Before You Begin

Before working in the Payroll module be sure you have set up the following items:

• Departments, Work Areas and Classrooms.
• Pay Periods and Overtime which are set in the Employee Data section of Region & School Options.
• Payroll Year and Payroll Checkbook which are set in the Payroll section of Region and School Options.
• Pay Codes and Benefit Codes

Configure Payroll 

Determine the overall settings for payroll including:

• Tax & Withholding Formulas
• Check Printing Format
• FUTA and SUTA Unemployment Rates

Payroll Information for Employees

Once you’ve established the overall settings you're ready to enter payroll and withholding information for employees.

1. After you've entered the basic Person Information like name, address and phone number, be sure to assign a Primary Work Area on the Information & Relationships screen and enter a Pay Rate.
2. Then assign Withholdings, Credits and Reimbursements to each staff member.
3. Now you're ready to enter Year to Date Payroll information and begin Calculating Paychecks.

P.S. Don't forget to Backup Your Data each day.

What else do you want to do?

1. Print a Batch of Checks at Once
2. Void, View or Reprint a Check
3. Issue a Payroll Advance
4. Print Payroll Reports and Tax Deposit Information
5. Learn about W2's

tags: getting started with payroll, payroll overview, payroll getting started, payroll first steps, how to do payroll, setup payroll, set up payroll