Enter a number, up to 6 digits, to uniquely identify this employee or enter ‘+’ to have the system automatically assign the next sequential number.

Enter the employee’s last name, up to 30 characters.

Enter the employee’s first name, up to 30 characters.

Enter the employee’s middle name, up to 15 characters.

Enter an alphabetic suffix (i.e. Jr., Sr., III) for this employee, if applicable, up to 4 characters.

This field defaults to the first 15 characters of the employee’s last name. If the last name is less than 15 characters, the system adds characters from the employee’s first name, up to the 15 character limit for the field. You can change the default as necessary. Sort names can be entered in upper and/or lower case, but are always converted to uppercase letters. The system uses this sort name for alphabetical sorting, such as on reports and lookups (F4).

Enter the employee's mailing address information in the following fields:

• Address - This address is the only address field used on payroll checks and should therefore include apartment number, if applicable. It is updated to the Delivery Address in PR W-2 Employee Information and is the only address printed on W-2s.

• City - Enter the city.

• State - Enter a valid state (as defined in HQ States). The system validates the state based on the Default Country specified in HQ Company Setup for the active company. If not valid, an error displays, but entry is allowed. You must then enter a valid country for this state in the Country field.

• Zip Code - Enter the zip/postal code, up to 12 digits.

• Country - Enter the 2-character country code. Entry in this field is required when the address exists outside the Default Country specified in HQ Company Parameters for the active company. Country must be valid for the specified state (e.g. state, province, territory, etc.) as defined in HQ States.

• Add'l Address - Use this field to enter additional address information for this employee. For example, if employee receives his/her mail at a P.O. Box, then you might enter the P.O. Box in the Address field, and use this field to enter the street address.

The address information entered here is not used by any of the posting forms or on payroll checks. It will, however, be updated to the Location Address in PR W-2 Employee Information and will be used for electronic filing only. It is not used on the printed W-2.

Enter a phone number for informational purposes only. The default for this field is blank.

Enter the employee's cell phone number, up to 20 characters.

Enter a unique social security number in the proper format (###-##-####). If dashes are not entered, they are automatically provided.

Click here for the field definition for Australian users.

Click here for the field definition for Canadian users.

The Race field in the PR Employees form

Enter a valid race code from PR Race Codes. Press F4 to select from a list of codes. If you are using any of the EEO reports, they will display the EEO Category assigned to this race code.

Non-U.S. Payroll Companies:

While race codes apply only to U.S. companies, this field still requires an entry. To meet the requirement, create a place-holder record in the PR Race Codes form and use it for this field. The entry will have no impact on any other part of the system.

The Gender Identity drop-down on the PR Employees form, Info tab.

Select this employee's gender identity.

The Description field (unlabeled) on the PR Employees form, Info tab.

This field is enabled only when the Gender Identity drop-down is set to O-Other.

Enter a description of the employee's gender (for example, Agender, Androgyne, Bigender, etc.).

The Reporting Gender field on the PR Employees form, Info tab.

Select the employee’s gender for EEO and other reporting.

Enter the employee’s birth date for informational purposes, including slashes (e.g. 03/12/1947). If entered in a format of MM/DD/YY, the year is assumed to be in a range from 1930 – 2029.

Hire Date field on the PR Employees form, Info tab.

Enter the employee’s hire date for informational purposes. If you initialized this employee from HR, this field defaults the Hire Date specified in HR Resources.

Most Recent Rehire Date field on the PR Employees form, Info tab.

Enter the most recent rehire date for this employee. This date allows you to track the rehire date separately from the original hire date specified in the Hire Date field.

For new employee records, this field will initially default from the Hire Date field.

For Canadian Companies

You must enter a date in this field for the system to generate employee ROE records. For more information, see About Setting Up Employees for ROE Reporting.

For Australian Companies

Entry in this field is required for creating and maintaining period of reporting records.

Changes to this date affect the reporting periods (on the PAYG Reporting Periods tab) for this employee as follows:

• If this is a new employee record, upon saving the record, the system creates a new reporting period record and sets the Period Start Date for the reporting period equal to the date entered here.

• If this is an existing employee that was previously terminated (Termination Date field is not blank), entry in this field will automatically display a message indicating that the Termination Date will be cleared. If you select OK, the system clears the Termination Date field, creates a new reporting period record, and sets the Period Start Date for the reporting period equal to the new rehire date.

If you select Cancel, the system cancels the change and leaves the termination date intact. No new reporting period is created.

The JC Co # field on the PR Employees form, Info tab.

Enter the Job Cost company for which this employee currently works. If this is a new employee or the employee will not be working on jobs, you may leave this field blank.

The company specified here is used as the default JC Co when entering timecards for this employee (in PR Timecard Entry). If a different JC company is entered on the timecard, the system automatically updates this field with the specified JC company, as long as the timecard date is equal to or later than the Last Timecard Post Date date specified (below) for the employee.

If you enter a new timecard or edit an existing timecard with a timecard date earlier than this date, the system will not update this field, even if the JC company differs from the JC company specified here.

The Job field on the PR Employees form, Info tab.

Enter the job this employee currently works on. If this is a new employee or the employee will not be working on jobs, you may leave this field blank.

The job specified here is used as the default job when entering timecards for this employee (in PR Timecard Entry). If a different job is entered on the timecard, the system automatically updates this field with the specified job, as long as the timecard date is equal to or later than the Last Timecard Post Date specified (below) for the employee.

If you enter a new timecard or edit an existing timecard with a timecard date earlier than this date, the system will not update this field, even if the Job differs from the Job specified here.

The Crew field on the PR Employees form, Info tab.

Enter the crew this employee currently works on. If this is a new employee or the employee will not be working on a crew, you may leave this field blank.

The crew specified here is used as the default crew when entering timecards for this employee (in PR Timecard Entry). If a different crew is entered on the timecard, the system automatically updates this field with the specified crew, as long as long as the timecard date is equal to or later than the Last Timecard Post Date date specified (below) for the employee.

If you enter a new timecard or edit an existing timecard with a timecard date earlier than this date, the system will not update this field, even if the crew differs from the crew specified here.

The Last Timecard Post Date field on the PR Employees form, Info tab.

This field displays the date of the last timecard posted for this employee (in PR Timecard Entry). The system updates this field automatically when you save a timecard line, as long as the timecard date is equal to or later than the last posted date displayed in this field.

If you enter a new timecard or edit an existing timecard with a timecard date earlier than this date, the system will not update this field, nor will it update the JC Co#, Job, or Crew fields. 

Vendor field on the PR Employees form.

Enter the vendor number, up to 6 digits, that corresponds to this employee, if applicable.

If one does not already exist, and if the Allow Vendors to be added from Payroll checkbox on the AP Company Parameters form is selected, when you enter a new vendor number, the system assigns it to a new vendor in the AP Vendors form and automatically populates certain sections:

(Australia) The Country Code field on the PR Employees form, Info tab

For use with STP Phase 2 only.

