Pay Settings

Overview

This page controls the basic settings that are needed to process payroll and end of year tax forms.

 

 

Fields

•      Default Hours – The number of hours to allocate to a salaried employee each pay period.

•      Pay Freq – Indicates how often the employee is paid.

•      Auto Pay – Indicates if, and by what method the employee should be automatically paid in batches that are started with the ‘Auto Pay Employees’ box checked.

•      Tax Form – The tax form the employee should receive at the end of the year (i.e., W2, 1099M or 1099R).  Once an employee has been paid, it is not possible to change their tax form.

•      Retirement Plan – Indicates if the Retirement Plan/Pension box on the employee's W2 should be checked.

•      Statutory – Indicates if the Statutory box on the employee's W2 should be checked.

•      Show Memo on Pay Entry – Indicates if the memo should show on payroll entry screens while payroll is being keyed.

•      Clock Number – The number or code from your time-keeping system (if different than the employee's ID and/or SSN).

•      Work State – The state in which the employee works.  This state is used when the worker’s compensation data is calculated.

•      Memo – Any relevant payroll or miscellaneous notes for this employee.