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Contents
Requirements 1 - Requirements/Installation
Hardware & Software Requirements
Payroll Series version 13
Payroll Series version 14
Payroll Series version 15
Installing Top Pay

Company 2 - Company
New Company Setup
First time program launch
Setting Up Departments
Setting Up Groups

Default Information 3 - Default Information
New Employee Settings
Employee Information
Payroll Information
Add/delete Payroll Items
Income Items
Deductions
Employer Paid Items

Human Resources 4 - Human Resources
Cafeteria Plans
Pension Plans
Paid Time Off
Evaluate Employees
Loans

  Employees 5 - Employees
Create New Employees
Employee Info
Hours/Wage Info
Tax info
Employee Lists
Personal Information
Deleting /Renaming Employees

Payroll Information 6 - Payroll Information
Income Items
Deductions
Employer Paid Items

Linking to QuickBooks´ 7 - Linking Top Pay to QuickBooks
Exporting your Chart of Accounts from QuickBooks
Importing a QuickBooks Chart of Accounts
Linking Aatrix Top Pay and QuickBooks
Hints
Sample of the Required Links Setup

  Liabilities 8 - Liabilities
Creating the Liability Payment

Process Payroll 9 - Processing/Posting Payroll
Processing Payroll
Send/Post Payroll to QuickBooks

Process/Post Liability Payments 10 - Processing /Posting Liability Payment
Processing a Liability Payment
Send/Post Liability Payments to QuickBooks

Pay History 11 - Explanation of Pay History
Pay History Screen

Reports 12 - Reports
Generating Reports
Viewing/Printing Reports
Preview
Printing
Viewing in other applications
Other Report Features
Report Bundles

Backing Up Data 13 - Backing Up
Program Backup
Manual Backup

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SECTION FIVE - Payroll Information

This section includes

  • Income Items
    • Creating
    • Assigning
    • Deleting
  • Deductions
    • Creating
    • Assigning
    • Delete
  • Employer Paid
    • Creating
    • Assigning
    • Deleting

Payroll Information

When you install the program you have the opportunity to setup all of your companies employee income sources. The following are the necessary steps for setting them up after installation.

NOTE: For default employee settings, click the New Employee Settings (in green) option, from the top of the employee list displayed in the left part of the window. To apply settings globally to a particular Employee List, select the Employee List Settings (in red) option. Please refer to ###Chapter 4, Payroll Items, in the User Guide for complete, detailed information in this area.

Income Items

Income items are represented by BLUE text on the employee paysheet.

Creating

In the Payroll Items tab window, choose either New Employee Settings or Employee List Settings from the top of the current Employee List displayed on the left of the window.

To create a NEW Income item, click the BLUE New button. In the New Income Item dialog, fill in the necessary information. Click the OK button when finished.

To add an existing payroll income, click in the column to the left of the item. A checkmark will appear alongside the chosen item.

When you have added or selected all necessary payroll items click the Done button.

To delete a Payroll item, highlight it and then click the Delete icon (a trash can) on the button bar. Click over the existing check mark to de-select it.

When you have de-selected or deleted all necessary payroll items click the Done button.

Assigning

Determine the employee(s) you want to assign the payroll item to, then make the appropriate selection in the Employee List (i.e., Employee List Settings, New Employee Settings, or an individual employee).

  • Employee List Settings
    If you want to assign a payroll item to all the employees on an Employee List, choose the list you want from the Employee List pop-up menu, then select the Employee List Settings option.
  • New Employee Settings
    If you want to assign a payroll item to new employees, select the New Employee Settings option. (Note: You can think of the New Employee Settings option as the default set up for any new employee you enter into the program. When you enter a new employee, the program automatically sets up the employee with the payroll items you have selected for the New Employee Settings option.)
  • Individual employees
    If you want to assign a payroll item to an individual employee, select the name of the employee in the Employee list.

Assign the payroll item by clicking in the Selection column located to the left of the payroll item.

If you selected the Employee List Settings option, a window will appear asking if you want to assign the payroll item to the selected Employee List and to the New Employee Settings file. Clicking Yes will assign the item to all the employees on the selected Employee List and the New Employee Settings file.

Deleting

In the Payroll Items tab window, select the payroll item you want to delete.

Click the Delete Item button.

In the confirmation window, click Yes to delete the item, No to return to the Payroll Items tab window.

