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Paypro Manual - Hawaii Payroll Pacific Data Services

1. Add Station Edit Station Delete Station Delivery Sales amp Customer Service Never BB PR s Cancel Fill out the information in the New Station box and click OK when done Fields in the New Station box Area Number Up to 2 numeric characters Name Name of the new station Department This is a list of departments the new station may be allowed access to In the New Station box under the Include column click on a department A pull down list will appear Make a selection for each department on the list 16 lll Company Data Edit a Workstation Home Page gt Company Data gt Workstations gt highlight the workstation you want to edit gt Edit Station PDS Payroll Professional x 01 Pacific Data Services Company Areas Workstations Departments Allowed at this Workstation GA BB PR SS Wks Name hE E 22 Office 4 Edit Station eaNumber 22 Name Office Dept Department BE Delivery Never GA General amp Admin Never PR Production Never SS Sales amp Customer Service Always Add Station Edit Station Delete Station In the Edit Station box under the Include column click on a department A pull down list will appear You can edit each department on the list as needed Click OK when done 17 lll Company Data Delete a Workstation Home Page gt Company Data gt Workstations gt highlight the w
2. New Employee Active Department FF Employee ID Last Name First Name Initials Cancel JEE MIJE Select Employee Sort Order ID C Name Status Department T Only Show Terminated 23 IV Employee Data Edit Employee s General Data Home Page gt Employee Data gt highlight the employee you want to edit gt Edit Employee Fill out the fields in the Employee General Data window and click Back when done lt 3 67 52 64 82 Remote Desktop PDS Payroll Professional J xi Employee General Data Personal Data R 4 ses Earnings Deductions Tax Exceptions Employee Number Department When Paid Frequency Last Name First Name Middle Name Gender Salary Hourly Hired Status Terminated Social Security No Marital Status 01 Pacific Data Services Employee Number fi Department a When Paid Frequency 5 Semi Monthly gt Last Name Cabudoy First Name Maryson MiddleName E Gender Female Salary 0 000 Hourly 0 000 Hired 04715 1994 E Status Active 7 Terminated Et Social Security Number 550 29 3935 Marital Status Married Federal Dependents 10 Additional Federal T ax 0 00 Less than 1 denotes percent State Dependents 10 Additional State Tax 0 00 Less than 1 denotes percent MV Employee Uses Direct Deposit Direct Deposit Bank FHB FIRST HAWAIIAN BANK v Direct Deposit Branch Direct Depo
3. 2 Sdjustinent i Next Period Advance to Next Pay Period m C Insert a Special Payroll Skip the Next Pay Period Edit the Payroll Calendar pier 5 Close Penod 6 Print Reports 7 Hest Pernod Edit Calendar Office Data Change Company A 10 31 2008 Change T ax ear B 11 15 2008 A 11 30 2008 B 12 15 2008 Exit Run special payrolls eg bonuses BEFORE you click on 7 Next Period Click on Edit Calendar and add another payroll period special to your calendar Current reports will be headed as Trial Run Period is not closed unless you are in the Complete mode Click Cancel if you do not wish to advance Click on Exit takes you out of the program Other functions on the Home Page not related to the Status field o Clicking on Change Companies will allow you to exit this payroll company and select another company if you are running more than one payroll o It will also allow you to go to the present company s prior year information if it exists 53 VI Payroll Calendar Set Up and Modify Payroll Periods The payroll calendar reflects the payroll period dates for the payroll company Home Page gt Edit Calendar lt 3 67 52 64 82 Remote Desktop PDS Payroll Professional 4 01 Pacific Data Services Period Type Payroll Caleg i Status
4. Back Print Summary 1 Cabudoy Maryson C PR 12 Jones Edward 11 Lee Robert 49 Chang Andrew P 50 Tanaka Robert m sal E Watanabe Ronald PR E Then at the Sort box make a selection of how you want the report sorted PDS Payroll Professional wT X Administration Deductions Back Print Summary Earning Sarse Emp hd Ne Nene Pio am cs 1 Cabudoy Maryson C i 12 Jones Edward i Empl i Watanabe Ronald 44 1 mo i mm i To print the report click on Print Summary 36 IV Employee Data Employee Pay Rates Report Home Page gt Employee Data gt Pay Rates At the Sort box make a selection from the pull down list to determine how you want to see the report PDS Payroll Professional X Administration Pay Rates Back Print Summary Dept Effective Cun Salary CunHoury Effective New Salary EP ePtEme Dept Name ept N ame PY Cabudoy Marson C PR 04 16 2008 re O 49 Chang Andiew PR 01 01 2003 1 450 000 16 730 00 se 79 Cheung Joan Ga 10172003 250 000 2 880 You may view the report on the screen or click on Print Summary to print the report 37 V Process a Payroll 1 Time Cards This screen allows you to enter current earning information by batch Home Page gt 1 Time Cards gt Open Batch Station Number Select from the pull down list Batch Date Select the batch date from the p
5. Last Check PDS Payroll Professional a Home Page Earnings Deductions Add Department Edit Department Delete Department Workstations Security MII Ea 01 Pacific Data Services Company Data Company ID o Name mEIRE Tei DBA Name Pacific data Services Tax Address 1029 Makolu Street SuiteH City Pea Ciy State H Zip Code 96782 2890 a Federal ID 20 3905706 File FederalTax M Manual C Curent gt File FUTA M Manual Q Quarterly x FUTA Rate 0 600 Security Level low gt Last Check 131638 Bank FHB FIRST HAWAIIAN BANK Branch pas Account 81072248 0 State Tax Data can be found Attached to a Department Departments Dept Dept Name Freq Loca B HI Delivery User Options Sort Reports by Employee Name Transfer Schedule to Timesheet IV Transfer Timesheet to Payroll T Hide pay rates in Timesheets I Skip Salary if given hours in Timesheet IV Vacation Sick Leave on Checks I Company has a Pension plan General amp Admin Production Sales amp Customer Admin Options 7 2 signatures required on checks TT Automatic Signature I Company uses Direct Deposit E Rate Fields to enter information about a payroll company Special 2 digit number you assign to each company that you do payroll for The actual corporate name The name of the company as it appears on your checks Company address Enter city state and zip code The corpora
6. Month Type EndDate Ending Edit Calendar See et E 1 A 12 31 2007 1 B 01 15 2008 MonthEnd Period Type Deductions E gt A 01 31 2008 and Earnings with matching Run Type will automatically m 2 B 02 15 2008 MonthEnd occur for this period 3 A 02 29 2008 m 3 B 03 15 2008 SeMS m 4 A 03 31 2008 T ki B 04 15 2008 MonthEnd Insert Period Place the 5 A 04 30 2008 cursor on the row where you lecer Period O want a new period to Delete Period m 5 A 05 31 2008 appear Click on Insert Skip Period 6 B 06 15 2008 a 5 E f amp 06 30 2008 Delete Period Place the f B 07 15 2008 MonthEnd cursor on the row you want z 9 A 07 31 2008 to delete Click on Delete a B 08 15 2008 PPMOMAEAg Telet 3 A 08 31 2008 Skip Period Choose to 9 B 09 15 2008 QuarterEnd bypass 4 period and f 10 A 09 30 2008 advance to a new period Save Changes 10 B 10 15 2008 MonthEnd Abort Changes 11 A 10 31 2008 _ 11 B 11 15 2008 Menthend mi 12 A 11230 2008 12 B 12 15 2008 MS You can modify the payroll period dates however once a payroll period has been run it cannot be modified A calendar consists of 12 months mandatory Each month may have as many or as few periods as you want but there must be at least one The user assigns the month to the entry and the computer auto
