Printing settlement sheets

A settlement sheet is a list of a resource’s pay details for a specified pay period. You print settlement sheets in the Final Settlements Folder in one of the following statuses:

  • Trial Sheets - Released

    Prints settlement sheets for pay headers with a Released status. The Collect or Close process has not been run.

  • Trial Sheets - Collected

    Prints settlement sheets for pay headers with a Collected status.

  • Final Sheets

    Prints settlement sheets for pay headers with a Closed status.

To print settlement sheets, follow these steps:

  1. Go to Settlements > Final Settlements Folder.
    The Final Settlements Folder opens.

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  2. On the Final Queue tab, select Print Settlement Sheets to indicate the type of process to run in the final queue.

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  3. Click Restrict.
    The Quick Search tab appears.

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  4. In the Type field, select the type of pay period schedule you want to print from the drop-down list.

  5. In the Pay Period Date field, click image6 Calendar.
    The Pay Schedule - Monthly Pay Period Date window appears.

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  6. In the Period Cut-Off column, select the appropriate date.

  7. Click OK.

  8. On the Quick Search tab, in the Misc section, click the status of the settlement record(s) you want to print. Choose from:

    • Trial Sheets - Released

    • Trial Sheets - Collected

    • Final Sheets

  9. Click Retrieve.
    Settlement records that meet your restrictions appear in the Results section of the Final Queue tab.

  10. Clear the Selected check box for each record you do not want to process.

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  11. Click Process Selected.
    The system automatically prints the settlement sheets to the default printer. When the printing is complete, the Batch Process Results window displays the results.

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  12. Click OK.