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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 - HR Pension Plans tab window

Pension Plans tab window

The Pension Plans tab window gives you the ability to track employee pension deductions and employer-paid pension contributions for your 401K, Simple IRA, or any other pension plans you may have. For more information, see the User Guide ###.

Setting up Pension Plans

Before setting up your employees in the Pension Plans tab window, you should have finalized all the details of your company's pension plan with your pension plan provider. In addition, all your deduction pensions and employer-paid contribution pensions need to be set up in the payroll program and assigned to the appropriate employees. For information on creating deductions and employer paid items, please see ###Creating payroll items .

Setting up Pension Plans

In the Human Resources tab window, click the Pension Plans tab.

In the Pension Plans tab view, click the Edit Titles button.

In the Enter/Edit Additional Plans dialogue, enter or edit titles for your pension types in the order you want them to appear in the Pension Plans tab window.

Click the OK button to return to the Pension Plans tab window.

NOTE: Located at the top of the Employee List is an option called New Employee Settings. It is a file that acts like a template. If all (or most) of your employees have the same Pension Plan setup, it will save you time and frustration if you first configure the New Employee Settings file and then update the Employee List instead of setting up each employee individually.

Decide whether you want to set up all employees at the same time, or to individually set up each employee.

  • To set up all your employees at the same time, select the New Employee Settings option located at the top of the Employee List.
  • To set up an individual employee, select the name of the employee in the Employee List.

Select from the pop-up menus all those deductions and employer-paid payroll items that apply to the designated pension types. Leave the pop-up menu selection as None if no deductions or employer-paid contributions apply.

Click the Save button.

If you are setting up the New Employee Settings file, click the Update button. When you click Update, the setup in the New Employee Settings file is assigned to all employees in the Employees List. A message will appear stating that this has been done. Click the OK button.

If you need to personalize the setup of any particular employee, simply select the employee from the Employees List, make the necessary changes.


Creating pension registers

When processing payroll for an employee who does not yet have a pension register, an alert message will inform you of the fact and offer several options. Choose the option that applies to your needs.

  • Build with YTD Balances
  • Build with 0. 00 Balances
  • Don't Build Registers

Choose whether you want to build (i. e. , create) a register for the employee with a 0. 00 balance, with the pay history year-to-date balance, or not to create one at all.

Viewing/editing pension registers

When you record a paycheck that includes pension data, the payroll program takes this data and stores it in separate pension registers. The following instruction set explains how to access the pension registers for viewing and/or editing.

In the Human Resources tab window, click the Pension Plans tab.

Select the name of the employee whose pension register you want to view or edit.

Click the View Register button.

In the Liability Register dialogue, select the pension register you wish to view or edit from the Register pop-up menu. The register displays the selected employee's pension deductions and employer-paid pension contributions.

View, delete, edit, increase, or decrease any of the entries in the displayed register.

Delete Entry

To delete an entry, select the entry you wish to delete, then click the Delete button. The entry will be permanently deleted from the selected pension register.

Edit Entry

To edit an entry, select the entry you wish to edit, then click the Edit button. A dialogue will appear allowing you to change any of the information related to the selected entry.

Increase

Click the Increase button to add an entry that increases the amount of the selected pension register. In the Account Increase dialogue, enter appropriate information and then click the OK button.

Decrease

Click the Decrease button to add an entry that decreases the amount of the selected pension register. In the Decrease Amount dialogue, enter the appropriate information and then click the OK button.

When finished editing the register, click Done to return to the Pension Plans window.

Clearing pension registers

The Clear Files feature allows you to remove the detail (e.g., entries) from your employee's pension registers without removing the balances.

In the HR tab window, click the Pension Plans tab.

Determine whether you want to clear the pensions registers for all employees or a single employee.

  • If you want to clear the pension registers of all employees, select the New Employee Settings option.
  • If you want to clear the pension register of a single employee, select the name of the employee.

Click the Clear Files button. The detail (e.g., entries) are cleared from the pension register(s) while the balances remain.


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