7. Select dept to Workstations Security edit then click on Employee TDI Rate 0 000 equired on checks zi dit Department sak Deposit omen Edit the fields in the Department SS box and click on OK when done Clicking on Delete Department after highlighting a department will delete it Note A department cannot be deleted if wages have been paid in that department during the year or if an employee is assigned to the department Department AA cannot be deleted but its name can be changed 14 lll Company Data Delete a Department Home Page gt Company Data gt highlight the department you want to delete gt Delete Department PDS Payroll Professional If x S 01 Pacific Data Services Company Data Company ID 01 Federal ID 20 3905706 Name Pacific Data Services File FederalT ax M Manual x c Current x Home Page DBA Name Pacific data Services File FUTA M Manual 7 fa Quarterly Tax Address 1029 Makolu Street Suite H FUTA Rate 0600 z City Pearl City State HI Security Level flow Earnings Zip Code 36782 2890 Last Check 131638 Deductions Bank FHB FIRST HAWAIIAN BANK ti State Tax Data can be found Attached to a Department Branch 1213 Account 81 072248 Employee Name re you sure you want to delete the selected Department Timesheets en hours in Timesheet eave on Checks Company has a Pension plan Add Department Edit Department Delete Dep
8. Cards 2 Adjustments 3 Cale Payroll 4 4 ien v Regis ster 6 Print Repor its 7 Hex Pernod Edit Calendar Change Company Change Tas Year Office Data Exit Weekly Schedules 2 67 52 64 82 Remote Desktop PDS Payroll Professional 01 Pacific Data Services i Payroll Calendar a a e 12 31 2007 01 03 2008 2024 01 15 2008 MORAER 01 15 2008 2047 01 31 2008 01 31 2008 2069 2 2 3 02 15 2008 PMonhEna 02 15 2008 131601 1 A 02 29 2008 03 31 2008 QuarterEnd 02 29 2008 131610 Current Period AfeurentPerioa fen 05 31 2008 06 15 2008 06 30 2008 4 07 15 2008 07 31 2008 08 15 2008 08 31 2008 5 5 6 6 td ti 8 8 9 9 NI hoy e hoy hol 4 09 15 2008 Daal ce i y ertical Navigation Bar fo 008 2 1 A 1173072008 E fal E E Ma HE E E E m m m fai m Ea m E i 12 2 B 12 15 2008 0 Pacific Data Services Office 9999 Period End 03 15 2008 Month 03 Period 02 Home Page lll Company Data Enter general Company Data Home Page gt Company Data Company ID Name DBA Name Tax Address City State Zip Federal ID File Federal Tax File FUTA FUTA Rate Security Level
9. Sawy r 1233 32130 Hwy e Salary D000 a 1332 rr2a air Pipam DIIW0II 0t 204t PM 0 Pacific Data Services Office 9999 Period End 0271572008 Month 02 Period 02 47 V Process a Payroll 5 Close Period Home Page gt 5 Close Period This is done when all the data is correct and there are no further entries to be made in the current period every thing has been reviewed and all is in balance Starting Check Enter your starting check number Check Date Enter the check date using the pull down calendar list Delivery Method From the pull down list select a delivery method Click OK You will be asked You are about to close the pay period This cannot be undone Do you wish to proceed Click on Yes to proceed This transmits your payroll file to PDS and the payroll status will change to Complete After your payroll has been transmitted to PDS you cannot go back to this period PDS Payroll Professional x amp 01 Pacific Data Services Home Page Payroll Calendar Status Month Period Type EndDate Ending Check Date Last Check 1 1 A 12 31 2007 01 03 2008 2024 1 2 B 01 15 2008 Menthend 01 15 2008 2047 Company Data 2 1 A 01 31 2008 01 31 2008 2069 Employee Data 2 2 B 02 15 2008 Monthend 02 15 2008 131601 3 1 A 02 29 2008 02 29 2008 131610 a 3 2 B 03 15 2008 EPMA 03 20 2008
10. V Process a Payroll 3 Calc Payroll Problem Solving Problem Solution Problem Solution Problem Solution Problem Solution Some earnings or deductions are missing for all employees All earnings or deductions must be flagged at the company level as to the Run Type they are active in in order to be generated on the Calculate grid Go to Company Data click on Deductions or Earnings and set the Run Type to match the current calendar Type Then return to this screen Some earnings or deductions are missing for some employees They are probably not Activated for this employee While on the given employee click on Insert Row and choose from the pull down list the earning or deduction that is missing To fix this problem on a permanent basis for future runs Click on Employee Data go to the deduction or earning and set it to Active If you want you can also set a specified dollar amount for the deduction or earning at this time Some earnings or deductions are listed and the employee does not need them Delete the row NOTE If the earning is in blue it came from the Time Card batches and must be set to zero there For a given grid line you cannot enter a given field such as Hours The cursor on a given grid line is controlled by the Calc Type of that particular earning or deduction i e If the Calc Type is Hours times Rate you can put in hours But if the Calc Type is Fixed Amount you cannot pu
11. have at least one period in each month Assigned by the computer upon the Save function A thru E or S is used to classify the period as to which deductions and earnings are to automatically occur during that period Any calendar date you want but it must be in ascending order Saves the changes to the calendar you have made Resets the calendar back to the way it was before changes 55
12. in the Effective Date column and New Salary or New Hourly columns Click Back when done NOTE A Raise cannot be deleted if it is the only Raise Record the Employee has I 67 52 64 82 Remote Desktop max PDS Payroll Professional x 01 Pacific Data Services Employee Raise History O e E a Eea Gero 2008 __ 400 00 pais Fa Sa exo rier a S e 1 05 01 2008 07 0 000 Fair Add Raise Edit Raise ee nse x re you sure you want to delete the selected Raise Record a zor 30 IV Employee Data Employee Earnings Home Page gt Employee Data gt select Employee gt Edit Employee gt Earnings All the earnings setup for this company appear in a list If the earning is not active for this employee then it is in gray 3 67 52 64 82 Remote Desktop aax PDS Payroll Professional ba xi 01 Pacific Data Services PE M Salar Manual Amount l C Hourly Hourly S T l a C o T O T S T Factor 0 00 1 5 0 000 C Comm Comm Manual Amount 0 000 0 000 C vac Vac S T 0 00 0 0 000 C Ha Hol S T 0 00 0 0 000 C Tbe TDI B Manual Amount 0 000 0 000 C HMSA HMSA Manual Amount 0 000 0 000 i O jia lra Manual Amount 0 000 0 000 F 0Em OtherEm Manual Amount 0 000 0 000 Edit Earning Additional earning information must be in hours for sick pay and vacation pay only Earned Per Period Worked Hours earned toward
13. the standard rate enter a new rate under the Temp column NOTE If the Temp If an employee has rate is used all items on that line will be at that Temp rate multiple rates highlight the employee go to the top of the screen and select Insert Row to create multiple lines for this employee as many as needed On each line enter the Temp rate applicable for the hours at that rate oe termsery Remote Desktop Jeg PDS Payroll Professional Efx Administration Fast Time Back Print Summary Insert Row Workstation 1 Batch 1 05 15 2009 Note Admin Sort Empl 7 Nbr EmployeeName WMA Date Dept Ratej Templ Hourly O T ac Comm Hall CG Cheung Joan _ zx h Cheung Joan neg GA 2 880 32 000 z 09 GA 2 880 12 000 8 000 Click here then click on Insert Row A 0 Pacific Data Services Office 9999 Period End 0471572008 Month 04 Period 02 Click Back to return to Time Card Batches screen 39 V Process a Payroll 2 Adjustments Home Page gt 2 Adjustments This screen allows you to make manual adjustments to an employee s pay figures and to enter figures manually outside of PAYPRO You can correct prior period data and enter current transactions that have not been generated by the system such as termination checks etc This screen lists all adjustments made in the current period only The numbering starts with 1 at the beginning of the year and is numbered s
