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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 3 - Default Information

This section includes

Creating Default New Employee Settings

You may want to set universal or "default" settings that apply to all new employees in your company. In this program, you can set defaults for employees, payroll information, and special income items that apply to all. This will save you time having to re-enter the same informaton each time you create a new employee. Setting defaults for each category is discussed below.

Default New Employee information

In the Employees tab window, select the New Employee Settings (in green) option that is located at the top of the Employee List. You can then enter the information that will remain constant for each new employee in each section of the Employee tab window.

In the Employee Information section: Add or remove information as needed for city, state, and zip code. The program defaults to the city, state, and zip code you entered for your company.

In the Hours/Wage section: Make selections as needed to set the defaults for pay period, hourly pay rate, overtime/double overtime rate, and direct deposit.

In the Tax section: If most of your employees seem to have the same W4 information for claims or withholding, or all your employees are Form 1099 recipients, enter information where appropriate.

NOTE: Remember that this default information is for your convenience and can be easily changed on an individual basis for each employee if needed.

When finished entering changes, click the Save icon (a diskette) on the button bar.

Add/delete Payroll Items

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

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.

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

Deductions

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.

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

Employer Paid Items

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.

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

Changing other Payroll Item Settings

If you click in the checkmark column in any of the Payroll Items while in New Employee Settings or Employee List modes, (to de-select or select an item), an alert will appear, asking if you want to apply the changes to New Employees, the entire Employee List. Be careful to select the appropriate response.

If you double-click into any of the Payroll Items while in New Employee Settings or Employee List modes, an Edit dialogue will appear in which you can apply global changes to the selected Income Item, Deduction, or Employer Paid. Once you click the OK button in this Edit screen, an Update Item dialogue will appear, asking how the new settings should be applied: to the individual employee, the entire employee list, or just the New Employee settings. Be very careful in choosing your answer!


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