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Set up employees and payroll items

Set up an employee

Follow these steps to enter basic employee information to set up an employee.
  1. Go to
    Setup
    ,
    Employees
    , then the
    Main
     tab.
  2. In the Identification section, enter the employee's ID, first name, middle name, last name, a suffix, and their SSN.
  3. Adjust the employee type in the
    Type
     field. Your choice in this field determines which agent federal liabilities will be created for this employee and the forms to include them on.
    • Standard
    • Agricultural
    • Household
    • Independent Contractor
  4. Enter the street address and ZIP Code or city and state in the
    Addresses
     section. You can use
    lookup location search
     for accuracy.
  5. Provide phone and fax numbers in the
    Phone and fax numbers
     section. Select
    Selection
     to enter multiple phone numbers.
  6. Enter the employee's email address and website URL in the
    Email and web addresses
     section. Selecting 
    Email
     opens your default email client. Selecting
    Website
     opens the site in your default browser.
  7. Select primary and alternate payroll schedules in the
    Payroll schedules
     section. The dropdowns are populated from the list of payroll schedules set up on the
    Payroll Information
     tab of the
    Clients
     screen.
  8. In the Locations and Departments section, select the location and department combinations (there may be one or multiple) in which the employee works and specify which is the primary location/department combination.
  9. If you want to specify a distribution percent for each location/department, select the
    Enable auto pay distribution by %
     checkbox and enter the percentage amounts in the
    %
     column of the grid.

This article applies to:

  • Product: Accounting CS
  • Subject: Payroll checks, Setup
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