QuickStart 76.83KB 2015-03
Contents
1. Set Up Payroll From the main screen Customization tab Payroll New Payroll Set up a payroll number for each of your payroll schedules such as bi weekly monthly etc How You Track Employee Time Off _ From the Customization tab Time Off Benefits New Benefit Enter your company s time off benefits Note If you are creating a new time off benefit and you select to accrue By Pay Period you must select a payroll number in the Payroll Number field Refer to the manual for an example Click OK when all time off benefits are entered Company Benefits From the Customization tab Company Benefits New Benefit Enter benefit information a name in the Benefit field is required If there s an eligibility period enter a number in the Eligibility Period field and select a value from the Per dropdown menu such as 30 and Days In the Employer Contribution field enter the amount the employer pays Click to indicate if employee and dependents are covered Click to indicate if an amount is associated with the benefit Click OK Job Grades From the Customization tab Job Grade New Grade Create a job grade for each pay structure in your company Click OK Job Titles From the Customization tab Job Definitions New Job Create a job definition for each position in your company Job Grade is required Use the default grade present if your company doesn t have grades Click OK Enter Employees2. Employee tab New Employee Type in your employee information Required fields are first name last name social security number date of birth and gender It is recommended that you set up employees who are supervisors first For more information about setting up employees see Help Employee Adding Employees HRTools Small Business Solutions From Admunstaff 3 HRT PMQS 1006 Quick Start Guide People Manager Welcome To set up your People Manager database perform the steps listed below The user manual and Help system in the product will give you detailed information This document will e List the overall steps e Tell you information you need and questions you need to answer e Guide you through the company information needed to success fully set up your database Overall Steps Create the company Set up the attendance plan schedule Enter company organization information Set up payroll information Set up time off benefits and benefit program information Set up company benefits Set up job titles and job grades steps Start entering employee information Se Sa eS Before You Start The following information is needed Attendance Plan Schedule How will you reset your employee sick personal and or vacation time e Based on a calendar date for all employees e Based on the anniversary date of each employee What is the year in which your current attendance plan year ends This establishes the
3. job pay range etc There are several components to the job definition set up Use the delivered defaults 1f a particular item is not applicable to your company Start Your New Company Database Bold text indicates a tab or button you click to carry out a function Several com mands in a row are separated by a l Create Your Company Database From the Welcome screen Create a new Company Name your database example MyCompany kpd Click OK Set Up Your Attendance Plan _ On the Attendance Plan Setup screen If your attendance plan is based on a calendar date select Reset time off plans at the end of and verify that the month displayed is correct If your attendance plan is based on employee anniversary date select Reset employee vacation sick personal time every anniversary date Verify that the plan year is correct for your company s year end For employee service If you want to use the current date select Calculate employee service as of today If you want to calculate service using a date you assign select Calculate employee service as of the date below Click the Browse button by the Year field and choose either Current Attendance Year or Current Calendar Year Click the Browse button by the month field and choose the correct month Once the attendance plan is set up it cannot be changed until the plan year ends Click OK Log In Type master for Login ID and Password yp 8 Change password when you have
4. year end based on your financial year calendar or fiscal Calculating Employee Service Schedule How will your employees length of service be calculated e Using the current date calculates the length of service from the employee s start date to today e Using a date you assign calculates the length of service from the employee s start date to the date you assign Work Week Schedule What is your most common work week schedule This sets the default for your employees You can edit employees that are exceptions to this schedule Payroll Schedule Do you have more than one pay schedule monthly bi weekly etc Time Off Benefits e Do you have separate programs for sick and vacation time or do you have PTO that combines all time off e Will you give employees their accrual incrementally by the pay period or all at once at the first of the year front loaded e Do you allow employees to carry over unused hours If yes how many hours can be carried over to the following year e What is the maximum hours that you allow an employee to have on record Company Benefits Prepare a list of all company benefits including contact information who is covered employer and employee contributions Job Grades Do you use job grades or steps e If yes have that information available when you set up your company e If no use the default provided Job Titles Prepare a list for input including job title who supervises the job
5. time see Help under Setup Security Click OK Company Setup After logging in Setup menu Company Information Type pertinent company information The company s start date is required Payroll Path is informational only Click OK Default Work Week _ From the main screen Setup menu Preferences Default work week Type your company s default work week in hours per day Click OK
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