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:
Rate: The % being taken out of the check when the type is Net or Gross. Flat deductions the field is a dollar amount. The logic of the rate field above would be 50%.
Start/End: This controls when the deduction does and doesn’t apply at a date level. Left blank no date restrictions will apply.
Max/Per: These two fields determine the most amount of money can be taken out per time period selected.
Priority: The priority determines which deduction comes out first should multiple deductions compete on a check.
Stop Amt: This determines the most the deduction can take out in total.
Condition: This allows you to specify if the deduction should only apply when the net or gross of the check is over or under a certain amount.
Vendor: Listing a vendor carries over to reports to easily view what vendors are owed what amounts deducted.
Reference: The reference field is what the software ties to the deduction max logic. Using a different reference field will reset the max amount set for the deduction.
Notes: Any applicable notes in relation to the deduction.
Expert Tip!
By right clicking If a stop amount is entered, the user can right click on the deduction and selecting select View Withholding history History to view details of the deduction history.
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To add or remove entries complete these steps:
- Right Click and select Add Item
-Type the details of the manual entry to the right
-Click save
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The Direct Deposit information must be entered before you can set the personnel check type to direct deposit.
The software doesn’t allow entries to equal over 100%. 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 versus instant funding.
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To add an entry, simply:
-Right click Add
-Enter in the details of the entry
-Click save
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If you add an entry in error, simply:
-Right click Remove
-Click yes on the confirmation pop up
-Click save