Installation & Set-Up Guide
Contents
1. You must have a reasonable mechanism in place to assure that the number of persons using the software concurrently does not exceed the number of licenses If the software is permanently installed on the storage device of a computer other than a network server then the person authorized to use such computer may also use the software on a portable computer or home computer If such person s authorization to use such computer ceases for any reason then such person s authority to use the software on the portable or home computer shall cease 2 COPYRIGHT The software is owned by STC or its suppliers and is protected by United States copyright laws Therefore you must treat the software like any copyrighted material e g a book or musical recording except that you may either a make one copy of the software for backup or archival purposes or b transfer the software to a single hard disk provided you keep the original solely for backup or archival purposes You may not copy written material accompanying the software 3 OTHER RESTRICTIONS You may not rent or lease the software but you may transfer your rights under this license on a permanent basis provided you retain no copies and the recipient agrees to the terms of this license Any transfer must include the most recent update and all prior versions You may not reverse engineer decompile or disassemble the software 4 LIMITED WARRANTY STC programs are provided as is without any2. PAY WARE the PFW Payroll Human Resources Solution MESTC Pay Ware olx Eile Payroll Processing od Information C2 Enter Time Cards E Platinum for Windows C3 Correct Time Cards ile aie VieweeTacls al C 4 List Time Cards Ei E Mi I Help C5 Computed Edit C6 Preliminary Payroll Register C7 Preliminary DRA Detail HR C8 Preliminary Employer Expense Detail C3 Preliminary GL Distribution Report B In j x BB MC I pc O sm WR Bar Mor C10 Print Checks C11 Post Checks Le a KO AP amp l so Zi C1 Pay Period Information C2 Enter Time Cards C3 Correct Time Cards C4 List Time Cards C5 Computed Edit C6 Preliminary Payroll Register C Preliminary DRA Detail C8 Preliminary Employer Expense Detail C4 Preliminary GL Distribution Report C10 Print Checks C11 Post Checks Clear Billed Transaction A It s a Dog s World STC Standalone System Manager NNNNNNNNAANN lolx epicor RANDY Demonstration Inc Pay Ware from PFW Menu Installation amp Set Up Guide for PFW Menu Access see STC System Manager User Guide for external interface SERVICE TECHNOLOGIES C OR POR ATI ON Contact Information on Service Technologies Corp We value our customer relationships and take pride in being a responsive Software Developer Since we never stop refining our products our user partners you are a key source of desired new prod
3. CORPORATION Click Next and the Pay Ware Installation Screen will appear Read the Installation and Licensing information appearing on both these screens Installation e 7 Software License Agreement xi Please read the following License Agreement Press the PAGE DOWN key to see the rest of the agreement IMPORTANT SOFTWARE LICENSE AGREEMENT READ CAREFULLY BEFORE OPENING SOFTWARE This is a legal agreement between you an individual or an entity the end user and Service Technologies Corporation STC If you do not agree to the terms of this Agreement promptly return the unopened disk package and all accompanying written materials to the place obtained for a refund 1 GRANT OF LICENSE This STC license agreement license permits you to use one copy of the STC software product software on any single computer provided the software is in use on only one computer at any time You may have as many copies of the software in use as you have licenses The software is in use in a computer when it is loaded into the temporary memory i e RAM or is installed into the permanent memory e g Hard disk or other storage device x Do you accept all the terms of the preceding License Agreement If you choose No Setup will close To install Pay V are for windows you must accept this agreement lt Back Yes ation When finished Click Next and Yes to Accept the terms of the Licensing Agreement
4. system directory Pre Installation Checklist It is strongly recommended that a PFW Authorized VAR or Consultant make new Pay Ware for Windows installations Before installing Pay Ware you should back up the entire PFW system amp all companies Pay Ware System files must install in the Platinum System Folder Directory regardless of name on the Server drive Client Files install in the PFW Client Folder Directory resident on each Workstation Users upgrading from Pay Ware DOS be sure you are running Pay Ware Ver 4 65 Be sure that all Btrieve versions on your system are 6 15 or higher Installation Overview Pay Ware for Windows installation procedure parallels that for Platinum for Windows client server installation PFW and any other Windows based programs should be closed and virus detection programs disabled before installing PWW Please read through the entire procedure before starting any Installation activities 1 Server Installation PWW s executable program files are installed from the CDROM to newly created Pay Ware subdirectory X p atinum payware on the network file server Other PFW Resource Menu files are updated and the Pay Ware Client Setup files are installed 2 Module User Setup Pay Ware s administrative functions user access and security are handled by PFW They are set up by the PFW System Administrator for existing and new users to insure confidentiality 3 The individual Client Workstation set u