14. 00 Net amount is calculated Click on Print Stub you may want to print a copy to attach with check to employee Back When done click Save Changes PDS Payroll Professional Report waj A l Ws Employee Humber TS Ham e Oster hdark Department PR Check Number Check Date Adjustment 1 O ep s Fars Fists __ aro ro PPR Hourly ao eooo ooo o Gross i O Federal Withholding Tax oo Local With holding Tax 13 D6 FICA oF 20 hte dicare 370 Disability OOo Met 54 04 42 V Process a Payroll 2 Adjustments gt Void a Check When you void a check the system will reverse all figures associated with this check Home Page gt 2 Adjustments gt Void a Check gt enter the Check Number gt OK PROE 01 Pacific Data Services All Adjustments Adit Employee Name Type Month Period Check Number f PDS Payroll Professional 4 Manual Adjustment i Cut a Check oid a Check Void a Check Check Nmber Cancel elete Adjustment D Review Adjustment To Delete an Adjustment Home Page gt Adjustments gt highlight the adjustment to be deleted gt Delete Adjustment To Review an Adjustment Home Page gt Adjustments gt highlight the adjustment to want to review gt Review Adjustment Click on Back to return to the Home Page 43 V Process a Payroll 3 Calc Payroll Home Page gt 3 Calc Payroll This screen allows you to sele
15. 131621 Weekly Schedules 4 1 A 03 31 2008 4 mmi 04 15 2008 Process Payroll g 131629 Time Cards 6 5 Starting Check 131630 7 Check Date 057 5 2008 wel r Delivery Method none chosen x 8 9 Cancel 1 3 Cale Payroll 4 View Register 5 Close Pernod 6 Print Reports 7 Her Penod Edit Calendar 10 2 B 10 15 2008 Change Company 11 1 A 10 31 2008 Change Tax Year 11 2 B 11 15 2008 Office Data 12 1 A 11 30 2008 Office Data 12 2 B 12 15 2008 Exit Fields for Close Pay Period Box Starting Check Enter the check number of the first employee s check Check Date Date of the checks Select the date from the pull down calendar Delivery Method Choose from the drop down box WARNING After closing a period no further changes to employee s pay can be made in this period for these checks The checks will now be printed by PDS 48 V Process a Payroll 6 Print Reports Home Page gt 6 Print Reports This screen shows all reports offered by the system and any special reports that you may have set up You can select to print all current reports and reports for prior periods Current reports will be headed as Trial Run Period is not closed unless you are in the Complete mode To preview a report before printing Home Page gt 6 Print Reports gt select th
16. 49 l Paio vane Edit Employee PR 55 Oi New Employee Add Employee PR 61 Kirn _ PR 62 Plan Department Pe _ PR 64 Loo Employes iD ri _ PR 66 Hoo Delete Employee E 7 Mas Last Name all 75 Oste First Name pe i Initials E Salis a Earnings _ PR 80 shat E Deductions E 81 Men Current Salary 0 00 Pay Rates ae me Current Hourly 0 00 i 84 Rive Cancel list An up to 9 character employee ID number Enter last name Enter first name Enter middle initial Enter social security number Enter current salary Enter hourly rate select Employee Sort Order ID C Name Status Department T Only Show Terminated 22 IV Employee Data To Delete an Employee Home Page gt Employee Data gt select the Employee gt Delete Employee NOTE An Employee cannot be deleted if he she has wages You will be prompted with a message box There are transactions on file for this employee 4 Home Page Edit Employee Add Employee Delete Employee Earnings Deductions Pay Rates 2 67 52 64 82 Remote Desktop PDS Payroll Professional 01 Pacific Data Services Name Status Cheung Joan Cc E Ce gt 79 ad Kim Plan Loo Sis 2 S Oste Jace Salis Shat M T co co S w nm fe Sh io Keke Cont Rive D o Watanabe Ronald ee Robert Li ALU
17. DELETE Click Yes to confirm that you want to delete NOTE An earning cannot be deleted if in use by an employee sax alx Company Earnings 3 67 52 64 82 Remote Desktop PDS Payroll Professional 4 01 Pacific Data Services Rearrange by dragging with the Right Mouse Button a 1 Select earning to delete Ean Cale Freq Amt Factor Prepaid A B c DTEP pit aA C ca ca MIME Hourly Hourly OB SO Th IR IP I i mot on BT f asoj O Sooo 2 LP Comm Comm ajal CC TrT r vec vas wad OB TCT CT O aooaa 3 SI ss a a ll m La m ES TDB ___ TDI B 403 J HMSA HMSA iar MIM Oo addEaring IE EE Edit Earning Delete Earning Deleting Earning Q2 4re you sure you want to DELETE Comm 2 click on Delete Earning lll Company Data Add a Deduction Home Page gt Company Data gt Deductions gt Add Deduction Fill out the information in the New Company Deductions box and click OK when done Sew Company Deduction Wage Code Direct Deposit I Description Sep Deduction Type 603 408K SEA O Calc Type pa Fixed Amount Check Frequency N hone Payee Line Payee Line Aun Type Minimum 0 000 OD matches Pernod Type 0 000 iE P Ml asin 5 Calendar Zero at fear End Fields for Company Deductions Wage Code Direct Deposit Description Deduction Type Ca
18. DS Payroll Professional Administration ack Print Summary Show Detail Eaming Vac v Sot fi Nbr Name Beg Bal BootEmol 1 Cabudoy Maryson C Pp 2 dones Edward o 7 Watanabe Ronald To see the details of employee s earnings Select an employee gt Show Detail click Ok when done PDS Payroll Professional rand Xx Administration Earnings o W ack Print Summan Show Detail Earning Vac Sort Emp hi ne _ ro ae 1s Cabudoy Marysbn C Sa lb 12s Jones Edward f Watanabe Ronald ald Lee Robert Chang Andrew i Tanaka Robert co 50 00 lect employee then ck on Show Detail HEE O v 0 2 JAE 109 00 Hoopai Melinda Masaki Desiree Z Oster Mark Jacobson Donald Salis David Cheung Joan Shaw Beverly Mendoza ntonio 117 50 P i m dh Dd in D So J 5 co a md u F 2 Kekoa Sandra Hours 0 00 0 00 0 00 Conner Jessie Total Earned 0 00 Rivera Debra Beginning Balance 0 00 Current Balance 0 00 i Cancel To print the report click on Print Summary 35 IV Employee Data Employee Deductions Report Home Page gt Employee Data gt select a Sort Order gt Deductions gt This brings you to the Deductions window Make a selection of which type of deduction report you want to see PDS Payroll Professional Administration
19. PAYPRO A MULTI COMPANY PAYROLL SYSTEM USER S MANUAL Pacific Data Services 50 So Beretania Street Suite C210A Honolulu HI 96813 Tel 808 521 1813 Fax 808 526 3466 E Mail payroll pacdat com Rev 0 111709 I Connecting to PDS Connecting to the PDS Computer On your computer click on the Remote Desktop icon Enter your 4 digit office number Then enter your 6 character password O O O E 4 Remote Desktop Connection Computer termser4 Log On to Windows Microsoft Copyright 1985 1999 Microso Corporation Built on NT Technology MAAN Cancel Shutdown Options lt lt At the LOGIN Dialog Box Enter the employee ID that has been assigned to the person allowed access O Enter the password that is associated with that employee ID O User ID Password cecal Home Page ll The Home Page The entire payroll is navigated from here the Home Page screen The background of the Home Page screen displays the yearly calendar that has been setup for the company On the left is the vertical navigation bar from which the entire payroll system is run The Status field indicates the status of each payroll period The current period is always the one with the last non blank status Clicking on different items in the vertical navigation bar will take you through the entire payroll system 4 Company Data Employee Data Process Payroll 1 Time
