1. To Create a Manual Check in Evolution there are a few ways that you can do this. The first way is by Using the Check Calculator to create a Manual Check
a. Tax & Check line Calculator when the Tax & Check line Calculator is selected it takes you to a calculator for the employee that you are currently in.
a. By selecting the Check Type as Manual you can create a manual check.
b. Select the Copy to Payroll Button.
c. You will be directed to the Payroll Tab
i. You can select to attach the manual check 1. To a New Payroll
a. The system will ask if you would like to attach to the next scheduled payroll:
b. You will then be prompted with the next available scheduled Payroll check date.
While in the Tax Calculator you can select the Earnings or Deductions that you need to be in the check. Then enter the amount for those E/D’s.
You can select how the taxes are to be handled. You can even Gross up a check by check the Net to Gross box and putting in the Net Amount.
Enter the E/D’s here.
Select the net to Gross box and enter the Net amount that you want.
Control the taxes here.
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c. You then enter the Manual Check Number:
2. To a New Batch
a. You will select the check date from the list of payrolls open on the left.
b. The system will prompt you to enter the Manual check number.
3. To Selected Batch
a. You will select the check date from the list of open Payrolls on the left.
b. You will select the batch that you want the check to be attached to from the list of available open batches on the right.
2. The other way of creating a manual check is in the Payroll Area
3. Open your next scheduled Payroll (unless the payroll for your next check date has already been opened. If so jump to # 4)
4. Select Create Payroll 5. Select Green check mark 6. Select Create Batch
7. Select Payroll Filter (if you do not have a payroll filter to choose from in the drop box jump to #18)
8. Select manual in the create checks box at bottom of the page.
9. Select EE’s from List box
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10. Select Green Check (when prompted do you want to auto create checks say yes)
9. Select Employee (s) in list that you need to create a manual check for. (To select more than one employee hold your Ctrl button on your keyboard down)
10. Click on ok when you have selected the Employee(s)
11. Select Quick Entry
12. Select the employee you want to enter information on. (Either Double Click on the Employee or select the employee and then click on the check button at the bottom of the Quick Entry screen.
13. Enter information for manual check a. Useful tool: If you need to bring in the
Scheduled Earnings and Deductions for the employee you are creating a manual check for go to the General Tab. Then select the
Refresh Scheduled E/D’s button. Then select the Check Lines Tab to see the information.
b. To Delete check lines hit Ctrl + Delete on your keyboard while the line you want to delete is highlighted.
Create a New Batch
Select
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c. Useful tool: When creating a manual check you must enter everything into the system. You must also tell it to calculate information. If you enter hours into the check line you must enter the rate that the hours need to be paid at and then you must right click with your mouse and then select Calculate Check Line or hit Ctrl+F5.
d. Useful tool: If you need to enter the check number that you will be using for the check that you will cut you can enter that in the Check Lines. There are boxes above the Tabs in the Check Lines Screen. You can select the box above the Preview Tab and enter your check number.
14. Once all information for the manual check is entered select Recalculate Check at the bottom of the Check Lines screen.
15. Evolution will calculate the check and take you to the preview screen. This is where you will see the taxes, and the net amount. You will write the check for the net amount.
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16. Make sure that you commit (click the Yellow Sun) to save the manual check information to the Evolution database.
17. You can now select the Batch Button or the Quick Entry Button at the bottom of the screen.
This takes you back to the Quick Entry Screen. (If entering more than one manual check you will follow # 11 - 16 for each manual check.)
18. Useful Information: Creating a Filter in Evolution.
a. You may want to add a Payroll Filter to your company for instances when you have more than one batch in your payroll. Creating a Payroll Filter will allow you to identify the batch’s in your payroll. For instance you may want to create a batch with manual checks in it. You could use a filter called manual checks to identify that Batch.
b. To add a Payroll Filter to your Company go to the Company side Button
c. Now you will want to select the Payroll Defaults Subfolder. Then select Payroll Filters.
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d. Select the Detail Tab at the top of the page.
e. Select the green plus sign
f. Enter the name of the Filter that you are creating on the Name line at the bottom of the page.
g. Select the green check mark and then the Yellow Sun to save your work.
h. You can continue to select the green plus sign to add filters for the Batches that you create.
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