5. For those using a Project Job Cost System this information should be provided to automatically interface Payroll information to Project Job Cost breakouts 8 State Unemployment Information SUD should be entered including State Codes Tax IDs SUI Rates percentages and Payee Names for all states where payments are made Select Yes or No to auto generation of the deposit check with each Payroll 9 Bank Information to be entered if you plan to utilize any Direct Deposit Electronic Payment options The information required here is Bank Name and FRB ABA ID This option provides a single source entry for all Bank Account information and feeds it to Lookup Windows in Direct Deposit setup and the Employee Master 10 Pay Rate Tables should not require any setup unless you utilize shift differentials or set pay rates based upon the position worked See Manual for information on this feature c File Maintenance Items Processing Codes Set up the following Processing Codes first since these codes Ethnic EEO Workmen s Comp Termination Reasons and Activity Type feed information to other fields that you will subsequently set up This information is not used in calculating payroll but is very useful to automatically generate Human Resource Workforce data reports of interest to Management Once the above 5 Processing Codes are complete you may set up Position Codes Position Codes are used to group Employees who have similar jobs Consequent
6. Note that you may return to the previous Screen or Exit the set up program at any time The following Screen will appear requesting User amp Company Information and your Serial Number see CD Envelope Enter the information and Hit Next button when information is entered User Information Lx Please enter your name the name of the company for whom you work and the product serial number Company stc Serial lt Back Cancel The next Screen will appear requesting the Drive Directory locations of the Platinum files Browse to change the default information and hit Next to confirm Choose Destination Location gt lt Pay are must be installed under the Platinum system directory If the directory specified below is correct click Next To install to a different folder click Browse and select another folder C Platinum Browse Cancel Destination Folder This Screen allows confirmation of all information provided thus far Hit Next button to confirm this information and begin copying files Installation 8 Start Copying Files xi Setup has enough information to start copying the program files If you want to review or change any settings click Back If you are satisfied with the settings click Next to begin copying files Current Settings Pay V are will be installed for D Jones Service Technologies Corp in the folder c
7. Pay enter that also When all fields are complete click the Save Button to process If you have not entered Net Pay you will get an error message with the calculated Net Pay needed to balance the entry Enter that amount in Net Pay and click the Save Button again Once the entry is in balance it will Process 5 Move to the next employee repeating steps 4a amp 4b 6 When all Employees first quarter balances have been input go to the MANUAL EDIT just below Transaction Entry Maintenance on the Manual Payroll Menu Select ALL EMPLOYEES to be processed To save Paper you may Output the Edit to SCREEN and Process 7 When the Edit is complete a list of any Warnings or Errors will appear at the top of the Edit Error items must be corrected and a new Edit run before you can proceed further Warnings do not stop the process but they should also be reviewed to insure that entries are correct You must adjust all discrepancies until an Error free Edit is run 8 After generating an Error free Edit move down to the next item on the Manual Payroll Menu Preliminary Payroll Register Select the Sort option that will best sync it up with your hard copy printout and Process the Register Compare these two Registers Employee by Employee to verify accuracy of all amounts Go back to Transaction Entry Maintenance and make any necessary corrections You may also decide to run a Preliminary D R A Report to verify individual D R A s Run a fi
8. Platinum lt Back When all files are copied to the Server the following message will appear Hit the Finish button to complete the Server installation There is generally no need to reboot as a result of this install Setup Complete Setup has finished installing Pay are for windows on your computer Setup can launch the Read Me file and Pay V are for Windows Choose the options you want below Click Finish to complete Setup 2 Installation Procedure PFW System Administrative Set up for Pay Ware IMPORTANT CONFIDENTIALITY NOTE Given the Confidential nature of Payroll Data it is strongly recommended that User Access to Pay Ware be immediately set up and restricted to appropriate Users Additionally we recommend that Transactions File Maintenance access to Employee Balance and Transactions Items always be restricted to Read Only for all Users This data is used in generating Government required reports and should not be subject to unsupervised user Maintenance Once the Pay Ware system files are installed on the server the PFW System Administrator should log on and enable Pay Ware Module Company amp User Access Rights Security User Group Pay Ware Module Access should be set up for appropriate Users Pay Ware appears at the bottom of the Module List Installation e 9 Read Write Security by Pay Ware Menu Group should be set up for User Groups Click Rightmost button to a
