Chapter 22 - Payroll Setup

Helpful Hints

Employee Setup Icon

Fields denoted in Red indicate a required entry

All required fields in all tabs must be entered before the employee record can be saved

  Employee Data Tab

Click New to open a blank record

Assign the employee number (type number in field, then tab out; 1, 2, 3, etc...)

• Do not assign duplicate number’s (system will prompt if number is a duplicate when record is saved) can view record number box below save button to get number
• Do not change/delete employee # once the record is saved
• Ensure middle initial included in name and their address is filled in (W-2 purposes)

 Payroll Data Tab

Select appropriate state for state income tax

Select Hourly or Salary type employee

Assign hourly/salary rate per period

Assign Overtime factor (e.g., 1.5, 1, etc..)

Enter all appropriate Federal & State W-4 information

Select Pay Frequency period (e.g., Weekly, Every Two Weeks, Monthly, etc…)

Assign default Debit G/L account (e.g., 6700 Payroll Gross Wages) for wage expenses

Assign default Credit G/L account (e.g., 1010 Cash General Checking)  for wages paid (checking account payroll checks are issued/paid from)

In Deductions Tab

Must assign all deduction entries manually in the Deductions Tab:

Assign FEDTax, MCTax (Medicare), SSTax (Social Security), applicable State tax

(Note: Must manually calculate and enter a percentage for the state tax calculation)

Can assign others if applicable (Local, 401(k), etc...)

Can create and assign additional deductions as needed (See Earnings and Deductions section below)

  Earnings Tab

Assign earnings category to permanently display it in employee’s payroll check stub

Assign earnings categories Bonus, Vacation Pay if you want them to print in check stub each pay period

Can create and assign additional earnings (Holiday Pay, Sick Pay) as needed (See Earnings and Deductions section below)

Tracking Tab

Includes six default tracking categories (Vacation, Sick, Holiday, Personal, Jury, Medical)

Includes ability to define additional categories