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Menu Resources WORKBOOK: LESSON 2 Payroll Setup10:31 min. English This video goes over how to

Create crews, run employee lists, and pre-print crew sheets all from the Employee Crews window. 

Enter deductions and reimbursements on individual employee accounts. Also review an employee’s Benefits/History record, including recording new information and printing reports.

Finally, see how to use the Terminate and Rehire buttons on the bottom of the Employee Entry screen.

Learn how to quickly enter new employees into your program and decided which settings you want to use in your program regarding employee entry.

Start setting up your Sick Pay Plans. This video will share examples for a California Accrual plan, Washington Accrual plan, and a Washington Lump Sum plan.

This video also explains how you can create a PTO plan if you do not have the HR module with Vacation Plan Setup. Lastly, learn where to enter a default sick pay plan from your Tools menu. 

Learn how to use the optional Department setup. This video also includes Employee History Codes and Overtime Rules.

Set up your Worker’s Comp and L&I insurance rates. This video includes special directions for those in Washington, Oregon, and California.

Learn how to set up standard deductions. This video also includes steps to connect these deductions with Cost Centers/Crop IDs, Box 14 Mapping, and Box 12 Codes for W-2’s.

Need additional Wage Types? Walkthrough setting up Wage Types for Rest Time, 401(k)’s, Pre-Tax Insurance/Cafeteria 125, and Bonuses.

Learn where to edit your Unemployment Rate, State ID, and G.L. Account numbers. Special information is mentioned for those in Washington, Oregon, and California.

New customers that have set up a new Chart of Accounts or did not correctly select their federal reporting during the Startup Wizard will need to edit their Federal Tax Rate Table. 

Lesson 2: Video List Lesson 2.1 – Federal Tax Rate Table Setup Lesson 2.2 –