9. Rights at 48 CFR 52 227 19 as applicable Manufacturer is Service Technologies Corp P O Box 24756 Winston Salem NC 27114 4756 8 GOVERNING LAWS This agreement shall be governed by and interpreted in accordance with the laws of the State of North Carolina License Information e iv Pay Ware General Information And Features Enhanced Data Entry Features Suppress Display of Pay Rates Automatic Line Scrolling On Screen Running Total for Pay Units Hot Windowing to File Maintenance Mid Cycle Emergency Single Employee Check Processing Payroll Processing System Integration Features Automatic Calculation of Overtime Option Pay Rates Based Upon Employee Pay Rate or on Position Worked Shift Differentials Time Card File Import Utility Unlimited Attendance Earmings Tracked Proven Interfaces to Project Costing Bank Book amp General Ledger Modules Easy Custom Report Generation Available Report Period Summaries MTD Q1 Q4 amp YTD Reprint Key Prior Year Reports Qtr or YTD User Defined Government Report Formats v Payroll Tax Summary 941 Schedule B Employee Detail Employment Security Comm v Workmen s Compensation Report v Certified Payroll Report v Formatted Quarterly Reports Magnetic Media File Output W 2 amp Quarterly Reports Easy Output Check amp Electronic Deposit Generation Check Size Options 11 3 Panel amp 7 2 Panel MICR Output Option to several Popular Solutions Simplified Void Che
10. ay Ware Maintenance and Support Agreement This Maintenance Agreement Agreement states terms and conditions applicable to the delivery of software maintenance and support services All software documentation and media provided to you under this agreement are also subject to the terms and conditions of the Service Technologies Corporation STC Software License Agreement including the Disclaimer of Warranty and Limitation of Liability 1 Pay Ware Maintenance Plan Benefits Maintenance Plan subscribers shall receive the following without additional charge All updates typically released several times per year for the registered software program Updates include changes to Payroll amp Withholding Tax calculation formulas i e Annual Tax updates Subscribers will also receive new releases of a particular software version which provides functional enhancements and error corrections Subscribers may obtain interim updates on the STC Bulletin Board as well 2 Pay Ware Telephone Support Plan Benefits Telephone Support Subscribers receive telephone and facsimile support related to Pay Ware during the hours of 8 00 AM 5 00 PM Eastern Time 3 Term This agreement becomes effective and services are provided hereunder when STC receives your payment of the appropriate Maintenance fee The registered user will be invoiced for annual renewals unless STC receives written notification canceling the subscription 60 days prior to the expi
11. ck only Date amp Ck ACH File Generation for Electronic Payments EE Pay Deposit amp EFTPS Credit Tax Payments Cafeteria Benefit Plan Capability user defined Enhanced D R A Processing amp Reporting incl Employer Contributions Employer 401k Depend Care Medical Savings Bond etc Accounts Payable Interface for Withholdings Payments Human Resource Management Enhancements Employee History Online or Batch Reports Vacation amp Sick Pay Time Tracking Training Credential Renewal Tracking New Hire Reporting Capability Tracking of Company Property issued to Employees Employee Census Reporting Salary Statistics Workforce Diversity etc Attendance Tracking Workmen s Comp Tracking Pay Ware General Information And Features e v Installation Congratulations on your purchase of Pay Ware for Windows the only Payroll Human Resources Module 100 integrated with Platinum for Windows Besides installing right into the PFW System Menu Pay Ware for Windows PWW shares Platinum s Database Engine Processing Architecture Printer Resources User setups and Security Pay Ware s Interfaces to PFW s Accounts Payable Bank Book and Project Costing Modules are seamless reliable and proven by hundreds of users System Configuration Requirements Pay Ware for Windows requires that Platinum for Windows Ver 4 6 or higher be already installed To work in a Demonstration mode the GLSDEM Company subfolder must be present in the platinum
