Setup is completed on the organization and the employee-level.
Your system administrator defines many of these records during the implementation process.
Handle complex organizational reporting structures.
Validation Tables are the foundation of the system.
As part of the New Company Setup Wizard, tables open for organization-level identity, the organizational structure, and banking. Open other tables separately to complete the setup. Prior to setting up a new company, the following setup is recommended to avoid re-work: the Bank Account Codes table, the Vendor Codes Table, and the Supervisor Codes Table.
The following table differentiates organization-level setup and employee-level setup. The tables followed by an asterisk (*) are required for company setup.
Setup for Organizations and for Employees
|
Description |
Organization-Level |
Employee-Level |
|
Identity |
Company signature table Company logo table for payment forms Tax agencies* (See: "Payroll Schedule and Taxation") |
Employee setup wizards (i.e. New Hire) |
|
Banking |
Originating bank* (enterprise) Bank transit codes* (pre-defined, modify as needed) Bank account codes* Selections on the Company Codes* Selections on the Location Codes (optional) Net Pay Codes* Vendor Codes for SBO service vendors* Vendor Codes for tax escrow* |
Employee net pay details (can be overridden by a payroll calendar overrides to only pay employee paychecks) |
|
Organizational Structure |
Location Codes* (may include per location banking information) Contact Resources (A Web-Product Screen) Labor Segment levels 1* through 4 for labor distributions (labor segment 1 is required) Report Package Codes Table (optional if at least one entry exists)* |
Payroll tab / Compensation tab Employee Position Details and Employee Pay Rate Details (optional) |
|
Pay Group* for Payroll Tax agencies* and tax agency tax rates (see "Identity") Tax codes* and tax rates (see "Identity") Payroll Calendars* for pay groups Vendor Codes for tax escrow* Deductions* and per state pre-tax overrides |
Pay group on Master record Per Employee and Payroll: |
|
|
Gross to Net Pay |
Basics: Shift Codes Table (optional) Net Pay Codes
Benefits and Paid Time-Off: Benefit codes(benefit plans) Attendance types and Attendance Codes Benefit Hours Accrual policies Benefit costs and cost bands* See also: Benefit Plans.Paid Time Off and
For Time Entry Methods: Map pay code to earning for Import time Map pay code to deduction for Import time Time Clock Transaction Codes for weekly timesheets and self-service time off requests |
Basics: Benefits and Paid Time-Off: Benefit profile (on Master) Employee COBRA details (does not impact payroll) See also: Time-off payment results on Employee absence details For Time Entry Methods: Imported time records Weekly time sheet (processed) Detailed pay entry for employee One-time deductions from grid pay entry for employee, weekly time sheet (processed), and imported time, seen in detailed pay entry for an employee. |