Use this menu option to add, delete or update Employee information. A record is required in the Employee Master for each Employee to be processed in payroll.
The Employee Master contains each Employee’s Federal Income Tax information, as well as entries for each State or Local entity where the Employee works, or whose tax must be deducted from the Employee's pay.
Note: Executive Employees can only be accessed using Executive-level security.
Payroll | Maintenance 1 | Employee Maintenance
Employee Master Selection screen
Company/Division Number
Accept the Company/Division used at login, or click the Division Number prompt to make new selections from a list.
Social Security Number
Enter an Employee's Social Security Number, or click the prompt to select from a list.
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Employee Number
Enter an Employee Number, or click the prompt to select from a list. Employee Numbers can be duplicated across Companies and Divisions (and must be when consolidating W2's).
Human Resources (Add Mode Only)
Company Number/Division Number
If Human Resources records for an Employee are maintained under a different Company/Division than the Employee's payroll records, enter those H/R Company/Division numbers. Click the Division Number prompt to make these selections from a list. Entries accepted in ADD mode only.
EMPLOYEE DATA
Click to display the Employee Data screen which is used to update an Employees common personal information, including Contact info, State and Local tax codes, significant Dates (birthday, DOH, etc.), Pay information, and so on.
A record is required in the Employee Master for each employee to be processed in payroll.
This record contains the Federal income tax information for each employee. Records are also required in the Employee State and Local file for each state or local entity where the employee works or whose tax must be deducted from the employees pay.
Note: Executive Employees can only be accessed using Executive-level security.
EMPLOYEE DEDUCTIONS
Click to display the Employee Deduction Selection screen.
STATE AND LOCAL DATA
Click to display the Employee State and Local Selection screen, which is used to add a record for state and local taxing authorities. For State Disability Tax (SDI/Local) to be withheld from an Employees pay, a record must be maintained in this file for each State and Local.
The State and Local tax tables must be entered before setting up this record.
The State Code entered in the Employees Master determines the taxing state. This code may be overridden at payroll entry time only if a valid Employee State and Local record for the override state exists.
If an employee pays income tax in one state, but is covered by State Unemployment Insurance (SUTA) in a different State, then State & Local Records will need to be set up for the SUTA State.
If an employee is taxed in multiple states, you need multiple state records for that employee. The state code you enter in the Employee’s Master determines the taxing state. This code may be overridden at payroll entry time only if a valid Employee State and Local Record for the override state exists.
Note: If an employee pays income tax in one state but is covered by State Unemployment Insurance (SUTA) in a different state, you must also set up State & Local Records for the SUTA state.
EMPLOYEE JOBS
This file is used by the Payroll Remote Processing programs and only displays if you have the Remote Processing programs installed.
Click to display the Employee Job Entry screen, which is used by the Payroll Remote Processing programs and displays only if those programs have been installed.
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Click to return to the Main Menu without saving changes. |