This field is enabled and required if you selected a PAYG Income Type of H-Working holiday maker (WHM).

Enter the two-letter code representing the home country of the working holiday maker. This will be the alpha-2 code defined for the country in ISO 3166-1 (cannot be AU, CC, CX, HM, or NF).

PR Group field on the PR Employees form, Info tab.

Enter the PR Group to which this employee is assigned or press F4 to select from a list of valid payroll groups. An employee’s earnings can only be posted within his currently assigned Group.

Enter a valid department to which this employee is assigned. This department is used as the default when entering timecards and controls the GL distributions of earnings, unless JC Departments are used.

Enter the valid craft that this employee commonly works under. This entry is optional and is used as the default when entering timecards.

Enter the valid class that this employee commonly works under. This entry is optional and is used as the default when entering timecards.

Enter a valid insurance code as set up in HQ Insurance Codes. This includes the code only, not the state that commonly applies to this employee. This entry may be used as the default when entering timecards, based on the type of entry, the Insurance by Phase option in PR Company Parameters, and the Always Use Employee’s Standard Insurance Code option selected below. The state will be added in timecard entry based on job or resident state.

Enter the employee's resident state for tax state based deductions and liabilities. The system may use this state as the default for the Tax State field when entering timecards in PR Timecard Entry. The default for the Tax State field depends on the settings of the Work Office Tax State field on this form, the Always use Employee's Work/Resident Tax State checkbox on this form, and the Use Job or Office State for Tax State checkbox in PR Company Parameters (State/Local tab).

The following table displays how the Tax State field (PR Timecard Entry) defaults based on the settings of both checkboxes.

Use Job, SM WO, or Office State	Use Employee State	Tax State Default
		Defaults from the Work Office Tax State field in PR Employees. If blank, the system defaults from the Resident Tax State field.
		If you specify a job in the Job field (PR Timecard Entry), defaults from the PR State field in JC Jobs. When processing payroll, the system checks for reciprocity with the state specified in the Work Office Tax State or the Resident Tax State fields in PR Employees. If you do not specify a job in the Job field, defaults from the Office State field in PR Company Parameters. When processing payroll, the system checks for reciprocity with the state specified in the Work Office Tax State or the Resident Tax State fields in PR Employees. If you do not specify a job in the Job field, and the Office State field in PR Company Parameters is blank, defaults from the Work Office Tax State field in PR Employees. If that field is blank, defaults from theResident Tax State field in PR Employees. SM Work Orders: If a job work order, defaults from the PR State field in JC Jobs. If a customer work order, defaults from the PR State field in SM Work Orders. If you do not specify a PR State on the work order, defaults from the Work Office Tax State field in PR Employees. If that field is blank, defaults from the Resident Tax State field in PR Employees.
		Defaults from the Work Office Tax State field in PR Employees. If that field is blank, defaults from the Resident Tax State field in PR Employees.
		Defaults from the Work Office Tax State field in PR Employees. If that field is blank, defaults from the Resident Tax State field in PR Employees.

For more information on setting tax and insurance information for your company, see Setting Company Tax and Insurance Information. For more information on setting tax and insurance information for individual employees, see Setting Employee Tax and Insurance Information .

Enter the employee's state for unemployment based deductions and liabilities. The system may use this state as the default for the Unemp State field when entering timecards in PR Timecard Entry. The default for the Unemp State field depends upon the settings of the Always use Employee's Work/Resident Unemployment State checkbox on this form and the Use Job or SM Work Order State for Unemployment State checkbox in PR Company Parameters (State/Local tab).

The following table displays how the Unemp State field (PR Timecard Entry) defaults based on the settings of both checkboxes.

Use Job or SM WO State	Use Employee State	Ins State Default
		Defaults from the Unemp State field in PR Employees.
		If you specify a job in the Job field (PR Timecard Entry, defaults from PR State field in JC Jobs. If you do not specify a job in the Job field, defaults from the Unemp State field in PR Employees. SM Work Orders: If a job work order, defaults from the PR State field in JC Jobs. If a customer work order, defaults from the PR State field in SM Work Orders. If you do not specify a PR State on the work order, defaults from the Unemp State field in PR Employees.
		Defaults from the Unemp State field in PR Employees.
		Defaults from the Unemp State field in PR Employees.

For more information on setting tax and insurance information for your company, see Setting Company Tax and Insurance Information. For more information on setting tax and insurance information for individual employees, see Setting Employee Tax and Insurance Information .

Enter the employee's state for insurance state/insurance code-based deductions and liabilities. The system may use this state as the default for the Ins State field when entering timecards in PR Timecard Entry. The default for the Ins State field depends upon the settings of the Always use Employee's Work/Resident Insurance State checkbox on this form and the Use Job or SM Work Order State for Insurance State checkbox in PR Company Parameters (State/Local tab).

The following table displays how the Unemp State field (PR Timecard Entry) defaults based on the settings of both checkboxes.

Use Job or SM WO State	Use Employee State	Ins State Default
		Defaults from the Ins State field in PR Employees
		If you specify a job in the Job field (PR Timecard Entry), defaults from PR State field in JC Jobs. If you do not specify a job in the Job field, defaults from the Ins State field in PR Employees. SM Work Orders: If a job work order, defaults from the PR State field in JC Jobs. If a customer work order, defaults from the PR State field in SM Work Orders. If you do not specify a PR State on the work order, defaults from the Ins State field in PR Employees.
		Defaults from the Ins State field in PR Employees.
		Defaults from the Ins State field in PR Employees.

For more information on setting tax and insurance information for your company, see Setting Company Tax and Insurance Information. For more information on setting tax and insurance information for individual employees, see Setting Employee Tax and Insurance Information .

Enter the employee's resident local code for local-based deductions and liabilities. The system may use this code as the default for the Local Code field when entering timecards in PR Timecard Entry. The default for the Local Code field depends on the settings of the Work Office Local Code field on this form, the Always use Employee's Work/Resident Local Code checkbox on this form, and the Use Job or Office Local for Local Tax checkbox in PR Company Parameters (State/Local tab).

The following table displays how the Local field (PR Timecard Entry) defaults based on the settings of both checkboxes.

