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Payroll Checklist
These steps must be completed prior to processing a payroll.
ð Add/Edit Workers Comp Specifications - System Utilities >> Initialization >> Select Action >> Workers Comp Specs
This step allows the entry of worker compensation codes for custom reporting. If you do not plan to do any custom reporting for worker compensation you can skip this step and continue with setting up the employee information.
ð Add/Edit Wage Groups & Classes - System Utilities >> Initialization >> Select Action >> Adds/Edit Payroll Groups/Classes (or Payroll >> Enter Time/Key Records >> Wage Classes Groups)
This step allows the entry of wage groups and wage classes. Wage groups can be used for custom reporting and wage classes add the ability to pay an employee multiple rates of pay. If you do not plan to do any custom reporting or use multiple pay rates you can skip this step and continue with setting up the employee information.
ð Add/Edit Employees - Payroll >> Employee Records >> Select Records >> Add/Edit Employees
Address, telephone and emergency contact information for employees are recorded on this form. An employee can be entered as multiple entities, such as an employee and a supplier or customer, through System Utilities >> Initialization >> Select Actions >> Add/Edit Entities.
ð Add/Edit Employee Income Tax Specifications - Payroll >> Employee Records >> Select Records >> Income Tax Specs
This Module step is used to enter an employee's tax information for the various tax jurisdictions.
eTEK™ Accounting is setup to process federal and state taxes. The system will also handle local jurisdiction taxes for counties and other taxing jurisdictions that are a straight percentage or straight dollar amount. Other local taxes need to be customized before taxes are withheld from the paychecks. For information on customizing the system for local taxes contact your consultant, reseller or eTEK International.
ð Add/Edit Standard Earning/Deduction Specifications - Payroll >> Enter Time/Key Records >> Earnings Deductions
Set up a standard record for any earnings or deductions that an employee has on a consistent basis. These records can then be processed each time you run a payroll to save you from re-entering them each pay period.
Multiple earnings and deduction records can be entered for each employee. For example, if an employee splits his time between the sales department and the support department, then his standard salary can be split into two earnings records, one for each general ledger number.
ð Initialize Employee Earnings & Deductions - System Utilities >> Initialization >> Select Action >> Initialize Payroll
If you are not starting payroll at the beginning of a 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. We strongly suggest running an Employees Earnings or Deductions report to verify that the amounts entered are correct for each employee.