Use the Payroll Information tab of the Clients screen to select one or more payroll schedules for your clients, to select the default method of time entry (for live payroll processing only), and to specify how checks are to be handled at print time.
(For live payroll processing only)
In this section, specify the default time entry method used by this client to enter employee time into the application for all new payroll schedules. Note that you can specify a time entry method for any individual payroll schedule in the Payroll Schedules dialog.
If you choose the Manual option, the selections in the Source drop-down list are:
- Email in Time
- Fax in Time
- Other
- Phone in Time
If you choose the Import option, the selections in the Source drop-down list are:
If the Time Rack checkbox is marked in the Employee Data Integration section, this field automatically defaults to Time Rack.
If the SwipeClock checkbox is marked in the Employee Data Integration section, this field automatically defaults to SwipeClock.
In the Payroll Schedules section, the payroll schedules that are to be used for this client are listed in the field and separated by commas, if more than one has been specified.
To add or modify the payroll schedules, click the button to open the Payroll Schedules dialog.
Note, for live payroll processing: If you plan to enter batch payroll checks for the client's employees using the Enter Batch Payroll Checks screen, at least one payroll schedule must be set up for each client and must be selected on each employee. If you plan to enter payroll checks individually and do not select a payroll schedule, the pay frequency for employees with no selected payroll schedule will default to Weekly.
(For live payroll processing only)
In the default check output section you can specify whether check printing for this client should use paper checks/stubs or if it will be done remotely.
If you are using remote check printing, you can also specify that you want to print payroll checks and/or vendor checks remotely.
- Payroll checks. You can choose to send payroll checks to FileCabinet CS after printing by marking the Send to FileCabinet CS checkbox. You can also choose to send only checks with a net check amount of zero to the client portal for remote check printing by marking the Exclude net checks checkbox.
- Vendor checks. You can choose to send vendor checks to FileCabinet CS after printing by marking the Send to FileCabinet CS checkbox.
In a negative payroll check situation, the application needs to know how you want to handle the reduction of deductions and taxes for that particular check, whether or not you want to carry the shortfall amount to future checks, and if so, when to reset shortfall balances.
Select the appropriate account to use as the default account for any amounts throughout the application for which a distribution account has not been specified. All transactions must be assigned to a GL account. If you save a transaction without a GL account, the application will assign it to the Undistributed account specified here. By default, the application uses account 999.
If you select a different GL account in this field, the application will use the new account for transactions saved going forward. It will not change this account for existing transactions.