Employee Maintenance

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 Dependent Amt Other Income Amt Deductions Amt MS Exemption Amount PR Jt Custody Exemptions	Annual WH Allowance Additional Tax Additional Amt Additional % W-2 Consent 1095 Consent SOC Code Reporting 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