12. d costs can be reported including their respective GL Account numbers optional If entered the Department key determines the default GL posting accounts that will be used for Employee related costs earnings D R A s Taxes etc assigned to this Department Code they may be overridden for any given pay period Separate G L account codes were entered in Attendance Code Maintenance for regular premium and WIP Project cost environment These codes can be modified for each Department by entering a different G L account code or by using a Masking approach Masking places a sign for each place in the assigned GL account codes that should remain intact Any other characters typed will overwrite and or add digits in the indicated positions Vacation amp Sick Day Accrual If Vacation and Sick Disability days are to be tracked by Pay Ware information on the accrual levels must be set up in Period End Processing and current unused balances must be entered in File Maintenance gt Employee Master see below Savings Bonds File Maintenance If Used should be the next item to set up This option will automatically generate the Savings Bond purchase file for transmission to the Federal Reserve Set up all information required on these short screens Employee Master File The Employee Master contains personal information and payroll data for each employee The following types of information input into this file along with each employe
13. e s Name and Key ID include Pay Processing Information such as Base Earnings Rates Attendance amp Position Codes Tax Withholdings and Direct Deposit Bank Information D R A and Benefit Plan Information Human Resource Tracking Information such as Hire Date Review Date Remaining Vacation amp Disability Time for the calendar year if tracked by calendar year or until the update routine will be processed again see Manual for information EEO Status Job Code Supervisor Department Location Workmen s Comp Claims Training or Credentials Renewal status etc Personal Information such as Address Phone Number Dependents Emergency Contacts etc The Manual amp Help Screens aid in entering this information This completes set up of Pay Ware s Defaults and Processing Files for this Company YOU MUST REPEAT THIS PROCEDURE FOR ALL COMPANIES YOU PAY C3 Input Quarterly Payroll Balances for each employee into the system Next input Employee balances into Pay Ware through the Manual Payroll function Entering your historical data through Manual Payroll versus directly entering balance data to history files allows you to use Pay Ware s Installation e 14 editing reporting capability to insure that accurate in balance data is entered and provides an automatic conversion audit trail To take full advantage of Pay Ware s reporting capability each quarter s balances should be entered separately for each employee T
14. ement may not be assigned to any third party without the prior written consent of STC Service Technologies Corporation may be reached by the following Phone 336 768 1787 Fax amp Bulletin Board 336 768 1602 Web or E mail info pay ware com Address PO Box 24756 Winston Salem NC 27114 4756 Street Address 3880 Vest Mill Rd Suite 201 Winston Salem NC 27103 Pay Ware Maintenance and Support Agreemeni e iii License Information IMPORTANT SERVICE TECHNOLOGIES SOFTWARE LICENSE AGREEMENT READ CAREFULLY BEFORE OPENING SOFTWARE This is a legal agreement between you an individual or an entity the end user and Service Technologies Corporation STC If you do not agree to the terms of this Agreement promptly return the unopened disk package and all accompanying written materials to the place obtained for a refund 1 GRANT OF LICENSE This STC license agreement license permits you to use one copy of the STC software product software on any single computer provided the software is in use on only one computer at any time You may have as many copies of the software in use as you have licenses The software is in use in a computer when it is loaded into the temporary memory i e RAM or is installed into the permanent memory e g Hard disk or other storage device of that computer however a copy installed on a network server for the sole purpose of distribution to other computers is not in use
15. en all tab fields are completed Click the Save diskette icon to save the settings 2 Process Defaults Sets up several items that control Time Card Entry processing and miscellaneous employee master fields Automatic Overtime Processing Option s may be enabled The Time Card processing options are 1 Specifying the Position Code amp Job Cost default Previous line Employee Master misc code or None 3 Warning if Hours exceed x message 4 Saturday Sunday Attendance Codes 5 Display Pay Rates The Misc Tab fields are utilized to define the type and meaning of the miscellaneous field located on the Employee Master record 3 Automatic Numbering shouldn t require any setup except possibly the current quarter or check If you are going to transfer Quarterly balances for the current year set the Current Quarter switch to 1 in preparation for inputting the balances through Manual Payroll 4 Direct Deposit Setup Company Bank Information for Auto deposit checks is entered here Also if direct deposit for Employee pay or EFTPS Tax payments is to be used fill out all required information Refer to the Manual for this complex set up procedure 5 General Ledger Interface Entries here define how the Payroll sub ledger interfaces to the G L Installation e 12 6 General Ledger Tax Accounts need to be set up for all Earnings and taxes to be reported as well as interface to Platinum GL 7 Project Job Cost Interface
