Card Information window—Payroll Details view—Personal Details

In this window you can enter personal information about an employee, including their date of birth and their hire and termination dates.

Information you enter in this window is used when determining the employee’s net pay. Note that you need to fully set up the employee’s payroll information before you process payroll for the employee.

You also need to make sure your payroll categories and payroll linked accounts are properly set up before you enter payroll information for your employees.

Note that in order to process payroll, a Tax Table code must be entered for every employee.

Field Descriptions

Employee Name

The employee’s name appears in the top left corner of the window.

Birth Date

Enter the employee’s birth date in this field.

Calculated Age

The employee’s age appears here. The age is calculated using the employee’s birth date and today’s date.

Hire Date

Enter the date the employee began working for your company.

Termination Date

If the employee has left your company, enter their departure date.

SIN

Enter the employee’s Social Insurance Number.

Tax Table

This field displays the two letter abbreviation for the province to which your employee will pay their taxes. Click the search icon next to the field and choose the abbreviation from the list.

Pay Stub Delivery

Select how you will deliver the employee’s pay stub—in print, email, or both email and print. If you don’t want to give the employee a pay stub, select Already Printed or Sent. You can change the delivery method on each pay.

Pay Stub Email

If you selected To be emailed or To be printed and emailed in the Pay Stub Delivery field, type the email address to which you want to send the employee’s pay stub.

Action menu

Click to open a shortcut menu of common actions and tasks associated with the selected card record. Choose a task from the list. For example, if you selected a transaction task, the transaction window appears with the selected card record already assigned to the transaction. Actions available from the menu are grouped into areas such as transaction tasks, printing tasks, and contact management tasks.

New

Click to create a new card.

OK

Click to save your changes and close the window.

Tips for this window

Related Topics

■	Entering employee payroll information

■	Contact management