Use Job, SM WO, or Office Local	Use Employee Local	Local Default
		Defaults from the Work Office Local Code field in PR Employees. If blank, the system defaults from the Resident Local Code field.
		If you specify a job in the Job field (PR Timecard Entry) and the PR Local Code field (JC Jobs) is not blank, defaults from the PR Local Code field in JC Jobs. If you specify a job in the Job field, and the PR Local Code field (JC Jobs) is blank, the default value is the Resident Local Code field in the PR Employees form. If you do not specify a job in the Job field, defaults from the Office Local field in the PR Company Parameters form, if it is not blank. If you do not specify a job in the Job field, and the Office Local field in PR Company Parameters is blank, defaults from the Work Office Local Code field in PR Employees. If that field is blank, defaults from the Resident Local Code field in PR Employees. SM Work Orders: If a job work order, defaults from the PR Local Code field in the JC Jobs form, if it is not blank. If the job's PR Local Code field is blank, the default value is the Resident Local Code field in the PR Employees form. If a customer work order, defaults from the PR Local Code field in SM Work Orders. If you do not specify a PR Local Code on the work order, defaults as blank.
		Defaults from the Work Office Local Code field in PR Employees. If that field is blank, defaults from the Resident Local Code field in PR Employees. If both the Work Office Local Code and the Resident Local Code fields in PR Employees are blank, defaults as blank.
		Defaults from the Work Office Local Code field in PR Employees. If that field is blank, defaults from the Resident Local Code field in PR Employees. If both the Work Office Local Code and the Resident Local Code fields in PR Employees are blank, defaults as blank.

For more information on setting tax and insurance information for your company, see Setting Company Tax and Insurance Information. For more information on setting tax and insurance information for individual employees, see Setting Employee Tax and Insurance Information.

Enter the employee's work office state for tax state based deductions and liabilities. The system may use this state as the default for the Tax State field when entering timecards in PR Timecard Entry. The default for the Tax State field depends on the settings of the Always use Employee's Work/Resident Tax State checkbox on this form and the Use Job, SM Work Order or Office State for Tax State checkbox in PR Company Parameters (State/Local tab).

The following table displays how the Tax State field (in PR Timecard Entry) defaults based on the settings of both checkboxes.

Use Job, SM WO, or Office State	Use Employee State	Tax State Default
		Defaults from the Work Office Tax State field in PR Employees. If blank, the system defaults from the Resident Tax State field.
		If you specify a job in the Job field (PR Timecard Entry), defaults from the PR State field in JC Jobs. When processing payroll, the system checks for reciprocity with the state specified in the Work Office Tax State or the Resident Tax State fields in PR Employees. If you do not specify a job in the Job field, defaults from the Office State field in PR Company Parameters. When processing payroll, the system checks for reciprocity with the state specified in the Work Office Tax State or the Resident Tax State fields in PR Employees. If you do not specify a job in the Job field, and the Office State field in PR Company Parameters is blank, defaults from the Work Office Tax State field in PR Employees. If that field is blank, defaults from the Resident Tax State field in PR Employees. SM Work Orders: If a job work order, defaults from the PR State field in JC Jobs. If a customer work order, defaults from the PR State field in SM Work Orders. If you do not specify a PR State on the work order, defaults from the Work Office Tax State field in PR Employees. If that field is blank, defaults from the Resident Tax State field in PR Employees.
		Defaults from the Work Office Tax State field in PR Employees. If that field is blank, defaults from the Resident Tax State field in PR Employees.
		Defaults from the Work Office Tax State field in PR Employees. If that field is blank, defaults from the Resident Tax State field in PR Employees.

For more information on setting tax and insurance information for your company, see Setting Company Tax and Insurance Information. For more information on setting tax and insurance information for individual employees, see Setting Employee Tax and Insurance Information .

Enter the employee's work office local code for local-based deductions and liabilities. The system may use this code as the default for the Local Code field when entering timecards in PR Timecard Entry. The default for the Local Code field depends on the settings of the Always use Employee's Work/Resident Local Code checkbox on this form and the Use Job, SM Work Order or Office Local for Local Tax checkbox in PR Company Parameters (State/Local tab).

The following table displays how the Local Code field (PR Timecard Entry) defaults based on the settings of both checkboxes.

Use Job, SM WO, or Office Local	Use Employee Local	Local Default
		Defaults from the Work Office Local Code field in PR Employees. If blank, the system defaults from the Resident Local Code field.
		If you specify a job in the Job field (PR Timecard Entry) and the PR Local Code field (JC Jobs) is not blank, defaults from the PR Local Code field in JC Jobs. If you specify a job in the Job field, and the PR Local Code field (JC Jobs) is blank, the default value is the Resident Local Code field in the PR Employees form. If you do not specify a job in the Job field, defaults from the Office Local field in the PR Company Parameters form, if it is not blank. If you do not specify a job in the Job field, and the Office Local field in PR Company Parameters is blank, defaults from the Work Office Local Code field in PR Employees. If that field is blank, defaults from the Resident Local Code field in PR Employees. SM Work Orders: If a job work order, defaults from the PR Local Code field in the JC Jobs form, if it is not blank. If the job's PR Local Code field is blank, the default value is the Resident Local Code field in the PR Employees form. If a customer work order, defaults from the PR Local Code field in SM Work Orders. If you do not specify a PR Local Code on the work order, defaults as blank.
		Defaults from the Work Office Local Code field in PR Employees. If that field is blank, defaults from the Resident Local Code field in PR Employees. If both the Work Office Local Code and the Resident Local Code fields in PR Employees are blank, defaults as blank.
		Defaults from the Work Office Local Code field in PR Employees. If that field is blank, defaults from the Resident Local Code field in PR Employees. If both the Work Office Local Code and the Resident Local Code fields in PR Employees are blank, defaults as blank.

For more information on setting tax and insurance information for your company, see Setting Company Tax and Insurance Information. For more information on setting tax and insurance information for individual employees, see Setting Employee Tax and Insurance Information.

Enter the employee’s default GL Company number, which is used for non-job timecard entries. Initially defaults the GL Company assigned in the PR Company Parameters.

If you initialized this employee from HR, defaults the GL Company assigned in the PR Company Parameters.

Specify the shift to use as a default when entering timecards (PR Timecard Entry) for this employee; may be overridden by crew (in PR Crews). The crew shift only defaults if the employee is assigned to a crew and the crew is specified during timecard entry. If no default shift is specified here or at the crew level, shift defaults from the previously entered timecard.

Changes to this field update the Shift field in HR Resources (Payroll Info tab) for this employee.

Check this box to have the system always default the employee's tax state (from PR Employees) when you enter timecard records in PR Timecard Entry. The system will default the tax state from the Work Office Tax State field. If that field is blank, the system defaults from the Resident Tax State field.

Defaults for the Tax State field in PR Timecard Entry also depend on the setting of the Use Job, SM Work Order or Office State for Tax State checkbox in PR Company Parameters (State/Local tab). The following table displays how the Tax State field defaults based on these two checkboxes.