16. ere is a good deal of information that must be set up before payroll processing can begin All of this information is entered in the File Maintenance and System Configuration Menu Groups The purpose and logic of these files is overviewed here Details about data entry to these files are available in Help and in the Pay Ware User Manual Following the below data entry file activation sequence rather than the alphabetized menu order sequence will result in the quickest most efficient set up a Initialize Files All Pay Ware files must be Initialized by going into Pay Ware s Utilities gt Initialize Files At the Warning click Yes to Continue amp a list of files will appear Arrow down to ALL All Files option at the bottom of the list and Double Click on it Another Warning box will appear with the File Name All Click Yes to finish amp Exit Utilities b System Configuration Files 1 Application Set Up Items Address Tab specifies the processing company s Name Address Fed ID and Bank Name Processing Tab Specify Printing of Company Name on checks Size Seven or Eleven x 8 5 Dot Matrix Ten amp Dot Matrix Laser 11 or MICR Whether to Generate Tax Deposit check with each processing period amp Bank Name Earnings Classes for Vacation amp Disability Interfaces Tab Enable V or Select Platinum Interfaces GL Bank Book Project Costing amp A P Manual Payroll Retention of GL History amp Time Card Wh
17. es such as 401k insurance expense reimbursement etc Any D R A information keyed in the Employee Record will overwrite default data fed from this file Each D R A is assigned a unique code priority consisting of D deduction after taxes R reduction before taxes or A allowance PLUS a 2 digit Priority Number The Priority indicates the order in which the Items will be applied to available earnings e g deduction code D02 will be deducted before D03 if earnings are insufficient to cover all D R A s D R A s affect earnings as shown below Installation e 13 Earnings Allowances Reductions Adj Gross Income Taxes Deductions Net Pay Deductions do not affect taxes they are subtracted from Net Pay Reductions are taken from AGI before Taxes immediately lowering Tax liability Allowances are considered to be additional earnings and may raise Tax liability All the fields must be completed to insure each D R A is processed correctly Department File Maintenance should be set up next You must have at least ONE Department Code entered to process payroll As mentioned earlier Department Codes should be set up to maximize the usability of reporting the way your business works For example one large multi state employer assigns each State a separate Department Code for tracking Most users tend to use a traditional functional department cost center approach The purpose of this screen is to set up groupings by which Employee Labor relate
18. expressed or implied warranty of any kind except that the disk will boot up within 90 days of purchase The entire risk as to the quality and performance of the programs is with you the licensee Should the programs prove defective you assume the risk and liability for the entire cost of all necessary repair service or correction Some states do not allow the exclusion of implied warranties so the above limitations may not apply to you This warranty gives you specific legal rights and you may have other rights which vary from state to state as well 5 LIMITATION OF REMEDIES STC s entire liability and your exclusive remedy shall be replacement of any non bootable disk at no charge 6 NO LIABILITY FOR CONSEQUENTIAL DAMAGES In no event shall STC or its suppliers be liable for any damages whatsoever including without limitation lost profits or revenue loss of use of software loss of data or costs of recreating lost data Some states do not allow the exclusion or limitation of consequential damages so the above limitation may not apply to you 7 _U S GOVERNMENT RESTRICTED RIGHTS The software and documentation are provided with RESTRICTED RIGHTS Use duplication or disclosure by the United States Government is subject to restrictions as set forth in subparagraph c 1 ii of The Rights in Technical Data and Computer Software clause at DFARS 252 227 7013 or subparagraphs c 1 and 2 of the Commercial Computer Software Restricted
19. his can be optimally accomplished as follows 1 Have the following quarterly payroll balance information available on hard copy for each employee so the information can be keyed into Manual Payroll All Tax Withholdings Fed FICA St SUI SDI Local for the period Earnings Units amp Dollars broken out by type attend code REG OT DT VAC etc if desired and all D R A s withheld for the period 2 Go to System Configuration submenu and choose the 2 item Automatic Numbering Verify that in AUTOMATIC NUMBERING the Current Quarter box is set to the 1 quarter Be sure to Save 3 Go to Document Entry Computed Payroll submenu then into Pay Period Information and specify a Payroll Date and Pay Period End Date of 03 31 YR or the date of the last Payroll processed if the Quarter is not over Specify the Pay Period Start Date as 01 01 YR You may ignore the D R A Group field used for Computed Payrolls Save these Parameters 4a Go to the Manual Payroll View Print Post submenu and then into the Transaction Entry screen Type or select from the Lookup Window the Key ID of the first employee to be entered from the hard copy report Ignore the Check No amp Date fields enter through them Be sure that the UPDATE MTD QTD YTD boxes are checked But be sure that the Void Check box is Not checked 4b Enter all earnings withholdings and D R A information for this employee s first quarter If you know the employee s YTD Net
