PRCTLMNT Payroll PR Setup 3
Third Screen
This screen contains all the information needed to calculate Federal Withholding Tax and EIC payments during the payroll calculation run, based on each employee's marital status, FWT number of exemptions, and number of EIC certificates as recorded on the Employee record.
The table entered here should be the ANNUAL tables as found in IRS Circular E.
Name | Type and Description |
1. Fed W/H Allowance | 6 numeric digits, with 2 decimal places (9,999.99).
This is the value of one withholding allowance for the year. |
Single W/H Table
Name | Type and Description |
Fields 2‑8 | The values are taken from the IRS Circular E. |
Over | 6 numeric digits.
This is the over amount, and defines the lower limit of each tax bracket. |
Tax‑Amt | 8 numeric digits, with 2 decimal places (999,999.99).
This is the flat tax amount for the particular tax bracket, before any percentage of the excess of wages over the lower limit (the over amount) is taken. |
Plus‑% | 4 numeric digits, with 2 decimal places (99.99).
This is the percent to be taken on the excess of wages over the lower limit (over) amount, which is then added to the Tax‑Amt to give the total tax. |
Single EIC Table
Name | Type and Description |
Fields 9‑11 | The values are taken from the IRS Circular E.
The values entered here have the same significance as those described above for the Single W/H Table, except that the second amount (CR‑Amt) is a credit rather than a tax (Tax‑Amt). Also, note that the last entry for the Plus‑% is negative (field 11). |
Married W/H Table
Name | Type and Description |
Fields 12‑18 | The values are taken from the IRS Circular E.
The values entered here have the same significance as those described above for the Single W/H Table. |
Married EIC Table
Name | Type and Description |
Fields 19‑21 | The values are taken from the IRS Circular E. The values have the same significance as those described above for the Single EIC Table. |
Fourth Screen
This screen is used to define the ways that vacation and sick hours may be accrued for your employees. Each employee is assigned a Vacation Accrual code and a Sick Pay Accrual code (on the Employee record). If an employee has a blank value for either of these codes, then no accrual will be done for that type of benefit (vacation or sick) and any desired values for vacation hours due or sick hours due for such an employee must be entered manually. Otherwise, whenever a payroll check or a manual payroll transaction is posted for an employee, vacation and sick hours are accrued to that employee based on these codes.
Vacation Hour and Sick Hour Accrual Codes
Fields 1‑10
Name | Type and Description |
Accrual Amount | 6 numeric digits, with 4 decimal places (99.9999).
These are the number of fractional hours to accrue (add to) the Vacation Hours Due or Sick Hours Due field on the Employee record. |
Accrual Period | 3 alphabetic characters.
Valid values are:
HR = Per Hour DAY = Per Day WK = Per Week MON = Per Month
This is the period of time the employee must work in order to get the accrued hours described in the previous field. For example, if the value here is DAY and the employee works one week, which is 5 days, then he will accrue 5 times the hours specified in the Accrual Amount field of vacation or sick hours due to him. |
Maximum Accrual | 4 numeric digits (9,999).
This is the maximum value that the employee can have due at any particular time. If you do not set a maximum on sick or vacation hours accrued for your employees, then enter 9999 for this field. |
11. Max Vac Hours Carried Past Year‑End | 3 numeric digits (999).
This is the maximum number of vacation hours for any employee that can be carried forward from one year to the next. When the employee totals are cleared at the end of the year, by the Clear Employee Totals application, if an employee's vacation hours due are greater than this amount, it will be set equal to this amount, if field 13 below is Cfor calendar year. |
Max Vac Hours Carried Past Year‑End (continued) | Otherwise, if field 13 below is H for Hire‑Date Anniversary, the program that posts payroll checks will detect when this field needs to be used to set down the vacation hours due to the maximum allowable. |
12. Max Sick Hours Carried Past Year‑End | 3 numeric digits (999).
This is the counterpart of the previous field, for accrued sick hours. However, this maximum is always applied at the end of the calendar year. |
13. Calndr Year‑End or Hire‑Date Year‑End? | 1 alphabetic character.
Valid values are:
C = Calendar Year H = Hire‑Date Year
This field determines when the maximum in field 11 above will be applied. If this field is C, the Clear Employee Totals application run at year‑end will set the accrued vacation hours due to no greater than the maximum. If this field is H, the Payroll Check Postingprogram will detect if this is the first pay period after the anniversary of the employee's hire date, and if so, it will apply the maximum amounts in field 11. |
14. Garnish By % Of Net Pay | Y or N.
Defaults to N.
If garnishment percentage is taken from net pay, the calculation using the percentage entered at Garnish Ded (field 11 screen 2, Employee File Maintenance) will be performed after all other deductions have been taken out during Payroll Calculation. |
15. Validate Accounts From PR Or G/L? | 1 alphabetic character.
Valid Values are:
P = PR Account File G = G/L Account File
Defaults to P. |
Employee Notes
Name | Type and Description |
1. Employee Note Literal 1 | 10 alphanumeric characters.
This field serves to label the first description line of the Notes field information. You may enter any expression that suits your needs. |
2. Employee Note Literal 2 | 10 alphanumeric characters.
This field serves to label the second description line of the Notes field information. You may enter any expression that suits your needs. |
3. Employee Note Literal 3 | 10 alphanumeric characters.
This field serves to label the third description line of the Notes field information. You may enter any expression that suits your needs. |
4. Employee Note Literal 4 | 10 alphanumeric characters.
This field serves to label the fourth description line of the Notes field information. You may enter any expression that suits your needs. |
5. Employee Note Literal 5 | 10 alphanumeric characters.
This field serves to label the fifth description line of the Notes field information. You may enter any expression that suits your needs. |
6. Employee Date Literal | 10 alphanumeric characters.
This field serves to label the date line of the Notes field information. You may enter any expression that suits your needs. |
7. Employee Amount Literal | 10 alphanumeric characters.
This field serves to label the amount line of the Notes field information. You may enter any expression that suits your needs. |
8. Print A/R Job Info? | Y or N.
If you answer Y, Job History file information generated from Accounts Receivable will be printed on the Job Analysis Report and Job Distribution Report. If you answer N, Job History file information generated from Accounts Receivable will not be printed on the Job Analysis Report. |
9. Print A/P Job Info? | Y or N.
If you answer Y, Job History file information generated from Accounts Payable will be printed on the Job Analysis and Job Distribution Reports. If you answer N, Job History file information generated from Accounts Payable will not be printed on the Job Analysis and Job Distribution Report. |
10. Print Checks On Laser? | Y or N.
Enter Y to print PR checks on laser forms. Enter N to print checks on standard (continuous) forms. |