Viewing Check Balances Year-To-Date

Purpose
Use this procedure to review an employee's check balances month-to-date, quarter-to-date, and year-to-date in the Payroll System. Check balances stored in the Payroll System are a summary of an employee's gross earnings, taxes, deductions, and net pay balance information. This history includes both check YTD balances and adjustments to those balances.

Helpful Hints

• These pages are display only; fields can be viewed, but changes cannot be made.

Navigation Path
Main Menu > Payroll for North America > Periodic Payroll Events USA > Balance Reviews > Check Year-to-Date

Steps:

1. Select Main Menu.
2. Select Payroll for North America.
3. Select Periodic Payroll Events USA.
4. Select Balance Reviews.
5. Select the Check Year-to-Date link.
6. Enter employee’s EMPLID.
7. Select the Search button.
8. To display all Period Information rows, select the View All link.
9. To return to the "top-of-stack" row for Period Information, select the View 1 link.
10. To display all Check Balances rows, select the View All link.
11. Select the View 1 link.
12. To return to the "top-of-stack" row for Check Balances, select the View 1 link.

Result
The employee's check year-to-date balances have been viewed using the Check Balances Year-to-Date page.

Bureau of State Payroll Services payroll@osc.ny.gov