20. ly they will share a Workmen s Comp and EEO code just Set Up above as well as a Pay Rate Code if pay rate tables are used These Employees will also probably work similar schedules This Position Code information is fed to the Employee Master and will come up automatically on the Time Card Entry Screen when an Employee ID Key or Name is entered Some examples of Default Processing Codes In the Lookup Window are Office Sales Standard Hourly Std Salary Supervisor You must edit this list to fit your Company s reporting needs Attendance Codes are the last Processing codes to be set up They are fed to the Employee Master and to the Time Card Entry Screen There are virtually unlimited attendance codes 99 numeric plus alphanumeric combinations Attendance Codes are used to define the way various categories of earnings regular pay overtime bonus vacation etc of a given employee s attendance will be calculated on a given pay cycle Attendance codes may be grouped for reporting consolidation purposes by assigning similar codes to an Earnings Class third field on the screen to report all Regular Hours for example Again setting these items up consistent with your business reporting up front will greatly enhance your ability to get meaningful data out later Cafeteria Plans D R A is the next database to set up This file is utilized to specify the defaults for Benefit Plans that will be assigned to your employe
21. nal Edit and verify all corrections Installation e 15 9 Once a good Edit is run we recommend you back up this information by copying all files in your company directory starting with PB before proceeding further just in case 10 The next step is Print Posting this good Edit to move all the balances into the history files From the MANUAL PAYROLL Menu select PRINT CHECKS Arrow through all fields Check etc and Process to the Crystal Viewer to save paper When complete a prompt will ask if you wish to Post the checks Click Yes Button to Post checks Entry of Q1 history into Pay Ware is now COMPLETE Follow the above amp following steps for Quarters 2 3 4 as required until you have all YTD Payroll data posted up to date This exercise has given you a good feel for navigating and operating Pay Ware payroll processing 11 Once all prior history is entered and posted go to the REPORTS and run a PAYROLL JOURNAL Select the Sort Option that most closely mirrors your hard copy report On the Parameters Screen specify all Employees FIRST LAST for that time period Check V Q1 Q2 and YTD to get a first half recap by quarter for example Output the report to PRINTER Verify these totals against your source document they will agree if you have successfully completed the above Retain this Journal as Validation of Conversion 12 The final step in conversion is to insure that the historical data now in the Pay Ware bala
22. nce files does not Interface or Post to your GL This is prevented by REINITIALIZING setting back to zero the GL DISTRIBUTION FILE which has been generated To do this go to the Pay Ware Utilities Menu gt Initialize Files At the Warning click Yes to Continue amp a list of files will appear Arrow down to 16 G L Distribution and click on it Another Warning box will appear with the File Name PBDIST Click Yes to finish Exit Utilities and you are ready to process a Payroll If you want to test Pay Ware s new features without impacting your live data change over to GLSDEM Company to review Report or D R A set ups A full year of 1999 data is available Installation e 16 Miscellaneous Information Removal of Programs Client Workstations Pay Ware may be Uninstalled from a Workstation i e its Client interface files deleted by running the Windows Add Remove Programs Routine on the Windows Control Panel PFW System Administrators may Remove the Pay Ware Tab from Client User Menu without affecting the underlying Program Files using the PFW User Group Set Up process Pay Ware Manual Documentation 2 5MB disk space 180 Pages Pay Ware s Documentation is included on the CDROM in this package The file is a Microsoft Word Document Filename MANUAL doc To Install Select or create the Drive Directory where you want to store it 2 5 MB Req d Insert the CD into the Drive and use Windows Ex
