The Payroll Setup Wizard provides several pages of questions and options that help you set up the Payroll module for a new company. You must complete this wizard before using the Payroll module.
Before You Begin
Before starting the Payroll Setup Wizard, determine whether you plan to:
- Use department codes to process payroll and post to the general ledger by department
- Retain payroll history
- Track changes to employee records
You will also need the following information:
- The tax code for your company's primary state tax jurisdiction
- The local tax code if local tax reporting is required
You must set up the General Ledger module for this company before setting up Payroll.
To set up the Payroll module for a new company
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Select Payroll Setup menu > Payroll Options. A message asks if you want to set up the module. Click Yes to start the Payroll Setup Wizard.
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Proceed through the screens in the wizard.
When you reach the Completing the Payroll Setup Wizard screen, you can view a listing of your selections or access Payroll Options to change them.
- Click Wizard Listing to print a listing of your selections and other default settings.
- Select the "Access Payroll Options to change the default settings after clicking Finish" check box if you need to change any settings.
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Click Finished.
The Payroll module is now set up. If you selected the check box to open Payroll Options, review and change the settings as needed.
For information on setting up additional features, see:
