PR Company field on the PR Company Parameters form

Enter a valid company that has already been set up as a HQ company.

GL Co # field on the PR Company Parameters form, Info tab.

Enter the default GL company to use when expensing Payroll, as well as validating and posting the deductions and liabilities credits (as set up in PR Deductions/Liabilities) and the debits that are set up in PR Departments.

Journal field on the PR Company Parameters form, Info tab.

Enter the GL journal to use for payroll entries. A description of the journal displays to the right of the code.

Interface PR to GL checkbox on the PR Company Parameters form, Info tab.

Select this checkbox to have payroll distributions update General Ledger. When the Ledger Interface is run, distribution entries are summarized and one entry posts to GL for each account affected per month.

Do not select this checkbox if you are not updating payroll distributions to GL.

Update Employees from AP field on the PR Company Parameters form.

If this checkbox is selected, changes to the following sections in the AP Vendors form are automatically updated to the corresponding employee record in the PR Employees form:

CM Co # field on the PR Company Parameters form, Info tab.

Enter the Cash Management company number that will be used when interfacing payments from Payroll to Cash Management. This number is also used for CM account validation.

AP Co # field on the PR Company Parameters form, Info tab.

Enter the Accounts Payable company number that will be used when interfacing deduction and liability amounts to AP. This number is also used for vendor group and vendor validation.

Overtime field on the PR Company Parameters form, Info tab

Available only when 'Using Automatic Overtime' is checked.

Enter the valid earnings code to use for weekly overtime calculations when posting automatic overtime earnings. This earnings code is also used as a default when setting up Level 1 hours in PR Overtime Schedule and PR Overtime Schedule by Shift.

The Audit Options section on the PR Company Parameters form, Info tab.

The audit options determine when new records of changes are added to the HQ Master Audit (HQMA) database table. For example, if you change a setting on the company parameters form, the system creates a new record of the change in the HQMA table.

You can view records in the HQMA table using the HQ Audit Detail report in the HQ module. For more information about viewing audit records, see View the Audit Log.

Timecard Stop Time must be greater than Start Time checkbox on the PR Company Parameters form, Info tab.

This checkbox controls how you can enter time in the Start Time and Stop Time fields in PR Timecard Entry (which use a 24-hour time format.

If you have employees working a shift that begins in the evening of one day and finishing during the next (for example, 20:30 pm to 2:30 am), do not select this checkbox.

If you do not have employees starting a work shift on one day and finishing on another, select this checkbox to prevent accidental entry of a large number of hours on a timecard record.

For more information, see Tracking Employee Start and Stop Times.

Crew Timesheet Earnings Codes Regular field on the PR Company Parameters form, Info tab.

Specify the earnings code to use for regular earnings when posting crew timesheets; may be overridden by crew in PR Crews.

Crew Timesheet Earnings Codes Overtime field on the PR Company Parameters form, Info tab.

Specify the earnings code to use for overtime earnings when posting crew timesheets; may be overridden by crew in PR Crews.

Crew Timesheet Earnings Codes Doubletime field on the PR Company Parameters form, Info tab.

Specify the earnings code to use for double-time earnings when posting crew timesheets; may be overridden by crew in PR Crews.

NAICS Code field on the PR Company Parameters form

For Maryland payroll only.

Enter the NAICS code, up to 6 numbers long.

The entry in this field is used in the PR W-2 Process form when creating a new tax year.

TCC field on the PR Company Parameters form, Info tab.

Enter the ACA transmitter control code, which is supplied by the IRS. This code is required for transmitting ACA 1094-C and 1095-C forms electronically and is not the same as your 1099 TCC transmitter code.

Foreign Transmitter field on the PR Company Parameters form, Info tab.

Select this checkbox if this PR company is a foreign company operating in the United States.

Payroll Program Account field on the PR Company Parameters form, Info tab.

This field displays for Canadian companies only.

Required.

Enter the company's Canadian Business Number Payroll Program Account reference number. The number must begin with RP and be followed by four digits.

This field can be overridden for specific employees in the Payroll Program Account field in PR Employees.

