ModuleDescription How To 
Payroll

Payroll Setup

   
 
  1. Create Tax Type
 Go to Payroll menu > Tax Types 
   

Enter the Tax ID, select the Calculation Type from the list.

Select the Paid By that will indicate if this is an Employee or Company Tax

Fill in the other fields and click the Save button

 
 2. Create Earning Type Go to Payroll menu > Earning Types 
   

Enter the Earning ID and select the Calculation Type from the list.

Click the Quick Add grid button to add the created Tax type so that when you select the Earning ID in the Employee screen, Taxes will automatically populated.

 
 3. Create Deduction Type Go to Payroll menu > Deduction Types 
   

Enter the Deduction ID and select the Calculation Type from the list.

Click the Quick Add grid button to add the Employee and Company Taxes so that when this Deduction ID is selected in the Employee screen,Taxes will automatically populated.

 
 4. Create Employee Pay Group From Payroll menu > Employee Pay Groups 
   

Enter the Pay Group, Description and select the Cash Account in the Bank Account field that will be the default when you create an Employee Paycheck

 
 5. Create Employee Go to Payroll menu > Employees 
   

Enter an Employee No and the Employee details.

Select the Pay Period.

 
  Under Taxes tabClick the Add grid button to add all the Employee and Company Taxes to be used when you create Paycheck 
   After adding the Taxes, select the Federal Tax (Ex.FIT) then change the Federal Filing Status. The system will check the Filing status to auto compute the Employee and Company Taxes in Paycheck. 
  Under Earnings tab

Click the Add grid button to select the Employee Earning ID's. Select Pay Group on each of the Employee Earnings.

 
   Select the added Earning Id and enter the Amount and Default Hours that will automatically use when you create Paycheck 
  Under Deductions tabClick the Add grid button to add the Deduction ID 
 Create single Employee Paycheck   
 Create Employee Paycheck Go to Payroll > Paychecks, click the New toolbar button and select the Employee 
   

Employee Paycheck screen will open with the auto-computed Taxes

 
   You can manually change the Rate of the EarningID then click the Recalc toolbar button to recalculate the Taxes 
   Hit the Post button. 
 Use of Timecard for Employee Time Entries   
 Punch In and Out From Payroll module, click the Timecard 
   

Select the Employee No., enter the Password, select the Department and Job Code.

 
   Click the Save button to punch IN (Time In) and to punch OUT (Time Out) 
   

Employee Time Entries are displaying in Employee screen > Timesheet tab.

 
 Time Approval, Approving Employee Time Entries by the Supervisor   
   Employee Supervisor (per Department) must approved the Employee Time Entries. 
   From Payroll module, click the Time Approval 
   

The Supervisor must select the Department, filter the Date Range and allows to modify the Employee Time Entries then click the checkbox to Approve.

 
   Hit the Save toolbar button. 
 Time Approval - Create Employee Paychecks by the Payroll Admin   
   From the Payroll module, click the Time Approval 
   Payroll Admin should only allowed to create / process Employee Paychecks based on the Approved Time Entries. 
   

Click the Process toolbar button.

 
 Process Pay Groups - Create multiple Employee Paychecks per selected Pay Group   
   From Payroll module, click the Process Pay Groups. 
   Select the Pay Groups that you would want to process for creating of paychecks. 
   

Click the Process toolbar button to create Paychecks

 
 Batch Post - Multiple Unposted Paychecks   
   From Payroll module, click the Batch Post 
   All unposted paychecks are displaying. Check the checkbox to select the Paychecks to batch post. 
   

Click the Post toolbar button

 
   Selected paychecks were posted. 
 Print Checks - Multiple posted paychecks   
   From Payroll module, click the Print Checks 
   Select the Bank Account ID to display the list of posted Paychecks to be Printed 
   

Select the Paychecks by checking the checkboxes.

 
   Select the Check Format report and click the Preview toolbar button to preview the paycheck reports. 
   

Print the paychecks and the Print Check Verification screen will be shown.

 
   Click the Commit toolbar button. 
   Paychecks should be tagged as Printed and Posted with an assigned Check Nos. 
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