20. Reports gt highlight the report to delete gt Delete Existing Click on Abort Changes if you want to start over Certain reports allow you to look at prior periods If the Select Period dialog box appears select the period you wish to review Double clicking your mouse will magnify or reduce the size of the page By holding the left mouse button down you can move a given page around on the screen You can change pages by clicking at the upper left V Process a Payroll T Next Period Home Page gt 7 Next Period Advancing the period clicking on 7 Next Period clears all the figures and sets up the next period to enter information This action can only be invoked when a calendar status is Complete The status for the new period will be In Progress PDS Payroll Professional AGE 4 01 Pacific Data Services Home Page Payroll Calendar Status Month Period Type EndDate Ending Check Date Last Check 1 1 A 12 31 2007 01 03 2008 _ 2024 1 2 B 01 15 2008 P Momhend 01 15 2008 2047 Company Data 2 1 A 01 31 2008 01 31 2008 2069 Enokyee Data 2 2 B 02 15 2008 Monthend 02 15 2008 131601 mies 3 1 A 02 29 2008 02 29 2008 131610 ae 3 2 B 03 15 2008 MEMES 03 20 2008 131621 Weekly Schedules 4 1 A 03 31 2008 4 2 B 04 15 2008 llMonInEndlnll Process Payroll Advance the Pay Period OOO 131623 Tite Care
21. a selection from the pull lists and click OK when done User 3 Stan Area E Input QO Full 4 Pi admin 2 Prod Edit User User 3 Stan Area fo Input l T Time Cards ZS eae Sa 20 lll Company Data Security Delete a User Home Page gt Security gt Company Data gt select by highlighting the user you want to delete gt Delete User If you are sure you want to delete the User selected click Yes os termserv Remote Desktop Jek PDS Payroll Professional e x 4 01 Com Company Users eoe eaaa Name Workstation Type Stan 0 Add User Edit User Delete User a Delete delete this User Are you sure you want to do this To Add a New Employee IV Employee Data Home Page gt Employee Data gt Add Employee You will be taken to the New Employee box in the Select Employee screen to add a new employee Fill out all applicable information and click on OK when done Department Employee ID Last Name First Name Initials SSN Current Salary Current Hourly PDS Payroll Professional J 67 52 64 82 Remote Desktop 01 Pacific Data Services Fields for New Employee Select from the pull down gt GA 79 C heung Joan C tiv e PR 1 Cabudoy Maryson C E PR 2 Jones Edward Home Page PR 7 Watanabe Ronald E PR_ 11 Lee Robert PR
22. artment Workstations Admin Options 7 2 signatures required on checks gt Automatic Signature I Company uses Direct Deposit E Rate A department cannot be deleted if wages have been paid in that department during the year or if an employee is assigned to the department The Sorry box will appear notifying you that There are transactions on file for this Department so the department cannot be deleted Click OK forr OOOO OE AN There are transactions on File For this Department Default department AA cannot be deleted but its name can be changed To change the name Home Page gt Company Data gt select Department AA gt Edit Department 15 lll Company Data Add a Workstation PAYPRO has the option of setting up remotely accessible timesheets that branch office or department heads can input timesheet hours in a secure fashion without exposing employee pay rates or other sensitive data In order to grant the remote computer the ability to fill in one of these said timesheets you must set up a workstation A workstation can permit timesheet entry of single or multiple departments Home Page gt Company Data gt Workstations gt Add Station PDS Payroll Professional El x 01 Pacific Data Services Company Areas Workstations 8 fo E Name Departments Allowed at this Workstation sR EA GA a Prod BB PRISS 22 Office 5 Con Station ee Area Number 122 Name Office
23. ccount 25 IV Employee Data Edit Employee s Personal Data Home Page gt Employee Data gt highlight the employee you want to edit gt Edit Employee gt Personal Data Fill out the fields and click on Back when you re done Address1 amp Address2 City State Zip Code Home Phone Ethnicity Birth Date Contact Address1 amp Address2 City State Zip Code Relationship Home Phone Business Phone Other Check Boxes lt 3 67 52 64 82 Remote Desktop PDS Payroll Professional Pe E 01 Pac a sax Employee Personal Data Contact Address 1 EERIE Addesst o Address 2 Address 2 City Honolulu State HI City Honolulu State HI Zip Code 96821 Zip Code 96821 Home Phone Relationship Ethnicity Home Phone Birth Date COC Business Phone sd US Citizen 7 Veteran Disabled Veteran _ Viet Nam Veteran Handicapped I Pension Plan 7 Fields for Employee Personal Data Filled for W2 Filled for W2 Employee s phone number Employee s ethnicity select from pull down list Employee s date of birth select from pull down calendar Name of person to contact in an emergency Contact person s address optional Contact person s city state and zip code Relationship to the employee Contact person s home phone number Contact person s business phone number Click on all that are applicable optional 26 IV Employee Data View an Emplo
24. ct active employees to be paid NOTE Employees having hours from time card batches will appear in BLUE You may sort by employee number or by name within department or not This screen displays a list of all non terminated employees so if you wish to show terminated employees click on Show Terminated PDS Payroll Professional xi r 3 01 Pacific Data Services Select E to be Paid ede ee Active G oan a MP E a E PE e sens Home Page m i FA Watanabe Ronad Ronald Active E Status ei C Department 2 tse T elect Eee hip oven sto to be Palid ia O Show Terminated Calculate RA PR Ea Oniate cr ae a Active E Sort Order On the next Kim Jean Active E screen the sort order is fae according to the M PR 64 Loo Tracy Active E jjo aki order for m PR 66 Hoopa Melinda Active B ia a EJ M PR 71 Masaki Desiree Z Active m EME C M PR 76 Jacobson Donald Active E m PR i Salis David Active aT Iv PR ian Sham Revers amp ctive rT lf an employee does not appear either he she has not been set up or he she was terminated To set up Home Page gt Employee Data gt Add Employee to set up new employees To change a terminated Home Page gt Employee Data gt Edit Employee change status employee s status to Active Once you have a complete list of employees you can choose which ones will be paid this pay peri
25. e report you want to print gt Preview Report PDS Payroll Professional r E3 4 01 Pacific Data Services Print Reports Select Report Month and Period 6 1 05 31 2008 al v eport Name Payroll Register All Periods Primary Payroll Summary Home Page All Periods For handwritten notes Next Pa elect the report then E Il Periods For handwritten notes lick on Preview Report E EA Check Register All Periods Checks Register a El Curent A Summary of Vac Benefits Preview Report 49 V Process a Payroll 6 Print Reports Create Your Own Special Reports Special reports are user created 10 column reports Each column can consist of any earning deduction tax etc that you define To create your own special reports Home Page gt 6 Print Reports gt Create New Report Title Comment Employee Sort Order By Department When Run Print if all zeroes Create New Report Fields Name your report Enter any comment Select either by employee number or by employee name Click if you want the report by department Select from the drop down list when you want the report run all periods monthly quarterly or yearly Click if you want to print employees with zero amounts PDS Payroll Professional amp 01 Pacific Data Services Report Title Year to Date Earnings Report Save Changes Comment Abort Changes Employee Sort Order Number Name By Depa
26. e to be paid by the employee NOTE Enter zero if tax is not to be taken from the employees Clicking on Delete Department after highlighting a department will delete it Note A department cannot be deleted if wages have been paid in that department during the year or if an employee is assigned to the department Department AA cannot be deleted but its name can be changed 13 lll Company Data Edit a Department Home Page gt Company Data gt highlight the department you want to edit gt Edit Department PDS Payroll Professional a Pe Xx 4 01 Pacific Data Services Company Data Company ID or b S Federal In 2n2ans7ne Name Pa A Department Ss DBA Name Pacific Dept ss Tax Address 10294 Dept Name SEES z REE City Peat Fo Code ee Address 1 50 S Beretania St ip Code j Address 2 Deductions City Honolulu State HI State Tax Data cant Zip Code 36813 Contact Helen Dept Dept N Phone 5904674 Ew jee Deliver Payroll Frequency e Bi Weekly 7 JGA Genera PR__ Produc Location HI Hawai DaS gt ESE State ID 10331802 ave Unemployment ID 0000260517 am File State Tax C Check M Monthy Jelet L 2pariment i File State Ul C Check Q Quarterly z Company TDI Rate 100 000 Sul Rate 180 c Current F a Quarterly Home Page Earnings ale iven hours in Timesheet Leave on Checks a Pension plan
27. equentially throughout the year Therefore the first adjustment in the current period may not start with the number 1 mer ES PDS Payroll Professional q 01 Pacific Data Services All Adjustments __ Adit Employee Name Tye Month Period 9 heakeblubehe at Manual djustment Cut a Check Void a Check Delete Adjustment Review Adjustment 40 V Process a Payroll 2 Adjustments gt Manual Adjustment A manual adjustment can be used to correct figures in the current period and for any prior period for an inactive employee Home Page gt 2 Adjustments gt Manual Adjustment gt highlight the employee gt OK At the top enter a numerical reference number in the Ref field A list of all earnings and deductions for the company is shown across the top Click on the appropriate cell s and enter the adjustment figures that apply Taxes may be entered on any earning It is recommended however that you enter all taxes on either Salary or Hourly NOTE Hours are optional When done click Save Changes PDS Payroll Professional r Ea 82 Kekoa Sandra Dept PR Month Period Adit 3 Dess Dept Gross Hows Fica Med Fed State Toif Salan PR eee Hous PR so E O T PR Cie aoe Save Changes Vac PR 8 00 Ho PR MO MEE ee O O ee Iiki nM l I 4 01 Pacific Data Services Adjustment The Pos
28. g Delete Earning Fill out the information in the Edit Company Earning box and click OK when Bex yal x Company Earnings O A a me MN gogaga done J 67 52 64 82 Remote Desktop PDS Payroll Professional Rearrange by dragging with the Right Mouse Button code Description Eam Calc Freq Amt Factor Cissy say SCT A H 1 B Prepaid z z qamma gaqmaaaa a q Oo E Edit Company Earning 1 500 O O O E wage Code Timesheet Column 4 ll Description EN T e OT Earning Type 201 Regular Other Earning 7 lr ed od So S O MM Meee TaxasifPaid Employee Frequency a Edit Earning Cale Type A FixedAmount itstst t s siSY Delete E armin I Prepaid tips meals etc not in net pay Bun Type A Eaming re automatically re occurs when Run Type Tp _ matches Minimum 0 000 re eae Maximum 0 000 Calendar Zero at Year End IV Click OK when done Jeg JE LX Company Earnings 4 01 Pacific Data Services _ wn qaa mm a aiaa AAAAA ay a E Fill out the information in this box lll Company Data Delete an Earning Home Page gt Company Data gt Earnings gt highlight the earning you want to delete gt Delete Earning The Deleting Earning box pops up and asks Are you sure you want to
29. g with the Right Mouse Button Code Description Ded Cae DDepos Frea AL BI CI OIE S E Sase Pe lt N o gt Sapoe EN A a Noi Back EE Edit Company Deduction B m HMsA H select the HMSAF H Wage Code Sep Direct Deposit deduction to edit HFCU H mr O Ded D Description Eep E Deduction Type 603 408 K SEP Add Deduction Calc Type A Fixed Amount z Edit Deduction Check Frequency N none Delete Deduction Payee Line Payee Line Run Type 7 A Deduction i mD Run Type Minimum 0 000 re Period Type Maximum 0 000 Zero at Year End Cancel lll Company Data Delete a Deduction Home Page gt Company Data gt highlight the deduction you want to delete gt Delete Deduction The Deleting Deduction box pops up and asks Are you sure you want to DELETE Click Yes to confirm that you want to delete NOTE A deduction cannot be deleted if in use by an employee oe termserv Remote Desktop Jae eal X PDS Payroll Professional 01 Pacific Data Services Company Desusians Add Deduction Edit Deduction Delete Deduction 0 Pacific Data Services Office 9999 Period End 0373172008 Month 04 Period 01 11 Add a Department lll Company Data Home Page gt Company Data gt Add Department Every company is assigned a default main department or location AA You can assign more departments if you wish This will res
30. he first department Each department can have its own information Enter city enter state Enter zip code Enter name of the contact person Enter name amp phone of contact person From the pull down list select the location state lll Company Data Add a Department cont d State ID Unemployment ID File State Tax File State UI Unemployment Insurance Company TDI Rate State Disability SUI Rate State Unemployment Employee TDI Rate The corporate number assigned by the state government Enter numeric data only the program will format it for you The workman s compensation number assigned by the state government From the pull down list select how payments will be made by check C done manually M or via electronic payment E If C is selected the system will cut a check for the appropriate amount From the pull down list select when payments will be made with Current Payroll C Monthly M or Quarterly Q From the pull down list select how payments will be made by check C done manually M or via electronic payment E If C is selected the system will cut a check for the appropriate amount From the pull down list select when payments will be made with Current Payroll C Monthly M or Quarterly Q Enter as a number eg 6 is entered as 6 not 006 Enter as a number eg 6 is entered as 6 not 006 The portion of the State Disability rat
31. ional If there is a grand total amount to be deducted from an employee 33 IV Employee Data Employee Tax Exceptions Use Tax Exceptions to override an employee s normal taxing Home Page gt Employee Data gt select the employee gt Edit Employee gt Tax Exceptions NOTE These taxes should not be altered from their standard settings except in rare cases i e A foreign student not subject to FICA or Medicare J 67 52 64 82 Remote Desktop Jeg PDS Payroll Professional BE Es 01 Pacific Data Services TDI Employee Company pays pays FICA Medicare a4 a4 Federal T ax State Tax TDI FUTA sul Do not Change consult tech support T1144 4 aa0 774 Warning Do not chnge unless Employee is a Non Resident or if instructed by Tech Support Tax Check Boxes o Under the Employee pays column check the boxes for which the employee is subject to o Under the Company pays column check all boxes that the Employer is responsible for When done click on Back 34 IV Employee Data Employee Earnings Report Home Page gt Employee Data gt select a Sort Order gt Earnings At the Earnings window make a selection from the pull down list of which type of earning report you want to see Administration Earnings Back Print Summary Show Detail Nbr Name 1 Cabudoy Mayson C 2 Jones Edward b Watanabe Ronald Sas ma 50 mjs Lee Robert P
32. lc Type Check Frequency Payee Lines Run Type Minimum Maximum Zero at Year End o character descriptive code associated with a given deduction or earning Check this box if employee is on direct deposit A full 30 character description Select from the pull down list Select from the pull down list of calculations If the payroll system is going to create one check from the total of all employees having this deduction If check frequency is other than none enter the Payee Name to be written on the check Check all applicable boxes This allows you to set the period in which the deduction will be included in the employee s check If the Run Type matches the Period Type on the calendar the deduction will automatically appear in the 3 Calc Payroll grid for that period If the deduction is computed i e medical it will be restricted if a figure is keyed into this field The system keeps a running total by employee by deduction If this box is checked at the start of each year it will be set to zero lll Company Data Edit a Deduction Home Page gt Company Data gt Deductions gt highlight the deduction you want to edit gt Edit Deduction Fill out the fields in the Edit Company Deduction box and click OK when done aes 3 termserv Remote Desktop PDS Payroll Professional e x 01 Com Company Deductions 4 Rearrange by draggin
33. matically assigns the sequential period number Months 1 to 3 Months 4 to 6 Months 7 to 9 Months 10 to 12 the first quarter the second quarter the third quarter and the fourth quarter year end These months do not have to match the month of the actual calendar month in the end date i e month 3 does not have to be March but the end dates for the whole calendar must be in ascending order The Period Type A through E or S pecial is used to classify a period as to which deductions and earnings are to automatically occur in that period Deductions and earnings having the same letter designation RunType will automatically be inserted in the employee s time cards for that period provided that the given deduction amp or earning has been set to Active for that employee 54 Vi Payroll Calendar To Add a Payroll Period Home Page gt Edit Calendar gt select the row below where you want to insert a payroll period gt Insert Period To Delete a Payroll Period Home Page gt Edit Calendar gt select the payroll period you want to delete gt Delete Period To Bypass Skip a Payroll Period Home Page gt Edit Calendar gt select the payroll period you want to bypass skip gt Skip Period This will bypass a period and advance to a new period Status Month Period Type End Date Clicking on Save Clicking on Abort Changes Is determined from the Home Page From 1 to 12 A calendar must
34. mployee Data gt select Employee gt Edit Employee gt Deductions gt double click on the deduction to be edited or highlight it gt Edit Deduction Fill out the fields in the Employee Deduction box and click OK when done aax 2 termserv Remote Desktop PDS Payroll Professional hs x 4 01 Com Employee Deductions 80 Shaw Beverly eer _ Auto Code Description o Max Min PriorAccum Stop Amt _ T Sas d MSL oooo 0o00 o000 0 000 l FEmployee Deduction aa Wage Code JHMsA ON Enter Automatically aj oeei HMSA If is intended enter less than 1 00 Edt Deduction Amount Fate 31 000 T Deduction to be Deposited in Bank Bank Minimum Amount 0 000 Maximum Amount 0 000 Name x Prior Amount 0 000 Account Stop mount 0 000 I Account is a Savings Account Fields for Employee Deduction Amount Rate Dollar amount or Percentage of this deduction eg 1 50 1 50 25 25 Stop if Balance Zero Once the total amount of an employee s deductions have been reached the system will stop deducting from the employee Minimum Amount Optional Minimum amount of each deduction from the employee per pay period Maximum Amount Optional Maximum amount of each deduction from the employee per period eg 20 of employee s straight time up to a maximum of 100 Prior Amount Optional To date total amount deducted from the employee Stop Amount Opt
35. od by checking or un checking under the Pay column Now that you have a list of employees to be paid you are ready to calculate their pay The Calculate Payroll screen shows a list of all selected employees with the earnings and deductions they will be getting for the period Home Page gt 3 Calc Payroll gt Calculate PDS Payroll Professional Pa Es CS Faas ta Payroll Gty Amt Gross 79 Cheung Joan GA Slay eee e 250 00 Home Page fet a E enter hours amp rate oof 0 00 Fi S 50 00 0 00 maa Jones Edward Salary 1 267 50 1 267 50 Ei HFCU 20 00 20 00 pa 7 Wannabe Ronald PA Hoay ao 7600 PR 11 Lee Robert PR Salary 1 956 75 1 956 75 PR 49 Chang Andrew PR Salary 450 00 1450 00 PR 50 Tanaka Robert PR Salary 0 00 0 00 PR 55 Oniate Valerie PR__ Saay 50000 500 00 Insert Row _ PR 6l Kim Jean PR Salary 837 50 837 50 Delete Row PR 64 Loo Tracy PR Hourly 0 00 8 000 0 00 44 V Process a Payroll 3 Calc Payroll cont d Enter current earning and deductions information and the program extends and calculates each employee s gross Deductions are in red Final changes to earnings and deductions are done on this screen Add delete or modify any and all earnings or deductions Clicking on Calculate does the following o Generates all automatic earnings due this payroll period o Generate all automatic deduc
36. orkstation you want to delete gt Delete Station PDS Payroll Professional a x 01 Pacific Data Services Company Areas Workstations E Name Departments Allowed at this Workstation gt 1 Admin GA 2 Pod BBYPR SS E 55 C Add Station You are about to delete this Station Are you sure you want to do this Edit Station Delete Station The Delete box will appear asking You are about to delete this Station Are you sure you want to do this Click on Yes to delete lll Company Data Security Add a User Home Page gt Company Data gt Security gt Add User Security consists of two access levels A user with High level security is permitted to view all payroll data A user with Low level security is permitted limited access eg to timesheet entry only without access to employee pay rates Fill in the User information make a selection from the pull lists and click OK when done PDS Payroll Professional 01 Com i User Name workstation Type O 3 0 Stan Add User Edit User Delete User User 7 Area jo Input 7 i OK i Cancel oAew User 0 Full 4ccess 1 Admin 2 Pod User nm Area 0 Input TE T Tirne Cards a 5 Scheduling 19 lll Company Data Security Edit a User Home Page gt Security gt Company Data gt select by highlighting the user you want to edit gt Edit User Edit the User information make
37. ox if employees will have their net check deposited to a bank account of their choice lll Company Data Add an Earning Home Page gt Company Data gt Earnings gt Add Earning Fill out the information in the New Company Earning box and click OK when done NOTE An earning cannot be deleted if in use by an employee I 67 52 64 82 Remote Desktop eg PDS Payroll Professional mr E3 4 01 Pacific Data Services Company Earnings Rearrange by dragging with the Right Mouse Button Code Description Eam Calc Freq Amt Factor Prepaid A B c b e s Ts AA P Salay Salary A SF rom Ow calc cal cal call New Company Earning O OjoO o oO oO o 2 o m mj mj j j Mj M O DiolipiciOlOj 3 Wage Code Timesheet Column o rc r cir r f r Description v mHiOinioioio pote PP rE Earning Type r MIRILI nIe Add Earning Tax as if Paid Employee Frequency E E m mE E E Edit Eaming Cactpef y Delete E armine Prepaid tips meals etc not in net pay Run Type A Earning B automatically re occurs when rob Dee Minimum 0 000 B jatii Maximum 0000 F Calendar Zero at Year End M cael Company Earning Fields Tax as if Paid For earnings such as a bonus that is not paid every period This allows Federal and State withholding taxes to be calculated correctly for such ea
38. rnings Select from the pull down list Calc Type Select from the pull down list down list of calculations Prepaid tips meals Prepaid earnings that an employee has already received that will not etc not in net pay be in the net of their check Run Type Check applicable boxes This allows you to set the period in which it will automatically be included in the employee s check If the Run Type matches the Period Type on the Calendar that deduction will automatically appear in the 3 Calc Payroll grid for that period Minimum If the deduction is computed i e medical it will be restricted if Maximum a figure is keyed into this field Zero at Year End The system keeps a running total by employee by deduction If this box is checked at the start of each year it will be set to zero lll Company Data Edit an Earning Home Page gt Company Data gt Earnings gt highlight the earning you want to edit gt Edit Earning NOTE An earning cannot be deleted if in use by an employee 3 67 52 64 82 Remote Desktop PDS Payroll Professional 01 Pacific Data Services Rearrange by dragging with the Right Mouse Button Code Description Eam Cale Freq Prepaid A Salay Salary A Hourly Hourly 1 B Jon joer amp Comm Comm 201 A ma a 1 S to edit ta 1 Select the earning to edit HMSA fia Add Earning 0Em m 2 Click on Edit Earning Edit Earnin
39. rtment When Run Quarterly v Column Description Accumulate By 4 4i 4 4ii 4 4 4 4 50 V Process a Payroll 6 Print Reports Create Your Own Special Reports cont d You can now define each of up to 10 columns Under Column select the general category of your report such as Earning Deduction Tax Hours etc Column Description Accumulate By none Current 2 none Current a e 3 Deduction HONE h Current 4 none Current 5 pa none Current E F none Current i none Current z blank none Current g blank none Current 10 blank none Current Under Description choose the specific category related to the Column selection you made The choices include Salary Hourly Gross O T etc Column Description Accumulate By 2 bark N si E bok E TTE s Em E 7 Em 1 l 51 V Process a Payroll 6 Print Reports Create Your Own Special Reports cont d Under Accumulate By select the periods to sum for Current M T D Q T D or Y T D Column Description Accumulate By 1 Deduction hMs 4 blank none Current Click on Save Changes if this is the report you want If you want to preview the report before printing click on Preview Report To change a report Home Page gt 6 Print Reports gt highlight the report to change gt Edit Existing To delete a report Home Page gt 6 Print
40. sit Account 94 265177 I This is a Savings Account Fields for Employee General Data An up to 9 character employee ID number Select from the pull down list Select from the pull down list Enter last name Enter first name Enter middle name or initial Select form the pull down list Go to Raises to enter this information Go to Raises to enter this information Date first hired select from the pull down calendar Select from the pull down list Termination date select from the pull down calendar Enter federal social security number Select from the pull down list 24 IV Employee Data Edit Employee s General Data cont d Federal Dependents Number of Federal dependents claimed If 99 is entered withholding is taken from Additional Federal Tax Additional Federal Tax Additional Federal tax to be withheld from paycheck State Dependents Number of dependents claimed Additional State Tax Additional State tax to be withheld from paycheck Employee Uses Click on Bank Data in the vertical navigation bar on the left Direct Deposit In the dialog box check the box employee uses direct deposit if applicable Direct Deposit Bank Select from the pull down list If employee s bank is not on this list contact PDS Direct Deposit Branch Enter the employee s bank branch Direct Deposit Account Enter the employee s bank account number Savings Account Check this box if employee s direct deposit account is a savings a
41. t Manual Adjustment box appears Post Manual Adjustment Select Adjustment Period PB 1 05 31 2008 a Cancel Make your month and period selection from the drop down list Selection of the month and period is critical as this determines the quarter and month the adjustment dollars go into If everything is correct click Post If not click Cancel and you can re enter Post Manual Adjustment SelectAdusiment Period 6 1 05 31 2008 T ETI a ME a E ee Pa 1 _ ara 2008 a pa vew E E 1 BS 2008 In Progress 4 V Process a Payroll 2 Adjustments gt Cut a Check If you want to write a check in the current period before running the payroll Home Page gt 2 Adjustments gt Cut a Check gt highlight the employee gt OK Enter the hours and rate All withholding amounts will be computed with the net amount payable to the employee PDS Payroll Professional m Insert Row Delete Row Save Changes Abort Changes Print Stub lt 3 67 52 64 82 Remote Desktop 75 Oster Mark Dept PR Dept Desc Hours PPR Hourly 4000 15 000 fa max cP 4 01 Pacific Data Services Cut a Check adit 1 Giross Rate x z Enter information Gross 600 00 Federal withholding Tax 0 00 Local Withholding Tax 13 06 Fics 37 20 Medicare 870 Disability 0 00 A Voluntary Deduction 0
42. t in Hours Go to Company Deductions or Earnings and set the Calc type to the correct type Return and delete the existing row and re insert it 46 V Process a Payroll 4 Preview Register Home Page gt 4 Preview Register Previewing the register when you are finished entering time information will bring up a trial balance register This register allows you to view the payroll register that your entries from 1 and 2 and 3 above have generated NOTE By holding the left mouse button down you can move a given page around on the screen You can change pages by clicking at the bottom left To return to the Calculate screen click on Back at the upper left If the results on the register are not correct go back to 1 and 2 and 3 above correct the data and preview the register again Repeat each time you enter time information until you have balanced To return to the Home Page click on Back at the upper left J 67 52 64 82 Remote Desktop Neg PDS Payroll Professional Payroll Register Back AB eel eeb Gur Monih 2 Pe od 2 Emig 3 420035 To return to the HOME PAGE click on the BACK button pe Dii Capos ral vr EALE 120 74 am aaz 403233 Chang Andrew 48000 Sabiy w3 Salary 1 430 0 a 1z 3332 142130 Tanaka Robert 25000 Jay mo Salary D000 Cnis amp valerie s0000 tay rr sorra Hak Salary 000 Kim Jean 39 50 Jawiy om 35003 Hab Talay so Cheung Joan 25000
43. te number assigned by the federal government Enter numeric data only the program will format it for you Payment by Check C Manual M or Electronic Payment E If C is selected the system will cut a check for the appropriate amount Payment made with Current Payroll C Monthly M or Quarterly Q Payment by Check C Manual M or Electronic Payment E If C is selected the system will cut a check for the appropriate amount Payment made with Current Payroll C Monthly M or Quarterly Q The federal unemployment rate assigned by the federal government is 6 This must be entered as 6 not 006 as this is a percent field Select High or Low Personnel with a High security level will have access to all information Personnel with a Low security level will have access to limited information Enter the last check number used lll Company Data Enter general Company Data Bank From the pull down list select the bank that your checks will be drawn from If the bank is not on the list contact PDS Account Enter the bank account that your checks will be drawn from Enter numeric data only the program will format it for you User Options Select all that apply from the list of options Admin Options 2 Signatures required on checks Check this box if 2 signatures are required Automatic Signature Check this box if the signature will be computer printed on checks Company uses Direct Deposit Check this b
44. tions due this payroll period o Calculate the gross on each line according to Calc Type o Calculate all taxes for each employee NOTE Since this calculates the payroll for every employee it will take a few seconds To add a line Highlight the employee you wish to add a line to click on Insert Row and choose from the pull down list the earning or deduction If the earning is not on the pull down list go to Home Page gt Company Data gt Earnings gt Add Earning Set up the earning that you want at the company level If the deduction is not on the pull down list go to Home Page gt Company Data gt Deductions gt Add Deduction Set up the deduction that you want at the company level Then return to this screen Click on Insert Row and choose from the pull down list the earning or deduction that was missing If you wish to review a particular earning or deduction i e Sick go to the top of the screen to FILTER select the earning or deduction you wish to look at on the screen In this case all employees having an earning of Sick will appear To modify a line Click on the line and change information under Hours Rate or Qty Amt Upon leaving the line a new gross will be calculated for that line Lines in blue are from the time card batches and cannot be modified You To make any changes go to the Time Card batch To delete a line Highlight the line you wish to delete Click on Delete Row 45
45. ull down calendar Note Enter any identifying description I 67 52 64 82 Remote Desktop Neg PDS Payroll Professional e x 4 Administration Time Card Batches A r A A N Batch Totals Open Batch New Batch Delete Batch New Batch Station Number B x Print Summary Batch Date i Note Prod Cancel t Order atc ate ote So Ob SL gN To Start a New Batch Home Page gt 1 Time Cards gt New Batch Fill information in the New Batch box and click OK NOTE You can create as many batches as you like The smaller the batch the easier it will be to balance it Station Number Select from the pull down list Batch Date Select the batch date from the pull down calendar Enter any identifying description in the Note field To Delete a Batch Home Page gt 1 Time Cards gt highlight the batch to delete gt Delete Batch Click OK 38 V Process a Payroll 1 Time Cards gt Sort Order You may sort a batch by employee number or by name within department or not Select how it would be most convenient for you to enter employees hours amp or amounts in the proper columns After you have ente red an employee s hours amp or amount in the proper columns down arrow to the next employee amp enter information Continue until all employee hours have been entered All earnings involving hours will be multiplied by the employee s standard rate overtime at 1 5 If you wish to override
46. ult in the grouping and totaling of employees on reports by department If the company pays in oj 67 52 64 82 Remote Desktop Home Page Earnings Deductions Add Department Edit Department Delete Department Wark stations PDS Payroll Professional 01 Pacific Data Services Company ID 01 new Department Name Pacific DBA Name Pacific Dept Tas Address 1029 Dept Name City Pearl Address 1 Zip Code 96782 Addes2 City PO State ZipCode f State Tax Data can Patent Phone 0 Ext Ha Payroll Frequency J H Location f State ID itnn Unemployment ID Eee File State Tax E File State Ul f Company TOI Rate 0 000 SUI Rate 0 000 Employee TOI Aate O 000 men multiple tax locations states you must assign separate departments Dept Dept Name Address 1 Address 2 City amp State Zip Code Contact Phone amp Ext Location ha c Curren a Quarte w Employee Nar dule ta Timeshe sheet to Payroll zin Timesheets given hours in Ti Leave on Cher a Pension plan equired on chec nature 3 Direct Depositi Fields to Enter a New Department in the Department SS box Enter a 2 character department code associated with a given department must be alpha caps Enter the name of the department Enter address Enter address The company address and state information is entered on t
47. vacation or sick leave each period an employee works Beginning Balance this Year Hours owed from last year Amount Earned this Year Hours earned this year earned per period Amount Used this Year Hours used or paid this year Current Balance Hours owed to employee computer generated Accumulated Maximum Maximum hours accumulated before losing those hours 31 IV Employee Data Edit an Employee s Earning Home Page gt Employee Data gt select Employee gt Edit Employee gt Earnings gt highlight the earning to be edited or highlight it gt Edit Earning Fill out the fields in the Employee Earning box and click OK when done J 67 52 64 82 Remote Desktop Jeg PDS Payroll Professional a x 01 Pacific Data Services Employee Earnings Auto Code Descripion Ra teType Amount S T Rate Factor M Salay Manual Amount 250 000 T Hg Employee Earning TOM _ Rate Used o AF Com aae Lode Salary Enter Automatically fa i l vac J D 4620 T ho Description of sea C TDB Rate Type 0 000 HMSA 0 000 O Ira 0005 O Em If is intended enter less than 1 00 SSS 0 000 Edit Earning Minimum 0 000 ma Fields for Employee Raise Record If is intended enter less than 1 00 Enter either a dollar amount or a percentage Amount Enter a dollar amount 32 IV Employee Data Edit an Employee s Deductions Home Page gt E
48. yee s Raise History Home Page gt Employee Data gt select the employee you want to view gt Edit Employee gt Raises This grid contains an entry for every raise the employee has received during his her employment You may select any raise record to review past performance and to create a new raise J 67 52 64 82 Remote Desktop PDS Payroll Professional ret x 01 Pacific Data Services Employee Raise History 50 Tanaka Robert a ail View Raise Add Raise 21 IV Employee Data Add an Employee Raise Home Page gt Employee Data gt Pay Rates Fill out the information in the Effective Date column and New Salary or New Hourly columns Click Back when done Fields for Employee Raise Record Effective Date Enter the date the raise is to go into effect select from the pull down calendar NOTE If you have already entered hours for this employee in the current period any changes to salary or hourly will not be reflected on the entries that you have already made If you want them to reflect this raise you must go to the entries for this employee and change them manually 28 IV Employee Data Edit an Employee Raise Home Page gt Employee Data gt Pay Rates Revise the information in the Effective Date column and New Salary or New Hourly columns Click Back when done 29 IV Employee Data Delete an Employee Raise Home Page gt Employee Data gt Pay Rates Highlight and delete the information

Paypro Manual - Hawaii Payroll Pacific Data Services

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