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<< Click to Display Table of Contents >> Navigation: Checklists > Time Entry Checklists > Time Entry payroll system |
Setup
1.Set up Sub-Table for jobs (recommended Sub-Table 30). - General Ledger > Sub-Table Maintenance
2.Set up Chart of Accounts [F11]; tag the Payroll accounts to the job Sub-Table
3.Set up Time Entry Options tab in Payroll Advance options.
| Note: You must setup the following options: |
a.Sub-table for Job #
b.When importing time cards, expect which file layout, #6 for this system
c.First day of the week
d.Certified payroll register information (if applicable)
4.Set up Jobs in Sub-Account Maintenance [F12] Note: Active Dates Tab must have the "Print Certified Payroll Register" selected for those jobs you are wanting to include in the register (No, Yes-Other, Yes Attachment). Selecting Yes-Attachment at the job level will provide an attachment of other deductions.
5.Set up company options. See Payroll Company setup
6.Set up employee master for all employees. See Payroll Employee setup
7.Set up Pay Codes in Time Entry. Time Entry > Pay Code Maintenance
Cycle
1.Verify Start/Stop Dates for Current Payroll Time Entry > Time Entry > Date Maintenance - Only Allow Employee input field is necessary
2.Complete Time Entry for Week & Print Listing/Review > Time Entry > Time Entry
3.Start a Payroll Cycle > Payroll Menu - "Import" should be on R
4.Make any Changes to Pay Summary Maint*
| (*Verify deductions, make one-time changes. Changes done here only affect the current payroll cycle & NOT any future cycles) |
5.Print Payroll Review Reports for general overview
6.(Optional) Print Payroll Register to Review Job/Rate Info
7.Make any necessary corrections – if corrections are done in Time Entry start over at Step #2 above, if corrections are needed on items OTHER than time entry start over at step #4.
11.Post G/L Entries (only if you do not have the company option set to automatically post entries)
12.Print Certified Payroll Reports
13.Print Child Support and other Third Party check