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How to Create Special Check Types

Create a special check type in Fingercheck to save time when running your payroll.

Omar Garcia avatar
Written by Omar Garcia
Updated over a year ago

Running your payroll can be time-consuming, and it’s easy for things to fall through the cracks. One of the challenges when running payroll is editing the settings of a check, or in some cases, of your entire payroll run.

That’s why we created the feature for creating custom check types, which allows you to save a reusable check with your custom settings. Once you create it, you can always use it when running your payroll or for just one particular paycheck.

You can create a special check type for your yearly bonuses, monthly or quarterly commission checks, a check that can only be printed as a paper check, and pretty much anything.

Important: Before you create a check type, consult your accountant or legal advisor.

Create a check type with a preset tax frequency

  1. Log in to your Fingercheck account as an Administrator.

  2. Go to SETUP > Payroll > Check Types > Add (at the top right).

  3. Give your check type a Code and Description so you can tell the difference between your different check types, for example:

    • Code: Bonus

    • Description: Yearly Bonus Check
      ​

  4. From the Tax Frequency drop-down list, select your tax frequency.
    In this example, if you give bonuses once a year or once a quarter, the system will tax the check using the frequency you selected as opposed to the employee’s set pay frequency. (If Tax Frequency is left blank, it will use the employees default tax frequency).
    ​
    Other options are:

    • Biweekly

    • Daily

    • Monthly

    • Quarterly

    • Semi-monthly

    • Weekly

    • Yearly

  5. Do not select Is Not Additional Check.
    If you select this option, the check is treated as a regular check, and deductions that are blocked on additional checks will still be triggered on this regular check.

  6. Click Save.

Create a check type and block all earnings, deductions, taxes, or direct deposit

  1. Go to SETUP > Payroll > Check Types > Add (at the top right).

  2. Give your check type a Code and Description so you can tell the difference between your different check types, for example:

    • Code: Block Deductions

    • Description: Do not take out deductions (such as medical and 401K)

  3. Do not select Is Not Additional Check.
    If you select this option, the check is treated as a regular check. Deductions that are blocked on additional checks will still be triggered on this regular check.

  4. Turn on the All Deductions toggle.

    You can also block other items:

    • All Earnings

    • All Deductions

    • All Taxes

    • Additional Taxes (FICA taxes will still be deducted)

    • Direct Deposit

      OR you can enable these options:

    • Use Supplemental Tax Rate

    • Gross Up Calculation

  5. Click Save.

Create a check type to block specific code types

In your special check type, you might want to block specific code types (such as earnings, deductions, taxes, or worker’s compensation).

  1. Go to SETUP > Payroll > Check Types > Add (at the top right).

  2. Give your check type a Code and Description so you can tell the difference between your different check types, for example:

    • Code: Block Deductions

    • Description: Do not take out deductions (such as medical and 401K)

  3. From the Tax Frequency drop-down list, select the frequency for this check type. Options are:

    • Biweekly

    • Daily

    • Monthly

    • Quarterly

    • Semi-monthly

    • Weekly

    • Yearly

  4. Do not select Is Not Additional Check.
    If you select this option, the check is treated as a regular check, and deductions that are blocked on additional checks will still be triggered on this regular check.

  5. To block a single type of earning, deduction, or tax, create a custom filter:

    1. In the Check Type Code Blocks section, click Add.

    2. Select the Code Type. Options are:

      • Earning

      • Deduction

      • Tax

      • WorkersComp

    3. Select the Code.

    4. Click Apply.

  6. Click Save.

Apply a new check type to your payroll

When adding or editing any checks in Fingercheck, you can apply the new check type as described in the following examples:
​

For an entire payroll

  • Before starting your payroll:

    1. Go to SETUP > Payroll > Pay Periods.

    2. Edit your pay period.

    3. Scroll down to the Additional Overrides section, and select your check type.

    4. Scroll down and click Save.

  • After your payroll is started:

    1. While running your payroll, you can click on the pencil icon on the top right to open the payroll settings.

    2. Select your check type and click Save.

For an individual paycheck

  • From the payroll entry page:

    1. Once the employee is added to the payroll, click on the hamburger icon.

    2. Hover over Add Additional Check.

    3. Select the check type.

  • For manual checks:

    1. Click the PAYROLL tab.

    2. Click Manual Checks.

    3. Click Add.

    4. Select the employee and click Continue.

    5. In the Check Detail pop-up window, select the check from the Special Check Type drop-down list.

    6. Complete the other fields.

    7. Click Calculate.
      For more information, see How to Process a Manual Check.

For more details, there is a short video guide. More help is available at our Service Desk, which is on the right side of your screen on the web.

Related Articles
How to Block Direct Deposit, Deductions, Taxes, and More From a Check or Payroll
How to Run a Special Payroll
How to Process Manual Checks
How to Create a Bonus Check
How to Use the Payroll Check Calculator
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