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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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