23. nd running it Because these Keys are so important to how Pay Ware will format your data in reports and file listings you should take time to plan before assigning these fields It is best to base them on the way you are set up to do business Often Keys are abbreviated forms of the data item they represent You can view examples of Keys by pulling data up via Lookup or Dropdown Windows in the GLSDEM Company Navigating through and Using Pay Ware Tasks may be accomplished in Pay Ware by finding the desired Processing Operation on the View All Menu Items Button and then highlighting clicking the desired Task from the very long list of items Installation e 11 Selection can be simplified by viewing processing tasks on each of the smaller preselected Submenu Item Group Buttons File Maintenance Reports Print amp Post Utilities System Configuration Listings amp Transactions File Maintenance and then highlighting clicking the desired Task Each Menu Option typically launches a Setup Screen used to Define Update Run and Output the desired Process or report Print amp Post contains all the Manual Payroll Processing task items while Document Entry contains all the Computed Payroll task items required to complete a payroll from start to finish Most Screens amp Data Fields are equipped with a HELP function Press lt F1 gt key Online Topic Help is also available C2 Setting Up Pay Ware Data Files from Scratch Th
24. plorer to Edit gt Copy the file from the CD ROM and Edit gt Paste it into to the destination Folder It may then be located and opened from MS Word Printing the 200 page Manual to hard copy typically takes 30 to 80 minutes SOME TROUBLESHOOTING TIPS Installation Error Message Can t load or Register component ACBTRV32 0CX Check Windows SYSTEM Directory to verify whether the following File is Installed amp current WBTRV32 dll with size of 42K If it is not current can be copied from C pvsw bin directory Error 163 Illegal Character in Numeric Field Environment space is too low On Windows 95 or 98 Increase it by adding the line SET COBSW F as the first line in the autoexec bat as follows From the MS DOS Prompt type C gt EDIT AUTOEXEC BAT Add a line to the file and enter SET COBSW F Do a File gt Save then File gt Exit and restart On Windows 2000 this is entered from the Control Panel System Advanced Environment New then in the Variable box enter cobsw and in the Value box enter f Installation e 17
25. ps are made from the Server s Client Files originating directory X platinum payware pwclient setup exe 4 Installation Upgrade process for converting or setting up data for each payroll company Remove the CD and NOTE THE SERIAL NUMBER ON THE ENVELOPE you will need it Pre Installation Backing Up Be sure to have at least one good backup of your payroll data and a hard copy printout of your latest Payroll Journal Installation e 6 Because Pay Ware for Windows requires read write access to certain files during updating it is recommended that continual virus checkers be turned off or configured to only check executable files during the upgrade process These programs may change the access rights of the files or cause errors during processing Disk Space Be sure to verify that there is sufficient disk space available for the installation Drive amp Path Be sure to identify the drive and path where Platinum for Windows is installed 1 Installation Procedure Network Server Files PFW Admin Rights required This step does not need to be run on the actual file server It may be done from a workstation Identify the network Drive where Platinum for Windows system files are installed Insert the Pay Ware CD ROM into the drive and close it If the Drive does not Auto Run Click the Start Menu amp Select Run Browse the CD Drive for the set up exe program Run it and the routine will launch The Welcome screen will appear
26. ration date 4 Limited Warranty STC warrants that the support services will be performed in a workmanlike professional manner STC disclaims all other warranties either express or implied THIS LIMITED WARRANTY GIVES YOU SPECIFIC LEGAL RIGHTS YOU MAY HAVE OTHERS WHICH VARY FROM STATE TO STATE 5 Limitation Of Liability amp Consequential Damages STC s entire liability to you and any other party for any loss or damage resulting from any actions demands or claims arising out of this agreement shall not exceed the Maintenance Support fee paid for the Software notwithstanding any failure of essential purpose of any limited remedy In no event shall STC be liable for any indirect incidental consequential special or exemplary damages whatsoever arising out of the use of or inability to use the Software or the performance or failure to perform supports services even if STC has been advised of the possibility of such damages Since some states prohibit limitation of liability for consequential or incidental damages the above limitation may not apply to you 6 Conditions Software that has been altered or modified outside of the parameters allowed in the program is excluded from this agreement If Maintenance or Support Plan is allowed to expire the subscriber must pay a catch up fee for lapsed coverage at the then current program rate No refunds pro rata or otherwise will be given for Program cancellations at subscriber request This Agre
