be able to settle. ADD SETTLEMENT PROCESS or instructions for on the fly. Who CAN DO THIS Trinity Health. All Rights Reserved. 32
33 Lesson Practice Login to the training tenant Practice (login instruction) Create an On Demand Payment Calculate Complete It s Your Turn! 2014 Trinity Health. All Rights Reserved. 33
34 Course Conclusion 2014 Trinity Health. All Rights Reserved. 34
35 Summary You should now be able to: Process an on-demand check Review the check Calculate the check 2014 Trinity Health. All Rights Reserved. 35
36 Questions 2014 Trinity Health. All Rights Reserved. 36
Manual Input. Earnings & Deductions Trinity Health. All Rights Reserved. 1
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Transfer an Employee s Time Off Balance
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