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Quick Step Guide – Setup a New Employee in Payroll

Getting Started

  1. Click Primary Task | Manage Employees
  2. Click New Employee button

Required Fields to be Entered Before a New Employee Record Can Be Created

  1. In the General View
    1. Enter Employee Number
    2. Enter First Name
    3. Enter Last Name
    4. Enter Social Security Number
  2. On the View Tab click Wages
    1. On Pay Rates Tab enter Pay Frequency
    2. On Pay Rates Tab enter Federal EIN
  3. On the View Tab click Taxes and Deductions
    1. On W2 and W4 Tab select Federal Filing Status
  4. Click Save button

Adding Additional Information

  1. If in the List View select the employee record to change. If viewing the details of an employee record, click on the desired view to edit first.
  2. In the General View click the Edit Employee button and enter all known/relevant data for the new employee on the General, Leave/Personal Time, and Contact Info tabs
  3. Click Save.
    1. NOTE: It is recommended you save the record before switching views or even switching tabs.
  4. In the Wages View click the Edit Employee button. Enter all known/relevant data for the new employee on the Pay Rates, Wage Template, and Other Recurring Entries tabs.
  5. Click Save.
  6. In the Taxes and Deductions View click the Edit Employee button and enter all known/relevant data for the new employee on the W2 and W4, Pension, and Taxes tabs.
    1. The Taxes Tab is where items are selected for the computer to auto-calculate pension, taxes, unemployment, etc.
    2. The W2 and W4 Tab is used to factor in filing status and exemptions for taxes.
    3. NOTE: Extra taxes to be withheld are entered on the W2 and W4 Tab, not on Other Recurring Entries.
  7. Click Save.
  8. In the Notes view enter any known/relevant data for the new employee on the Notes and User-Defined Fields tabs.
  9. Images/Documents view is used to attach electronic files from the computer or scanner to this employee. See Image/Document Management User’s Guide for instructions on how to use this feature in your Pontem software.

 

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