If the selected payroll item is currently assigned to an employee, you will be warned that you need to delete the payroll item from the employee file. Additionally, if the item is part of the pay history records you will receive a warning message that the payroll item must be removed from the pay history records before it can be deleted from the Payroll Items tab window.

Deductions

Deduction items are represented by RED text on the employee paysheet.

Creating

In the Payroll Items tab window, choose either New Employee Settings or Employee List Settings from the top of the current Employee List displayed on the left of the window.

To create a new deduction, click the RED New button.

To add an existing deduction, click in the column to the left of the item. A checkmark will appear alongside the chosen item.

When you have added or selected all necessary deductions, click the Done button.

To delete a deduction, highlight it and then click the Delete icon (a trash can) on the button bar. Click over the existing check mark to de-select it.

When you have de-selected or deleted all necessary deductions click the Done button.

Assigning

Determine the employee(s) to which you want to assign the payroll item, then make the appropriate selection in the Employee List (i.e., Employee List Settings, New Employee Settings, or an individual employee).

  • Employee List Settings
    If you want to assign a payroll item to all the employees on an Employee List, choose the list you want from the Employee List pop-up menu, then select the Employee List Settings option.
  • New Employee Settings
    If you want to assign a payroll item to new employees, select the New Employee Settings option. (Note: You can think of the New Employee Settings option as the default set up for any new employee you enter into the program. When you enter a new employee, the program automatically sets up the employee with the payroll items you have selected for the New Employee Settings option.)
  • Individual employees
    If you want to assign a payroll item to an individual employee, select the name of the employee in the Employee list.

Assign the payroll item by clicking in the Selection column located to the left of the payroll item.

If you selected the Employee List Settings option, a window will appear asking if you want to assign the payroll item to the selected Employee List and to the New Employee Settings file. Clicking Yes will assign the item to all the employees on the selected Employee List and the New Employee Settings file.

Deleting

In the Payroll Items tab window, select the payroll item you want to delete.

Click the Delete Item button.

In the confirmation window, click Yes to delete the item, No to return to the Payroll Items tab window.

If the selected payroll item is currently assigned to an employee, you will be warned that you need to delete the payroll item from the employee file. Additionally, if the item is part of the pay history records you will receive a warning message that the payroll item must be removed from the pay history records before it can be deleted from the Payroll Items tab window.

Employer Paid Items

Creating

In the Payroll Items tab window, choose either New Employee Settings or Employee List Settings from the top of the current Employee List displayed on the left of the window.

Click the GREEN New button.

To add an existing employer paid, click in the column to the left of the item. A checkmark will appear alongside the chosen item.

When you have added or selected all necessary employer paid items, click the Done button.

To delete an employer paid item, highlight it and then click the Delete icon (a trash can) on the button bar. Click over the existing check mark to de-select it.

When you have de-selected or deleted all necessary payroll items click the Done button.

Assigning

Determine the employee(s) to which you want to assign the payroll item, then make the appropriate selection in the Employee List (i.e., Employee List Settings, New Employee Settings, or an individual employee).

  • Employee List Settings
    If you want to assign a payroll item to all the employees on an Employee List, choose the list you want from the Employee List pop-up menu, then select the Employee List Settings option.
  • New Employee Settings
    If you want to assign a payroll item to new employees, select the New Employee Settings option. (Note: You can think of the New Employee Settings option as the default set up for any new employee you enter into the program. When you enter a new employee, the program automatically sets up the employee with the payroll items you have selected for the New Employee Settings option.)
  • Individual employees
    If you want to assign a payroll item to an individual employee, select the name of the employee in the Employee list.

Assign the payroll item by clicking in the Selection column located to the left of the payroll item.

If you selected the Employee List Settings option, a window will appear asking if you want to assign the payroll item to the selected Employee List and to the New Employee Settings file. Clicking Yes will assign the item to all the employees on the selected Employee List and the New Employee Settings file.

Deleting

In the Payroll Items tab window, select the payroll item you want to delete.

Click the Delete Item button.

In the confirmation window, click Yes to delete the item, No to return to the Payroll Items tab window.

If the selected payroll item is currently assigned to an employee, you will be warned that you need to delete the payroll item from the employee file. Additionally, if the item is part of the pay history records you will receive a warning message that the payroll item must be removed from the pay history records before it can be deleted from the Payroll.

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