Payroll
Adding An Off Cycle Payroll
From home screen: 1. Team 2. Payroll 3. Process Payroll 4. Add New 5. Choose the payroll type: Supplemental 6. Add New You will see your Supplemental payroll added to your payroll list. Please follow normal payroll processing instructions **Please ...
Changing an Employee's Withholding State Tax
Please note that the payroll system defaults to the company state for tax purposes, so in addition to the steps below, the company’s cost center(s) need to reflect “Use Employee Home Address As Work Address For Taxes” **for help with this set up, ...
Changing an Employee's Unemployment State
From the main menu, click on Team 1. My Team 2. Employee Information 3. Click on the icon next the applicable employee 4. From the employee’s payroll tab, click on Tax Information 5. Click on State 6. Scroll to the Unemployment state listed, under ...
One Time Deposit Change
Use the instructions below to make a One Time change to an employee's deposit account/check 1. Go to Team > Payroll > Process Payroll 2. Click the Payroll Prep Process button for the appropriate payroll date 3. Click View Pay Statements 4. Check the ...
How To Make A One Time Edit To Employee Paycheck
During the payroll process click on View Pay Statements: A report will open with a list of individual employee pay statements: Click the icon to the left of the applicable employee to open the pay statement details Make necessary adjustments (see ...
Salaried Employee Set Up
Use these instructions to set an employee up with an automatic salary with each payroll. Navigate to the employee's profile > Base Compensation Click ADD Enter the salary amount based on annual compensation or per payroll amount. Fill in the drop ...
Adding Pay Statement Notes
Go to Team > Payroll > Process Payroll Click the Payroll Prep Process button for the appropriate payroll date Click View Pay Statements Check the boxes of the pay statement(s) you wish to add a note Select Utilities Select Mass Edit Selected Pay ...
Adding or Updating Salary Amounts
Navigate to Team > Employee Information and click on the appropriate employee profile Click on their Main tab > Base Compensation To add a new salary amount, you will click +Add Fill in the appropriate fields below: When complete, you will see that ...
Direct Deposit Calculation Method
When entering multiple bank accounts for an employee's direct deposit - please reference the calculation methods below: Entire/Remainder = Full amount if only one account is active OR the leftover of any amount after you put aside a % or $ amount in ...
Override Pay Statements To Print
By default, employees on direct deposit will NOT have a pay statement printed. If they want their pay statement to print, you will need to override it in their employee profile. You can do this by following these steps: Go to the employee's Payroll ...
Update Employee Tax Withholding
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Add & Edit Deductions
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Add & Edit Direct Deposit
Go to Team > My Team > Employee Information Click the Employee Information button for the applicable employee. Click on the Payroll tab. Click on or scroll down to the Direct Deposit section. If you need to end a current direct deposit account, do ...
Employee Email Addresses
Emails are sent to employees based on the "Primary Email" field. Navigate to My Team > Information, select the employee Enter the email address in the Primary Email field
Adding a Manual Check
1. Go to Team > Payroll > Process Payroll 2. Click the Payroll Prep Process button for the next payroll date 3. Click View Pay Statements 4. Click New Pay Statement 5. Select the Employee 6. Select the Manual Pay Statement Type 7. Click OK 8. Enter ...
Hiring a Contract Employee
You will set them up like any regular employee with the exception of the following field in the "payroll" section of the employee set up If they are filing with an FEIN it goes in this widget too. **If they are filing with an SSN, this field can be ...
Approving HR/Payroll Forms
Instructions on approving employee forms to get them added to the employee's record You will see the forms with the status "employee completed" You can click on the pencil next to these forms to approve them Withholding Forms: Once in the form you ...