![]() Setup and General Ledger setup procedures. ![]() Will be used for setting up employee taxes.Ĭhapter 5, "Setting up employee classes," explains how to set up employeeĬlasses according to similar characteristics to help make setting upĮmployee records easier and save data entry time.ĭuring the Payroll setup process, you'll create pay cards, benefit cards,Īnd deduction cards for each employee and can set up employee classes.īefore you begin setting up Payroll, be sure you've completed the System Up default workers' compensation, local, and unemployment tax cards that ![]() Once set up, you can assign these codes to employee records forĬhapter 3, "Setting up deductions and benefits," explains how to set upĭefault deduction and benefit codes that will be used for setting upĬhapter 4, "Setting up taxes and compensation codes," describes how to set Provided with the accounting system to set up Payroll.Ĭhapter 2, "Setting up codes," describes how to set up location,ĭepartment, position, supervisor, pay, and shift codes, as well as pay Unemployment tax codes, workers' compensation codes, and employee classes.Ĭhapter 1, "Setting up Payroll," explains how to use the setup routine This part of the documentation describes how to set up Payroll, departmentĬodes, position codes, and pay codes. Part 7, Payroll Direct Deposit, explains how to set up and use Payrollĭirect Deposit, create employee direct deposit cards, and create the ACHįile used to transfer funds to employee bank accounts. Relate to government regulations and required forms. Will complete at the end of the month, quarter, or year, and tasks that Part 6, Routines, describes how to create customized checklists of Payroll Part 5, Utilities, explains how to help keep your Payroll records currentĪnd how to make changes to incorrect tax information. Payroll reports to track changes in employee pay information. Historical employee information, employee pay activity, and how to use Part 4, Inquiries and reports, describes how to view current and Part 3, Transactions, explains how to create single-use or recurringīatches, and how to create and process Payroll check transactions. Part 2, Cards, describes how to create employee cards, tax cards, andĭeduction and benefit cards. It also explains how to set up deduction codes, Position codes, pay codes, workers' compensation codes, and local and Part 1, Setup, describes how to set up Payroll, including department and The manual is divided into the following parts: Using and which modules or features you are registered to use, choose Help To view information about the release of Microsoft Dynamics GP that you're Purchased through your Microsoft Dynamics GP partner. Some features described in the documentation are optional and can be Payroll, and how it integrates with the Microsoft Dynamics GP system. This manual is designed to give you an understanding of how to use the features If you are using Bank Reconciliation, your checkbook is automatically updated when you post Payroll transactions. If you are using Direct Deposit, you can transfer funds directly to employee bank accounts when processing payroll transactions. If you are using Human Resources, you can enter and maintain your employee information in Human Resources and those transactions will automatically update your Payroll records. Use routines to create customized checklists for processing month-end, quarter-end, or year-end tasks, such as preparing government-required W-R statements Payroll reports to analyze payroll activity and identify errors in transaction entry Use the reconciling process to check for discrepancies in employee financial information and for differences between detail records and summary records Set up employee classes to create default entries that can make data entry quicker for new employee records because the payroll information is grouped according to common factors, such as pay codes and positionsĬreate batches that you use just one time, or create recurring batches for transactions that you enter on a regular basis, such as weekly payroll You can view current and historical payroll information and pay activity for one employee or a group of employees. Payroll system and they are used to keep your U.S. Employee cards are the foundation of your U.S. Payroll to set up, enter, and maintain employee payroll records and transactions.
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