Use Job, SM WO, or Office State	Use Employee State	Tax State Default
		Defaults from the Work Office Tax State field in PR Employees. If blank, the system defaults from the Resident Tax State field.
		If you specify a job in the Job field (PR Timecard Entry), defaults from the PR State field in JC Jobs. When processing payroll, the system checks for reciprocity with the state specified in the Work Office Tax State or the Resident Tax State fields in PR Employees. If you do not specify a job in the Job field, defaults from the Office State field in PR Company Parameters. When processing payroll, the system checks for reciprocity with the state specified in the Work Office Tax State or the Resident Tax State fields in PR Employees. If you do not specify a job in the Job field, and the Office State field in PR Company Parameters is blank, defaults from the Work Office Tax State field in PR Employees. If that field is blank, defaults from the Resident Tax State field in PR Employees. SM Work Orders: If a job work order, defaults from the PR State field in JC Jobs. If a customer work order, defaults from the PR State field in SM Work Orders. If you do not specify a PR State on the work order, defaults from the Work Office Tax State field in PR Employees. If that field is blank, defaults from the Resident Tax State field in PR Employees.
		Defaults from the Work Office Tax State field in PR Employees. If that field is blank, defaults from the Resident Tax State field in PR Employees.
		Defaults from the Work Office Tax State field in PR Employees. If that field is blank, defaults from the Resident Tax State field in PR Employees.

For more information on setting tax and insurance information for your company, see Setting Company Tax and Insurance Information. For more information on setting tax and insurance information for individual employees, see Setting Employee Tax and Insurance Information .

Check this box to have the system always default the employee's unemployment state from the Unemp State field on this form when you enter timecard records in PR Timecard Entry.

Defaults for the Unemp State in PR Timecard Entry also depend on the setting of the Use Job or SM Work Order State for Unemployment State checkbox in PR Company Parameters (State/Local) tab. The following table displays how the Unemp State field defaults based on these two checkboxes.

Use Job or SM WO State	Use Employee State	Ins State Default
		Defaults from the Unemp State field in PR Employees.
		If you specify a job in the Job field (PR Timecard Entry, defaults from PR State field in JC Jobs. If you do not specify a job in the Job field, defaults from the Unemp State field in PR Employees. SM Work Orders: If a job work order, defaults from the PR State field in JC Jobs. If a customer work order, defaults from the PR State field in SM Work Orders. If you do not specify a PR State on the work order, defaults from the Unemp State field in PR Employees.
		Defaults from the Unemp State field in PR Employees.
		Defaults from the Unemp State field in PR Employees.

For more information on setting tax and insurance information for your company, see Setting Company Tax and Insurance Information. For more information on setting tax and insurance information for individual employees, see Setting Employee Tax and Insurance Information .

Check this box to have the system always default the employee's insurance state from the Ins State field on this form when you enter timecard records in PR Timecard Entry.

Defaults for the Ins State field in PR Timecard Entry also depend on the setting of theUse Job or SM Work Order State for Insurance State checkbox in PR Company Parameters (State/Local) tab. The following table displays how the Ins State field defaults based on these two checkboxes.

Use Job or SM WO State	Use Employee State	Ins State Default
		Defaults from the Ins State field in PR Employees
		If you specify a job in the Job field (PR Timecard Entry), defaults from PR State field in JC Jobs. If you do not specify a job in the Job field, defaults from the Ins State field in PR Employees. SM Work Orders: If a job work order, defaults from the PR State field in JC Jobs. If a customer work order, defaults from the PR State field in SM Work Orders. If you do not specify a PR State on the work order, defaults from the Ins State field in PR Employees.
		Defaults from the Ins State field in PR Employees.
		Defaults from the Ins State field in PR Employees.

For more information on setting tax and insurance information for your company, see Setting Company Tax and Insurance Information. For more information on setting tax and insurance information for individual employees, see Setting Employee Tax and Insurance Information .

Check this box to have the system always default the employee's local code (from PR Employees) when you enter timecard records in PR Timecard Entry. The system will default the tax state from the Work Office Local Code field. If that field is blank, the system defaults from the Resident Local Code field.

Defaults for the Local field in PR Timecard Entry also depend on the setting of the Use Job, SM Work Order or Office Local for Local Tax checkbox in PR Company Parameters (State/Local tab). The following table displays how the Local field defaults based on these two checkboxes.

Use Job, SM WO, or Office Local	Use Employee Local	Local Default
		Defaults from the Work Office Local Code field in PR Employees. If blank, the system defaults from the Resident Local Code field.
		If you specify a job in the Job field (PR Timecard Entry) and the PR Local Code field (JC Jobs) is not blank, defaults from the PR Local Code field in JC Jobs. If you specify a job in the Job field, and the PR Local Code field (JC Jobs) is blank, the default value is the Resident Local Code field in the PR Employees form. If you do not specify a job in the Job field, defaults from the Office Local field in the PR Company Parameters form, if it is not blank. If you do not specify a job in the Job field, and the Office Local field in PR Company Parameters is blank, defaults from the Work Office Local Code field in PR Employees. If that field is blank, defaults from the Resident Local Code field in PR Employees. SM Work Orders: If a job work order, defaults from the PR Local Code field in the JC Jobs form, if it is not blank. If the job's PR Local Code field is blank, the default value is the Resident Local Code field in the PR Employees form. If a customer work order, defaults from the PR Local Code field in SM Work Orders. If you do not specify a PR Local Code on the work order, defaults as blank.
		Defaults from the Work Office Local Code field in PR Employees. If that field is blank, defaults from the Resident Local Code field in PR Employees. If both the Work Office Local Code and the Resident Local Code fields in PR Employees are blank, defaults as blank.
		Defaults from the Work Office Local Code field in PR Employees. If that field is blank, defaults from the Resident Local Code field in PR Employees. If both the Work Office Local Code and the Resident Local Code fields in PR Employees are blank, defaults as blank.

For more information on setting tax and insurance information for your company, see Setting Company Tax and Insurance Information. For more information on setting tax and insurance information for individual employees, see Setting Employee Tax and Insurance Information.

Check this box to always use the employee’s standard insurance code (Ins Code field) when entering timecard records.

Do not check this box to have the system base the default on the setting of the Insurance Based on Phase or SM Work Order Scope checkbox in PR Company Parameters.

Enter the earnings code that will be used as a default when entering timecards for this Employee.

The Update Auto Earnings checkbox on the PR Employees form, Add'l Info tab.

Select this checkbox to automatically update PR Automatic Earnings with any changes that you make to the Salary and/or Earning Code fields. Once selected, if the earnings code specified for this employee in PR Employees is also set up for the employee in PR Automatic Earnings, the system updates the salary amount to the Rate/Amount field for the employee/earnings code in PR Automatic Earnings. If multiple auto earn sequences exist for the specified earnings code, the system proportionately distributes the salary amount to each applicable sequence. For more information, see About Updating Salary Changes to Auto Earnings.

If you do not select this checkbox, salary changes do not update to PR Automatic Earnings.

Enter the number of hours that the employee works in a week. You must enter 0.00 or greater.

If you enter a number greater than 0.00, and the Salary field contains a number greater than 0.00, the system will default a value (Salary divided by Weekly Hours) into the Hourly Rate field.

Australian Users

The system uses this field in conjunction with the Hourly Rate field when calculating redundancy or "in lieu of notice" ETP payments. When calculating ETPs, the system multiplies this number by the number of eligible weeks to produce the total hours eligible for ETPs. This total hours is then multiplied by the Hourly Rate.

