Employee Maintenance / Employee Inquiry

 

Window Details

 

Navigation

 

Overview

 

Fields

 

 

How Do I...

 

 

Calculate Hourly Employee Overtime Rates

Process Benefit Accruals

Change an Employee from One Department to Another

Send Pre-Notes for Approval

Configure Multistate Payroll

Set Up Paperless Office

Set Up Employees' Payroll Tax Calculation    

 

 

Related Topics

 

 

Employee Memo Maintenance

Renumber Employee

Direct Deposits

Auto Pay

Employee Numbering Methods

Filing Status Codes

Employee Viewer

Payroll Check History Report

Voluntary Deduction Maintenance

Search for Checks

Employee Tax Summary

Automatic Earnings Code Maintenance

 

Navigation

To access Employee Maintenance, select Payroll Main menu > Employee Maintenance.

To access Employee Inquiry, select Payroll Main menu > Employee Inquiry.

In Employee Inquiry, the fields can only be viewed.

Overview

Use Employee Maintenance to create and maintain employee records including information related to:

  • Direct deposit
  • Benefits
  • Taxes
  • Payroll defaults
  • Earnings
  • Deductions
  • Pay history

Warning Because of the complexity of the payroll calculations and their dependence on information in the employee records, it is important that all employee records are complete before processing payroll.

Fields

 

Employee No.

Middle Name

Last Name

Suffix

First Name

 

 

 

1. Main

 

Country

Address

ZIP/Postal Code

City

State/Province

Telephone

Ext

Primary

E-mail Address

Social Security No.

Birth Date

Direct Deposit

Job Title

Full / Part Time

Seasonal Employee

Statutory Employee

Employee Status

Hire

Review

Inactive

Termination

Rehire

Comment

   

2. Additional

 

Marital Status

Gender

Gender Identity

Ethnicity / Race

EEO Job Category

Veteran

Military Service Separation Date

Sort

Location

Name

Telephone No.

Relationship

   

3. Benefits

 

Retirement Plan

 
Pension Plan Deduction Last Date Reset
Dependent Care Description
Cafeteria Deduction Accrual Method
Fringe Benefits Accrual Rate
Nonqualified Plans Carryover
Allocated Tips Accrued
Medical Coverage Used
Effective Date Annual Limit
Time Off Code Hours Available
Eligibility Date Date Available
   

4. Taxes

 

Default Tax Profile

Default

Tax Group

Tax Group Description

Tax Exempt

Filing Status

Workers Comp

Pers Exemptions

Dep Exemptions

Annual WH Allowance

Additional Tax

Additional Amt

Additional %

W-2 Consent

1095 Consent

SOC Code

Opt In to SS Tax Def

MN Reporting Unit

PA PSD

Residence

Work

KY Job Dev Fee

 

 

5. Pay Defaults

 

Alternate Employee Check Name

Multiple Automatic Earnings Codes

Labor Code

Summarize Pay Details on Check Stub

Pay Cycle

Pay Rate

Pay Method

Date Changed

Exempt From Overtime

Change Comment

Autopay Hours

 
 

6. Earnings

 

Earnings list boxes

   

7. Deductions list boxes

 
Deduction list boxes  
   

8. Pay History

 
Pay history list boxes