EvoWeb User Manual 1 EvoWeb User Manual Initial Log-In
Contents
1.2. Populate the data box with the ideal NET payment check the Net to Gross box and click calculate Check to get the necessary gross taxable wage This tool is most often used when calculating specific bonus amounts for individual employees If the calculated check is true to data processed outside of payroll the calculation can easily be copied to payroll without requiring the user to rekey the same information when processing the next payroll To do so click Copy Manual Check eck to payroll Just like in the payroll check lines enter the api number and scheduled ED response for this check The Tax Calculator display will then indicated in Green that the addition of a manual check was successful Check Number Update Scheduled E D Balance G yes No evee Tate Oier 0002 Test Company 2 4i Company 0002 Only For Testing a eyst BL SARAS Pered RAGS RANA EvoWeb User Manual 22 Reports Reporting is an essential piece of payroll processing There is a limited report list available through evoWeb Additional reports can be provided each payroll but not all available reports can be generated online Contact PayData to make changes to the reports in the list online or to update the payroll package reports From the Tool Bar select the Reports link to view the available reports Select a report name from the list to view parameters Generally the report name will provide a brief description of the
3. Insurance Poly Number Ralabie Vehicle G vas wa via Viss uber ves ype E E e C ves C no wa Discharge Doe E E ves O no a z C ves C na wa C ves C na wa ther Protec veteran C ves no ws smeert yes the wa Reneti Groop Qualiying Evere png Event Dace Employee Self Serve When evoPay is enabled on an account employee self serve options are engaged though EvoWeb This allows the client to set a user name and password for employee evoPay access Contact PayData to find out more about evoPay services and pricing EvoWeb User Manual 12 Payroll Create Payroll Note All payrolls must be processed at least 2 business days prior to the check date If the process day is closer than 2 business days the check date must be changed Only one check date can be created at a time and as such the Payroll tool bar link displays different options depending on the stage of payroll process the user is in Once a payroll is created it cannot be deleted by the user A payroll will remain in waiting status until it is submitted or deleted by PayData PayData will not delete a waiting payroll unless it is requested 1 To begin scroll over the payroll link and select New Payroll Using the payroll calendar built for the company evoWeb will calculate a scheduled check date and pay period New
4. Code If applicable the Child Support Order will identify this code This field is informational only Custom As needed custom Child Support Order notes details can be loaded in this field This field is informational only identify if the employee is in arrears for this withholding This field is informational EvoWeb User Manual 7 Scheduled E Ds Earning and Deduction codes must be added to the company prior to use in EvoWeb If new codes are required contact PayData to initiate the mandatory change forms before moving forward Scheduled E D s allow a recurring payment or deduction to be made on a set schedule without having to override check lines This function is available for all code types but is most commonly used for deductions Existing Scheduled E Ds Employees already set up in the system may have scheduled E D s already loaded When first viewing the employee ED list there are items listed in the grid Review the list to ensure the changes being made do not duplicate an existing code Effective start and end dates are used to identify if the scheduled ED is active or inactive As shown below the employee has 5 active D codes and 1 inactive Use the Pencil icon to change an existing code Changes can be made to the calculation amount frequency effective dates or destination of any existing code A code type should never be changed from one code to another An ED Code that has no payroll history can be d
5. Direct Deposit is a service provided by PayData and must be enabled on an account before employee deduction codes are created DD requires both a signed agreement between the client and PayData as well as authorization from the employee for the employer s access to the account Be sure to always utilize the PayData Direct Deposit Authorization Form available at the PayData Resource Center For new accounts employees click to begin ABA Number The bank routing number must be used to identify the bank This is always 9 digits Account Number The bank account number must be loaded Be sure the employee has provided the full account number for ACH not just a member ID or account ID Type PayData can only facilitate ACH transactions to Checking Savings or Money Market accounts Select one type per account number In Prenote PayData STRONGLY encourages the consistent use of the Pre Note feature in our system Authorization of the account via pre note greatly reduces the chance of mistaken entry false account numbers or lost funds PayData is NOT liable for funds deposited to an invalid account Pre note of the new account offers the employer the most protection If the user declines to pre note they assume all risk and liability associated with the incorrect entry Actions Check mark to save the account red circle to cancel the entry Before Direct Deposit is Active a scheduled ED must be created and linked
6. MUST be NONE and the field Deduct Whole Check must be marked YES Otherwise this field must remain NO Advanced Tab These fields may not be necessary at all but are available for all codes The fields enable different limits minimums maximums and targets to be set for a particular code enabling the user to automatically babysit the rules of a code without micro managing the records by hand Some codes such as 401K H S A or the like have federally mandated maximums These are pre programmed and do not use the overrides field unless the employer has separate individual overrides in place Ce mo EvoWeb User Manual 10 Annual Maximum Amounts Employee Client Maximum levels can be set by employee or at the company level to restrict the amount taken by a calendar year Contact PayData to create company level changes Limits Minimums Maximums and Setting limits for ED s can be done by employee or company level Contact PayData to create company level changes Target Actions Targets are most commonly used for employees repaying a loan or advance Identify the action to take when the target is reached the total target due through the deduction and front load a balance already take When used the system will automatically take the last remaining amount from the final pay back and stop the deduction with an end date when target is reached Thresholds Pension Groups Amounts This field i
7. Payroll Parameters Look EE up by Greate New Payroll EvoWeb User Manual 13 2 Confirm the check date pay period pay types and wages to be included 1F NOT IMPORTING AN EXTERNAL FILE SKIP STEP 2 3 Use the Browse button to access the payroll import file saved on the computer a Identify the import fields based on direction from PayData If unsure Stop and contact PayData before clicking to Create New Payroll Creat roli A When al date fields and impor fields are confirmed ere La 5 evoWeb will take a few moments to create the payroll checks and scheduled ED s for each employee This may take a few seconds or more depending on the number of employees and system use at the day time processing is happening While the system works the screen will display 6 When the payroll is created the system will display the main info screen Once this occurs the payroll is created and ready to be edited a If the screen remains on the Task Queue page there is an error with the creation of payroll The Status will read Finished with Exceptions b Click the Pencil icon to view the exception log The exception log may provide a clear description of the error but the user must stop and contact PayData d The payroll that was created will have to be deleted and the error glitch will have to be fixed before a new payroll is created Once deleted and fixed begin again at Step 1 7 From the m
8. not available use another identifying numerical entry Voit separate run This can ONLY be done if the employee has NOT cashed the check or the direct deposit funds are STILL 100 available in the designated account The user MUST verify these details before processing a void check DO NOT VOID CHECKS FROM PRIOR QUARTERS OR YEARS WITHOUT DIRECTION ea check in evoWeb allows the user to reverse a payroll transaction in a regular payroll rather than a er fora specific date range to find the original check to be voided Additional filter fields are available if preferred Once a change is made the filter fields click the funnel T icon to search employee records for applicable checks Once found use the Plus Key to the left of the check date column to select the check to be voided EvoWeb User Manual 19 13 One all Quick Entry and Check Line Overrides have been made the payroll must be pre processed to get an accurate view of the totals Be sure to click to sove En on the check line screen This action will direct the user to the Task Queue with the Pre Process button cick Maal an watch the Queue update with the new task Once complete the line item will update From Executing to Finished Successfully and bring the user to the Totals Screen ss dropped off any checks that excluded 14 Check totals At this point the system has calculated all available ent w
9. settings will remain for oos lt eannk ane D05 RaMK Hrs the current user D100 EE40k Ame ICO EE 401k Hes D101 EEAOtE Catch up amt EvoWeb User Manual 15 9 Using the mouse navigate to the appropriate column to key hours and amounts for each employee DO NOT click enter The Tab Key will navigate the entire window not just the entry grid It is not a recommended tool 10 When data entry is complete on the grid click the Save button It is very important that the Save button is used BEFORE clicking to Preprocess payroll Preprocessing before clicking save will result in all hourly checks dropping off of payroll 11 Once saved the system will direct the user to the check line edit screen This field allows custom overrides to DBDT structure rate of pay or removal of scheduled ED s Payiok 1 S VB N3 Period B VGINS 8 2613 owe2of2 e Wonka will r 99987646 ste a new manual check or make chan a The Edit Checks screen displays employee name check detail and wage detail for each employee b The user can move between employees via the drop down menu with names or the left and right navigation arrows c The default view displays both recurring scheduled EDs as well as any data populated from the quick entry grid d Amounts pulled in from scheduled EDs or Quick Entry data lines can be adjusted for amount or rate as applicable e The user can use the Book icon in the far left colu
10. track deduction variances Priority This field is used when ED s are processed concurrently or in a specific process The system knows to take Child Support and Federal Tax Levy s ahead of voluntary deductions Multiple Scheduled ED Group Again this field is used when multiple deductions should be combined toward a maximum deduction amount For example an employee with multiple child support cases will need the separate deductions combined to ensure the total amount debited doesn t exceed the allowable amount Company Benefits HR fields in evoWeb are used for some clients to build company heslth dental benefit tables When in Use the system can be used to update the rate on the table rather than the rate on individual code Contact PayData to discuss these options Company Benefit Rate Employee Benefit When in use the benefit levels and rates will be available to choose from Frequency Month Which Payrolls The user can select custom settings for each employee to identify How When to take a deduction The most common response to these fields can be pre determined as the default setting To change the EvoWeb User Manual 9 default settings for any code contact PayData Effective Start End Date The system uses effective dates to start and stop recurring ED s The dates refer to the check date and will either include or exclude a deduction based on the dates used Block Weeks 1 5 In some cases a weekly pay
11. Dacuction DN eck Add Check Line Delete Check Standard Decuction DN make a selection 12 Adding a check to payroll is very simple the User must choose regular manual or void to begin a Regular Checks are live payrolls to be direct deposited or printed for the employee to cash This link can enable a second or third check for an existing employee or allow the user to pay a terminated or inactive employee without reactivating them in the database Add Regular check to payroll wage preference and click save to see the new check on screen All standard Edit Check line details are available for the new check EvoWeb User Manual 18 Manual checks enable the user to key data to the payroll that has already been paid to an employee outside of the payroll process This is necessary if an employee received any kind of taxable wages either through the company ora third party administrator for short or long term sick pay It can also be used to record employer benefits reimbursement amount s or wage movements corrections ton Blake Manual checks require the user to identify the employee the check type and check number Updates eck Type to the scheduled ED Balance are important if issuing a Dun a replacement of a standard payroll check or an entry with scheduled EDs included The Check Number field is a place holder if a true check number is
12. OvVOWEB EvoWeb User Manual www evolutionpayrall com webpayroll pavdata Initial Log In Company Selection Upon first log in click to open the company by clicking the name or number on screen Company Dashboard evoWeb Dashboard defines the Client Service Representative and contact information Also the screen provides a calendar reference for the last and upcoming payroll dates This screen is read only Scroll over the link Company to view addition Read Only Company information Address Bank Accounts Company level data No employee details o EIN Rates Employer Federal and State EIN s unemployment and local taxation rates as applicable o ED Codes Earning E and Deduction D codes are used in payroll to enter wages and deductions This screen displays all available E D codes for the company The fields can be sorted by any of the available headers The E D Code and descriptions are unique to the selected company Code type is a PayData description identifying how the code works in the software DBDT Division Branch Department Team This list identifies labor distribution fields applicable to the selected company Not all clients use labor distribution and this list may be blank To navigate make a selection from the menu header along the top of the screen Employee options include changing an existing employee profile or adding new data for W2 employees or 1099 Su
13. ages and updated taxes and deductions for each eligible employee The user must review these totals check counts and amounts to ensure accuracy before submitting payroll PayData is not responsible for any error in processing when totals are NOT reviewed and confirmed prior to submitting payroll This first line of totals includes the check count this should match the expected result of payroll The top half of the totals grid displays earning and deduction totals while the bottom displays taxes The user should review each of the ED totals for hours and amounts before selecting Submit Payroll If any total is unclear doesn t tie out or doesn t match the expected payroll result STOP and go back to the Quick Entry grid or Edit Checks window to make necessary chagnes If the totals on the page all tie out click Submit Payroll Only click SB Review to submit on hold if requesting assistance from PayData 1 345 00 FEDERAL EE OASDI TI FEDERAL EE OASDI WAGES FEDERAL EE_MEDICARE_TAX FEDERAL EE_MEDICARE_TAKABLE WA FEDERAL OASDI TAX FEDERAL TAX FEDERAL TAXABLE WAGES EvoWeb User Manual 20 Services Tax Calculator evoWeb Tax Calculator enables the user to preview check calculations before processing a payroll check This is tool can be used when an employee requests changes that effect the NET check when a payroll item is missed in regular processing or if wages are due between check dates Calculat
14. ain info screen scroll over the payroll link in the tool bar and select Quick Entry or Edit Checks a Quick Entry Grid like format similar to Excel that can be customized and arranged for easy entry and movement between multiple employees No override edits can be made in Quick Entry b Edit Checks Single employee payroll entry grid format with individual detail of scheduled ED s and earnings from Quick Entry if applicable Overrides to Rate Department Job or ED cade can be made in Edit Checks EvoWeb User Manual 14 8 Customize Quick Entry screens defaults to display the Salary Amount Regular Amount and Regular Hours columns ae a ai In some cases these are the only codes needed to process a payroll If other ED codes are needed use the E D Columns button to add remove rearranged the columns to include the necessary codes The available EDs will be shown on the left of the Configure screen Use the Copy Remove buttons to no m ins 3 Woi Regular Ane move EDs to the display 22 Chl suppor Arms 91 Wait Regular Hrs Use the Up Down arrows bos swsinrancs nme onthe right to arrange 00s s125insurance Hrs the columns on the Eee i isplay Once finished DOS 125 Dap Care Amt D05 5125 Des Gres He D06 empursemert Ame click Save to return to Quick Entry with the D06 Reimbursement Hre changes updated These 27 soni
15. al only All mandatory fields default to the most common response Deductions GTL W2 Info Exemptions These buttons should NOT be changed without direction from PayData Federal Taxation EEs may elect to have additional taxes withheld If indicated on the W4 populate overrides here 1099 subcontractors will have different Exemptions for taxation than a W2 employee For details or questions contact PayData directly General Notes This screen can be seen by the user and other PayData employees This data does not print and is not seen by the employee EvoWeb User Manual 3 States and Locals Note states and locals can only be added if they exist in the company Contact PayData to add additional states or locals as needed States Home state refers to the taxation reporting and withholding based on where work is performed This can differ from the residential state and must be set up separately Click 0002 Text Company 2 i Company 0002 Only Far Texan State Choose the state from the available drop down Marital Status Select the employee setting from the drop down Withholding Allowances Enter the number of dependents from the state W4 or Federal W4 SD1 SUI Imported Status County Tax Code These fields will default do not make changes Reciprocal Amount Method State These are only used if a single EE works lives in separate states or works in multiple states Selections should not be made here unle
16. bcontractors Payroll options enable creation of a new payroll or the edit of an existing waiting payroll The Task Queue refers the user to processes and reports that have already occurred The Reports menu allows the user to run custom data reports from the website Processed Reports are reflected if the user is a VMR client with reports sent to the website rather than email The Services link allows the client to change their password security questions or calculate a manual check EvoWeb User Manual 1 Employee Scroll over the Employee Menu Header this will allow a new profile to be created or a change to be made to an existing profile o New Employee Employee New W2 Employee or 1099 Fields marked with a Red Asterisk are mandatory Begin by loading a SSN or EIN as applicable Use the Tab Key to navigate from field to field entering employee demographics Be sure to populate all mandatary fields The new employee wizard requires all steps be completed consecutively before a new employee can be saved in the system As you move through the screens click to move through the required screens General Information SSN Social Security Number If a SSN is not available you do not continue f upon entering a social security number subsequent employee data populates the screen you must STOP This indicates the person is already set up in the payroll software Do not continue adding the employee Click the HOME button find
17. eleted Otherwise any ED with history must be edited to include an effective end date When editing an existing ED verify all required fields with special attention toward the amount the frequency of deduction effective start and end dates as well as any destination details for 3 party payments or direct deposit EvoWeb User Manual 8 Adding New Scheduled E Ds cick EEES co create a new scheduled ED a Details Tab Calculation Method Amount or Percent This list identifies options for calculating and earning or deduction Most commonly used Fixed Percent of ED Group Amount Percent of Net None Be sure to enter the dollar amount in the amount field not the percent and vice versa as applicable ED Group Some codes like 401K are calculated on eligible earnings To identify some earnings and not others EvoWeb uses ED Groups to define eligible codes To Add Change these groups contact PayData Always Pay Deduct Deduction codes default and should remain no for proper processing Recurring earnings use None to include the E code only when the employee receives other wages in payroll Choosing Current Payroll will calculate the recurring earnings regardless of other wages paid in payroll Deductions to Zero This field are marked yes if a deduction should be taken even if the scheduled amount isn t available in the net check When using this field request the Shortfalls Report to
18. ing a manual check without creating a special payroll or supplemental run can save the employer both money and time cals and Options Use the drop down menu to select the applicable employee Once chosen and scheduled EDs will populate in the check line grid of the calculator Entering data for the manual calculation is much like editing check lines Use the Add and Delete Check Line buttons to update the grid with applicable details The data lines allow the le gross amounts withholding state SUI states hours and rates of pay Once all necessary fields holding and SUI are populated user to over are populated click Calculate Check to see the end result If no overrides for the system will use the employee primary settings Check tines SUL Locats and Options OKD Tabie Toe The Results tab displays the gross earnings federally taxable wages federal tax withholdings and FICA withholding and the final Net amount of the calculation To see the state tax details click on the States tab EvoWeb User Manual 21 In some cases it will be necessary to calculate the appropriate gross amount based on a desired NET result To do this using the calculator click on the SUI Locals and Options tab While Vermont doesn t have override functions for the SUI and Local taxes some states may have this option available The Gross Up fields are located at the bottom of this screen Check Lines Federal D SUiLocals and
19. mn to make DBDT overrides to specific data lines This populate 2 drop down menus to choose a Job detail override or true DBDT overrides The user should select the overrides as applicable EvoWeb User Manual 16 The check mark and cancel icons are available to use once a selection is made Using these overrides will generate more accurate job costing and labor distribution reports as needed f The user can apply an alternate rate number by updating the Rate column to the applicable rate for the employee on screen The default rate is listed with a dash manual entry of rate numbers should NOT include the dash If the employee on screen does not have a subsequent rate set up the system will alert the user A Rate 2 is not set for Employee EvoWeb User Manual 17 amp Check Lines can also be updated to include additional data lines To do this click at the bottom of the screen ED Code Name Type oO eR sm The list of available company ED codes will display allowing the 2 09 Csippon 2 mor user to select additional codes one at a time 2 D04 5125 Denta DL 128 Dep Care DVI h Additional checks can be created from the Check Lines Users can create regular live checks manual checks or void prior dow Chile Suppor2 DQ Checcing 01 checks from this screen Scroll over the Add Check button to D100 ER HSA Familiy MB Savings D1 United Way DN EEROT 04 J Standard
20. order the q teve selection is displayed in ENEA Sunray oet T Mask Sensitive Information Group Sort Group Code meup Detail sort defines the order of gri data within the selected level Parameters can vary for many reports Use the descriptions to identify the use of these fields If the data requested on the report doesn t require pre defined ED codes the ED group filter may not be necessary Use the Employee Filter to select only specific employees to include in the result Leaving this filter blank indicates the report should include all employees Payroll Mise Fiter Deor Firer Use the DBDT Filter to select only specific labor distribution levels to include in the result Leaving this filter blank indicates the report should include data from all levels Payroll Filter Misc Filter Employee Filter Number Branch VT Branch VT Branch VT i Run Rey Once ali parameters are determine cick Madani EvoWeb User Manual 24 The evoWeb Task Queue will display with the working report on the top line When finished the queue will indicated Finished Successfully in the status line and a Magnifying Glass Icon will be available to open the report on screen Click the magnifying glass and the report will open in a new browser window Use the links on screen to save print or navigate the window The options may display differently for different browser types EvoWeb User Manual 25
