Employee Center |
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The Payroll > Employees menu option provides access to the Employee Center where the list of employees in maintained. The Employees Center is used to enter and store all employee personal information as well search and view historical transactions for a selected employee.
All the Master Center Screens (ie. Employees, Jobs, Clients, etc) share the same look and basic functionality.
Using the grid: All columns in the grids can be grouped, filtered, sorted and arranged. •Group the data by dragging one or more columns into the gray area at the top of the grid •Filter the data within a column by clicking on the down-arrow on the column. Values found in the column will be displayed; click on the value to display the record. Choose the Custom option at the top of the displayed list to enter your own filter criteria. •Select which columns are visible by clicking on the icon on the left side of the first column on the grid. •Click on the column header to change the sort order. •The grouping, visibility and display of the columns will be saved on a user by user basis so each user can customize their own view. oFilter selections will be reset to default when the screen is closed. •Master Grid Pop Up Menu - right click on the Master Grid to display the pop up menu oUse Ellipsis on Cell Overflow - any cell which has too much text to fit in the field will be indicated with ellipsis (...) at the end of the text. oAdjust Cell Height on Overflow - the cell height will be adjusted to accommodate all of the text in the field oRestore Grid Defaults - reset the user's custom grid settings on the Master Grid to the default settings oRestore ALL Grid Defaults - reset the user's custom grid settings on the Master Grid AND non master grids to the default settings. Non master grids cannot be individually reset to the default configuration.
Employee Center Buttons
Employee Center Data Tabs - Please refer to the documentation for each data tab for a complete description of all fields.
Note: If your company is located in New York, New Mexico or Indiana, or if you have employees that live or work in those states, then be sure to read the documentation in the Frequently Asked Questions section of the Payroll Manual in order to properly set up the Payroll system for the specific tax requirements for those states.
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