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!
If a stop amount is entered, the user can right click on the deduction and select View Withholding 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