If you are generating ETPs for this employee, it is recommended that you enter the accurate hours in this field and not leave it at the default of 0.00 or ETP calculations will be incorrect.

The Salary field on the PR Employees form, Add'l Info tab.

Enter the salary amount for this employee, if appropriate. The default is 0.00. Salaries are typically set up to be posted automatically in PR Post Auto Earnings; therefore, it is not necessary to set them up here.

Enter the hourly rate for this employee. The PR Timecard Entry form compares this rate to the posted Craft/Class rate, if there is one, and then defaults to the higher of the two rates. The default is 0.00.

If you always pay this employee-based on the craft/template rates, it is recommended their hourly rate not be set up here. It will not be used (unless higher) and it would have to be updated manually when changed.

Enter the JC Fixed Rate that will be used to override actual labor and burden costs when updating Job Cost for this employee. If this rate is not 0.00, then Job Cost will be charged using this rate times the hours posted on each job.

Enter the fixed rate that will be used to override actual labor and burden costs when updating Equipment Management for this employee for mechanic’s timecards. If this rate is not 0.00, then EM will be charged using this rate times the hours posted to each piece of equipment.

For Customer SM Work Orders only.

Enter the fixed rate to use for calculating override labor and burden costs when updating customer work orders for this employee's labor hours. When you run PR Ledger Update, the system multiplies this rate by the posted hours and updates the amount to the Actual Cost field for the work completed labor line (in SM Work Orders). The fixed rate override is debited to the appropriate GL account defined in SM Departments; the offsetting entry is made to the SM Fixed Rate GL Account specified in PR Departments.

Leave this field at the default of 0.00 if not using a fixed rate to calculate override labor and burden costs when updating customer work orders for this employee's labor hours. In this case, the actual labor and burden costs from Payroll will be used.

The Overtime field in the PR Employees form

Select how you want automatic overtime to be calculated for this Employee.

• N-None – No overtime is calculated, employee is exempt.

• D-Daily – Always calculate overtime for this employee on a daily basis using the OT Schedule specified. Overtime is also calculated if 40 hours per week is exceeded.

• W-Weekly – Calculate overtime on a weekly basis only (more than 40 hours per week).

  Note: Weekly OT is applied after all of the daily OT calculations are complete.

• C-Craft – Overtime is based on the craft and craft template that this employee works under. If the craft or craft template has been assigned an OT Schedule, then the daily “rules” at either of those levels is used. All of an employee’s time posted to the craft for the day is accumulated to see if overtime should be calculated. If different overtime rules apply to the various templates that this employee has worked under, the order of timecard entry determines which jobs or work orders (SM Work Order timecards) and how much overtime is calculated. Weekly overtime is applied after all of the daily overtime calculations are complete.

• J-Job – Overtime is calculated based on the OT Schedule assigned to the job in the JC Jobs. If two jobs are assigned the same overtime schedule, the jobs will be combined when calculating overtime. If you want to process overtime independently for each job, you will need to assign different overtime schedules to each job. Weekly overtime is applied after all of the daily overtime calculations are complete.

• P-Posting Seq - This method provides another option for calculating daily overtime and applies to organizations who must adhere to both craft overtime rules and job overtime rules.

  Overtime is calculated only after considering all posting sequences (timecard lines) in each day and applying overtime schedule rules on a line-by-line basis, from top to bottom. The system considers overtime schedules from the job/project, the job's craft template, and the craft master.

  If on a single line, the system encounters more than one overtime schedule that could apply to that line, it applies the schedule that is more generous.

  Important: The order that you enter timecard lines in the PR Timecard Entry form matters.

  Because the system applies overtime schedule rules starting with the top timecard line and working toward to bottom line, a continuous, daily overtime calculation such as this that crosses jobs, crafts, and craft templates means the order that you enter timecard lines can affect how the system calculates wages and attributes those costs to jobs. You may encounter scenarios where if the timecard line entries are reversed, the wages are different.

  Here's a brief video demonstrating the results of this setting.

  Note: You must use a browser on your local computer to view this video, and not a browser in the cloud. If you are currently using a cloud-based browser, copy this page's URL and paste it into a web browser on your local computer.

This field is accessible when you select ‘D-Daily’ in the Overtime field.

Specify a valid OT Schedule if this employee has been set up for daily overtime.

Enter the EM company that applies to this employee. You must enter a company in this field, before assigning a piece of equipment to this employee in the Equipment Code field. When you enter a company in this field, the system defaults the company into the EM CO# field in PR Timecard Entry and the EMCo field in PR Crews (Crew Members tab).

Enter the piece of equipment that you want to assign to this employee. Before entering an equipment code here, you must enter a company in the EM CO # field. When you enter a piece of equipment in this field, the system defaults the company into the Equip field in PR Timecard Entry and the Equipment field in PR Crews (Crew Members tab).

The Occupational Category field in PR Employees, Add'l Info tab.

Enter a valid occupational category (as defined in PR Occupational Categories). For more information, see PR Occupational Categories: Occup Category.

Entry in this field is required for unemployment reporting in the following states:

Category Status field on the PR Employees form, Add'l Info tab.

Enter a category status for use on the PR Department of Labor EEO-1 Report (ReportID 795) and/or PR Certified Report - eMars (ReportID 1315).

When you change this employee’s category status, the system offers to update the same-named field in the HR Resources form (Payroll Info tab) if the Occupation Category checkbox is selected in the HR Company Parameters form (PR Update Options section).

The Geographic Code field on the PR Employees form, Addl Info tab.

Enter the geographic code for this employee that identifies where the employee is predominately working. Up to 15 characters allowed.

Typically used by states to capture census data.

If you are using timesheet entry functionality, enter the timesheet reviewer group for this employee. Press F4 for a list of active timesheet reviewer groups. Press F5 to connect to HQ Reviewer Group for reviewer-group management.

Members of this group will review and approve timesheets that are entered for this employee using PR My Timesheet Approval.

Specify how garnishments will be allocated.

• Prorate– Select this option if garnishment allocations will be divided proportionally among the qualifying garnishments.

• Divide Equally – Select this option if garnishment allocations will be divided equally among the qualifying garnishments.

Specify the maximum percentage of disposable income eligible for garnishment allocations. When qualifying garnishment deductions are calculated, the garnishment amounts will be reduced so that they do not exceed the maximum amount allowable.

Specify which garnishment group (from PR Garnish Group) will be used to calculate this employee's disposable income for garnishment allocations.

Enter the trade sequence number for this employee, if applicable. A list of valid trade sequence numbers can be found in the “Champ-CM Equal Opportunity Management Software” requirements.

Entry here will override the "Trade Seq#" specified at the craft level (in PR Crafts) and will be used when running "PR Generate CHAMP-CM Exports".

The NAICS Code field in the PR Employees form, Add'l Info tab

Enter the NAICS code for this employee. The system uses the this value when you generate unemployment reports in the PR Unemployment Process form.

The field is for Canadian users only.

