Company Setup Overview

Related Topics

HR Setup Overview

Validation Tables

Validation Table Review

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.

Company Codes Table and Maintain Validation Tables

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.

Organization-Level Versus Employee-Level Information

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 Codes*

Company signature table

Company logo table for payment forms

Tax agencies* (See: "Payroll Schedule and Taxation")

Vendor codes*

Master record

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

Supervisor Codes*

Location Codes* (may include per location banking information)

Department Codes

Tiers 3 through 7

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)*

Work Group Codes

Organization tab

Payroll tab / Compensation tab

Assignment tab

Employee Position Details and Employee Pay Rate Details (optional)

Payroll Schedule and Taxation

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*

Check codes*

Earnings*

Deductions* and per state pre-tax overrides

Pay group on Master record

Employee tax details

Per Employee and Payroll:  

One or multiple check codes

On-demand/manual checks

Gross to Net Pay

Basics:

Shift Codes Table (optional)

Net Pay Codes

 

Benefits and Paid Time-Off:

Benefit codes(benefit plans)

Benefit profiles

Deferred compensation 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:

Auto-create time entry table

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:

Employee earnings details

Employee deductions detail

Guarantee pay details

Benefits and Paid Time-Off:

Benefit profile (on Master)

Employee benefit details

Employee earnings details

Employee contact details

Beneficiary/Dependent details

Employee COBRA details (does not impact payroll)

See also:  Time-off payment results on Employee absence details

For Time Entry Methods:

Employee auto pay details

Imported time records

Weekly time sheet (processed)

Grid pay entry for employee

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.