How Do I Set Up the Payroll Module?

In order to efficiently and effectively set up payroll for an organization, payroll information must be entered in a very specific order. Follow the order outlined in this checklist to effectively set up payroll:

With Administrative User Rights

1. Change the Activation Code, if necessary, to incorporate Payroll (System>Activate License).
2. Add the Payroll module, if necessary (Organization>Add a Module).
3. Set up proper security for the Payroll items (Security>Set Up Organization Menus).
4. Select the Payroll disbursing accounts (Organization>Set Up Modules>Payroll).

For Payroll

1. Create appropriate General Ledger accounts for Payroll (Maintain>Chart of Accounts Codes).
2. Set up distribution codes for processing payroll (Maintain>Payroll>Distribution Codes).
3. Set up taxes (Maintain>Payroll>Federal Taxes, State Taxes, and Other Taxes).
4. Set up processing groups and pay dates that you will use to process payroll (Maintain>Payroll>Processing Groups).
5. Set up employees and their appropriate personal, pay, and tax withholding information (Maintain>Payroll>Employee Information).
6. Set up payroll codes (Maintain>Payroll>Earning Codes, Benefit Codes, Deduction Codes, Workers' Compensation Codes, and Leave Codes).
7. Set up default timesheets to process your payroll quickly (Timesheets>Enter Default Timesheets).
8. If this is a mid-year implementation, enter employee year-to-date balances (Activities>Payroll>Setup/Adjust Employee Balances).