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Pro Gold i2 Online User Manual

 

Chapter 22 - Payroll Setup

Helpful Hints

Employee Setup Icon

  • Fields denoted in Red indicate a required entry
  • All required fields in all tabs must be entered before the employee record can be saved
  •   Employee Data Tab

  • Click New to open a blank record
  • Assign the employee number (type number in field, then tab out; 1, 2, 3, etc...)
    • Do not assign duplicate number’s (system will prompt if number is a duplicate when record is saved) can view record number box below save button to get number
    • Do not change/delete employee # once the record is saved
    • Ensure middle initial included in name and their address is filled in (W-2 purposes)

     Payroll Data Tab

  • Select appropriate state for state income tax
  • Select Hourly or Salary type employee
  • Assign hourly/salary rate per period
  • Assign Overtime factor (e.g., 1.5, 1, etc..)
  • Enter all appropriate Federal & State W-4 information
  • Select Pay Frequency period (e.g., Weekly, Every Two Weeks, Monthly, etc…)
  • Assign default Debit G/L account (e.g., 6700 Payroll Gross Wages) for wage expenses
  • Assign default Credit G/L account (e.g., 1010 Cash General Checking)  for wages paid (checking account payroll checks are issued/paid from)
  • In Deductions Tab

  • Must assign all deduction entries manually in the Deductions Tab:
  • Assign FEDTax, MCTax (Medicare), SSTax (Social Security), applicable State tax
  • (Note: Must manually calculate and enter a percentage for the state tax calculation)
  • Can assign others if applicable (Local, 401(k), etc...)
  • Can create and assign additional deductions as needed (See Earnings and Deductions section below)
  •   Earnings Tab

  • Assign earnings category to permanently display it in employee’s payroll check stub
  • Assign earnings categories Bonus, Vacation Pay if you want them to print in check stub each pay period
  • Can create and assign additional earnings (Holiday Pay, Sick Pay) as needed (See Earnings and Deductions section below)
  • Tracking Tab

  • Includes six default tracking categories (Vacation, Sick, Holiday, Personal, Jury, Medical)
  • Includes ability to define additional categories