Quebec File Number field on the PR Company Parameters form, Info tab.

This field displays for Canadian companies only.

Enter the company's Quebec File Number. The number must begin with RS and be followed by four digits.

JC Co # field on the PR Company Parameters form, Job Cost/Service Mgmt tab.

Enter the Job Cost company that will be used when posting job timecards.

The Allow Job Time Cards Without a Phase checkbox on the PR Company Parameters form, Job Cost/Service Mgmt tab.

Select this checkbox to allow posting timecards to a job without specifying a phase.

When you select this option, the job is not charged with the employee's time. The job is entered for reference only; this option is typically used if an employee is to be charged to an overhead account, but their time is required to be reported on a Certified Transcript for the job.

If this is not a requirement of your company, we recommend leaving this checkbox unselected to avoid an inadvertent error.

The Insurance Based on Phase or SM Work Order Scope checkbox on the PR Company Parameters form, Job Cost/Service Mgmt tab.

Select this checkbox to apply the insurance code based on the insurance template specified for the job (in JC Jobs) and the phase (job timecards) or work order scope (SM work order timecards) when entering timecard records in PR Timecard Entry. This checkbox works in conjunction with the Always use Employee's Work/Resident Insurance Code checkbox in PR Employees to determine how the Ins Code field in PR Timecard Entry defaults.

The following table displays how the Ins Code field defaults based on the settings of both checkboxes.

Insurance based on Phase/SMWO	Use Employee Insurance Code	Ins Code Default
		Defaults from the Ins State field in PR Employees.
		If you specify a job in the Job field (PR Timecard Entry), defaults from the Insurance Code field in JC Job Phases (if phase is an exact match). If no insurance code is specified for the phase in JC Job Phases, defaults from the Insurance Code field in JC Insurance Template. If no insurance code is specified for the phase in JC Insurance Template, or no insurance template is specified for the job, defaults from the Ins Code field in PR Employees. If you do not specify a job in the Job field, defaults from the Ins Code field in PR Employees. SM Work Orders: If a job work order, defaults from the Insurance Code field in JC Job Phases. If no insurance code is specified in JC Job Phases, defaults from the Insurance Code field in JC Insurance Template. If no insurance code is specified for the phase in JC Insurance Template, or no insurance template is specified for the job, defaults from the Ins Code field in PR Employees. If a customer work order, defaults from the Insurance Code field in SM Work Orders. If you do not specify an insurance code on the work order, defaults from the Ins State field in PR Employees.
		Defaults from the Ins Code field in PR Employees.
		Defaults from the Ins Code field in PR Employees.

Interface Labor / Equipment / SM Work Order Costs to JC & Revenue to EM checkbox on the PR Company Parameters form, Job Cost/Service Mgmt tab.

Select this checkbox to update job cost distributions for labor, burden, equipment, and SM work order costs to Job Cost and revenue to EM.

Do not select this checkbox if you are not updating job cost distributions for labor, burden, equipment, and SM work order costs to Job Cost or revenue to EM.

Include in JC Detail section on the PR Company Parameters form, Job Cost/Service Mgmt tab.

Select any of the following checkboxes to indicate what type of timecard detail is interfaced to JC. These options are generally determined by Job Billing requirements. Including craft/class, employee, earnings factor, and earnings code detail is important if you are using T & M billings that require this level of detail.

Craft / Class – Select this checkbox if crafts/classes are needed for billing rates instead of actual labor costs when using Time & Materials billings in JB.

Crew – Selecting this checkbox only affects JC detail; it has no affect on Job Billing.

Employee – Select this checkbox to interface the employee number to JC and to show timecard detail for each employee.

Use Timecard Date Instead of Pay Period Ending Date – Select this checkbox to use the timecard date as the JC transaction date, and to create at least one separate line of detail for each unique timecard date. If you have included other levels of detail, additional lines of detail may be created for each timecard date, depending on what detail you choose to include.

If you do not select this checkbox, then the pay period ending date is used and at least one summarized entry is created for the pay period ending date specified. Additional summarized lines of detail may be created depending on what other levels of detail are included.

