Payroll Tab

PATH:
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Associate Menu
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Payroll Tab
ROLE PRIVILEGES NEEDED: <udl-white>View Associate Payroll<udl-white> | <udl-white>Add Associate<udl-white> | <udl-white>Edit Associate Payroll<udl-white> | <udl-white>Delete Associate Payroll<udl-white> | <udl-white>Add Deductions<udl-white> | <udl-white>Edit Deductions<udl-white> | <udl-white>Delete Deductions<udl-white>

SETUP: <udl-white>Deductions<udl-white>

ADD PAYROLL | EDIT PAYROLL  | DELETE PAYROLL  | ADD DEDUCTION   |  EDIT DEDUCTION  | DELETE DEDUCTION | QUIZ

The associates payroll tab provides ability to set up payroll types (i.e., hourly, salary, visits or visits/hours).  You can set up federal and/or state filing status as well as federal and state deductions for income tax purposes.  You can also add payroll deductions (i.e., 401K, health insurance, etc.) unique to your organization.  Payroll type must be set up for each associate regardless of whether you use Careficient AMS to generate payroll information or not.

ADD PAYROLL <returntomenu>menu ↑<returntomenu>  

Select <icon-greenplussign>xxx<icon-greenplussign> <udl-orange>Add Payroll<udl-orange> to add associate pay roll.

Enter the required information and select <btnw>   Save   <btnw> when finished. Select "Skip WB Check for rates" if you do not want to add Associate pay rates for this Associate.

EDIT PAYROLL <returntomenu>menu ↑<returntomenu>  

To edit the associate payroll, select the Edit Pencil <icon-editpencil>xxx<icon-editpencil>, make the necessary changes and select <btnw>   Save   <btnw> when finished.

DELETE PAYROLL <returntomenu>menu ↑<returntomenu>  

Select the Trash Can <icon-trashcan>xxx<icon-trashcan> icon to delete the associate payroll.

ADD DEDUCTION <returntomenu>menu ↑<returntomenu>   

To add a payroll deduction, select the <icon-greenplussign>xxx<icon-greenplussign> <udl-orange>Add Deduction<udl-orange> link.

Enter the required information and select <btnw>   Save   <btnw> when finished.</btnw></btnw>

EDIT DEDUCTION <returntomenu>menu ↑<returntomenu>  

Select the Edit Pencil <icon-editpencil>xxx<icon-editpencil> to edit the payroll deduction.

Make the necessary changes and select <btnw>   Save   <btnw> when finished.

DELETE DEDUCTION <returntomenu>menu ↑<returntomenu>  

Select the Trash Can <icon-trashcan>xxx<icon-trashcan> icon to delete the Payroll Deduction

Interactive Tutorial