Enter the deduction amount for the purchase of approved shares of capital stock of a prescribed labour-sponsored venture capital corporation in Saskatchewan. This only applies to employees paying tax in Saskatchewan.

The Start Fortnight Number field on the PR Employees form, Add'l Info tab.

Enter the number representing the first JobKeeper fortnightly period for which this employee received reimbursable payment. Press F4 for a list of the available fortnightly periods, along with the respective calendar dates that mark the beginning and ending of each period.

The Finish Fortnight Number field on the PR Employees form, Add'l Info tab.

Enter the number representing the first full JobKeeper fortnightly period after the final period for which this employee received reimbursable payment. Press F4 for a list of the available fortnightly periods, along with the respective calendar dates that mark the beginning and ending of each period.

For example, if the employee's final fortnightly period is 07/12/2020 - 20/12/2020 (Fortnight Number 19), you will enter 20 in this field.

(Australia) The Tier Level Number field on the PR Employees form, Add'l Info tab.

The New Hire drop-down on the PR Employees form, Add'l Info tab.

Leave this field blank if this employee does not meet the eligibility requirements for the JobMaker program.

The Recent Rehire drop-down on the PR Employees form, Add'l Info tab.

Leave this field blank if this employee does not meet the eligibility requirements for the JobMaker program.

The Period 1 drop-down on the PR Employees form, Add'l Info tab.

Leave this field blank if the employee did not meet the minimum hours requirement for this reporting period.

The Period 2 drop-down on the PR Employees form, Add'l Info tab.

Leave this field blank if the employee did not meet the minimum hours requirement for this reporting period.

The Period 3 drop-down on the PR Employees form, Add'l Info tab.

Leave this field blank if the employee did not meet the minimum hours requirement for this reporting period.

The Period 4 drop-down on the PR Employees form, Add'l Info tab.

Leave this field blank if the employee did not meet the minimum hours requirement for this reporting period.

The Period 5 drop-down on the PR Employees form, Add'l Info tab.

Leave this field blank if the employee did not meet the minimum hours requirement for this reporting period.

The Period 6 drop-down on the PR Employees form, Add'l Info tab.

Leave this field blank if the employee did not meet the minimum hours requirement for this reporting period.

The Period 7 drop-down on the PR Employees form, Add'l Info tab.

Leave this field blank if the employee did not meet the minimum hours requirement for this reporting period.

The Period 8 drop-down on the PR Employees form, Add'l Info tab.

Leave this field blank if the employee did not meet the minimum hours requirement for this reporting period.

Check this box if this employee is an active employee who is still posting timecards and receiving payments.

Do not check this box if this employee is not an active employee. “Inactive Employee” displays in red at the top of the screen.

Termination Date field on the PR Employees form, Add'l Info tab.

Enter the termination date for this employee.

(Australia) The Cessation Reason drop-down on the PR Employees form, Addl Info tab.

For use with STP Phase 2 only.

This drop-down is enabled only for inactive employees (that is; the Active checkbox is deselected).

Select the reason employment has ceased for this employee.

Australian Users

When you are making an Employment Termination Payment or an unused leave payment to an employee, you must enter their termination/separation date in this field prior to processing the payments. Once you enter a date in this field, the system enables the Separation for Reason of Redundancy or Early Retirement box. Check that box if the employee has been terminated due to redundancy or early retirement.

For more information, see Automatic Payments for Terminated Employees: Australia.

Canadian Users

When an employee has an interruption of earnings (for whatever reason), you must enter the last day for which the employee was paid to enable the system to create Record of Employment (ROE) records. If you do not enter a date here, the system will not create an ROE record for this employee during ROE initialization.

If the employee returns to work, you should clear this field and update the Most Recent Rehire Date field.

For more information, see About Setting Up Employees for ROE Reporting.

The system enables this drop-down when you enter a date in the Separation Date field.

Select the option that best describes the reason that this employee has been terminated.

If you select R-Redundancy, the system enables the Pay Redundancy checkbox on the PR Auto Termination Pay form which allows you to pay this employee an ETP for redundancy.

If you select P-Unsatisfactory Work Performance, M-Misconduct, Q-Resignation, or O-Other, the system enables the Reason Explanation field.

For more information, see Employment Termination Payments: Australia.

If you select P-Unsatisfactory Work Performance, M-Misconduct, Q-Resignation, or O-Other from the Separation Reason drop-down, the system enables this field. Enter any additional information that explains the reason for the employee's termination.

When posting automatic ETPs for this employee, the system will automatically check this box. Once the box is checked, you will be unable to generate any additional ETPs. You can uncheck this box to process additional automatic ETPs, if necessary.

You can also check this box independent of the automatic ETP process if you do not want to process ETPs for the employee.

Additional Information

Employment Termination Payments: Australia

Generating Employee ETPs

Check this box to activate this employee for arrears. In addition to this, you will need to associate this employee with deduction codes that are subject to arrears before the system will calculate for arrears. For more information, see Activating Arrears Calculations for Employees.

The Pension Plan checkbox on the PR Employees form, Add'l Info tab.

Select this checkbox if this employee is covered by a qualified pension plan (prints on W-2s).

Leave this checkbox unselected if this employee is not covered by a qualified pension plan.

Check this box if this employee’s earnings are to cover the entire period. This is necessary to calculate rate per day earnings, deductions, and liabilities when earnings are not posted daily. If checked, when posting time for this employee in either PR Timecard Entry or when processing PR Automatic Earnings, the Post To Date must match the payroll ending date for the correct Payroll Period. Posting to all will calculate based on the craft/class add-on setup only.

Do not check this box if this employee’s earnings will not cover the entire period.

The Include on Certified Reports checkbox on the PR Employees form, Add'l Info tab.

Select this checkbox if this employee's earnings should be included on standard Certified Payroll reports. This will also be used as the default when entering timecards for the employee. Default may be overridden in PR Timecard Entry.

If you do not select this checkbox, the employee's earnings will not be included in the earnings break down in Certified Reports. However, all earnings will be included in weekly totals so that the report accurately reflects what an employee was paid.

Check this box if the employee is a nonresident alien (NRA). When checked, the system adds an additional amount to the subject wages (as defined in IRS Publication 15), depending on the employee’s pay period (e.g. weekly, bi-weekly, semi-monthly, or monthly); tax is computed for a filing status of “Single/1 exemption,” as required by federal law. It is recommended that your NRA employees indicate their filing status as “Single/1” on their W-4s.

(United States) The Federal Tax Exempt checkbox on the PR Employees form, Add'l Info tab.

Select this checkbox if this employee is exempt from Federal tax withholding. During payroll processing, the system calculates a zero amount for Federal withholding for the employee.

Leave unselected (default) if this employee is subject to Federal tax withholding.

(United States only) The W-2 Email Consent checkbox on the PR Employees form, Add'l Info tab.

Select this checkbox if this employee has consented to receive W-2s electronically (via email). This requires that you enter an email address for the employee in the Email field (Info tab).

