Initializing Employee Records

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Initializing Employee Records

If you are not starting payroll at the beginning of a fiscal year, this step must be completed for all employees before running payroll. Earnings information can be entered by paycheck, by month or by quarter. One of these ways of entering the year-to-date earnings must be followed for the system to be able to produce accurate earnings reports and IRS quarterly reports.
Complete the following procedures to initialize an employee:
1. Select the Data Entry tab, System Utilities Module and double-click on the Add/Edit Earnings & Deductions Initialization Module step.
2. The P/R Employee Initialize screen will be displayed.
3. Select an employee from the drop down list box.
4. Enter the information for the employee's pay history. Information can be entered for earnings, taxes withheld and other deductions.
5. The system will automatically save the employee earning information as you enter it.
6. To begin entering another record for the same employee enter the next paycheck dates and paycheck number at the top of the form.
7. You can either begin entering another record -or- click on the employee box and choose another employee -or- press [Close Window] to return to the Main Module.