Overview
The “Profile” tab is where Personnel (I.E. temporary employees) are initially inserted into the software. The “Profile” tab houses information such as, basic demographic information, personnel contact information, assigned skills, credentials and accruals information.
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To insert personnel, follow the process below:
Steps:
-Click insert (or F4)
-Type the required information (highlighted in yellow below)
-Click save
Some fields will default information for you, such as the office, or Fed and State Statuses, remember to verify that the defaulted information is correct.
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The “Deductions” tab is where you can add various deductions that exist in the setup module. Once added, the various logic options (which depend on the type of deduction) are made available to the right.
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-Right click in the white area of the deduction tab
-Select add deduction
-Double click the deduction to add
-Click close
-Enter in the details to the right
-Click save
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Below are definitions for the deduction fields:
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Expert Tip!
By right clicking on the deduction and selecting View Withholding history to view details of the deduction history.
4.1 Personnel Module - Profile
The “Direct Deposit” tab is where you can list the various details of direct deposit. The software allows you to list multiple entries with varying percentages if they add up to 100%.
To add or remove entries :Stepscomplete these steps:
- Right Click and select add item Add Item
-Type the details of the manual entry in the boxes at the bottomto the right
-Click save*Note*
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The Direct Deposit information must be entered before you can set the personnel check type to direct deposit.
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The software doesn’t allow entries to equal over 100%
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. To add a new entry you must first decrease the existing entries percentage amount.
Pay cards can also be entered here to fund them via an ACH file
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versus instant funding
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.
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The “Pay Card” tab is where you can activate and assign a pay card to personnel. Adding the card on the Pay Card tab requires initial setup completed in the setup module, as well as the provider of the card being set up with us Carvin Software for instant funding. For details regarding that process, please review the “Pay card” document Pay Card Information.
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The “Warning” tab is where you can enter text on a person’s profile to be displayed in the payroll module as a pop up. Any text entered here displays when the person is added to an order.4.1 Personnel Module - Profile
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Here is an example of a pop up in the Payroll Module.
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The “Private” tab is where you can mark existing personnel as an internal employee , which allows them to be referenced within the internal payroll module. From this tab you can also specify if the person is also a temp worker (which allows them to be referenced in the payroll module AND the internal payroll module) and enter in default hours and pay rates to be referenced when adding people to an internal batch.and temporary employee. If marked as “Is Internal Employee”, this person will be able to be accessed in the Internal Payroll Module. If the Internal Employee is also a temp worker, make sure to make “Is also a temp worker.” This will allow the employee to be paid through the payroll module. You can also set default hours, default pay rate, select the SUTA State and provide a Job Title.
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The “Emergency” tab allows you to store emergency contact information for personnel.
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The “Misc.” tab allows you to store various items related to the personnel to be referenced and reported on as needed.4.1 Personnel Module - Profile
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The “HR” tab allows you to store various items data related to the personnel. Some items of note are the W4 Expiration field, which will prevent personnel from being added to an order when expired.
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The “Other Payroll” tab is where you can make payroll specific changes at a personnel level. From here you can specify different names on checks and invoices, mark someone as FICA or Medicare exempt, or a 1099 employee which all apply . All of these items will be applied when payroll is being processed.
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The “ACA” tab allows you to add various details regarding Affordable Care Act (ACA) that references existing plans within the setup module. This information must first be entered within the set up module before it will display as an option to select in the Personnel Module. Additional details regarding ACA is detailed in the “ACA Functionality” document.Affordable Care Act (ACA) tab can be found in ACA Functionality.
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4.1 Personnel Module - Profile
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