Card Information window

Payroll Details view - Recurring Pay


Employee Name

The name of the employee that was entered in the Profile view of the Card Information window appears in the left corner.


Card ID

The card ID of the employee that was entered in the Profile view of the Card Information window appears at the top of the window.

Pay Frequency

The Pay Frequency you selected for this employee using the Card Information window - Payroll Details view - Wages is displayed here.

Hours per Pay Frequency

This field displays the number of hours you entered in the Card Information window - Payroll Details view - Wages in the Hours in __ Pay Period field.

Default Category

Select from the list the category that you want to be automatically used whenever you record a paycheck for the employee. The categories in this list were created in the Edit Category window. (You can change the category for an individual paycheck, if you wish, using the Pay Employee window.)

This field appears only if you marked the Turn on Category Tracking field in the System view of the Preferences window.

Payroll Category column

This column displays all of the payroll categories -- Wages, Accruals, Deductions, Employer Expenses and Taxes -- that have been linked to this employee.

Hours column

This column displays the number of hours for Hourly Wage categories and Accruals (User-Entered only) categories for the employee; the number can be edited. The hours entered here will be used on all payroll transactions for the employee.

For all other types of categories, the text <Calculated> appears in the column; the category can't be changed. <Calculated> indicates that the amount entered in the field is automatically entered based upon the current tax tables or upon entries made when the payroll category was set up.

Notes:
Entries in the Recurring Pay window override entries in other Payroll Details windows.

Which payroll fields can be edited using the Recurring Pay window?

Amount column

This column displays the dollar amount of Salary Wage categories and Deduction (User-Entered only) categories for the employee; the number can be edited. The amount entered here will be used on all payroll transactions for the employee.

For all other types of categories, the text <Calculated> appears in the column; the category can't be changed. <Calculated> indicates that the amount entered in the field is automatically entered based upon the current tax tables or upon entries made when the payroll category was set up.

Notes:
Entries in the Recurring Pay window override entries in other Payroll Details windows.

Which payroll fields can be edited using the Recurring Pay window?

Job column

Use this column to enter a single job number for any payroll category (except Accruals). The job entered for each category will be used on every payroll transaction for the employee.

Print button

Click this button to print the Employee Payroll List report.

Create New Payroll Category button

Click this button to open the Wages Information window, where you can create a new employee wage.

Reset to Original Amounts button

If you've made any changes in the Wages, Amount or Jobs columns, and you decide you want to return to the default values you made in other views of the Payroll Details window, click the Reset to Original Amounts button.

Warning!
Some entries in the table don't have default values (for example, user-entered amounts for some payroll categories). These entries do not change when you use the Reset button, so check carefully to be sure all entries are set to the values you want. You can make manual changes as well.

New button

Click this button to open a new Card Information window.

OK button

Click this button to accept the entries you've made in this window