Labor

Earnings Type – Select this checkbox to have earning types (401K, subsistence, etc.) broken out. This detail may be required for T &M billings, depending on how you bill out costs.

Earnings Factor – Select this checkbox to see overtime costs separately.

Shift – Select this checkbox to interface shift detail to Job Cost. This detail may be required for T & M billings, depending on how you bill out costs.

Burden

Liability Type – Select this checkbox to break down liability costs (for example, taxes, insurance, etc.). This detail may be required for T &M billings, depending on how you bill out costs.

Earnings Factor – Enabled only if Liability Type is checked. Select this checkbox to include earnings factor when updating burden to JC Cost Detail (JCCD). This links burden to its associated earnings.

Shift – Enabled only if Liability Type is checked. Select this checkbox to include shift when updating burden to JC Cost Detail (JCCD). This links burden to its associated earnings.

Usage

Equipment – Select this checkbox to see each piece of equipment that is used on the same job/phase separately.

Revenue Code – Select this checkbox to separate revenue codes on equipment usage. You should select this checkbox if T & M billings require equipment costing at the revenue code level. For example, a piece of equipment may be assigned a revenue code that identifies hourly rates and one that identifies standby rates.

SM Co # field on the PR Company Parameters form, Job Cost/Service Mgmt tab.

Enter the Service Management company that will be used when posting SM Work Order timecards in PR Timecard Entry or timesheets in PR My Timesheet. The company you enter here will default to the SM Co field in PR Timecard Entry or the SM Co field in PR My Timesheet.

Interface Actual Labor Costs to SM checkbox on the PR Company Parameters form, Job Cost/Service Mgmt tab.

Check this box to interface actual labor costs to Service Management (SM) for technicians posting time to SM work orders (via Payroll or Service Management). When payroll is processed, the system will update the actual costs for each technician to the corresponding work completed labor line on the work order (in SM Work Orders).

Leave this box unchecked if you are not interfacing actual labor costs to SM. When payroll is processed, no updates of actual labor costs to SM will occur.

EM Co # field on the PR Company Parameters form, Equipment tab.

Enter the EM company that will be the default when entering equipment usage or mechanics timecards.

Enter Equipment Usage With Time Cards checkbox on the PR Company Parameters form, Equipment tab.

Select this checkbox to allow entering equipment usage with job and service (SM work order) timecards in PR Timecard Entry. This enables the Post Equipment Usage option in PR Timecard Entry (Options menu), which must be selected before you can enter equipment usage with timecards.

If you do not select this checkbox, equipment usage inputs will be unavailable for job and service timecards. To enter equipment usage for jobs, use EM Usage Posting . To enter equipment usage for SM work orders, use SM Work Completed Equipment.

Include in EM Revenue Detail section on the PR Company Parameters tab, Equipment tab

Check any of the following boxes to determine what type of timecard detail is interfaced to EM Revenue Detail.

• Employee – Select this checkbox to interface employee numbers to EM Revenue Detail and show timecard detail for each employee.

• JC Phase / CT – Select this checkbox to see timecard detail for each phase/cost type charged on the job. Job detail is always included whether you select this checkbox or not.

• Use Posting Date Instead of Pay Period Ending Date – Select this checkbox to use the timecard date as the EM Revenue Detail transaction date. When selected, at least one separate line of detail is created for each unique timecard date. If you have included other levels of detail, additional lines of detail may be created for each timecard date, depending on what detail you choose to include.

Do not select this checkbox if you want to use the pay period ending date. The system will create at least one summarized entry for the pay period ending date specified. Additional summarized lines of detail may be created depending on what other levels of detail are included.

Interface Labor Costs to EM checkbox on the PR Company Parameters form, Equipment tab.

Select this checkbox to update payroll information (labor costs) from mechanics’ timecards to EM.

Do not select this checkbox if you do not want payroll information (labor costs) from mechanics’ timecards updated to EM.

Include Employee in EM Cost Detail checkbox on the PR Company Parameters form, Equipment tab.

Check this box if you want employee numbers included in the update to EM from mechanics’ timecards.