Leave this checkbox unselected if the employee has not consented to receive W-2s electronically. Instead, the employee will receive printed W-2s.

When generating W-2 data in PR W-2 Process, the setting defined here defaults for the employee record (in PR W-2 Employee Edit) and may be overridden as needed for the specified Tax Year.

(United States only) The 1095 Email Consent checkbox on the PR Employees form, Add'l Info tab.

Select this checkbox if this employee has consented to receive 1095s electronically (via email). This requires that you enter an email address for the employee in the Email field (Info tab).

Leave this checkbox unselected if the employee has not consented to receive 1095s electronically. Instead, the employee will receive printed 1095s.

When generating 1095 data in PR ACA Process, the setting defined here defaults for the employee record (in PR ACA 1095-C Employee) and may be overridden as needed for the specified Tax Year.

This is an optional sort field that may be used when printing checks. For example, you might use this field to enter a supervisor’s name or initials to allow sorting checks by supervisor.

The Method of Pay Stub Delivery drop-down on the PR Employees form, Add'l Info tab.

Select the method of delivery to use for sending payment information (check stubs or direct deposit information) to the employee (using PR Pay Stub Notify). Options are:

• N-None – The employee will not receive an email when you print checks or download electronic funds transfers (EFTs).

• A-Email with attachment – The Employee will receive an email with the payment information report attached. The type of payment report depends on the Report Title for Check Attachment and Report Title for EFT Attachment fields in PR Company Parameters. For more information, see Set up Payment Report Information.

  If you select this option, you must enter an email address in the Email Address field on the Info tab of this form. Additionally, you must be attaching payment information to employee pay sequences. For more information, see Set Pay Stub Attachment Options.

• E-Email as notification – The employee will receive an email notification of payment, but it will not include an attachment. If you select this option, you must enter an email address in the Email Address field on the Info tab of this form.

(Canada only) The Dental Benefits Code drop-down on the PR Employees form, Addl Info tab.

Select the dental benefit offered by the employer to this employee.

When generating employee records in PR Canada T4, the system uses the value entered here to populate the Dental Benefits Code field in PR Canada T4 Employees (the T4 Employees tab on the PR Canada T4 form). If you leave this field blank, the system will use the dental benefits code defined for the employer in PR Canada T4 (Info tab) instead.

The system uses the Dental Benefits Code assigned to the employee T4 record (in PR Canada T4 Employee) to populate Box 45 on the employee's T4 Slip.

(Australia) The Employment Basis drop-down on the PR Employees form, Add'l Info tab.

For use with STP Phase 2 only.

Enter the employment basis for this employee.

(Australia) The Additional Withholding for Medicare Levy Surcharge checkbox on the PR Employees form, Add'l Info tab.

For use with STP Phase 2 only.

Select this checkbox if the employee requested additional withholding for the Medicare Levy Surcharge. When selected, the Withholding Tier Level drop-down is enabled to indicate the withholding rate for the employee.

Leave this checkbox unselected if:

(Australia) The Withholding Tier Level drop-down on the PR Employees form, Addl Info tab.

For use with STP Phase 2 only.

This drop-down is enabled and required if you selected the Additional Withholding for Medicare Levy Surcharge checkbox.

Select the tier level representing the withholding rate requested by this employee for the Medicare Levy Surcharge.

(Australia) The Claim for Medicare Levy Reduction checkbox on the PR Employees form, Add'l Info tab.

For use with STP Phase 2 only.

Select this checkbox if this employee claimed a Medicare Levy Reduction.

Leave this checkbox unselected if:

Direct Deposit section on the PR Employees form, Direct Deposit tab.

Select whether the employee uses direct deposit for payment from one of the following:

• Not Used - Select this option if this employee will be paid by check.

• Pre-Note - Select this option if this is a test run for direct deposit for this employee. The employee will still be paid by check.

• Active - Select this option if this employee will be paid by direct deposit.

US & Canada: Routing Transit # field on the PR Employees form, Direct Deposit tab.

Australia: BSB # field on the PR Employees form, Direct Deposit tab.

For US & Canada:

Enter the routing transit number of the of the bank accepting the direct deposit for this employee.

For Australia:

Enter the enter the bank state branch number of the bank accepting the direct deposit for this employee.

Bank Account # field on the PR Employees form, Direct Deposit tab.

This field is enabled only for direct deposit status of Prenote or Active.

Enter the bank account number provided by the bank accepting the direct deposit for this employee. Up to 17 characters allowed (alpha, numeric (0-9), and hyphens only).

This number identifies the specific account receiving the funds. All net pay will be deposited into this account unless additional distributions are set up on the Add'l Direct Deposits tab in PR Employees.

Account Type section on the PR Employees form, Direct Deposit tab.

This field is enabled only for direct deposit status of Prenote or Active.

Indicate to what type of bank account this employee’s direct deposit will be made.

• Checking – Check this option if this employee’s bank account is a checking account.

  Note: This account type will appear as code '22' in the EFT file.

• Savings - Check this option if this vendor’s bank account is a savings account.

  Note: This account type will appear as code '32' in the EFT file.

Direct Deposit Applies to Only One Pay Sequence checkbox on the PR Employees form, Direct Deposit tab.

This field is enabled only for direct deposit status of Prenote or Active.

Select this checkbox if this employee's direct deposit applies to only one pay sequence (specified in the Pay Seq field). Direct deposit payment will default for the specified pay sequence for all pay periods; however, you may override the default in PR Employee Pay Seq Control.

Do not select this checkbox if this employee's direct deposit applies to all pay sequences.

Pay Seq field on the PR Employees form, Direct Deposit tab.

This field is enabled only when you select the Direct Deposit Applies to Only One Pay Sequence checkbox.

Specify which pay sequence for this employee will be paid by direct deposit. This applies to all pay periods for this employee except when the OverrideDirDeposit checkbox is selected in PR Pay Period Control for the pay sequence in a specific pay period.

Seq field on the PR Employees form, Add'l Direct Deposits tab.

This number controls the order of processing (ascending). Amounts will be distributed according to sequence up to the amounts specified, with any remaining net pay distributed to the account set up in PR Employees. Distributions only need to be set up here if an employee wants his net pay deposited to more than one account.

Enter the sequence number to identify the order in which this distribution should be processed. For example, if this distribution should be processed first, enter 1.

US & Canada: Routing Transit # field on the PR Employees form, Add'l Direct Deposits tab.

Australia: BSB # field on the PR Employees form, Add'l Direct Deposits tab.

For US & Canada:

Enter the routing transit number of the of the bank accepting the direct deposit for this employee.

For Australia:

Enter the enter the bank state branch number of the bank accepting the direct deposit for this employee.

Bank Account # field on the PR Employees form, Add'l Direct Deposits tab.

Enter the bank account number to which the pay is to be deposited.

Acct Type drop-down on the PR Employees form, Add'l Direct Deposits tab.

