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MANAGING PAYROLL
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PUNCH IN
This is how to record the time that an employee begins a shift of work.
1 From the Administration menu, select Payroll. This should bring up the Payroll menu in the menu bar.
2 Select Employee Hours from the Payroll menu. This will produce a list of various punch-ins and punch-outs in a certain interval. New entries are entered into the list first.
3 This will produce a dialog box. Enter two dates to restrict the list to and click OK. Usually, you can accept the dates entered and simply click OK.
This will bring up the list window.
4 Click 
in the list window. This will bring up the Time Clock window.
5 Select the employee name from the Active Employees list.
6 Enter the time of check-in into the Time field.
7 Choose the Check in option in the left side of the lower section.
8 Click 
in the toolbar.
PUNCH OUT
This is how to record the time that an employee ends a shift of work.
1 From the Administration menu, select Payroll. This should bring up the Payroll menu in the menu bar.
2 Select Employee Hours from the Payroll menu. This will produce a list of various punch-ins and punch-outs in a certain interval. New entries are entered into the list first.
3 This will produce a dialog box. Enter two dates to restrict the list to and click OK. Usually, you can accept the dates entered and simply click OK. This will bring up the list window.
4 Click 
in the list window.
5 Enter the time under the Check out field of the entry in the list that corresponds to the time you punched in.
6 Click in the toolbar.
PRODUCE A REPORT OF THE AMOUNT PAID TO EMPLOYEES
1 From the Administration menu, select Payroll. This should bring up the Payroll menu in the menu bar.
2 Select Reports » Payroll Summary from this menu.
SETUP VARIOUS PAYROLL RATES
This method will allow you to modify the CPP, UIC, Vacation and EHT rates. It allows access to CPP Exemption and UIC Contribution as well.
1 From the Administration menu, select Payroll. This should bring up the Payroll menu in the menu bar.
2 Select Setup from this menu. This should create a window listing all the aforementioned rates.
3 Click on the button.
4 Enter the new information.
5 Click in the toolbar when done.
VIEW A LIST OF EMPLOYEES
There are two ways to do this.
In the Employee Information window (choose Administration » Staff » Employees first), click on the second button from the right.
OR
1 Select Administration » Payroll. This will produce the Payroll menu in the menu bar.
2 Under the Payroll menu, select Employees
ENTER AN EMPLOYEE RECORD
1 Choose Administration » Staff » Employees. This will open up the Employee Information window.
2 Click in the toolbar.
3 Enter the employee's personal information into the fields provided.
4 Enter any notes about the employee into the field on the bottom.
5 Click when done to save your changes.
Note that these steps must be completed before entering wage information. Once the employee's record has been entered and confirmed, click on the Salary button to set the salary for this employee.
ENTER OR MODIFY AN EMPLOYEE'S SALARY
1 In the Employee Information window, use the Previous or Next arrows to scroll to the appropriate employee record.
2 Click on the Salary button.
This will bring up the salary entry window.
3 Click on the button in this window to modify the record.
4 Under Pay Preferences, set the method of determining wages: hourly will pay based upon the number of hours worked by the employee at a fixed rate per hour, and salary will simply pay a fixed salary after each pay period.
5 Set the period of payment under Period. This will set how often the employee is paid.
6 Set the tax table under the Table option. This table will be used to calculate the tax on the employee's pay.
7 The pay rate per hour or per period is entered in the per pay period/hour field at the top right corner. Overtime pay rates can be entered in the field marked, overtime.
8 Enter deductions under the Deductions portion of the window. The program will automatically calculate the deductions on the salary payments based on these entries.
9 Check the Vacation option to indicate that the employee receives vacation pay.
10 Enter the dates for which this salary rate is effective into the Start Date and Finish fields.
11 Click to save your changes.
ENTER A WAGE ENTRY FOR AN EMPLOYEE
1 In the Employee Information window, use the Previous or Next arrows to scroll to the appropriate employee record.
2 Click on the Wage Entry button.
3 This will bring up the Wage Entry window. Note that the top fields (employee name, SIN number, wage number and date) are automatically entered.
4 Enter the dates of the pay period that the payment is for.
5 Activate the Check option if this payment is by cheque. This will record a cheque into the program's database of cheques.
6 Activate the Overtime option if the pay is for overtime work. The program will then calculate the pay based on overtime rates.
7 Enter the hours worked if the employee is being paid hourly.
The gross pay, tax and deductions are calculated automatically, and the net pay is displayed.
8 Click the Post button to post this payment into the employee's record.
DISPLAY A LIST OF BANK ACCOUNTS USED
1 There are three different menus that will allow you access to account information. The AR, AP and Payroll menu items under the Administration menu all create menus in the menu bar.
2 From any of these menus, choose Link Accounts. This will present a list of all bank accounts that are relevant to the menu that you used. For example, the Payroll Link Accounts will display the wage expense account, while the Accounts Receivable will not.
OR
1 Choose Administration » GL. This should create the GL menu in the menu bar.
2 Choose Chart of Accounts from the GL menu.
EDIT THE BANK ACCOUNTS USED (NOT GENERAL LEDGER)
1 Choose Administration » AR. This should create the AR menu in the menu bar.
OR
Choose Administration » AP. This should create the AP menu in the menu bar.
OR
Choose Administration » Payroll. This should create the Payroll menu in the menu bar.
2 Choose Link Accounts from whichever menu you chose. This brings up the Link Accounts window.
3 Click the button in the toolbar.
4 Modify the information as required.
5 Click in the toolbar to save your changes.