Do not check this box if employee numbers will not be included when updating to EM from mechanics’ timecards.

Office State field on the PR Company Parameters form, State/Local tab.

If you selected the Use Job, SM Work Order or Office State for Tax State checkbox, enter the default tax state for non-job timecards. If you leave this field blank, the default in PR Timecard Entry is the employee's tax state (as indicated by the Work Office Tax State or Resident Tax State fields in PR Employees).

If you did not select the Use Job or Office State for Tax State checkbox, and you enter a state here, the system will check to see if this state has a reciprocal agreement with the employee's tax state (as indicated by the Work Office Tax State or Resident Tax State fields in PR Employees); the default in PR Timecard Entry is the employee's tax state.

For more information on how the system defaults the employee's tax state, see Setting Employee Tax and Insurance Information .

Office Local field on the PR Company Parameters form, State/Local tab.

If you selected the Use Job, SM Work Order or Office Local for Local Tax checkbox, enter the default local code for non-job timecards. If you leave this field mblank, the default in PR Timecard Entry is the employee's local code (as indicated by the Work Office Local Code or Resident Local Code fields in PR Employees).

If you did not select the Use Job, SM Work Order or Office Local for Local Tax checkbox, and you enter a local code here, the default in PR Timecard Entry is the employee's local code.

For more information on how the system defaults the employee's local code, see Setting Employee Tax and Insurance Information .

Select this checkbox to use the job state (PR State field, JC Jobs), work order state (PR State field, SM Work Orders), or office state (Office State field) for the default tax state when entering timecards. This checkbox works in conjunction with the Always use Employee's Work/Resident Tax State checkbox in PR Employees to determine how the Tax State field in PR Timecard Entry defaults.

The following table displays how the Tax State field 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 .

Use Job or SM Work Order State for Unemployment State checkbox on the PR Company Parameters form, State/Local tab.

Select this checkbox to use the job state (PR State field, JC Jobs) or work order state (PR State field, SM Work Orders) as the default unemployment state when entering timecards. This checkbox works in conjunction with the Always use Employee's Work/Resident Unemployment State checkbox in PR Employees to determine how the Unemp State field in PR Timecard Entry defaults.

The following table displays how the Unemp State field 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 .

Use Job or SM Work Order State for Insurance State checkbox on the PR Company Parameters form, State/Local tab.

Select this checkbox to use the job state (PR State field, JC Jobs) or work order state (PR State, SM Work Orders) as the default insurance state when entering timecards. This checkbox works in conjunction with the Always use Employee's Work/Resident Insurance State checkbox in PR Employees to determine how the Ins State field in PR Timecard Entry defaults.

The following table displays how the Unemp State field 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 .

Select this checkbox to use the job local code (PR Local Code field, JC Jobs, PR Info tab), work order local code (PR Local Code field, SM Work Orders), or office local code (Office Local field) for the default local code when entering timecards. This checkbox works in conjunction with the Always use Employee's Work/Resident Local Code checkbox in PR Employees to determine how the Local field in PR Timecard Entry defaults.

The following table displays how the Local field 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.

Document Password Format drop-down on the PR Company Parameters form, Report Info tab.

From the drop-down menu, select the format to use when auto-generating passwords for documents electronically transmitted from Payroll (such as pay stubs, direct deposit advice stubs, and tax documents (Australia only)).

• Blank - Not used.

• 1 - Birth date YYYYMMDD and ending digits of SSN/TFN/SIN

(For single-digit months or days, the system will always include a zero in front of the month/day in the password. For example, if the birth date is 1/1/1985, the password will be 19850101, plus the ending digits of the SSN/TFN/SIN).

• 2 - Employee number and ending digits of SSN/TFN/SIN

• 3 - First 4 of Last Name (lowercase) and ending digits of SSN/TFN/SIN
(If the employee's last name is four characters or less, the password will include the entire last name.)

During the email notification process, the system will automatically generate a document password for each employee based on the format you selected and the employee's information (from PR Employees). It will then embed the password in the PDF being attached to the email.

The Enable Non Negotiable Check Print (US) or Enable Non Negotiable Cheque Print (AU/CA) checkbox on the PR Company Parameters form, Report Info tab.

