This help guide will detail how to export a pay stub to Checkeeper in Workforce. Please note that this guide is only relevant for Workforce Payroll subscribers.
What is Checkeeper?
Checkeeper is an online check-printing and mailing service that handles check creation, printing, and mailing on your behalf, no pre-printed checkbooks required. After importing or entering payment information, Checkeeper formats the check automatically, prints the details on a company-branded check, and mails it directly to the address provided. This makes it easy to manage check payments digitally while still issuing physical checks through your bank account.
Step 1 - Configuration
To export employee checks to Checkeeper, you will first need to enable Checkeeper and select the address that you would like checks to be sent to. To do this, go to Payroll > Payroll Settings > Company Setup and select the General Settings tab.
On this tab, you'll see the checkbox to enable Checkeeper exports, after ticking the checkbox, you should see the following options:
Three address options are currently supported for Checkeeper exports:
Employee's department address
This will set the address for each employee's paycheck to their report department location.
Employee's home address
This will set the address for each employee's paycheck to their home address as configured in their user profile.
Custom address
Here you can specify a custom address where all Checkeeper paychecks will be sent to.
An address can be searched for and selected using the Google Maps search bar:
Or entered manually:
Step 2 - Marking pay stubs as Checkeeper payments
Once you have enabled Checkeeper exports and have selected where you would like paychecks to be sent, you are now ready to start marking pay stubs as Checkeeper payments ready for export.
After you have exported your timesheets to your draft pay run, locate the pay stub that you would like to pay via Checkeeper. Select the Actions dropdown at the top right of the page and select Mark as Checkeeper payment
Note: If you don't see this option, verify you have Checkeeper exports enabled as described in Step 1, and that the pay stub is not already configured as a Manual payment.
Click confirm on the pop-up to finish updating the payment method:
Once confirmed, you should then see the status pill with the text Checkeeper Payment - Not paid automatically
Now you can continue posting that pay run as you would normally. If there are more employees that you would like to pay through Checkeeper, you can also follow this step again for each employee on the draft pay run.
Step 3 - Downloading the Checkeeper CSV file
Once you have finished updating the payment method for each pay stub that is to be paid through Checkeeper, you can post your pay run as you would normally.
After the pay run is posted, you can download your Checkeeper CSV file directly on the posted pay run page through the Actions dropdown by selecting Download Checkeeper File
This will download a file with a CSV in the following format:
Check Number | Payee | Address | City | State | Zip Code | Amount | Memo |
654321 | Woz Workforce | 150 North Michigan Avenue | Chicago | IL | 60601 | 1477.81 | Pay period 23 Feb - 01 Mar |
From here, you can follow Checkeeper's guide on how to upload a CSV file to the Checkeeper platform for you to send the employee paychecks to the specified address.