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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 4 - HR PTO tab window

Paid Time Off tab window

Setting up vacation, sick, holiday, and personal time pay

Setting up your payroll program to calculate vacation, sick, holiday and/or personal time pay is a two step process. This includes:

  • Setting up income items for your vacation, sick, holiday and/or personal time pay and assigning them to all applicable employees. For information on how to set up the income items, please see Setting up income items .

  • Setting up the calculation method of the vacation, sick, holiday and/or personal pay for each employee.

NOTE: In this example, we will be setting up the vacation pay. To set up the Sick and/or Personal pay, follow the same steps however select the appropriate type (Vacation, Sick, or Personal).

Step 1 - Creating a vacation pay item

Please see Setting up income items for the instructions on how to set up the income items.


Step 2 - Setting the vacation time calculations

In the Human Resources tab window, click the Personal Time tab.

Highlight the New Employee Settings option in the Employee List to set this up for all new employees. Alternatively, you can highlight a specific employee.

Set up the vacation time calculations that apply to all or most of your employees.

  • Type
    Select the Vacation accrual option. (Available types: Vacation, Sick or Personal Time. )
  • Link to
    Select the income item you created for handling vacation pay. Please see Setting up paid time off (PTO) items for information on setting this up.
  • Accrue x Time
  • Enter the number of hours the employee should earn for every number of hours/days/weeks/pay period worked.
  • Options
    Click the Options button to view other setup options.
    • Reduce available hours to
      To reduce the number of available hours on a particular date, mark this checkbox. Enter the number of hours in the text box and choose the desired date from the pop-up menu.
    • Increase available hours by
      This option increases the number of available hours on a particular date. Enter the number of hours in the text box and choose the desired date from the pop-up menu.
    • Hours available should never exceed
      This options puts a cap on the number of hours available to accrue. Enter the desired cap (in hours) in the text box.
    • Allow hours taken to earn more hours
      Marking this box will allow an employee's vacation hours to be used as "worked" hours for the calculation of other hours.
    • Hours Earned/Taken/Available
      Enter the number of hours that are currently available for use.

To set up your Holiday pay, mark the Include holiday time checkbox and select the income item from the pop-up list.

Click the Options button to open the Holidays Preferences window (also available by selecting Program (program name)> Preferences).

Mark the checkbox next to the holidays observed

The dates for the ten "fixed" holidays default in for the current year, but they can be edited in the text field to the right of the appropriate holiday. To unassign a holiday, click the checkbox to the left of the holiday.

To add any additional holidays that are not displayed in the Holiday preferences window, click the Create Additional Holidays button.

In the Additional Paid Holidays dialogue, mark the textbox next to the holidays that you want to active, and then enter the text to print on the checkstubs and reports, the date (MM/DD/YY) and how many hours to pay for the holiday.

Click the OK button to save the additional holidays or click the Cancel button to return to the Holiday Preferences window.

Marking the Automatically assign holiday hours checkbox will automatically assign and pay the holiday pay for the pay period that the holiday

Mark the Auto assign to salaried employees only checkbox to assign the holiday pay to only those employees who have been set up as salaried.

NOTE: If you need to include personal time and/or sick pay in your payroll, complete the same steps changing the options as needed.


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