Cards

To add an employee card

The Cards List window should be displayed.

  1. Click the Employee tab at the top of the window. Then click New.


  2. The Profile view of the Card Information window appears. Enter the employee's name and as much contact information as you care to track. Note that you can enter up to five different addresses and sets of phone numbers by choosing different selections in the Location field. (Profile view)


  3. If you've set up custom lists or fields, or if you want to add a picture of the employee, do so using the Card Details tab. (Card Details view and Adding custom lists and fields)


  4. Click the Payroll Details tab. You will enter all information about your employee, such as personal details, wages and employer expenses, that will be used to calculate his or her payroll transaction. (Payroll Details view - Personal Details)


    The Personal Details view will be displayed. Enter the employee's personal information in each field, particularly the residence code and work code for the employee. These two selections are very important -- they determine the amount of state and local tax that will be deducted from the employee's payroll transaction. (Payroll Details view - Personal Details)
    Note: In order to process payroll, a Residence Code and a Work Code must be entered for every employee
  1. Select Wages. Enter information used to determine wage amounts and pay frequency for the employee. This information and the information entered in the Payroll Details view - Recurring Pay helps to calculate each pay period's payment amounts.


    Important  : If you receive the alert message "This change will impact the Recurring Pay information for this employee"
    Mark the column next to a wage to assign this wage to your employee. (Payroll Details view - Wages)
  1. Select Accruals. Mark the column next to an accrual to assign this accrual to your employee. (Payroll Details view - Accruals)


  2. Select Deductions. Mark the column next to a deduction to assign this deduction to your employee. (Payroll Details view - Deductions)


  3. Select Employer Expenses. Mark the column next to an employer expense to assign this employer expenses to your employee. (Payroll Details view - Employer Expenses)


  4. Select Taxes. Mark the column next to a payroll tax to apply to your employee's payroll transaction. (Payroll Details view - Taxes)


  5. Select Recurring Pay. Select or enter other information that will be used on recurring payroll transactions. (Payroll Details view - Recurring Pay)


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

    Use the Reset to Original Amounts button to return to default amounts
  1. Select Pay History to enter your employee's pay history for the current payroll year.


    Note:
    This step is necessary only if you're starting to use AccountEdge's Payroll feature after the first pay period of the payroll year. Enter each employee's pay history for the current payroll year up to the current date. (Payroll Details view - Pay History)
  1. Select Time Billing to enter time billing information. (Payroll Details view - Time Billing)


  2. Click the Payment Details tab and select the method you'll use to pay the employee -- Cash, Check or Electronic. If you select Electronic, you'll also enter the information needed to route payments to the employee's account. (Payment Details view - Employee)


    Note:  You must subscribe to MYOB Direct Deposit to make electronic payments to employees
  1. Click OK when you are satisfied with your entries for this employee. Click New if you'd like to create another employee card.


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