General Information

GENERAL INFORMATION                                                                                                

On Menu bar : click  Employee Setup

To add new Employee, select New Employee.

To view / edit an employee(s), select List of Employees / Edit.

Enter necessary information about employee.

Employee ID: Must be entered, can be up to 10 characters and can be alphabetic and / or numeric.

Type:

       Default type 941

       941: Used for most employee wages report on the federal 941 form.

       943: Used for agricultural wages.

Enter First, Middle & Last Name of Employee.

Enter SSN, Driver’s License (optional) Birthday (optional).

Enter Mailing Address, City, State, Zip code.

Enter Street Address, City, State, Zip code (if different).

Enter Telephone, Mobile, Alt. Phone, Fax (optional).

Miscellaneous Info:

Enter Department, Class, Title, Date of Hire, Date of Termination, Date of Raise (optionals).

Note: Enter Class

       Regular (default).

       Corporate Officer (worker’s comp. is exempted, you must change it back to Regular to include worker’s comp.).

W2 - Third Party Sick Pay / W2 Statutory Employee / W2 Retirement Plan: Used for W2 form.

Click on Save & New to save and setup a new one.

Click on Save & Close to save and close Window.

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