Select this checkbox if you want the option to print non-negotiable copies of checks/cheques. When you complete a check run, a message displays asking if you want to print non-negotiable copies. You can specify to print copies or exit without printing copies.

Leave this checkbox unselected if you do not want the option to print non-negotiable checks/cheques.

The Exclude SSN from Checks/Direct Deposits (U.S.), Exclude TFN from Cheques/EFTs (AU), or Exclude SIN Number from Cheques/DirectPay (CA) checkbox on the PR Company Parameters form, Report Info tab.

The Report Title for Check Print (US) or Report Title for Cheque Print (AU/CA) field on the PR Company Parameters form, Report Info tab.

Accept the default report or enter the report to use for printing payroll checks/cheques.

The Report Title for EFT Print checkbox on the PR Company Parameters form, Report Info tab.

Specify the report for printing direct deposit stubs.

Attach Pay Stub to Employee Pay Sequence check box on the PR Company Parameters form, Pay Info tab.

Select this checkbox to attach employee payment information (pay stubs or direct deposit remittance information) to the employee’s pay sequence.

When you check this box, the system enables the Report Title for Check Attachment, Report Title for EFT Attachment, and the Stub Attachment Type fields.

The Report Title for Check Attachment (US) or Report Title for Cheque Attachment (AU/CA) checkbox on the PR Company Parameters form, Report Info tab.

Specify which report to use for creating the check stub that is attached to an employee's pay sequence.

The Enable Non Negotiable Check Print (US) or Enable Non Negotiable Cheque Print (AU/CA) checkbox on the PR Company Parameters form, Report Info tab.

Specify the report to use for creating the direct deposit (EFT) stub that is attached to an employee's pay sequence.

Stub Attachment Type field on the PR Company Parameters form, Pay Info tab.

Enter the attachment type for attachments that the system is assigning to employee pay sequences. Attachment types allow you to set security based on the type. If you do not enter an attachment type, all users can potentially access this attachment.

Parallel Direct Deposit checkbox on the PR Company Parameters form, Report Info tab.

This topic explains enabling PAYG INB Summary attachments for employee PAYG Summary records so they are included when emailing tax documents to employees.

PAYG INB Summary checkbox on the PR Company Parameters form, Report Info tab.

This field displays for Australian companies only.

Select this checkbox to enable attaching the PAYG INB Summary Report to employee records in PR Employee PAYG Summaries. If selected, the system enables the PAYG INB Summary checkbox in PR Employees (Add'l Info tab). You can have the system automatically select this checkbox for employees (with a valid email address) by answering Yes to the prompt displayed once you select this checkbox, enter a valid PAYG attachment type, and save the record. However, you can also set the checkbox manually in PR Employees.

Leaving this checkbox unselected disables the "attach PAYG INB Summary to employee records" feature.

(Australia only) The PAYG Attachment Type field on the PR Company Parameters form, Report Info tab.

This field is enabled when the PAYG INB Summary checkbox is selected.

Required.

Enter the attachment type to use for PAYG summary attachments assigned to employee PAYG summary records. Press F4 to select from a list of valid attachment types.

Once you enter the attachment type and select Save, you are presented with a message asking if you want to update employees with a valid email address in PR Employees to receive their PAYG INB Summary tax documents via email. If you select Yes, the system automatically selects the PAYG INB Summary checkbox in PR Employees (Add'l Info, Tax Document Email Settings section) for all employees with a valid email address. If an employee does not have an email address, the checkbox is enabled, but not selected. You must enter an email address for the employee to enable the employee to receive their PAYG tax documents via email.

The Use Secure File Path checkbox in the PR Company Parameters form, Reports Info tab.

You can optionally specify a secure network location where all PR EFT data files are saved upon creation to restrict access to the EFT data file, even to the user prompting its creation.

Select this checkbox to specify a secure network location for PR EFT data files. This enables the Secure File Path field, allowing you to enter the secure file path.

If you leave this checkbox unselected, the system prompts the user to select a location for each newly created PR EFT data file.