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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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