Payroll Settings Screen Field Reference
This screen field reference describes the following:
General Tab
Field |
Description |
|---|---|
Payroll Tax ID |
By default, displays the federal tax ID from the Company screen. If needed, enter the payroll tax ID for which payroll will be processed and that will appear on year-end forms. In the United States, this is typically an Employer
Identification Number (EIN), although it can be a Social Security Number
(SSN) for an unincorporated business that is owned by one individual in
certain circumstances. The typical formats for these are as follows:
In Canada, this is the payroll account number which consists of the nine-digit business number, a two-letter program identifier, and a four-digit reference number. |
Payroll Reporting Complete Through Quarter |
Click
Once you indicate that payroll reporting is complete for a quarter, you cannot post or void a payroll check from that quarter (or any prior quarter). When you are setting up a new company in ProContractor, you must indicate that reporting is complete for the previous quarter in order to begin processing your payroll. If you are setting up a new company to begin processing payroll on January 1, you must indicate that payroll reporting is complete through the fourth quarter of the previous year. Note: You are required to make an initial setting in
this field when you set up a new company. However, updating this field at
the end of each quarter is optional. |
Year |
Enter the 4-digit year of the quarter you want to close. |
Pay Rate Determination |
Review the options for how ProContractor will determine pay rates and select the appropriate option.
This field is disabled when there are unposted payroll transactions. |
Bonus Tax Percent |
Enter the tax percentage for bonuses as a percentage with up to two decimal places. |
Use Pay System |
Click
|
Determine Posting Effective Date By |
Click
This field is disabled when there are unposted payroll transactions. |
Social Security Number Format (U.S.) |
Click
|
Social Insurance Number Format (Canada) |
Click
|
Payroll Time Rounding Rule |
Click
|
Create Encrypted Check |
Select this check box if you want ProContractor to automatically create encrypted PDF copies of payroll checks and advices for all employees. Tip: Encrypted checks and advices have been converted to a code
to protect against unauthorized access. We recommend creating encrypted
checks and advices if employees receive their pay using direct deposit
and you want to email the encrypted copies to the employees. After checks
and advices have been posted, you can view, print, or email the encrypted
copies from the View Payroll Check Log screen. Note: ProContractor uses 128 bit RC4 encryption. Important: You can select this check box only if all active
employees have a birth date and social security number (for the U.S.) or
social insurance number (for Canada) specified in their employee records. |
Add Checks to Employee Binder |
If the Create Encrypted Check check box is selected, you can also select this check box to have ProContractor automatically add the encrypted check or advice to each employee's binder once the checks and advices have been set to Ready to Post on the Print Payroll Checks & Advices screen. Tip: You can also use the Update Employee Binder for Payroll Checks
utility to add encrypted check/advice copies to (or delete encrypted
copies from) employee binders when needed. |
Calculate Taxes and Deductions on Save |
|
On Enter Time Card By Employee Screen |
Select the checkbox to indicate that ProContractor should calculate taxes and deductions when you save time cards on the Enter Time Card by Employee screen. If you don't select the checkbox, you will need to manually calculate taxes and deductions before you can print payroll checks and advices. |
On Enter Time Card By Project Screen |
Select the checkbox to indicate that ProContractor should calculate taxes and deductions when you save time card on the Enter Time Card by Project screen. If you don't select the checkbox, you will need to manually calculate taxes and deductions before you can print payroll checks and advices. |
Group Deductions and Fringes on Check Stub and Advice By |
|
Group By |
Click
The default selection is Deduction/Fringe Code. If you select one of the other options, the codes that print on the payroll check stubs and advices consist of a combination of characters from each of the grouping entities in order. For example, the code 150JMDUE consists of 3 characters from the trade union (150), 2 characters from the pay class (JM), and 3 characters from the deduction/fringe code (DUE). You must specify the number of characters to include from each grouping entity in the remaining fields. |
Deduction/Fringe Code Print Length |
If you selected to group deductions and fringes by Deduction/Fringe Code, the default deduction/fringe code print length is 8 and cannot be changed. If you selected to group deductions and fringes by Trade Union + Deduction/Fringe Code or by Trade Union + Pay Class + Deduction/Fringe Code, the default deduction/fringe code print length is 4. To modify the default print length, enter a new print length. |
Trade Union Code Print Length |
If you selected to group deductions and fringes by Trade Union + Deduction/Fringe Code, the default trade code print length is 4. If you selected to group deductions and fringes by Trade Union + Pay Class + Deduction/Fringe Code, the default trade union code print length is 2. To modify the default print length, enter a new print length. |
Pay Class Code Print Length |
If you selected to group deductions and fringes by Trade Union + Pay Class + Deduction/Fringe Code, the default pay class print length is 2. To modify the default print length, enter a new print length. |
Overtime Hours
Use the grid to create the overtime and double time rules, which are applied when ProContractor calculates taxes and deductions. Along with this screen, you can also create overtime and double time rules on the Compensation Package screen or the Trade/Union screen.
If you create multiple sets of overtime and double time rules, ProContractor looks for them in the following order and applies the first set of rules it finds:You can set overtime and double time rules for each day of the week, you can set a weekly limit, or you can set both. Note that blank values and zero values in the Overtime Hours grid do not produce the same results. If you leave an Overtime After field blank, then all regular hours entered for that day are paid as regular hours; no overtime is calculated. Conversely, if you enter 0 in an Overtime After field, all regular hours entered for that day are paid at the overtime rate. The same rules apply to the Doubletime After fields.
- Example 1: Daily Limit Only
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If overtime applies after more than 8 hours worked in one day, and double time applies after more than 10 hours worked in a day, then enter values in the Overtime Hours grid as follows:
- Example 2: Weekly Limit Only
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If overtime applies after 40 hours worked in one week, then leave the Overtime Hours grid blank as follows:
- Example 3: Combined Daily and Weekly Limits
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If overtime applies after 40 hours worked in one week, more than 8 hours worked on Saturday, and any hours worked on Sunday up to 5 hours; and double time applies after more than 5 hours worked on Sunday, then enter values in the Overtime Hours grid as follows:
|
Field |
Description |
|---|---|
|
Overtime Hours Grid: Each row in the grid is a day of the week. Enter values to define the rules for overtime and double time. |
|
|
Day |
Displays the day of the week. |
|
Overtime After (Hours.Fraction) |
Enter the number of hours (as a decimal) that an employee must work on this day before ProContractor begins to calculate overtime. If you want ProContractor
to begin calculating overtime after 8 hours and 30 minutes, enter
|
|
Doubletime After (Hours.Fraction) |
Enter the number of hours (as a decimal) that an employee must work on this day before ProContractor begins to calculate double time. If you want ProContractor
to begin calculating double time after 10 hours and 15 minutes, enter
|
|
Regular Hours Limit |
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Weekly Regular Hours Limit |
Enter the number of hours (as a decimal) that an employee must work in a week before ProContractor begins to calculate overtime. If you want ProContractor
to begin calculating overtime after 42 hours and 30 minutes, enter
|
Annual Pay Periods Tab
Use the grid to set the number of pay periods in a year. ProContractor uses this information when calculating taxes and deductions. Click to add a row to the grid. Click
to delete the active row from the grid. See Grids for tips on using grids in ProContractor.
Field |
Description |
|---|---|
Payroll Year |
Enter the 4-digit year for which you want to select the number of pay periods. |
Weekly Periods |
Click
|
Biweekly Periods |
Click
|
