Entering Employee Payment Settings

For this tutorial, we will define the payment information for 5 sample employees. Each employee requires a number of settings that relate to how their payments are allocated within the payroll and any bank accounts that the employee will use for EFT purposes.

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 enter employee payment information:

From the Payroll tab, open the Employee - Pay Parameters screen. This screen is used to define settings that relate to how employee payments are allocated within the payroll and any bank accounts that the employee will use for EFT purposes. You can use the various features to add and define settings for new employees or to review or change settings for existing employees.

Pay 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.

Double-click on the employee's row that you wish to edit. This activates Edit Mode so that you make changes to the cells.
Example: In Fig. 01 below, we have edited the WCB cell for Isabelle so that we can choose the rate that corresponds to the province in which she works.

Fig. 01: Setting the WCB rate for an employee.

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 payment information for each of the five sample employees and have left a number of cells with the default values. Note: We have included bank information for several employees so that we can discuss the EFT (Electronic Funds Transfer) feature in a later tutorial. You will notice that one employee has two bank accounts that will receive funds via the EFT process. Also, one employee does not have a bank account defined and will need to be paid via a manual printed cheque.

Employee	WCB	Statistic Code	Business Account	Primary Bank Account Enable	Primary Bank Account Name	Primary Bank Account Transit...	Primary Bank Max Amount	Secondary Bank Account Enable	Secondary Bank Account Name	Secondary Bank Account Transit...	Secondary Bank Max Amount
Gregory House	Manitoba-Rate	Hourly	Full Rate	Yes	Scotia Bank	55555-333-12121212	$1000	Yes	Credit Union	55555-333-12345678910	0.00
Josephine Webster	Manitoba-Rate	Hourly	Full Rate	Yes	GNR Credit Union	55555-333-12121212-	-	No	-	-	-
Isabelle Bedard	Quebec-Rate	Hourly	Full Rate	No	-	-	-	No	-	-	-
Peter Lepekas	Manitoba-Rate	Salary	Full Rate	Yes	TD Bank	12345-123-12121212	-	No	-	-	-
Claire Ardent	Quebec-Rate	Salary	Full Rate	Yes	RBC	12345-123-12121212	-	No	-	-	-

When you have finished entering your data, save the information for all of the rows.

Fig. 02: The Pay Parameters completed for five employees.

This completes the tutorial on setting employee payment parameters.

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: