Home

A Vermont Company Working for You!

Contents

1. Browse Browse ScheduledE Ds Details 1 Details 2 Direct Deposits Child Support Cases E D Code Child Support Case m Block Week 1 p30 x EE 401k x Yes No Calculation Method A fe LL Garnishment ID Block Week 2 C Yes No Amount 50 00 3 00 5 m Block Week 3 Benefit Reference c P Frequency n Yes No jE very Pay ii Benefit Amount Type Block Week 4 Month i Which Payrolls C Yes No None ffan a Block Week 5 E D Group EE Direct Deposit o No ee Paan E Always Pay Deduct Agency Deduct Whole Check No v 401K Admin Company For Tey C Yes No P Deductions to zero Effective Start Date Effective End Date Tae home Pa E Yes No e7 18 2008 a ee Priority Multiple Scheduled E D Group Emok 24 Pension Max Multiple E D o Eme eka 10 If the employee will also be contributing to a Catch Up code you must go to the Multiple Scheduled E D Group field in the bottom left portion of the screen and pull in the Pension Max Multiple E D Group If you do not see any Pension Group with these names please call your Client Service Representative so that one may be setup for you Make sure that the Priority is set at 2 11 Go to the Details 2 screen and pull in the Employee Pension Group in the Max E D Group field and enter the of the employee s deferral in the Maximum Per Period fields 12 For fixed amount contributions the Maximum Pay Period Amount needs to be popu
2. Override Annual Accrual Maximum Show TOA History Current Accrued Current balance Ovenide Rate 80 00 42 00 Current Used Override Rollover Type 40 00 hd Active Override Eff Date Override Rollover Date G Yes C No a Reason Amount loaded wrong in payroll View _ Task Queue 0 Total 0 Finished Recd 190 08K 10 2Mjsec Sent 8 79K Astart A Sa e gt finbox microsoft Outlook Evolution Manual Aug Contact Plus Professional Revolution MACRSIB4 206m 57 1 To adjust a time off accrual type highlight the type in the grid and go to the field that needs to be adjusted in the bottom of the screen 2 Highlight the entire field and type in what the new amount should be This will bring up a Reason box at the bottom of the screen Tab down to the reason and type in why you are adjusting that field 8 Click the green S or F10 to save and the yellow sun to commit the changes Using the Show TOA Time off Accrual History Button Evolution 4 0 31 6 rs11 Employee Time Off Accrual Admi Bi Pee SF 7 5 e Client Last Patterson SSN 000 00 0015 Company PayData Prospects Demo Fist Florance EER 15 Number PayData E Payroll Browse Details History Show transactions in period from A to Vacation iv 1 2003 te f 8 29 2003 x Reese e Misc Transactions 2 00 Manual Adj Wrong amount loaded in payro 8 21 2003 1 38 06 PM KLynch 40 00 Used Pr 08 21 2003 1 9 21 2003 1 34 32
3. Y Which Payrolls None E D Group Agency All Effective Start Date Effective End Date 4 26 2006 Priority Ej zl Multiple Scheduled E D Group 24 Y 8 Click on the Details 1 tab 9 Click on the green k key or Alt Insert to add the deduction Child Support Case Garnishment ID Benefit Reference Benefit Amount Type EE Direct Deposit fr z Deduct Whole Check C Yes No Take Home Pay Block Week 1 C Yes No Block Week 2 Yes No Block Week 3 C Yes No Block Week 4 C Yes No Block Week 5 C Yes No Always Pay Deduct No Deductions to zero Yes No Employee 10 Choose the correct code Example If there are 2 checking accounts and the codes are D01 Checking 1 and D02 Checking 2 each checking account needs to have its own Deduction code 11 If the Direct Deposit is for the net check calculation method should be NONE o Go to EE direct deposit and pull in the account number o Choose yes for Deduct Whole Check o Click the Green v or F10 to save 40 12 1f the Direct Deposit is for the net check less a specific amount of take home pay the calculation method should be NONE o Go to EE Direct Deposit and pull in the account number o Choose no for Deduct Whole Check o Enter the amount that the employee wants as a live check in the Take Home Pay Field o Click the Green IMi or F10 to save 13 If
4. View or Save a Report 93 Labor Distribution Template ASCII 95 Saving ASCII Files 100 Ad Hoc Reports 103 Evolution Short Cuts 109 Additional Information for Vermont Employers Regarding Catamount HealthCare 110 PAY DATA Working for you Adding an Employee To add a new employee go to Employee Employee 1 Click on the EE Entry tab 2 Click the green plus key located at the top left hand side of the screen or Alt Insert This will give you a blank employee screen Y ou will notice that some of the field labels are bold red Any field that is a Red field is a required field and must have data entered into that field to be able to successfully save the data To move around from field to field in all employee screens use your Tab key Once you have entered all the necessary data click the Green Check mark MI ot F10 to save and the Yellow Sun to Commit These are located in the top right hand corner of your screen Company Test Company 2 T A FAFA FF AC Last SSN First EE Number 0002 J A lt Prior Next gt Browse EE Entry Details Address W2 Federal Tax Notes HR Documents Always key SSN first SSN EE Code Last Name First Name poo MI E Address 1 fo Address 2 ia City poo State E Zip Code County Primary Phone pooo ne M Date of Birth o Gender NonAppicable gt D78701 Division pooo Branch ha rt Department
5. state Browse Details Tax Overrides Home State VT X 2 Withholding Allowances State County Reciprocal Amount Percentage Marital Status Tax Code Reciprocal Method Import Marital Status p x Take None x Single Withholding Allowances Reciprocal State rt Married 13 4 Go to the bottom of the screen to the State SDI and SUI fields Pull in the new state on all three fields If this state is not available to pick than you do not currently have an ID established Please contact the PayData Tax Department for assistance 5 Enter the number of Withholding Allowances and choose the correct Marital Status for the employee Remember marital status options differ by state If you ate not sure what to choose confirm with the employee and or state 6 Click the Green Check mark MJ to save This is located in the top right hand corner of your screen 7 Go back to the red field that says Home State Change this to be the new state Confirm that this is the state where the employee s wages are earned NOT the employee s resident state 8 Once you have entered all the necessary data click the Green Check mark MJ to save and the Yellow Sun to Commit These are located in the top right hand corner of your screen Setting up a Reciprocal State for an Employee To set up a Reciprocal state for an employee you must start out under Employee States 1 While on the Browse ta
6. x 2 Would you like to auto create checks for this batch 66 PAY DATA Working for you Entering payroll using the Quick Entry Screen The purpose of the Quick Entry Screen is for basic payroll entry Use this screen if entering your payroll consists of entering just hours and or dollars for your employees If you need to do overrides on your employees in the form of DBDT changes or rate of pay changes please follow the procedures on keying your payroll in on the Check Lines screen 1 From the Batch Screen click on the Quick Entry tab at the top eE EAFA F F S i 2 ii Becky s Test Company 1 27772007 Batch Quick Enty Quick Entry W Overrides Earnings and Deductions Taxes Import Saide Employee Test Fudd Elmer Posada Jorge wilson Lisa L J ooo 0 00 I a Payroll New Batch Expert Check Batch Totals si View Task Queue 0 Total 0 Finished UserID evomanual Recd 1 70M 8 3M sec Sent 29 33K Z 2 You will always want to customize this screen to the codes that you are using in payroll To do this right click in the white grid and select E D Year to date F3 Manual Tax gt Add DO2 Simple Delete gt D03 5125 Ins DOS EE 401k DO6 ER 401K DO 401k Catch Up DOS 401K Loan D09 NY SDI D10 Savings D11 Checking D12 Checking 2 D13 Child Support D25 Mileage E01 Salary E04 vacation E05 Sick E06 Holiday E07 Tips E10 Incentive Over
7. 1099 Calculate SUI Taxable Wages C Exempt Block Include ic Yes No EE SDI Exempt Block Include EE SUI Exempt Block Include MER SDI C Exempt Block Include ER SUI C Exempt Block Include Once you have entered all the necessary data click the Green Check mark BA or F10 to save and the Yellow Sun to Commit These are located in the top right hand corner of your screen 12 Adding a State to an Employee PAY DATA Working for you To Add state to an employee you must start out under Employee States 1 While on the Browse tab select the employee Pe ae oe 4 x x x Last Child SSN 999 99 0010 Company Becky s Test Company Fist Julia EEH 56 Number 0010 56 gt Child Juia gt lt Prior Next gt Browse Details Tax Overrides ES Open Filtered By EE SSN Name pjece Jeanene fone e o o oE Becky s Test Company Sample 1 Manson Becky 0000 00 1111 Active bjs Child Julia 999 99 0010 Active 5 Richards Kathleen 009 52 4998 Active 59 One Single 000 22 3333 Active 60 One Married 000 11 2456 Active 61 Three Married 000 22 2456 Active 62 Posada Jorge 000 00 0062 Active 63 Wilson Lisa L 000 00 0008 Active i Open Filtered By D B D T PG Perap 4 Open company 2 Either double click on their name or go to the Details tab at the top F 3 Once you are on the Details tab click on the green plus key to add another
8. Department Go to the bottom right hand corner and put in the that the employee works in that department Click the green Y or F10 to save and the yellow sun F to commit the changes Continue with the above steps until the employee s labor is 100 distributed 60 PAY DATA Working for you Scheduled Payrolls vs UnScheduled Payrolls When creating a payroll it is important to understand the difference between a scheduled payroll and an unscheduled payroll A scheduled payroll is a payroll that has been set up in your company calendar according to your normal payroll cycle If you pay your employees on a weekly basis you will process 52 scheduled payrolls in a year A bi weekly pay cycle will result in 26 scheduled payrolls per year a semi monthly cycle pays 24 times etc Any payroll that you run that is not considered one of your scheduled payrolls such as a special bonus payroll or a correction run to fix a check is an unscheduled payroll Prior to creating the payroll you need to look to see how the Scheduled E Ds ate set up on your employees To look this up go to Employee Scheduled E Ds On the Browse Scheduled E Ds tab highlight a code that you want to look at Click on the Details Tab In the field called Frequency look to see if it says Every Pay or Every Scheduled Pay BROWN RP Every Pay means that every time you create a payroll regardless of whether it is scheduled or not this code
9. These are located in the top right hand corner of your screen You need to be extremely cautious concerning overriding of taxes Some local taxes are based on a percentage of earnings and if overridden will require corrections to be done to fix incorrect tax withholdings Any questions concerning local taxes should be immediately directed to the PayData Tax Department for assistance 18 PAY DATA Working for you Adding an Additional Rate of Pay to an Employee To add an additional rate of pay to an employee you must start out under Employee Pay rate info 1 While on the Browse tab select the employee aD Ste FF AC v xj x Last Child SSN 999 99 0010 Company Becky s Test Company First Julia EEH 56 Number 0010 56 gt Child Julia gt lt Prior Next gt Update Rates or Salaries Browse Details j Open Filtered By EEH SSN Name Aj Open company Aj Open Filtered By D B D 1 PE 1 Manson Becky 000 00 1111 56 EC Julia 999 99 0010 5 Richards Kathleen 009 52 4998 59 One Single 000 22 3333 60 One Married 000 11 2456 61 Three Married 000 22 2456 62 Posada Jorge 000 00 0062 63 Wilson Lisa L 000 00 0008 2 Either double click on their name or go to the Details tab at the top F 3 Once you are on the Details tab click on the green plus key to add another rate Rate Number Primary Rate z Rate Amount 0 00 4 The system will default the Primary Rate
10. system that it needs to look at all Child Support codes when it calculates the Maximums amounts per period If you do not have a Child Support Group please contact your Client Service Representative for assistance 51 Browse Browse ScheduledE Ds Details 1 Details 2 Direct Deposits Child Support Cases E D Code DO2 Child Support Calculation Method Fixed X Amount 50 00 Frequency Ever Scheduled Pay X Month Which Payrolls None fall E D Group Agency Office of Child Supp willisto 7 Effective Start Date Effective End Date 5 28 2008 v v Priority Multiple Scheduled E D Group h child Suppor Child Support Case 00 020003 v Garnishment ID __ Benefit Reference zl Benefit Amount Type zl EE Direct Deposit zl Deduct Whole Check C Yes No Ee Home Pay Block Week 1 C Yes No Block Week 2 C Yes No M Block Week 3 C Yes No Block Week 4 C Yes No Block Week 5 C Yes No Always Pay Deduct No Deductions to zero C Yes No Employee Do NOT setup the same ED Code more than once on an employees or errors could occur If you need more Child Support E Ds set up please contact your Client Service Representative PAY DATA Working for you Setting up Group Term Life There are two ways to post the taxable amount of Group Term Life in the Evolution sy
11. C Yes No Amount cate Benefit Reference ee el Frequency C Yes No JEvery Pay Block Week4 Benefit Amount Type Month Which Payrolls M C Yes No None x Ja x Block Week 55 E D Group EE Direct Deposit C Yes No fi 23456789 X Always Pay Deduct Agency Deduct Whole Check Mpoo 7 C Yes No Deductions to zero Effective Start Date Effective End Date C Yes No haz z Ud Take Home Pay Priority Multiple Scheduled E D Group Emal 22 JHsA Single 7 o Eme a 23 Under E D Code select the deduction code you would like to setup 24 Under calculation method select the appropriate method for this code in most cases this will be Fixed 25 Under either Amount or depending on the calculation method chosen enter the amount or that you would like to deduct from the employee If selecting you may need to pull in the appropriate E D Group 26 The Frequency should default for you but always make sure you verify that it is correct If you are using Quarterly Semi Annual Annual or User Entered you will need to fill in the Month and Which Payrolls field so the system is able to deduct these earnings in the appropriate payroll s The two most common frequencies are Every Pay and Every Scheduled Pay It is important that you understand how the difference between these two options will affect how you create your payrolls e Every
12. ES ot F10 to save and the yellow sun to commit theses changes 39 Repeat steps 19 22 on the employer code as well 48 PAY DATA Working for you Setting up a child support Child Support Case is located under the Employee Scheduled E Ds 1 Click on the Child Support Tab 2 Click the P key located to the right of the custom case and origination state fields Browse Browse Scheduled E Ds Details 1 Details 2 Direct Deposits Child Support Cases 2 Priority number amp D3loo1020003 v Priority Number Case Number Origination State ap m 001020003 VT Agency Office of Child Supp Willisto Arrears St Medical Ins Eligible C Yes No C Yes C No Not Applicable FIPS Code SS 3 Priority Number Enter the appropriate number to assign priority order if there is more than 1 child support order Use number 1 for only one child support order 4 Case Number Enter the case number assigned to the child support order If there is not one indicated you can use the employees social security number which is located at the top of the screen 5 Agency If the company has agency checks you can pull in the appropriate one This is an information only field You must pull the Agency in on the scheduled E D to force the check to be created 49 6 Arrears You can indicate if the order is in arrears Info only field 7 Once the set up is correct click the green v S to commit the changes
13. Earnings Group please contact your Client Service Representative for assistance a The should equal the percentage given to you on the child support request from the specific state b Pull in the child support case 6 Click on the Details 2 tab 7 Under the Maximum E D Group pull in the Disposable Earnings Group and enter in either the Maximum Pay Period or the Maximum Pay Period Amount based on the state child support order Browse Browse Scheduled E Ds Details 1 Details 2 Direct Deposits Child Support Cases Target Action None X Number of Targets Remaining l Target Amount i Balance Taken i Maximum Average Amount E D Group Maximum Average Hours E D Group Maximum Average Hourly Wage Rate 8 Click the green v or F10 to save and the yellow sun Minimum Wage Multiplier Maximum Garnish 4 Minimum E D Group Minimum Pay Period Minimum Pay Period Amount Annual Maximum Amount Client Annual Maximum Amount Maximum E D Group Disposible Earnings X Maximum Pay Period 50 0 Maximum Pay Period Amount Threshold E D Group Threshold Amount Use Pension Limit to commit the changes 10 If the employee has more than one Child Support Order repeat the above steps for each of the Child Support EDs On each Child Support code make sure to pull in the Child Support ED Group in the Multiple Scheduled ED Group field This will tell the
14. GTL hours and multiplies this by their rate of pay It then takes that number and multiplies it by the GTL Rate This is now what the system uses for the Group Term Policy Amount 53 The system then will go through the steps of determining the taxable amount amount over 50 000 to calculate the taxable benefit Regardless of how the system gets to the taxable amount it is necessary to tell the system how often you want to tax the employee for this benefit 4 Go to Employee Scheduled E Ds 5 Make sure you are still on the correct employee then go to the Browse Scheduled E Ds tab 6 Click the P key or Alt Insert to add the new E D Code 7 Under E D Code select the code for GTL This will always start with an E If you do not see a code for GTL please contact your Client Service Representative for assistance 8 Under Calculation Method make sure it says Fixed 9 Make sure the amount and are left blank Since we want the system to calculate the taxable amount we do not want to override the amount here 10 Choose the correct Frequency If you want to tax the employee on their GTL benefit every payroll select either Every Pay or Every Scheduled Pay If you would prefer to tax this monthly quarterly or annual select the appropriate frequency If you choose the option for quarterly or annual enter the specific Month and Payroll that you want to have the calculation included within Browse Browse Scheduled
15. Pay This code will pull into every payroll that you create regardless of whether it is your normally scheduled payroll or a special payroll run e Every Scheduled Pay This code will only pull into your normally scheduled payrolls For example if you run payroll bi weekly it will only pull into the standard 26 payrolls in a year 46 27 Enter a valid Effective Start Date on this code as it is a required red field If you are setting this up for a future date please make sure you change your Effective Start Date to the date you want this earning to start When deciding what date to enter remember that the system is based on Check Date not Pay Period Dates For example if you put the Effective Start Date as 08 22 2007 and the payroll has a pay date of 08 24 2007 with pay period dates from 08 12 2007 to 08 18 2007 the code will be brought into that payroll even though the pay period does not cover that date 28 Go to the EE Direct Deposit field and bring in the bank account to deposit this money into 29 1f you run payroll on a weekly or bi weekly basis please be aware that there are some months in the year that you will run an extra payroll This payroll will always occur in the 5 calendar week of a month If you have done calculations so the deductions come out only 4 times a month for weekly payrolls or 2 times a month for bi weekly payrolls you will need to mark Block Week 5 as Yes 30 1f the set up is correct click the g
16. Under Employee Scheduled E Ds ot F10 to save and the yellow sun The Browse Scheduled E Ds tab lists all of the scheduled earning and deductions that are set up on the employee 1 Go to the Details 1 Tab Browse Browse Scheduled E Ds Details 1 Details 2 Direct Deposits Child Support Cases E D Code D02 Child Support Calculation Method Fixed v Amount EA 0 00 Ea Frequency Every Scheduled Pay X Month Which Payrolls None 7 jal E D Group Agency Office of Child Supp Willisto w Effective Start Date Effective End Date 572872008 v v Priority Multiple Scheduled E D Group 2 Click the at the top of evolution or Alt Insert to add the deduction Child Support Case 001020003 X Garnishment ID Benefit Reference Benefit Amount Type EE Direct Deposit Deduct Whole Check C Yes No Take Home Pay 3 Choose the correct E D code 4 If Child Support is for a fixed amount a Calculation method should be fixed b Put in the amount that should be deducted in the amount field c Pull in the Child Support Case number Block Week 1 Yes G Block Week 2 C Yes G Block Week 3 C Yes G Block Week 4 C Yes G Block Week 5 C Yes G No No No Always Pay Deduct No Deductions to zero C Yes G Employee No 50 5 If the Child Support is for a The calculation method should be of Disposable Earnings If you do not have a Disposable
17. View Task Queue 0 Total 0 Finished UserID evomanual Recd 1 68M 10 2Mjsec Sent 27 15K 5 The system will pull in the batch or pay period dates that are associated with that payroll If you are doing an unscheduled payroll like a Client Correction or Supplemental you most likely will need to override the Period Begin Date and Period End Date 6 Review all the fields at the bottom of the screen and change as necessary Payroll Filter By setting up filters you are able to bring in predetermined groups of employees Payroll Check Template Check Templates enable you to handle all the checks in a batch in a specific manner For example blocking all scheduled E Ds overriding the taxation of the paychecks etc Tf you are unsure if you should be using a Payroll Filter or a Payroll Check Template please contact your Client Service Representative for assistance Frequency If you only have one payroll pay frequency this will pull in automatically for you If you are paying multiple pay frequencies select the one you want for this batch Period Begin Date This is this pay period begin date for payroll This will default to the dates set up when your company payroll calendar was created Period End Date This is the pay period end date for payroll This will default to the dates set up when your company payroll calendar was created 65 Pay Salary Select whether you want your salaried employees to autom
18. a rehire Evolution 2 Do you want to see a report of which Employee details are set up that should be reviewed No 23 oyee details to review for employee Faith Orn Employee details to review for employee 2387 Faith Orn Co 0002 Test Company 2 Scheduled E Ds Time Off Accrual E Print Report When reactivating a terminated employee all of their previous settings will also be reactivated This includes any Scheduled Earnings or Deductions Direct Deposits Time Off Accrual etc Make sure you completely review the entire employee set up to make sure that the system is current 24 Adding Workers Comp to an Employee PAY DATA Working for you To add Workers Comp to an employee go to Employee Employee 1 From the Browse tab select the employee 2 Click on the EE Entry tab Evolution 9 iSystems 2 SB Admin Admin H Finance 4 S B Report Client a Company iG Employee Fa Aux Payroll Payroll 2 gt Reports s4 Operations wa Tax pmnts eee Misc Ta gt Last Ham First Donna EE Tavs F F A C SSN 009 22 3782 Number 0002 B Ham Donna L lt Prior Next gt Browse EE Entry Details Address w2 Federal Tax Notes HR Documents Always key SSN first ssn msz EE Coe 3 Last Name Han ss First Name Dorna MI je Address 1 a14 Annbr Address 2 rT O City Colchester State yr Zip Code fossa Cou
19. key that is on the lower right hand side of the screen to add the new account number Enter in the ABA Bank Routing Number Bank Account Number and Account type Select No for In Prenote This is contrary to normal direct deposit set ups While PayData highly encourages remote users to allow pre noting to occur for normal direct deposits this is NOT the case for a H S A direct deposit Direct deposit accounts that will be used for a H S A should always be set up with the Pre Note flag set to NO If the flag is set to Yes the amount will be deducted from the employee s check but the money will not be credited to the employee s H S A bank account as it is in pre noting status sale os 21 Click the green check Y or F10 to save and the yellow sun to commit theses changes Browse Browse Scheduled E Ds Details 1 Details 2 Direct Deposits Child Support Cases Efe bok accon a aea Nobel 12345678 ABA Number Bank Account Number Account Type In Prenote 000000000 123456789 Checking 7 Ir Yes No Addenda aee Branch Identifier I Allow Hyphens 45 22 Click the k key at the top of the screen or click Alt Insert to add the new E D Code Browse Browse Scheduled E Ds Details 1 Details 2 Direct Deposits Child Support Cases E D Code Child Support Case Block Week 1 p20 HSA Single DD M C Yes No Calculation Method Gamishment ID Block Week 2 Fired M
20. like to add 4 Depress the Enter key or use the arrow keys until you get to the desired column then put in the necessary data 5 Depress the Enter key or use the arrow keys until your curser moves off of the line 6 If you would like to add a column Right click on the column header 7 Click Add or Delete 8 Choose column title that you need 9 Make sure you Save and or Commit your changes using the and or the buttons 69 Deleting Check Lines 10 On the batch screen go to the check lines by using the button in the bottom right hand corner of the screen or double clicking on an employee s name 11 Make sure you are on the Check Lines tab and then click on the check line that you want to delete Check Lines Manual Tax General Tax Overrides Preview Employee Notes E E D Code E D Description Amount Salary 0 00 1 000 00 EE 401k Es 25 00 ER 401K 25 00 Regular 12 On your keyboard press the Ctrl and Delete buttons at the same time It will ask you if you want to delete this check line Make sure you say OK ci x Q Delete this check line 4 If the message says anything other than Delete this check line you need to select Cancel and redo the steps Cancel EON 13 Make sure you Save and Commit your changes using the and the buttons 70 PAY DATA Working for you Adding a second regular check to a batch 1 On the batch screen go to the check lines by using the bu
21. the field If the match is 100 of 3 put a 3 in the space of the employee code This must be done or you will get an error when creating the payroll If the employee is contributing a fixed dollar amount and the employer does not match the Catch Up contributions you must enter a 0 in the field on the EE Catch Up Code 20 In the Multiple Scheduled E D Group field at the bottom left portion of the screen pull in the Pension Max Multiple E D Group Make sure that the priority is set at 3 Browse Browse ScheduledE Ds Details 1 Details 2 Direct Deposits Child Support Cases E D Code Child Support Case p31 x EE 401k Catch up x Calculation Method Garnishment ID B of E D Group Amt x Amount 5 00 Benefit Reference Frequency JEvery Pay 7 Benefit Amount Type Month Which Payrolls z None x All x E D Group EE Direct Deposit EE Pension z Agency Deduct Whole Check 401k Admin Company For Te x C Yes No Effective Start Date Effective End Date Take Home Pay fi 1 2012 x x o Priority Multiple Scheduled E D Group 3 3 Pension Max Multiple E 7D 7 Block Week 1 C Yes No Block Week 2 C Yes No M Block Week 3 Yes No M Block Week 4 Yes No Block Week 5 C Yes No Always Pay Deduct No x Deductions to zero C Yes No Employee 36 21 If the contribution is based on an E D
22. the Direct Deposit is for a fixed amount calculation method should be fixed Put in the amount that should be deducted in the amount field Go to EE direct Deposit and pull in the account number Choose no for Deduct Whole Check O O O o Click the Green v or F10 to save Stopping a Direct Deposit 1 Go to Employee Scheduled E Ds The Browse Scheduled E Ds tab lists all of the scheduled Earning and Deductions that are setup on the employee 2 Highlight the Direct Deposit that needs to be stopped on the Browse Scheduled E Ds tab Browse Browse Scheduled E Ds Details 1 Details 2 Direct Deposits Child Support Cases E Calculation Type Eff Start Date Eff End Date D01 2 Shareh F 35 00 74722005 1 1 2006 D02 Child Supp D 50 00 p 7 19 2004 D03 5125 Insur a S E 7 7 2004 9 24 2004 a 125 Flex 7 19 2005 1 1 2006 a E e o aae United Way P 0 90 D 727 2005 1 1 2006 Standard N 100 00 U 5 28 2005 1 1 2006 Garnishment N 100 00 D 5 24 2004 Levy D 100 00 D 4 27 2006 EE401k Ww D 7 19 2004 6 30 2005 ER401K 5 D 7 19 2004 6 30 2005 3 Go to the Details 1 tab 41 Browse Browse Scheduled E Ds Details 1 Details 2 Direct Deposits Child Support Cases E D Code Child Support Case Block Week 1 D10 Checking X C Yes No Calculation Method SUON SOUI Garnishment ID Block Week 2 C Yes No Amount ies Benefit Reference Pee ae Frequency 0O O Yes No Every Pay X Benefit mount Type Blo
23. the company Time Off Accrual set up add that Annual Maximum here 7 Override Rate If the employee can accrue at a different level than the company Time Off Accrual Rates add the different rate This rate will not change if there is a tier on the company level This will have to be done manually 8 If the employee is allowed to rollover time from one accrual type to another A Select the correct type in the grid This should be the type that holds the existing balance B In the override rollover type select the type that you want the balance to transfer to C Override Rollover Date select the date that you want the rollover to happen a 9 Override Eff effective Date If the employee should be accruing at a different hire level than what the Employee Hire date is change the Eff Date to be greater than what the Original Hire date is on the EE Entry tab in Employee Example From 13 months through 24 months the employee should receive 2 5 hours per pay period of Vacation time If a new hire should be getting rate of 2 5 hours per pay period load in a hire date of 12 months prior to the Original Hire date Manual Adjusting a Time Off Accrual Type Evolution 4 0 31 6 rs11 Employee Time Off Accrual 47a F F J e Bzw vy Last Patterson SSN 000 00 0015 Company PayData Prospects Demo First Florance EER 15 15 Patterson Florance lt Prior Next gt Number PayData 42 00 24 00 24 00 24 00
24. to NO and the Rate Number to the next available number for this employee 5 Enter the rate for this employee in the Rate Amount field 6 Once you have entered all the necessary data click the Green Check mark J to save and the Yellow Sun to Commit These are located in the top right hand corner of your screen 19 PAY DATA Working for you Adding an Override Department to an Additional Rate of Pay To add an additional rate of pay to an employee you must start out under Employee Pay rate info 1 Please be aware that any department assigned to a specific rate on this screen can not be overridden in payroll check lines 2 While on the Browse tab select the employee BF e avs a Lover Last Child SSN 999 99 0010 Company Becky s Test Company First Julia EEH 56 Number 0010 56 zj Child Julia gt lt Prior Next gt Update Rates or Salaries Browse Details l a Open Filtered By D EB D 1 PG as Open company Name Status Status 4 gt Becky s Test Company Sample 1 Manson Becky 000 00 1111 Active 56 chii Julia 999 99 0010 Active 57 Richards Kathleen N 009 52 4998 Active 59 One Single 000 22 3333 Active 60 One Married 000 11 2456 Active 61 Three Married 000 22 2456 Active 62 Posada Jorge 000 00 0062 Active 63 Wilson Lisa L 000 00 0003 Active 3 Either double click on the employee s name or go to the Details tab at the top 4 You will see a gri
25. will get brought into the employees check lines Every Scheduled Pay means that this code will only get brought into payrolls that are marked as scheduled When creating your payroll see procedures on creating payroll the system will automatically bring up your next scheduled check date according to your calendar If that date is wrong for any reason and you change it the following message will appear xi 9 Would you like to insert a new scheduled date in the Company Calendar ea j 61 You will need to be cautious if you decide to proceed with changing your check date Some examples of why you would change your check date are e Your normally scheduled check date falls on a holiday or a weekend Due to ACH regulations you are required to process your payroll 2 business days prior to the check date You ate doing a correction run supplemental run and when creating the run the system brings up your next normally scheduled check date It is crucial that you understand what each of the above selections will do e Yes you are creating another payroll that is NOT one of your normal 52 26 etc but You want to make sure that this payroll is marked as Scheduled so that ALL of the E Ds set up on the employees as Every Scheduled Pay are automatically brought into employee check lines You want the Time Off Accrual to accrue as normal e No you are creating another payroll that is NOT one of your normal 52 26
26. 14 Make sure you Save and or Commit your changes using the and or the buttons 12
27. ABA Number Bank Account Number Account Type In Prenote b51 480754 12 Checking X Yes C No Addenda Branch Identifier F Allow Hyphens This is a two step process if both steps are not done the direct deposit will not STEP 1 Go to Employee Scheduled E Ds and Click on the Direct Deposit tab Click the green F key or alt insert to add a new direct deposit ABA Number Load the ABA Number The system will not let you load an incorrect ABA number The ABA number is always 9 digits long and should be pulled from a voided check as deposit slips do not always reflect the correct numbers Bank Account Number Load the bank account number Account Type Choose checking or savings for the Account Type Prenote Choose yes this will automatically change to no after the prenote has taken place 39 PayData highly encourages that remote users allow the pre noting to occur The ONLY times when you should say Pre note NO is if you are setting up a Direct Deposit account that will be used with an HSA In this case if you say Yes the deduction will be taken in payroll but the money will not be sent to the HSA account while it is pre noting 7 Click the green v or F10 to save STEP 2 Browse Browse Scheduled E Ds Details 1 Details 2 Direct Deposits Child Support Cases E D Code pio Checking Calculation Method Fixed Amount 776 00 Frequency Every Pay Month
28. E Ds Details 1 Details 2 Direct Deposits Child Support Cases E D Code Child Support Case M Block Week 1 E50 x GTL x C Yes No Calculation Method Gamishment ID _Block Week 2 Fixed het Yes No Amount Benefit Reference pa h Frequency Yes No Every Pay v E Benefit Amount Type Block Week 4 Month Which Payrolls o C Yes No None fat z Block Week 5 E D Group EE Direct Deposit ree No Always Pay Deduct Agency Deduct Whole Check IN 5 x C Yes No 3 Deductions to zero Effective Start Date Effective End Date Teles EN C Yes No fosvorv2o06 f Priority Multiple Scheduled E D Group Emol E sg mployee v 54 Example A frequency of quarterly with month 3and which payrolls set to Jast will result in the calculation occurring with the last payroll of the month in the third month of each quarter A frequency of annual with month of 12 and which payrolls set to closest to 15 will result in the calculation occurring in December with the payroll check date closest to the 15 of the month 11 1f the set up is correct click the green check Yor F10 to save and the yellow ube os sun to commit these changes For instructions on how to post GTL please see the payroll entry section 55 Time Off Accrual Employee Time off Accrual Details Screen PAY DATA Working for you O Evolution 4 0 28 6 r
29. Group on the Details 2 screen the Employee Pension Group should be pulled in under the Maximum E D Group and the employee pension contribution should be pulled in under the Maximum Pay Period fields 22 For fixed amount contributions the Maximum Pay Period Amount needs to be populated The maximum pay period amount is equal to the employee s deferral amount For fixed contributions the Maximum E D Group or Maximum Pay Period will be blank Maximum E D Group Maximum E D Group EE Pension v Maximum Pay Period Maximum Pay Period 3 00 Maximum Pay Period Amount Maximum Pay Period Amount Bo 00 23 In the Threshold E D Group field enter the E D Group Pension Threshold Leave the Threshold Amount field blank and check the Use Pension Limit The Threshold E D Group is ONLY pulled in on the Employees Pension Catch Up code never the regular Employee Pension Code Threshold E D Group Pension Threshold Threshold Amount V Use Pension Limit 24 Save your changes F10 25 Go to Employee Employee and verify that they employee has a Date of Birth loaded They system will verify the age of the employee when doing the calculation Employer Code 1 Once you add the employee pension code the system will ask you if you want to set up the match Say yes 2 It will ask you for an effective date Enter in a date or allow it to default to today 37 3 The sy
30. If you ate setting up a pension child support direct deposit or insurance deduction using the Benefit Tables please refer to the sections that deal with those codes specifically To set up a new recurring deduction start in Employee Scheduled E Ds 1 From either the Browse Tab or by using the employee drop down boxes at the top select the employee you are working with 2 Click on the Browse Scheduled E Ds tab and verify that the code you ate using is not already set up on that employee If the code is already set up go directly to step 13 Do not set up the same code twice as this will result in an error and possible loss of newly added data that has not yet been committed 3 Click the key or Alt Insert to add the new E D Code al s rerh Ff SF HC v x x Last Child SSN 999 99 0010 E D Code DOI Type DN Company Becky s Test Company First Julia EE 56 Desc Misc Number 0010 Bs Child Julia Browse Browse Scheduled E Ds Details 1 Details 2 Direct Deposits Child Support Cases E D Code Child Support Case Block Week 1 D01 Misc J C Yes No Calculation Method ON TEL se Garnishment ID Block Week 2 FS Yes No Amount 200 Benefit Reference Teese Neos Frequency Yes No Ever Pay aa Benefit Amount Type Block Week 4 Month Which Payrolls D J C Yes No None pel aga Block Week 5 _5 E D Group EE Dire
31. PAY DATA Working for you PayData A Vermont Company Working for You PAY DATA Working for you Introduction Welcome to the Evolution Employee Set Up and Payroll Processing Reference Manual This manual is one part of an ongoing initiative to provide comprehensive and user friendly learning tools and reference material for your Evolution software This program gives you the dynamic tools with which to perform all payroll tax and human resource functions for your business As we move forward and continue to develop more training tools and reference materials for you to effectively use our products in your business we consider you our partner in communicating your experiences to help us create the best products and materials possible Overall Goals and Objectives Our goals and objectives are to provide comprehensive training tools and resource materials to assist you in using Evolution effectively e Set up new employees in Evolution for your companies e Utilize the functionalities listed in the user manual to perform all the tasks associated with employee set up e Create payrolls for your companies utilizing the functionalities listed in the user manual to do the following o Enter all the unique data for individual employees to set up their payroll information o Verify all company payroll totals o Process all of a company s payroll accurately and in a timely fashion o Review payroll register repo
32. PM 8 21 2003 Adjustments Connected Transactiorr Double click on transactions to open this information Double click on transactions to open this information view Task Queue 0 Total 0 Finished Recd 192 32K 10 3Mjsec Sent 9 02K Mstart A SIF Ghinbox microsoft f evolution Manual f88 Contact Plus Pro evolution MAGCRaSBA 209m This is an information Tab only used to show the history of each type of Time Off Accrual 1 2 Click on the Show TOA History button and this will add the History tab Use this field to tell if the change was a change made with payroll or a manual adjustment This will also list who made the change according to the Evolution Log In it was made under 58 PAY DATA Working for you Employee Shifts Employee Shifts Details Tab Evolution 4 0 28 6 rs11 Employee Shifts Cie S972 F S g E E sre xy o X SER Last Patterson SSN 000 00 0015 Company PayData Prospects Demo First EEH 15 Flo Number PayData lt Prior Next gt view _ Task Queue 0 Total 0 Finished Recd 674 80K 9 3Mjsec Sent 19 40kK 1 In Employee go to Shifts e Click on the F key e Pull in the shift e The amount will filter in but can be overridden if needed 2 If the Shift needs to be paid out automatically e In Employee Shifts under Auto Shifts pull in the appropriate shift 3 In Pa
33. aken in payroll but the money will not be sent to the HSA account while it is pre noting 6 Click Green v ot F10 to save STEP 2 Browse Browse ScheduledE Ds Details 1 Details 2 Direct Deposits Child Support Cases E D Code Child Support Case Block Week 1 D10 Checking X C Yes No Calculation Method Gamishment ID Block Week 2 Fiod x C Yes No Amount 00 ms Benefit Reference oe baci Frequency Yes No Every Pay v Benefit Amount Type Block Week 4 Month Which Payrolls E C Yes No None AfA i Block Week 5 E D Group EE Direct Deposit Yes No 12 v Always Pay Deduct Agency educt Whole Check No C Yes No Deductions to zero Effective Start Date Effective End Date fae ee Yes C No 422672006 a Priority Multiple Scheduled E D Group Emol ea O Sf o Emoe 7 On the Browse Scheduled E Ds tab Choose the Direct Deposit code that you need to change 8 On the Details 1 tab Choose the new bank account number from the EE Direct Deposit list 9 Click the green Yo ot F10 to save 43 PAY DATA Working for you Setting up an H S A Scheduled E D with Direct Deposit If you are setting up a pension child support direct deposit or insurance deduction using the Benefit Tables please refer to the sections that deal with those codes specifically Important Please make sure that the H S A code that you are using has DD or Direct Deposit in the description If i
34. and Team or DBDT fields are not red your company may have specifically been set up to use these fields To select the correct DBDT click on the DBDT Picker or F4 and it will bring up what has been set up for your company Select the correct DBDT for this employee then click select and you will see that DBDT now loaded on the employee Tf you need a new DBDT added to the list you must contact your Client Service Representative for assistance 8 Hire Date Enter in the correct Current Hire Date for the employee You should also enter in an Original Hire Date 9 Pay Frequency Your default pay frequency has been set up on your company and all employees will default to that frequency If you are using multiple pay frequencies select the correct frequency for that employee 10 Salary Amount If your employee is a salary paid employee enter in the per pay period salary amount here If they are not salary leave this blank 11 Average Hours This will take a salary amount and divide it out to come up with an hourly rate Normally you would always leave this at the default of 0 00 to prevent data entry errors in payroll 12 Rate Number This is always a 1 Please refer to the Additional Pay Rate section for information on how to set up multiple rates 13 Standard Hours Any hours put in this field will automatically pull into the payroll This is used for employees in which you want to consistently pay them the same n
35. atically get paid the normal salary Pay Standard Hours If you are utilizing the Standard Hours field on the EE Entry tab determine whether you want those hours to be brought into the payroll Load Payroll Defaults This controls the codes that automatically fill in the Check Lines screen Calculate Scheduled E Ds If checked it will calculate the Scheduled E Ds at the time the checks are created Select EEs from List If you only want certain employees to come in you can check that box and a listing of all of your employees will be displayed You can then choose just the employees that you want Create 945 Checks This is only to be used when creating posting for 1099R pension payouts NEVER CHECK THIS WHEN CREATING YOUR NORMAL PAYROLL Checks per EE You can get the system to create multiple checks for each employee Pay Select the employees you want to pay in this payroll For your normal payroll leave this ALL Create Checks Select the type of checks you are creating For your normal payroll leave this REGULAR 7 Once all of the fields have been filled in correctly click the mark at the top to Save 8 The system will now ask if you want to Auto Create your checks If you are creating your normal payroll say yes If you are doing a special payroll run and you do not want all of your employees in the batch say no unless you have manually selected the employees that you want to pay
36. ay date of 08 24 2007 with pay period dates from 08 12 2007 to 08 18 2007 the code will be brought into that payroll even though the pay period does not cover that date 9 Toward the bottom of the third column in the Always Pay Deduct field you will want to choose either None or Current Payrolls e None By choosing this option it will only pay the employee this recurring earning if they are also receiving other income e Current Payrolls This option will force the payment to be made to the employee regardless of whether or not they are receiving any additional compensation sae 10 Click the green check Y or F10 to save and the yellow sun a to commit theses changes 11 If the code is already set up go directly to the Details 1 tab and review the data on this screen for accuracy If changes are necessary click on the field that you want to change and enter in the new data 12 If the code was used at one point and stopped you will see that the Effective End Date is filled in with a date To remove this date click in the field so that the date is highlighted and click the Delete key on your key board This will remove the date 13 Go to the Details 2 tab to verify the data on this screen Again if the data needs to be removed click on the field and click the Delete key on your keyboard 29 aa 14 Click the green check Yor F10 to save and the yellow sun a to commit theses changes Setting up a new recurring Deduction
37. b select the employee T S FAFA FF SF j 4 X Last Child SSN 999 99 0010 Company Becky s Test Company First Julia EEH 56 Number 0010 56 gt Chid Juia M lt Prior Next gt Browse Details Tax Overrides i Open Filtered By D B7 D T7 PG j Open Filtered By EER SSN Name Eee a a Becky s Test Company Sample 1 Manson Becky 000 00 1111 Active bis Child Julia 999 99 0010 Active 5 Richards Kathleen 009 52 4998 Active 59 One Single 000 22 3333 Active ae 5j Open company 60 One Married 000 11 2456 Active 61 Three Married 000 22 2456 Active 62 Posada Jorge 000 00 0062 Active 63 Wilson Lisa L 000 00 0008 Active 2 Either double click on their name or go to the Details tab at the top 14 3 Once you are on the Details tab click on the green plus key to add another State Browse Details Tax Overrides Home State vt 2 Withholding Allowances State County Reciprocal Amount Percentage Marital Status SDI Tax Code Reciprocal Method import Marital Status Po Frake None o Single SUI withholding Allowances Reciprocal State D lr D C Married 4 Go to the bottom of the screen to the State SDI and SUI fields Pull in the new state on all three fields If this state is not available to pick than you do not currently have an ID established Please contact the PayData Tax Department for assistance 5 Enter the number of Withholdin
38. ck Week 4 Month Which Payrolls O r es No None jA i Block Week 5 E D Group EE Direct Deposit rons No 15 12 v Always Pay Deduct Agency Deduct Whole Check No C Yes No Deductions to zero Take Home Pay Yes No 7 i Employee Effective Start Date Effective End Date 4 26 2006 Multiple Schedul Priority 2s 4 Put the date that it should be stopped in the Effective End Date in the bottom left hand corner of the screen To Change a Direct Deposit Use this process if you have an employee that is stopping an existing bank account and adding a new bank account Browse Browse Scheduled E Ds Details 1 Details 2 Direct Deposits Child Support Cases 251480754 _ ABA Number Bank ccount Number Account Type In Prenote 251480754 12 Checking X Yes C No Addenda Branch Identifier Allow Hyphens STEP 1 1 Go to Employee Scheduled E Ds and Click on the Direct Deposit tab Click the Greeni key or alt insert to add a new Direct Deposit ABA Number Load the ABA Number Bank Account Number Load the bank account number Account Type Choose checking or savings Prenote Choose yes oa Se be PayData highly encourages that remote users allow the pre noting to occur The ONLY times when you should say Pre note NO is if you are setting up a Direct Deposit account that will be used with an HSA In this case if you say Yes the deduction will be t
39. ct Deposit wo No Always Pay Deduct Agency Deduct Whole Check No cat ji z C Yes f No F Deductions to zero Effective Start Date Effective End Date Tate lone Yes No Joszo1 2006 E J fe OoOo Priority Multiple Scheduled E D Group z Employee 4 Under E D Code select the deduction you would like to setup 5 Under calculation method select the appropriate method for this code 30 6 Under either Amount or depending on the calculation method chosen enter the amount or that you would like to deduct from the employee 7 The Frequency should default for you but always make sure you verify that it is correct If you are using Quarterly Semi Annual Annual or User Entered you will need to fill in the Month and Which Payrolls field so the system is able to deduct these earnings in the appropriate payroll s The two most common frequencies are Every Pay and Every Scheduled Pay It is important that you understand how the difference between these two options will affect how you create your payrolls e Every Pay This code will pull into every payroll that you create regardless of whether it is your normally scheduled payroll or a special payroll run e Every Scheduled Pay This code will only pull into your normally scheduled payrolls For example if you run payroll bi weekly it will only pull into the standard 26 payrolls in a year 8 If you are setting up a code that is a calculation on o
40. d in the middle of your screen Highlight the rate to which you want to add an override department Division Team Pay Grade amp M Branch Jobs Number Rate Number E E z Department WC Code Workers Comp State Rate Amount F 17 24 5 Underneath the grid next to the field Team you will see the DBDT Picker Click on this button or hit the F4 key and it will bring up your Department Listing Highlight the one you want and click Select to pull this onto the rate 6 Once you have entered all the necessary data click the Green Check mark J to save and the Yellow Sun to Commit These are located in the top right hand corner of your screen 20 PAY DATA Working for you Terminating an Employee To terminate an employee go to Employee Employee 1 While on the Browse tab select the employee you want to terminate m e TaT FF A CO Last Child SSN 999 99 0010 Company Becky s Test Company First Julia EEH 56 Number 0010 56 Child Julia y _ Prior Next gt a P Browse EE Entry Details Address we Federal Tax Notes HR Documents E Send E mail 1 Manson Becky 000 00 1111 Active ble Child Julia 999 99 0010 Active 57 Richards Kathleen 009 52 4998 Active 59 One Single 000 22 3333 Active 60 One Married 000 11 2456 Active 61 Three Married 000 22 2456 Active 62 Posada Jorge 000 00 0062 Active 63 Wilson Lisa L 000 00 0008 Active 2 Either double click on thei
41. do not see in the drop down box please call your Client Service Representative for further assistance 25 Adding Workers Comp to Multiple Rates Before utilizing this option please remember that Workers Comp codes that are assigned to specific rates will always override the workers comp code setup on the employee And these workers comp codes can not be overridden on the payroll check lines To add Workers Comp to multiple rates go to Employee Pay Rate Info 1 While on the Browse tab choose the employee you want to add the Workers Comp code to 2 Click on the Details Tab at the top of the screen Last Manson SSN 000 00 1111 Company Becky s Test Company First Becky EE 1 Number 0010 1 z Manson Becky lt Prior Browse Details Update Rates or Salaries Salary Amount Standard Hours Future Raise Date Future Raise Rate Auto update rates 1 000 00 v C Yes Annualized Salary Pay Frequency Future Raise Amount Future Pay Frequency Average Hours Calculated Annual Salary Future Raise Workers Comp Wage Limit E E 3 12 00 Division Team Pay Grade C Branch Jobs Number ia ae Rate Number B C Yes Department WY C Code Workers Comp State Rate Amount 7231 E sacking T No 10 00 3 On the rate grid in the center of the screen you will see the different rates of pay for that employee 26 4 Choose the rate amount you want to attach the Workers Comp code to 5 Towa
42. drop down boxes at the top select the employee you are working with 2 Click on the Browse Scheduled E Ds tab and highlight the code you need to stop 3 Click on the Details 1 Tab 32 eS e hvVs FF Fe eek Last Child SSN 999 99 0010 E D Code D01 Type DN Company Becky s Test Company First Julia EE 56 Desc Misc Number 0010 56 y Child Julia lt Prior dent Remove E D Browse Browse ScheduledE Ds Details 1 Details 2 Direct Deposits Child Support Cases E D Code Child Support Case Block Week 1 __ D01 Mise C Yes O Calculation Method Garnishment ID Block Week 2 Fixed CY C Yes icy Amount 25 00 M Block Week 3 Benefit Reference c Frequency o SS Yes ce Block Week 4 Benefit Amount Type Month Which Payrolls o C Yes No None z in Block Week 5y E D Group EE Direct Deposit C Yes No Always Pay Deduct Agency Deduct Whole Check No ag C Yes No Effective Start Date Effective End Date C Yes No 08 01 2006 Jos 5 2006 Masia b g v oOo Priority Multiple Scheduled E D Group r a Employee bd Deductions to zero 4 At the bottom of the first column you will see the field Effective End Date Enter the Effective End Date for this code The system will compare this date to the payroll s period dates to determine when this code needs to stop When deciding what date to enter remember that the system is based o
43. e on the Details tab click on the green plus key to add a local tax Browse Details gt New York City Res Local New York City Res None County New Yi ork City Res Tax Code Use Effective Dates to Change Tax Statuses C Exempt Block Exempt or Block Include Override Tax Type ie Standard Tax Rate Os So Override Tax Value Misc Amount Of Taxable Wages Local Enabled Yes C No Deduct Always C Never No Overrides Include pretax deductions in tax wages Yes No 4 Find the red field called Local and click in the drop down box Select the locality that you would like to add to this employee 5 You now have the option to override the default set ups on this employee If applicable go through the fields and pull in the override tax amounts and taxation 17 If you are unsure what you should be pulling into these fields contact the PayData Tax Department for assistance 6 Local Enabled means that the local will be active on the employee 7 Deduct means you want the local deduction to happen every time never or have no overrides taken 8 Include pretax deductions in tax wages means if you want to include the pretax deductions in your calculations You should always go with the system defaults 9 Once you have entered all the necessary data click the Green Check mark BA to save and the Yellow Sun to Commit
44. eral Tax Notes HR Documents Payroll Notes amp Client Company igi Employee fay Aux Payroll Need to post manual ck 1525 with the next payroll Reports fea Operations A Tax pmnts General Notes El likes to be called Ellie 4 Once you have entered all the necessary data click the Green Check mark MJ to save and the Yellow Sun to Commit LE These are located in the top right hand corner of your screen Adding Additional Tax es to an Employee PAY DATA Working for you Additional Federal Taxes To add additional Federal tax to an employee go to Employee Employee Ls 2 Select the employee you are working on Click on the Federal Tax tab 3 Override Fed Tax Type Select the option you would like Regular Amount Will take only what is in the Override Fed Tax Value and not look at what the employee is claiming for Status and Dependents Regular Percent Will take only the percentage in the Override Fed Tax Value and not look at what the employee is claiming for Status and Dependents Additional Amount Will take the amount in the Override Fed Tax Value on top of what is already being calculated based on what the employee is claiming for Status and Dependents Additional Percent Will take the percentage in the Override Fed Tax Value on top of what is already being calculated based on what the employee is claiming for Status and Dependents None Y
45. etc but You want to make sure that this payroll is marked as Unscheduled so that NONE of the E Ds set up on the employees as Every Scheduled Pay are automatically brought into employee check lines You do not want the Time Off Accrual to accrue as normal e Replace you are creating a payroll that IS one of your normal 52 26 etc but You are changing the check date due to a holiday and want to make sure that all of the E Ds set up on the employees as Every Scheduled Pay are automatically brought into employee check lines You want the Time Off Accrual to accrue as normal Tf you are unsure which option you should choose or you chose the wrong option please contact your Client Service Representative immediately for assistance 62 PAY DATA Working for you Creating Payroll Prior to creating the payroll it is important to understand the different parts of payroll and what information resides in each section Payroll This section is where you verify items that affect the entire payroll Check date type of payroll Regular Correction Run Supplemental Bonus Run etc blocking of Time Off Accrual etc Batch In this section you are able to verify pay period dates as well as bring in check templates for specially taxed checks bring in only certain groups of employees or quick add hours and or dollars to your employees paychecks Check Through the Checks screen you are able to add ho
46. g Allowances and choose the correct Marital Status for the employee Remember marital status options differ by state If you ate not sure what to choose confirm with the employee and or state 6 Click the Green Check mark B to save This is located in the top right hand corner of your screen 7 Go back to the red field that says Home State Confirm that this is the state where the employee s wages ate earned NOT the employee s resident state Now you are ready to assign the reciprocation flags to each of the states 8 In the grid click on the state which is the HOME state where wages are earned In the Reciprocal Method pull in the desired option In the Reciprocal State field pull in the RESIDENT state 15 fi 5 23 2008 E fete diterence ens Si ll o S 9 In the grid click on the state which is the RESIDENT state state where EE lives The Reciprocal Method should always remain Take None and the Reciprocal State should always be blank 5 23 2008 E 16 10 Once you have entered all the necessary data click the Green Check mark BA to save and the Yellow Sun to Commit These are located in the top right hand corner of your screen Adding Local Taxes to an Employee To add a local tax to an employee you must start out under Employee Locals 1 While on the Browse tab select the employee 2 Either double click on the employee name or go to the Details tab at the top 3 Once you ar
47. he bottom left ron 13 You now have the options of Pre Processing the payroll see the instructions on pre processing for details or submitting the payroll 14 To submit the Eas click either the submit payroll button or the SB Review button RQ SB Review Submit Payroll sends the payroll to PayData so we can process the pay checks By choosing Submit we will not do any verification of the payroll data that comes in SB Review sends the payroll to PayData so we can process the pay checks but puts the payroll on hold If choosing this option you must contact your Client Service Representative so they are aware of why you put the payroll on hold 68 PAY DATA Working for you Adjusting Check Lines Adding Check Lines Check Lines is the term that is used to describe the individual Earnings and or Deductions that make up a paycheck 1 On the batch screen go to the check lines by using the button in the bottom right hand corner of the screen or double clicking on an employee s name 2 Making sure you are on the Check Lines tab click somewhere inside the grid Using the arrow keys on your keyboard arrow down until you get to a blank line Check Lines Manual Tax General Tax Overrides Preview Employee Notes H E D Code E D Description Amount Salary 0 00 1 000 00 EE 401k 25 00 ER 401K 25 00 Regular 3 In the column labeled E D Code select the Earning or Deduction that you would
48. hod should most likely be of E D Group Amount 7 Enter the applicable percent in the field Browse Browse Scheduled E Ds Details 1 Details 2 Direct Deposits Child Support Cases E D Code Child Support Case Block Week 1 P30 EE 401k x C Yes No Calculation Method i a n Garnishment ID Block Week 2 i 7 C Yes No Amount e Benefit Reference ee wes pa Frequency o Yes No le very Pay ks Ed Benefit Amount Type Block Week 4 Month Which Payrolls C Yes No None o Block Week 5 E D Group EE Direct Deposit oo No EE E Always Pay Deduct Agency Deduct Whole Check No 7 fant K Admin Company For Te x C Yes No A Deductions to zero Effective Start Date Effective End Date eke alee C Yes No en 8 2008 bd Re ol Priority Multiple Scheduled E D Group 2 3 Pension Max Multiple E D x Employee 8 If the employee is contributing a fixed amount change the Calculation Method to fixed Enter the amount in the Amount field 34 9 If your employee is contribution based on a fixed amount and the company is matching the contribution you also need to enter the employer s matching percent in the field If the match is 100 of 3 put a 3 in the space of the employee code This must be done or you will get an error when creating the payroll
49. ide On Code E11 Incentive Use Template E12 Bonus E50 GTL yvyrvrvvvvwhdvyvyrvyrvyryrvyyryrvrvyvyy 67 3 If you need to add another column to the grid select the first Add You will then get a listing of all of your available codes 4 Highlight the code you want to add and click on either Hrs or Amt 5 Continue with steps 2 4 until you have added all of the necessary codes for payroll 6 If you need to delete a column from the screen in step 3 instead of choosing Add choose Delete You will then get a list of all of the codes that are currently on the screen 7 Highlight the code you want to delete and click the Hrs or Amt that you want to delete When deleting a column you are only deleting that column from showing on the screen Any hours and or amounts that are in the column will stay in the payroll 8 Once the screen has been adjusted to show the codes you are working with start keying in the payroll data 9 Use the Enter or the arrows keys on your keyboard to move around within the grid 10 Make sure you are committing your changes often by clicking the yellow sun at the op 11 When you are done entering all of your payroll information make sure you verify your totals either by reviewing the data at the bottom of each column or by going to the Earnings and Deductions tab at the top 12 Once the data has been verified for accuracy you are able to go back to Payroll by clicking the Payroll button at t
50. itional state tax 2 Click on the Tax Override Tab 3 Override State Tax Type Select the option you would like Regular Amount Will take only what is in the Override State Tax Value and not look at what the employee is claiming for Status and Dependents Regular Percent Will take only the percentage in the Override State Tax Value and not look at what the employee is claiming for Status and Dependents 11 Additional Amount Will take the amount in the Override State Tax Value on top of what is already being calculated based on what the employee is claiming for Status and Dependents Additional Percent Will take the percentage in the Override State Tax Value on top of what is already being calculated based on What the employee is claiming for Status and Dependents None You want the system to only look at what the employee is claiming for Status and Dependents and not do any types of overrides 4 Override State Tax Value Enter in the amount or percent you want Percentages should be put in as whole numbers i e 10 should be entered as 10 Dollar amounts should be entered in dollar amounts i e 10 00 A 5 FAFA F F SF e Een y X X Last TER SSN 000 00 1111 Company Becky s Test Company First Becky EEH 1 Number 0010 Browse Details Tax Overrides Override State Tax Type Override State Tax Value Use Effective Dates to Change Tax Statuses State Exempt or Block
51. l will always occur in the 5 calendar week of a month If you have done calculations so the 31 deductions come out only 4 times a month for weekly payrolls or 2 times a month for bi weekly payrolls you will need to mark Block Week 5 as Yes 12 1f the set up is correct click the green check Y or F10 to save and the yellow sun to commit theses changes 13 1f the code is already set up go directly to the Details 1 tab and review the data on this screen for accuracy If changes are necessary click on the field that you want to change and enter in the new data 14 If the code was used at one point and then stopped you will see that the Effective End Date is filled in with a date To remove this date click in the field so that the date is highlighted and click the Delete key on your keyboard This will remove the date 15 Go to the Details 2 tab to verify the data on this screen Again if the data needs to be removed click on the field and click the Delete key on your keyboard w ps 16 Click the green check Y or F10 to save and the yellow sun to commit theses changes Stopping a recurring Earning or Deduction Regardless of whether you need to stop a recurring earning child support deductions pension insurance direct deposit or a miscellaneous deduction the steps are exactly the same To stop a recurring deduction etc start in Employee Scheduled E Ds 1 From either the Browse Tab or by using the employee
52. lated The maximum pay period amount is equal to the employee s deferral amount For fixed contributions the Maximum E D Group and Maximum Pay Period will be blank Maximum E D Group EE Pension F Maximum Pay Period Maximum E D Group Maximum Pay Period 3 00 Maximum Pay Period Amount Maximum Pay Period Amount po 00 35 13 Save your changes F10 14 If the employee is also contributing to the Catch Up go to Employee Scheduled E Ds Make sure you ate on the correct employee 15 Click on the browse Scheduled E Ds tab 16 Click the green plus or use your ALT amp INSERT keys to add a new deduction code 17 Select the Catch Up code that is scheduled to start when the pension code reaches the designated amount Be careful of the date that you enter for an Effective Start Date Once the Threshold has been met Evolution will look at the Scheduled E D setup including the Effective Start Date to determine when to start the Catch Up Pleae note that the Employee date of birth needs to be populated 18 Enter in the Amount or that the employee is contributing making sure the Calculation method is either Fixed if they are contributing a fixed amount or of ED Group Amt if they are contributing a percentage 19 If the employee is contributing a fixed amount and the company is matching that contribution you also need to enter the employer s matching percent in
53. ldings 21 SDI State Disability Insurance This is the state that the employee needs to have for SDI purposes If the state s that your company has ID s for does not have an SDI you still need to pull in a state for this field 22 SUI State Unemployment Insurance This is the state that the employee s wages ate getting reported to for unemployment reasons This state should relate to the state in which an employee works Be aware that there are different rules for certain types of employees such as Sales People If you are unsure how to set up an employee please contact the PayData Tax Department for documentation to allow you to make the best decision on the set up prior to paying any wages to an employee 23 State Marital Status Select the appropriate Status as per the employee s State W4 If the applicable state does not have a specific W4 form use the status from the Federal W4 24 State Dependents Enter the correct number of dependents per the employee s State W4 If the applicable state does not have a specific W4 use the number of dependents per the Federal W4 form If the employee has marked Exempt in line 7 you need to enter 99 as the number of dependents A W4 that indicates an exempt status generally means to not deduct state withholding tax it doesn t necessarily mean that the employee is exempt from state taxable wages 25 Reciprocal Method Please refer to the section on setting up Reci
54. n Check Date not Pay Period Dates For example if you put the Effective End Date as 08 22 2007 and the payroll has a pay date of 08 24 2007 with pay period dates from 08 12 2007 to 08 18 2007 the code will be brought into that payroll even though the pay period does not cover that date a S 5 Click the green check Y ot F10 to save and the yellow sun B to commit theses changes 33 PAY DATA Working for you Setting up a Pension E D on the employee The Evolution system has been programmed to know what the Federal Limits are for the various Pension Plan types If you have an employee who is electing to contribute to the Catch Up you must set up the additional code Please review the procedure on setting up pension catch up codes on an employee if they have elected to defer an additional amounts 1 Go to Employee Scheduled E Ds and from the Browse Tab or the employee drop down box at the top select the employee you would like to work with 2 Click on the browse Scheduled E Ds tab 3 Click the green plus or use your ALT amp INSERT keys to add a new deduction code 4 Under the E D Code select the code for the employee pension Depending on the type of Pension Plan you have this code may be called EE 401k EE 403b etc 5 Pull in the employee deduction All of the defaults will pull in automatically based on your company s standardized setup 6 If the employee is contributing based on a percentage your Calculation Met
55. nd the employee in the list and either double click on their name or go to the EE Entry tab at the top 5 Once you ate on the EE Entry tab look in the second column and find the field Current Hire Date Enter the employee s Re Hire date in the Current Hire Date field You can keep the Original Hire Date their original date of hire 6 Then move down to the Current Termination Date and remove the date for this employee 22 7 Now you ate ready to change the Current Status Code Using the drop down box select the new status for the employee Current Hire Date Original Hire Date 1731 2003 7 1731 2003 Current Termination Date Rehire OK 6 27 2006 x Yes C No Current Status Code Terminated Be aware that if you are having the Evolution software calculate Time Off Accruals changing the Current Hire Date may affect the rate at which the employee accrues Please refer to the section on Time Off Accruals for details 8 New Hire Report Go to the Details Tab and change the New Hire Report Sent field to Pending 9 Once you have entered all the necessary data click the Green Check mark ot F10 to save and the Yellow Sun to Commit These are located in the top right hand corner of your screen 10 You will now be asked by the system if this employee is a rehire Click Yes and you will be prompted to review specific employee data that was previously setup for this employee Evolution Q Is this
56. nty Primary Phone po ooo Ethnicity Not Applicable Date of Bith Sd Gender Female 4 0 8 0 1 Division f al i Branch m Branch Department 122012 12202 Tram 99 Iso Company Test Company 2 a Current Hire Date Original Hire Date 17172004 7 Current Termination Date Rehire OK Yes C No Current Status Code Active v Federal Marital Status Single C Married Federal Dependents Pay Frequency Bi Weekly 7 Salary Amount 1 000 00 Rate Number Average Hours 62 50 Standard Hours aa Pay Grade E Default WC Description State 7000 oo o p Default Job a Rate Amount 16 00 SUI fut State Marital Status State Dep fs 7 0 Healthcare Coverage No ER Paid Ins Not Eligible 7 Reciprocal Method Take None 7 Reciprocal State fi t w s SSd Fal Locals View Task Nnene 14 New Finished 24 Total 24 Finished Hisar vie Rerd 127 3AM 11 AMiser Sent 72 2Ak 4 3 Once you ate in the EE Entry tab look toward the bottom of the second column You will find a field called Default WC 4 From the pull down menu select the appropriate Workers Comp code for that employee 5 Once you have entered all the necessary data click the Green Check mark ot F10 to save and the Yellow Sun to Commit These are located in the top right hand corner of your screen If an employee has a Workers Comp code that you
57. nything you put in the box will print on all of the check stubs Block Agencies Normally you would always keep this no but if you are running a special type of payroll bonus run correction etc and have agency checks checks payable to a 3 party Office of Child Support Pension Administrators etc that you do not want to print you can select yes It will only stop the check from printing from this payroll Any amounts that are pulled from employees checks within this payroll will get added to the next agency check that gets produced Block TO Accrual Normally you would always keep this no but if you are running a special type of payroll bonus run correction etc and your Time Off Accrual is set to accrue with every payroll you may want to block this so your employees do not accrue additional time Block Checks Reports You would always leave this None unless you are responsible for printing your own checks and reports at your location Run Nbr Always leave this blank The system will assign this number for you Type This determines the type of payroll you are running It will always default to Regular which is your standard payroll If you running an extra unscheduled payroll you may want to switch this to a Supplemental Run or a Client Correction Tf you are running a payroll outside of your normal schedule please contact your Client Service Representative Check Date This will be the date of the pa
58. ou want the system to only look at what the employee is claiming for Status and Dependents and not do any types of overrides Override Fed Tax Value Enter in the amount or percent you want Percentages should be put in as whole numbers i e 10 should be entered as 10 EIC If your employee has provided you with a W5 form select the appropriate option by clicking on the drop down arrow Remember that a new W5 form must be filled out each year a 5 v x 8 Last Tips SSN 000 000 4321 Company Test Company 2 First E1 EEH E1 Number 0002 E1 x Tips E1 v lt Prior Next gt Browse EE Entry Details Address w2 Federal Tax Notes HA Documents Use Effective Dates to Change Tax Statuses Override Fed Tax Type EE Federal ia 63 Exempt Block Include EE OASDI Exempt Override Fed Tax Value ives No EE Medicare Exempt EIC C Yes No None 7 ER OASDI Exempt FUI Rate Credit Override C Yes G No ER Medicare Exempt C Yes No CER FUI Exempt C Yes No Once you have entered all the necessary data click the Green Check mark MJ or F10 to save and the Yellow Sun to Commit These are located in the top right hand corner of your screen Additional State Taxes To add additional State tax to an employee go to Employee States 1 While on the Browse tab select the employee in which you are adding add
59. procal States 26 Reciprocal State Please refer to the section on setting up Reciprocal States 27 Locals If the employee is subject to a Local Tax Withholding click on the Locals button to get the list of available locals Please refer to the section on setting up a local for additional information PAY DATA Working for you Entering Notes on an Employee A Payroll Note is viewable from the Payroll Check screens as well as the Employee Employee screen A General Note is only viewable from the Employee Employee screen The Payroll Note field should be used for reminders of something that needs to happen in payroll entry take a one time deduction pay out a retro pay etc The General Note field is typically used to log data that the employer might want to view in the future Notes about an employee s termination dates of pay increases etc To enter either Payroll Notes or General Notes on an employee go to Employee Employee 1 Select the employee to which you are adding the notes 2 Click on the Notes tab 3 Determine if you are entering Payroll Notes or General Notes and enter the data in the appropriate area Evolution 3 11 PDSO1 Employee Employee iSystems Ben D a F BF A CB v x 2b SB Admi al Last Tips SSN 000 00 1234 Company Test Company 2 First EL EEH EL Number 0002 Bewe p frase ier noe ej w S B Report Browse EE Entry Details Address W2 Fed
60. r name or go to the EE Entry tab at the top 3 Once you ate on the EE Entry tab look in the second column and find the field Current Status Code This should currently be ACTIVE Current Hire Date Original Hire Date 1731 2003 1731 2003 x Current Termination Date Rehire OK 6 27 2006 Yes C No Current Status Code Termins x 4 In the drop down box select the new status for that employee 5 Above the Current Status Code field is the Current Termination Date Fill in the applicable leave date for this employee 6 Once you have entered all the necessary data click the Green Check mark J to save ot F10 and the Yellow Sun to Commit These are located in the top right hand corner of your screen 21 PAY cara To reactivate a terminated employee go to Employee Employee Reactivating a Terminated Employee 1 While on the Browse tab click on the R button that is located next to the EE Code Heading This will open the Employee Filter Box Filter records to view Enter text to use to filter records Field names Filter EE Code H Ceara M Not f Exact Match Cancel 2 You will see in the field marked Status the word ACTIVE is listed in the filter Click on the button at the bottom and it will remove the ACTIVE from the Status box 3 Click the button at the bottom and you will be back on the Browse tab You will now be able to see all employees regardless of their status 4 Fi
61. rd the bottom of the screen you will see a field called W C Code 6 In the pull down menu choose the appropriate Workers Comp Code 7 Click the Green Check mark MJ or F10 to save and the Yellow Sun to Commit These are located in the top right hand corner of your screen 8 To attach another Workers Comp code to a different rate of pay for this employee repeat steps 3 through 7 If an employee has a Workers Comp code that you don t see in the drop down box please call your Client Service Representative to set it up for you 27 PAY DATA Working for you Scheduled E Ds Setting up a new Recurring Earning To set up a new recurring earning start in Employee Scheduled E Ds 1 From either the Browse Tab or by using the employee drop down boxes at the top select the employee you are working with 2 Click on the Browse Scheduled E Ds tab and verify that the code you ate using is not already set up on that employee If the code is already set up go directly to step 11 Do not set up the same code twice as this will result in an error and possible loss of newly added data that has not yet been committed 3 Click the k key or Alt Insert to add the new E D Code Browse Browse Scheduled E Ds Details 1 Details 2 Direct Deposits Child Support Cases E D Code Child Support Case Block Week 1 E12 Bonus 7 Yes No Calculation Method s Garnishment ID Block Week 2 e zl C Yes No Amoun
62. reen check Y ot F10 to save and the yellow sun to commit theses changes 31 If the code is already set up go directly to the Details 1 tab and review the data on this screen for accuracy If changes are necessary click on the field that you want to change and enter in the new data 32 If the code was used at one point and then stopped you will see that the Effective End Date is filled in with a date To remove this date click in the field so that the date is highlighted and click the Delete key on your keyboard This will remove the date 33 Go to the Details 2 tab to verify the data on this screen Again if the data needs to be removed click on the field and click the Delete key on your keyboard 34 Click the green check Y ot F10 to save and the yellow sun to commit theses changes I f you are setting up both Employee and Employer contributions follow steps 6 through 14 as shown above making sure to select the employer code when going through the steps a second time In some cases the employee and employer codes need to be linked together so the total of both codes equals one number 47 35 On the Details 1 tab at the bottom of the first column put in a priority of 2 36 Under the Multiple Scheduled E D Group pull in the H S A group 37 Under Details 2 in the Annual Limit field enter in the annual combined limit of both the employee and employer contributions 38 Click the green check
63. rts for final accuracy verification PAY DATA Working for you PayData s Evolution User Manual Table of Contents Employee Maintenance Setting up New Employees 5 Entering Notes on Employees 9 Additional Taxes 10 Adding a State to an Employees 13 Setting up Reciprocal States 14 Adding a Local Tax 17 Additional Rates of Pay 19 Override Departments with Additional Rates of Pay 20 Terminating Employees 21 Rehiring a Terminated Employee 22 Workers Comp 25 Adding Workers Comp to Additional Rates of Pay 26 Scheduled E Ds Earnings Deductions Setting up or Stopping a Recurring Earning or Deduction 28 Setting up Pensions 34 Direct Deposits 39 HSA Health Savings Accounts 44 Child Supports 49 Group Term Life 53 Time Off Accrual TOA Adding a New TOA 56 Manually Adjusting Balances 57 Viewing TOA History 58 Employee Shifts 59 Auto Labor Distribution 60 Payroll Scheduled Vs Un Scheduled Payrolls 61 Creating a Payroll 63 m Quick Entry Screen 67 Adjusting Check Lines 69 Adding Additional Checks 71 Blocking or Overriding Withholding Taxes 73 Using the Tax Calculator 74 Voiding a Check 77 Manual Checks Posting 79 GTL Group Term Life 82 Posting 3 Party Sick Payments 83 Pre Processing a Payroll 85 Making Corrections to the Pre Processed Payroll 86 Payroll Errors 87 Reports How to Run a Report 90
64. s11 Employee Time Off Accrual _ E S FAF SF F A 8 azar YK xo g Last Patterson SSN 000 00 0015 Company PayData Prospects Demo First Florance EER 15 Number PayData iE Patterson Florance gt lt Prior Next gt Browse Details 24 00 24 00 0 00 80 00 80 00 Vacation Type Override Annual Accrual Maximum Personal ka Show TOA History Current Accrued Current balance Override Rate 24 00 24 00 Current Used Override Rollover Type ooo Active Override Eff Date Override Rollover Date le Yes No X X View Task Queue 0 Total 0 Finished Recd 673 18k 9 3M sec Sent 18 66K Adding a New Time Off Accrual Type 1 Click on the k key or Alt Insert to add a new time off accrual type 2 Type Use the drop down box to see the selection of time off accrual types Select the type that you would like to add 3 Current Accrued If the employee has a beginning balance load it under this field If not Save the info by using the green check mark at the top of the screen As the employee accrues time this field will be updated 4 Current Used This is updated when an employee uses time within payroll 5 Active If the employee should no longer accrue new time but needs to use the existing balance leave as active Yes 56 6 Override Annual Accrual Maximum If an employee can accrue to a different Annual Maximum than
65. stem 1 Have the system calculate and tax the employee on a scheduled basis such as with every payroll monthly or quarterly 2 Do not have the system calculate the taxable amount to the employee and instead just post it at the end of the year as a one time entry within a live payroll To have the system calculate the taxable amount for Group Term Life you will need to start in Employee Employee 1 Once on the Browse Tab select the employee with the GTL benefit 2 Go to the EE Entry Tab and enter the employee s Date of Birth which is located towards the bottom of the first column Date of Birth 03 24 1914 3 Go to the Details Tab and enter either the Group Term Policy Amount or the GTL Hours and GTL Rate Group Term Policy Amount Group Term Policy Amount 75 000 00 GTL Hours GTL Rate GTL Hours GTL Rate 2080 2 0 Tf you choose Group Term Policy Amount you will need to enter the total amount of the policy The system will then determine the taxable amount amount over 50 000 to calculate the taxable benefit If you choose the GTL Hours and GTL Rate the system will then look at the employee s salary or rate to calculate the policy amount In the GTL Hours field load the number of hours that the employee will work in one year In the GTL Rate field load the rate from the IRS published information deduction chart For example if you have an hourly person making 15 00 per hour the system looks at the
66. stem will save automatically 4 The Calculation Method should default to Pension Match the E D Group should default to the ER Pension Group and the Priority should be set at 4 5 You do not need to enter any information in the Amount or fields as the employer matching information is stored at the Client E D Code level You also do not need to enter anything in the Multiple Scheduled E D Group field 6 No information is needed on the Details 2 tab Browse Browse ScheduledE Ds Details 1 Details 2 Direct Deposits Child Support Cases E D Code Child Support Case Block Week 1 D32 ER 401K C Yes No Calculation Method 3 l Garnishment ID Block Week 2 E C Yes No Amount Benefit Reference pra SEA 3 Frequency D Yes No Every Pay s Benefit Amount Type Block Week 4 Month Which Payrolls Tr gf C Yes No None f Jal Block Week 5 E D Group Ooo C Yes No JER Pension 7 Always Pay Ded Agency Deduct Whole Check No o o K Admin Company For Te 7 C Yes No Deductions to zero Effective Start Date Effective End Date Toko Hone Pen C Yes No fen 8 2008 x o Priority Multiple Scheduled E D Group EE m Employee Y 38 PAY DATA Working for you Direct Deposits Setting up a new Direct Deposit Browse Browse Scheduled E Ds Details 1 Details 2 Direct Deposits Child Support Cases 251480754
67. t does not than the code is not setup to send the money electronically Call your Client Service Representative to confirm if you are not sure You must also make sure to have the H S A Direct Deposit E D setup on the employee as a scheduled E D prior to pulling into check lines The system will look at the timestamp of the payroll to determine whether or not to send the money via Direct Deposit If you pull the E D into the payroll check lines first and then add as a scheduled E D second the system will see that the authorization to send via Deposit did not exist when the payroll was initially created If this happens the money will be deducted from the employee s check but will NOT be credited to the employee s H S A bank account To set up a new H S A recurring deduction with Direct Deposit start in Employee Scheduled E Ds 17 From either the Browse Tab or by using the employee drop down boxes at the top select the employee you need to work with 18 Click on the Browse Scheduled E Ds tab and verify that the code you ate using is not already set up on that employee If the code is already set up go directly to step 15 Do not set up the same code twice as this will result in an error and possible loss of newly added data that has not yet been committed 44 Y ou will need to set up the direct deposit account number prior to creating the scheduled E D 19 Click on the Direct Deposit tab 20 Click the P
68. t z Benefit Reference PRR TR Frequency 0o Yes No Every Pay X Benefit Amount Type Block Week 4 Month Which Payrolls OU Yes No None f JAI gi Block Week 5 EEA EE Direct Deposit C Yes No E Always Pay Deduct Agency Deduct Whole Check No C Yes No R Deductions to zero Effective Start Date Effective End Date Take Home Poy Yes No 8 8 2006 X 7 zz Priority Multiple Scheduled E D Group rar Employee 28 4 Under E D Code select the earning you would like to setup 5 Under calculation method select the appropriate method for this code In most cases this will be Fixed 6 Under either Amount or depending on the calculation method chosen enter the amount or that you would like the employee to receive 7 Under frequency select how often you would like the employee to receive this earning If you are using Quarterly Semi Annual Annual or User Entered you will need to fill in the Month and Which Payrolls field so the system is able to pay these earnings in the appropriate payroll s 8 Enter a valid Effective Start Date on this code as it is a required red field If you are setting this up for a future date please make sure you change your Effective Start Date to the date you want this earning to start When deciding what date to enter remember that the system is based on Check Date not Pay Period Dates For example if you put the Effective Start Date as 08 22 2007 and the payroll has a p
69. ther earnings and or deductions i e Pensions you will most likely need to attach an E D Group for the code to look at In most cases these groups will default on the deduction code so you will not be required to pull this in manually Feel free to contact your Client Service Representative if you are unsute if you need to be using an E D Group 9 In some cases the money you deduct from an employee needs to be paid to a third party organization i e Child Support Garnishment Insurance etc In the Agency field select the third party that this money needs to go to If you do not see an option for the specific third party that you are looking for contact your Client Service Representative for assistance 10 Enter a valid Effective Start Date on this code as it is a required red field If you are setting this up for a future date please make sure you change your Effective Start Date to the date you want this earning to start When deciding what date to enter remember that the system is based on Check Dates not Pay Period Dates For example if you put the Effective Start Date as 08 22 2007 and the payroll has a pay date of 08 24 2007 and pay period dates from 08 12 2007 to 08 18 2007 the code will be brought into that payroll even though the pay period does not cover that date 11 If you run payroll on a weekly or bi weekly basis please be aware that there are some months in the year that you will run an extra payroll This payrol
70. tt _ ix a Current Hire Date Original Hire Date If ol Current Termination Date Rehire OK y Yes C No Current Status Code Active X Federal Marital Status f Single C Married Federal Dependents 0 Pay Frequency Salary Amount Average Hours Rate Number Standard Hours l 1 Rate mount Pay Grade Default WC Description State O Bo f Default Job State T SDI T 7 sul vt 7 State Marital Status State Dep v Healthcare Coverage No ER Paid Ins Not Eligible a Reciprocal Method Take None E Reciprocal State v Al Locals 3 SSN You must always put in the social security number prior to trying to enter data into any other field When typing in the number the system will place the dashes in for you 4 EE Code All employees must have an EE Code or an Employee ID number This number is unique to that employee The system may be defaulted to give you the next available number If you are using any type of payroll imports for example Time Clock Imports this number must match the ID of the employee in your other system 5 Name Address Phone DOB Complete the necessary fields to enter the employee again focusing on filling in the required Red fields 6 Gender You must select Male or Female gender for your employee as this is now required on all Quarterly Unemployment Returns 7 DBDT Even though the Division Branch Department
71. tton located at the bottom right hand side of the screen or double clicking on an employee s name 2 Find the employee that the check needs to be for by using the Employee listing drop down box at the top of the screen 3 Click on the green plus key Payroll Expe A 4 Select check type of Regular Please choose check type Payroll Expert Please select an employee for the new check EE Code Payroll Expert E Please select a check template for the check or leave it blank F 6 If using a template bring that in now or leave blank for a standard check 71 7 If you would like to pay salary click yes If you would not like to pay salary click no Evolution 8 If you would like regular hours to be paid on this check select yes If not select no This will only pull in regular hours if they have been set up in the Standard hours field on the Employee EE Entry screen 9 Enter the appropriate information into the second check by using the check lines screen 10 Making sure you are on the Check Lines Tab click somewhere inside the grid Using the arrow keys on your keyboard arrow down until you get to a blank line 11 In the column labeled E D Code select the Earning or Deduction that you would like to add 12 Depress the Enter key until you get to the desired column then put in the necessary data 13 Depress the Enter key until your cursor moves off of the line
72. umber of hours each payroll If you are using a Time Clock Import be very careful that you are not putting Standard Hours on an employee that will also have hours in the time clock 14 Rate Amount Enter in the employee s hourly rate If they are a salaried employee this should always be 0 00 15 Pay Grade This is an HR Module field to be used only if you have the Evolution HR Module 16 Default WC If you are using Workers Comp please select the correct code for this employee 17 Default Job If you are using Job Costing please select the correct code for this employee 18 Federal Marital Status Select the appropriate Status as per the employee s W4 19 Federal Dependents Enter the correct number of dependents per the employee s W4 If the employee has marked Exempt in line 7 you need to enter 99 as the number of dependents A W4 that indicates an exempt status generally means not to deduct federal withholding tax it doesn t necessarily mean that the employee is exempt from federal taxable wages 20 State This is the state that the employee works in and is needed for Withholding purposes If the employee is living in one state but working in another state you have the option of withholding income tax for both those states Please see the section on Reciprocal State Setups for details Be aware that you must apply for Tax Withholding ID s for any state in which you will have tax withho
73. urs and or dollars to paychecks override paycheck data like departments rates of pay job codes etc You are also able to change deductions and or taxation on a check by check basis To create your payroll go to Payroll and make sure you are on the Payroll Tab at the top 1 To create the payroll click on the Create Payroll button to the right of the red fields Evolution 8 0 11 10 rs13 Payroll Payrol TES CES FAF Becky s Test Company J Employee Company Notes Payroll Block E Ds Checks Earnings and Deductions Tax Time oft Payroll Display Payrolls As Of fi 2 2007 gt GE Open Payroll 2 gt Reports E a Check Date Status Scheduled Status Date gt N Y JE 2 7 2007 RA Ww 2 6 2007 9 38 30 AM Payroll Check C t TES M Block TO Accrual All No Type Accrual fea __ BF Submit Payroll MBlock Agencies Block Checks Reports pher Date 42 Pre Process C Reports Both C Yes No gas Actual Call in Date ig Delete Payroll C Checks None y a Copy Payroll New Payroll Expert Batch Create Batch ob view Task Queue 0 Total 0 Finished UserID evomanual Recd 1 68M 10 3Mjsec Sent 26 69K 4 63 2 The system will pull in the next available scheduled check date based on your company s calendar Review all of the red fields at the bottom of the screen and change any that are necessary Payroll Check Comments A
74. yroll Always verify this date Remember that all payrolls must be sent to PayData a minimum of 2 business days prior to the check date Actual Call In Date Ignore this field 3 Once all of the fields have been filled in correctly click the green check mark at the_top to save You will now automatically be brought to the Batch screen If for any reason it did not bring you to the Batch screen click the Batch button at the bottom Batch 4 To create the batch click the Create Batch button on the right of the red fields 64 Evolution 8 0 11 10 rs13 Payroll Batch P TS mS e evs FS Ser Becky s Test Company 1 2 7 2007 Client Batch Quick Entry Quick Entry W Overtides Eamings and Deductions Taxes Import gt Payroll aa Period End Date ARE 1 28 2007 2 3 2007 Record Count o eee Misc Payroll Filter mPay Salary Yes C No 5 Create Batch Payroll Check Template 7 mPay Standard Hours Refresh ED Frequency Yes C No Weekly z AEAT Refresh ED No Man z Period Begin Date Period End Date Eilet E 1 28 2007 pa fervvo07 x Yes C No Eea Cactiae Schediaal EDIT Gelsc EE koma Case Sus Checka Checks per EE f E All C Salay C Hourly Regular Manual C 3rd Party Pay a Re Check EF Payroll New Batch Expert BS Check Create Batch aiin
75. yroll check lines when keying in hours that need to paid out in a shift you will need to pull in the shift on each individual earning If Auto shifts have been set up this will happen automatically 59 Auto Labor Distribution PAY DATA Working for you Last Patterson SSN 000 00 0015 Company PayData Prospects Demo Fist Florance EEk 15 Number PayData ee 5 __ Paterson Fence jE ee Branch Code Department Code Team Code Job Workers C Divison Code Division Job Branch Code Branch Workers Comp Code e A Ea Department Code Department z Team Code Team View _ Task Queue 0 Total 0 Finished Recd 677 03K 9 3Msec Sent 20 39K From the Employee Employee screen 3 On the Details Tab Labor Distribution Options should be Distribute Both You can pull in the Auto Labor Distribution Group under Auto Labor Distribution E D Group now or pull it in from the Auto Labor Distribution screen If you do not have an Auto Labor Distribution E D Group please contact your Client Service Representative Click the green S or F10 to save and the yellow sun to commit the changes From the Employee Auto Labor Distribution Screen Click the P key to pull in the Auto Labor Distribution E D Group if you did not add it on the employee Details Tab Click the Bier to the right of Division Code Select the appropriate Division Branch

Download Pdf Manuals

Related Search

Related Contents

StarOffice™ 7 User`s Guide  Wind Generator Manual  ACTi ENR-110  Sony RM-LVR1 Operating Instructions    Propiedades de la matriz de barrera Epi  Faber Axia Isola Island Mount Canopy Rangehood User's Manual  osaka - tsf100  70 ˚F  

Copyright © All rights reserved. Failed to retrieve file