27. re called Key Fields Keys for short Key data fields are almost always equipped with a Lookup or Dropdown Window to the source database Press the Magnifying Glass Icon or lt F9 gt to activate which allows for quick selection without keying Pay Ware uses these Keys to interface data from several different files to reduce need for data entry For example many companies set up Departments as GL Account Cost Centers By assigning individual Pay Ware Department codes to these GL Cost Centers and then assigning Employees to Pay Ware s Department Codes all earnings for a department s employees will unless modified automatically be sent to the assigned Cost Center and GL Accounts A good deal of default information Position Code Attendance Code Department will automatically appear on data entry screens when an Employee s Name or ID Both are Keys is placed in its respective field It can always be accepted or overridden by the operator Keys work similarly on the data retrieval end Pay Ware uses these same keys to sort organize data and report on it Records always sort alphabetically and or numerically ascending Most Keys are alphanumeric mixed numbers and letters and numbers are given priority over letters i e 1G9 precedes 1GA The most common Sort Keys are Employee Key ID Employee Name and Department Nearly all Pay Ware processing and report generation consists of setting up a Sort or Processing Sequence a
28. rrow right to Pay Ware Menu Tab Read Write Security by Pay Ware Menu Item should be set up for each User Group All Companies in which Payroll will be processed must also be assigned to the appropriate Users Printer Setups and Sharing should also be reviewed to ensure payroll reports are not sent to unattended shared network Printers 3 Installation Procedure Client Workstation Set Up After all PFW server system set up is done the individual PFW Client Workstation set ups are run off the Server Files originating directory X platinum payware pwclient setup exe The installation procedure for the first 3 screens is the same as section 1 above except that the destination location folder on screen 3 should be pointed to the workstation s local PFW Client drive c pfw for example Chovee Dnatinabom Location Payee Glen rel ba nahsber an ihe lalla ar Chemi iniia Vth bot oe belo ja coe cich Maret MS cod E diei iip bok Bienes eed alec act lie Dheeetirrtepry Fid CAPR ie Once the files are done copying to the local PFW drive click Finish to complete the installation After all Client Workstations are set up software installation is complete 4 Installation Upgrade Paths Pre Conversion amp Upgrade Preparation Select one of the following paths depending on your current situation A Pay Ware DOS Conversions B New Installations amp Other Payroll Systems Before you start Be sure that you ha
29. uct features as well as occasionally finding the odd glitch in our software there is no such thing as a perfect program ask Bill Gates about Windows 95 er 98 er 2000 We enjoy hearing from you and here s how you can contact us Phone 336 768 1787 Live Bodies generally available 8AM 5 30PM Eastern M F Fax 336 768 1602 Web Site with E mail link www pay ware com E mail direct support pay ware com Thanks for purchasing Service Technologies Pay Ware payroll system Pay Ware has been designed to provide Platinum software users with an easy to use flexible Payroll Processing Module in tune with today s demanding pay reporting and benefits plans At the same time Pay Ware for Windows combines the familiar look and feel of PFW with user friendly Menus and fast efficient processing to make users comfortable processing their payroll in house Our import tools simplify transition from other systems with minimal conversion effort After the installation and set up routine outlined in this booklet Pay Ware s efficient processing and enhanced features can be put to work for you The full 200 page manual is available on the CDROM see Manual doc Pay Ware comes with 30 days of unlimited support so if after reading the enclosed materials you have additional questions please contact us Full Telephone Support is available for 150 annually or 100 per single incident see following pages P
30. ve a valid hard copy Payroll Journal from your current system AND two current back ups of its data Installation e 10 Path A for Pay Ware DOS Upgrades Pay Ware DOS Upgrades from ver 4 6x should make hard copy documentation of your saved Report Setup Parameters for all key Reports you run These will need to be setup again in the Windows version After completing Step 3 Client Install Upgraders need only to Initialize ONE new file Go into Pay Ware s Utilities gt Initialize Files At the Warning click Yes to Continue amp a list of files will appear Arrow down to 40 Pay Ware Windows Report Options and Click on it Another Warning box will appear with the File Name PBWRPTOP Click Yes to finish Next be sure that the Pay Ware GL Interface switch found on the 2 Tab of the Application Setup Option System Configuration SubMenu is set to PFW 4 6 or Later Also verify the Bank Book Project Costing amp A P Interface options After resetting your Report Setups you re ready to process payroll Now repeat the above procedures for any other Payroll Companies Path B NEW Payroll Processing Companies not using Pay Ware C1 Getting Started with Pay Ware Like Platinum Pay Ware uses relational database logic to process and track your company s payroll data Its many different files are related to each other by sharing one or more pieces of information These information links a
Download Pdf Manuals
Related Search