Indicate to what type of bank account this employee’s direct deposit will be made.

• C-Checking

• S-Savings

Enter the status of this deposit distribution, selecting from one of the following:

• A-Active

• I-Inactive

• P-Prenote - If this status is selected, it must be changed to “Active” once testing has been completed so that depositing can occur.

Frequency field on the PR Employees form, Add'l Direct Deposits tab.

Enter a valid frequency code to control how often this distribution is to be made. Press F4 to select from a list of valid frequency codes.

Method drop-down on the PR Employees form, Add'l Direct Deposits tab.

Specify the method used to calculate the amount of the deposit.

• A-Amount

• P-Percentage

Percent field on the PR Employees form, Add'l Direct Deposits tab.

This field is enabled when the Method field is set to P-Percentage.

Enter the percent of net pay to be deposited. Enter as a percentage and not a rate.

Amount field on the PR Employees form, Add'l Direct Deposits tab.

This field is enabled when the Method field is set to A-Amount.

Enter the amount of net pay to be deposited.

Enter a deduction code for withholding federal or state tax. Press F4 for a list of deduction codes.

The Filing Status field on the PR Employees form, Filing Status tab.

Enter the filing status for this employee.

For Federal W-4s submitted after January 1, 2020, this is the value from Step 1c of Form W-4 (2020). Only the following options are valid:

For Federal W-4s submitted prior to January 1, 2020 and state W-4s:

• S = Single

• M = Married Filing Separately

• H = Head of Household

• F = Married Filing Jointly, one spouse working

• B = Married Filing Jointly, both spouses working (state only)

• W = Qualified Widow(er)

• O = No exemptions (Alabama only)

Many state routines only allow “M” or “S” as a valid filing status. Other exceptions include Connecticut, Georgia, and Puerto Rico (see the Tax and Worker's Comp Routines Tax and Worker's Comp Routines tables for details on individual requirements).

It is very important to check for any special requirements defined for the state to determine whether a separate state deduction filing status needs to be set up.

For the Australian field definition, see Filing Status (AU).

Select M from the drop-down if the employee submitted Form NAT 0929 and answered Yes to question 9 (Do you have a spouse). Otherwise, leave this field blank.

US and Canada: The Regular Exempt's field on the PR Employees form, Filing Status tab. Australia: The Scale field on the PR Employees form, Filing Status tab.

Enter the number of regular exemptions claimed on the W-4.

Australian users: See the field definition for Scale.

US and Canada: The Add'l Exempt's field on the PR Employees form, Filing Status tab. Australia: The Children field on the PR Employees form, Filing Status tab.

Most states do not require a separate allowance certificate, however follow your state guidelines for entering an employee's additional allowances/exemptions.

Australian users: See the field definition for Children.

Federal 2020 W-4s

If you are entering information from a Federal 2020 W-4, leave this field blank. Instead, use the Dependent Amount field to enter the annual dollar amount to claim as a dependent deduction. For more information, see Dependent Amount.

Pre-2020 Federal W-4s

For Federal W-4 information entered prior to January 1, 2020, this field is still applicable. However, if the employee submits a Federal 2020 W-4, it is suggested that you clear the value in this field.

US: The Override Misc Amount #1 checkbox on the PR Employees form, Filing Status tab. Australia: The Apply Tax Offset checkbox on the PR Employees form, Filing Status tab. Canada: The Apply Tax Credits checkbox on the PR Employees form, Filing Status tab.

United States users: This field is currently used for Colorado, Mississippi, and Michigan State Tax only. Select this check box to override the routine’s Misc Amount #1 field in PR Routines (usually the exemption amount).

Australian users: See the field definition for Apply Tax Offset.

Canadian users: See the field definition for Apply Tax Credits.

Federal 2020 W-4s

If you are entering information from a Federal 2020 W-4, leave this field blank.

US: The Misc Amount #1 field on the PR Employees form, Filing Status tab. Australia: The Tax Offset field on the PR Employees form, Filing Status tab. Canada: The Authorized Tax Credits field on the PR Employees form, Filing Status tab.

United States users: If you selected the Override Misc Amount #1 checkbox, use this field to enter the amount to use when calculating for this Employee.

Australian users: See the field definition for Tax Offset.

Canadian users: See the field definition for Authorized Tax Credits.

Federal 2020 W-4s

If you are entering information from a Federal 2020 W-4, leave this field blank.

The Misc Factor field on the PR Employees form, Filing Status tab.

This field is for U.S. users only.

If you selected the Override Misc Amount #1 checkbox and entered an amount in the Misc Amount #1 field, enter a factor here.

Federal 2020 W-4s

If you are entering information from a Federal 2020 W-4, leave this field blank.

The Multiple Jobs Checked checkbox on the on the PR Employees form, Filing Status tab.

This field is for U.S. users only, and applies to 2020 W-4s (effective January 1, 2020).

Select this checkbox if the employee filled out Step 2 of Federal Form W-4 (2020); that is, the employee has more than one job or is married filing jointly and their spouse also works.

Leave this checkbox unselected if the employee did not fill out Step 2 of Federal Form W-4 (2020).

The Dependent Amount field on the PR Employees form, Filing Status tab.

This field is for U.S. users only, and applies to 2020 W-4s (effective January 1, 2020).

Enter the total annual dollar amount to be claimed as a dependent deduction. This is the total amount entered by the employee in Step 3 of Federal Form W-4 (2020); that is, the amount entered on Line 3.

The Other Income field on the on the PR Employees form, Filing Status tab.

This field is for U.S. users only, and applies to 2020 W-4s (effective January 1, 2020).

Enter the total other income as entered by the employee in Step 4a of Federal Form W-4 (2020). This amount represents the total annual income the employee expects during the year that will not have withholding (such as interest, dividends, retirement income, etc).

The Other Deductions field on the on the PR Employees form, Filing Status tab.

This field is for U.S. users only, and applies to 2020 W-4s (effective January 1, 2020).

Enter the total other deductions entered by the employee in Step 4b of Federal Form W-4 (2020). This amount represents the total annual deductions other than the standard deduction.

The Aatrix ID field on the PR Employees form, Aatrix ID Values tab.

Enter a valid Aatrix ID to identify the value being reported. Press F4 for a list of valid Aatrix IDs.

The Value field on the PR Employees form, Aatrix ID Values tab.

Enter the value that applies to the specified Aatrix ID. The description displayed for the specified Aatrix ID indicates what value to enter. For example, if you enter Aatrix ID "4005 (CA Wage Plan Code)", the applicable values are shown after the hyphen in the code description (S, U, J, L, R, A, or P).

When running regulatory reports via the PR Aatrix Report Selection form, the system passes this value to Aatrix for the applicable report.

The Memo field on the PR Employees form, Aatrix ID Values tab.

Enter a memo about this employee / Aatrix ID entry, up to 500 characters.

The memo entered here is informational only. It is not passed to Aatrix during regulatory reporting.