21. report output If unsure of a report output or which report to use contact PayData Report Name 401k Report 5215 Cover Letter With Tax Report 51082 Direct Deposit 5211 Employee change ang New 51075 HR aen 575 Individual Earnings Report S431 Input Warcshee 5351 Labor Diseibuti New 51077 MTD Chec Reconciliation 5214 Payroll Register 5109 Time OF Register With Hous TOA Register S760 Workers Compensation Report 5 Number The report list for some clients may not be reports at start up Contact PayData to add additional report types to your company include all a Once a report is selected there are mulitple parameter fields that can be used to define custom results and display options If runi the report selected doesn t display data as expected try altering some of the available options in the parameters windows to yield better results Use the from and to date fields to define the check date range and then select the appropriate dates with the check box selector Payroll Fitter EvoWeb User Manual 23 Use the Misc filter to apply group level sorting and display parameters Group Level defines the sorting of results ETER Group Type defines the level of detail displayed oll Filter Misc Filter Employee Filter DBDT Filter Group Leve company I Page Break Aer Each Group Group Sort defines the
22. roll may choose to block certain weeks of the calendar This automates the block and excludes the deduction based on the calendar Use this field with caution as some months have unique week counts Agency When wages deducted need to be paid to a 3 party PayData can generate a check with your payroll processing As needed attach the appropriate agency to the deduction code so the system can include funds as needed Child Support Case When a child support order is received it must be loaded to the employee and then linked to the scheduled deduction This ensures the system prints the correct Case on the agency check and reports Garnishment Loan ID Wage garnishments and loans can be referenced as needed with unique ID s to print on agency checks reports or check stubs EE Direct Deposit Once an employee has a direct deposit account loaded it is attached to the appropriate direct deposit deduction code through this field Any funds deducted using this ED will be sent via ACH to the attached Direct Deposit account number Deduct Whole Check When selected the system will calculate the net check after taxes and other deductions and send the net result to the account number via ACH Take Home Pay When populated the system will send all net wages beyond the take home pay to the account number via ACH leaving the employee with a paper check NOTE If a deduction is scheduled to be a NET direct deposit the calculation method
23. s Position Pay Grade DBDT If using HR Departments assign as applicable Rate 1 should NOT have a DBDT override here ime Off Accrual off Accrual rules must be set up with PayData prior to employee set up Use this section to add change or remove accrual rules for individual employees If editing an employee rather than adding new be sure to check for inactive TOA by unchecking the Show Active Only button to view prior buckets For new employees click Type Sel ent Accrued Reason Current Used 4 On Type Use the drop down list to select the applicable Time Off Variety Reason Populate a short description of the change being made Active This will default to yes for new set ups Change this field when removing TOA from an existing employee Current Accrued Accrued balance for the entire period Example 40 hours year Current Used Load hours used as of the date the change is made If none leave as zero EvoWeb User Manual 5 Direct Deposit Direct Deposit is a two step process to load the account number and create a deduction code to take funds from the net check Be sure to complete all the necessary steps to send money through ACH Direct Deposit accounts should not be duplicated or overwritten Be sure to always click Add Direct Deposit Account for any additional data and CHANGE the account on the scheduled ED as needed
24. s used to identify a deduction that should begin once a co deduction has reached a set maximum Typically this is used for employee retirement deductions and catch up contributions See PayData documentation regarding Pension Thresholds Garnishment Overrides Multiplier and When garnishment orders are issued there are many ways to calculate the withholding As needed select calculation methods for each deduction Contact PayData for direction of these override fields NOTE Scheduled Deductions with payroll history attached CANNOT be deleted To restart a stopped deduction be sure to edit the existing deduction DO NOT set up the same deduction code more than once for any employee EvoWeb User Manual u Employee HR Menu Default HR fields are available to create basic HR reporting without the extended detail of the PayData HR Module These fields are entirely elective and can be populated as needed or excluded from the employee file without error or interruption Once the fields are populated it is possible to generate reports or custom files to report the data back out of the system Some fields in the HR Tab can be customized for each client while others are populated with industry standards To update the data in the below fields contact PayData Customizable fields include Supervisor Referral Recruiter Performance Rating Wellness Rate Automobile aage 1 Devers Licence Number Secu Clearance Supervaar
25. ss direct by PayData Override State Tax Type Value If an employee state W4 indicates additional withholding make entries as applicable Locals Local tax refers to the taxation by a city or town and may not be required Vermont does not use local taxation If applicable cic V Silene 0002 Test Company 2 i Company 0002 Only For Texans Local Choose the local from the available drop down identify marital status and dependents Override State Tax Type Value If an employee state W4 indicates additional withholding make entries as applicable Exempt Block Indicate calculation inclusion as applicable Contact PayData for direction Misc Amount Enter the Local Tax Amount if applicable Local Enabled Click yes to activate or no to deactivate the tax County Tax Code Override Value Deduct Pretax Options These fields will default do not make changes EvoWeb User Manual 4 Pay Rates All employees must be set up with a primary rate of pay For Salary EE s this must be loaded as 0 00 To begin io Rate Number Position for Pay Grade select Rate Amount Pay Grade select Primary Rate C No Yes Division Branch Department Rate Number All employees must have a Rate 1 set up as a primary rate Salary EE s must have rate 1 set to 0 00 Rate Amount Enter the hourly rate or 0 00 rate for salary Primary Rate Mark as yes for Rate 1 and no for all subsequent rate
26. the person on the inactive employee list Update the demographics on the existing person do not set up a second employee person See Edit Employee EE Code EvoWeb will populate Name Address Phone DOB Primary demographics for all EEs Gender This field is required for valid quarterly reporting Current Status DOH Original DOH Term Date Active EEs will pull into payroll Current Hire Date and Status are required VMR Email and Password Virtual Mail Room this is the address a stub will be sent to and the password used to protect the document Both fields are necessary Pay Frequency Salary Amount Standard Hours Company pay frequency Salary amount is the PER PAYROLL gross for salary EE s Hourly EEs should NOT have an amount here Standard hours are a memo line in payroll Position Status Healthcare Benefit Selections Update these fields as applicable if unsure contact PayData Labor Defaults DBDT Division Branch Department Team Assign the labor role for the EE Only applicable for some clients Taxation Defaults Marital Status Dependents Form W4 contains the primary settings Overrides are available on the next page if any required fields are missed the system does not allow the user to continue Check the top of the screen for errors EvoWeb User Manual 2 Details New Hire Reporting Options EvoWeb will update all new hire reports Subsequent radio buttons are information
27. to the account set up for each employee See Scheduled E b s for further instruction EvoWeb User Manual 6 Child Support Child support deduction codes must be set up by PayData prior to initializing active deductions from employee checks If this step has not been done stop and contact PayData Payroll Services Before an employee deduction can be taken the child support case must be attached to the employee This enables the system to assign the case ID and employee demographics to any applicable agency checks or reports Add Child Support Case n Dianaaa to begin cli Orighation State o amars 6 mC ves Priority Number When only 1 case exists priority 1 should be used When additional cases are defined state and federal law define the priority of deductions Contact PayData for further details Custom Case Number Find this number on the Child Support Order sent by the state If not available use the employee SSN as a place holder Origination State Identify the state issuing the Child Support Order Agency EvoWeb can generate an Agency Check to a third party When this service is used the available agency will be in the drop down list If no agency list exists but is expected contact PayData NOTE the agency on this screen is informational only The Agency MUST get attached on the Scheduled E D for the check to be generated Arrears The Child Support Order only FIPS
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