Content
- System and Organization Setup
- Features and Benefits
- Employee Number Setup
- User Setup
- Human Resources User Preferences
- Human Resource Preferences
- Payroll Preferences and Structure
- Organizational Structure
- Payroll Setup
- Setting up Pay Codes and Types
- Setting and Activating Post-Dated Pay Rates
- Setting up Overtime Rate Manager
- Setting up Payroll Integration to Payables Management
- Setting up Employee Classes
- Payroll Direct Deposit Setup
- ACH File Setup
- ACH Header and Footer Setup
- Setting Up Taxes and Compensation Codes
- Deductions and Benefit Setup
- Setting up Deductions and Benefits
- Granting Payroll View Access to a User
- Setting up Benefit Preferences
- Setting up Miscellaneous Benefits and Garnishments
- Setting up a Copayment Records and Coverage Types
- Setting up a Health Insurance, Life Insurance and Retirement Plan Benefits
- Setting up a Standard Deduction and determining Deduction Sequence
- Setting up Deduction In Arrears
- Other Human Resources Setups
- Interviews
- Skills, Skill Sets and Tests
- Orientation and Termination Checklists
- Training Courses and Classes
- Extra Fields and User-Defined Fields Setup
- Review Policy Setup
- Creating a Property Item Record
- Applicants
- Requisitions and Applicant Costs
- Applicant Entry
- Applicant Background
- Applicant Skills and Tests
- Interviews, Offers and Hiring
- Employee Maintenance
- Adding an Employee I-9 Record
- Creating an Employee Record
- Changing an Employee's Position and creating an Additional Position Record for an Employee
- Creating Additional information Records
- Adding an Employee Address Record
- Adding an Employee Human Resources Record
- Employee Vacation-Sick Time Maintenance
- Adding an Employee Contact Record
- Adding an Employee Dependent Record
- Property Records
- Union Records
- Employee Extra Fields and User-Defined Fields
- Employee Pay Code Maintenance
- Entering an Employee Federal, State and Local Tax Record
- Employee Direct Deposit Maintenance
- Pay Steps Maintenance
- Employee Attendance
- Attendance Setup
- Employee Maintenance and Summary
- Attendance Transactions
- Vacation Planning
- Using Payroll for Attendance
- Employee Benefits
- Benefit Enrollment
- Deduction and Benefit Records
- Family and Medical Leave Act (FMLA)
- COBRA
- Benefit Summary and History
- Total Compensation
- Daily Payroll Procedures
- Activate Post-Dated Pay Rates
- Batches and Posting
- Payroll Transactions
- Payroll Direct Deposit Routines
- Generate ACH File
- Employee Assets and Development
- Employee Education
- Employee Skills and Test
- Employee Orientation
- Employee Training
- Employee Performance
- Employee Discipline
- Employee Grievances
- Employee Reviews
- Employee Injury and Illness
- Employee History
- Employee Earnings and Position History
- Employee Transfers
- Employee Termination
- Inquiries, Reports and Organization Explorer
- Inquiries
- Reports
- Organization Explorer
- Utilities and Routines
- Reconcile Feature
- Remove History
- Archive Employee and Applicant Records
- Compensation Management
- Tax Table Update
- Print Period-end, Quarter-end and Year-end Reports
- Close Payroll Year-end and Printing W-2's, 1099R's and 8027's
- Business Contact Information
- To Do List Entries