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Setting an Employee's Payroll Status

For this tutorial, we will define the payroll status information for 5 sample employees. Each employee requires a number of specific status settings so that they can be included in the payroll calculations (or excluded depending on the type of pay cycle you are running).

Before you begin: This tutorial assumes that you have already added a number of employees to your payroll. If you have not yet added your employees, you will not be able to edit their settings. Note: Employees cannot be added from this screen - you must do so in the Setup Employee screen.

NOTE: Click on the images below to view them at full size

To set employee status parameters:

  1. From the Payroll tab, open the Employee - Status Parameters screen. This screen is used to define settings that relate to each employee's status in the payroll. You can use the various features to add and define settings for new employees or to review or change settings for existing employees.
  2. Status Parameters Help Screen...

    Note: If you are working through the Quick Start Guide in order (or have completed the tutorials on adding employees - manually or with an employee template), the five employees that you created earlier will appear in the table along with a number of blank status-related cells that need to be defined. As with other screens, you can enter the required data one row at a time, or you can activate Edit Mode for all of the rows at once and use the <Tab> key on your keyboard to enter the data in a more efficient manner. We will use the single-row method method for this tutorial.

  3. Double-click on the employee's row that you wish to edit. This activates Edit Mode so that you make changes to the cells.
  4. Select the small Calendar icon in the edited row, and then use the pop-up calendar to set the employee's employment start date.
    Fig. 01: Setting the Start Date for the first employee in the list.
    Fig. 01: Setting the Start Date for the first employee in the list.
  5. Continue editing the data for each cell as needed for the remaining employees in your payroll (press <F1> to use the Online Help system if you need to look up a definition for the various cells).
    Example: In our example below, we have entered the payroll status information for each of the five sample employees and have left a number of cells with the default values.

    Employee Start Date Status Division Termination Last Rehire
    Gregory House Feb/02/2003 Active Factory <never> <NA>
    Peter Lepekas Feb/01/2012 Active Head Office <never> <NA>
    Josephine Webster Jun/15/2007 Active Factory <never> <NA>
    Claire Ardent Jan/15/2008 Active Head Office <never> <NA>
    Isabelle Bedard Feb/14/2003 Active Factory <never> <NA>
  6. When you have finished entering your data, save the information for all of the rows.
    Fig. 01: The payroll Status Parameters completed for each employee
    Fig. 01: The payroll Status Parameters completed for each employee.

    This completes the tutorial on defining employee status settings.

    Note: If you are working through the payroll setup process in order, you will need to continue through the Employee menu to finish entering the data that is required for each new payroll employee.

See Also:

Other Employee Settings: