Enter details on your employees and payroll process, including information about deductions, taxes, withholding, fringes, insurance, and work locations.

1. On the Payroll Settings screen, define the parameters for payroll processing, including overtime rules and base rates.
2. Define pay systems for employee groups (field staff, office staff, executive staff) and assign access to each pay system.
3. Specify the accounts to be used during payroll time card generation.
4. Define federal retirement and unemployment insurance rates and identify general ledger accounts for accrual.
5. Add your own withholding statuses for income tax tables, if needed.
6. Define information needed to calculate federal, state, and local income taxes on the Income Tax Table screen.
7. Define utilization regions for U.S. payroll.
8. Define your insurance policies, including classification rates and modification factors.
9. Define reporting categories for deductions, fringe benefits, and additional pays.
10. Define non-taxable payroll deductions.
11. Define non-taxable fringe benefits.
12. Define taxable additional pay paid by the employer in addition to regular pay.
13. Define company-wide rates for payroll deductions, fringe benefits, and additional pay.
14. Define trade-unions and specify overtime rate rules.
15. Define each pay classes and specify pay rates deductions, fringe benefits, and additional pay for each pay class.
16. Define compensation packages to control pay items that vary from one geographic area to another.
17. Define rates for each compensation package to control pay rates, deductions, fringe benefits, and additional pay.
18. Define payroll work locations for support staff. This enables you to regulate various location-based payroll controls, such as state and local taxes and compensation agreements.
19. Define paid time off types that employees can accrue.
20. Define rates for paid time off types to control how employees accrue paid time off.
21. Define potential reasons for changing the pay status of an employee.
22. Optional: Set up employee defaults for employee entry or import.
23. Define all employee-related details, including contact information, time card defaults, and payroll deduction and withholding information by entering them manually and/or by importing them from an Excel file, a TSV file, or QuickBooks.
    Note: You will enter any existing payroll balances in a later setup process.
24. Define withholding rules between multiple payroll tax authorities.
25. Specify compensation package and utilization region information for any projects you created in the previous setup process.
26. Review the employee setup.