southcentralric.orgfinance manager: setup tablessetup tables the setup routines allow your facility...

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Finance Manager: Setup Tables

The Setup routines allow your facility to create user-defined codes, terms, and categories that are used to build employee records. These codes identify employee groups, departments, buildings, deductions, pay frequencies, earnings, direct deposit banks, leave types, and retirement system codes. In addition, you can view and maintain the various tax tables that will be used during the payroll tax calculation process. The Check Layout option provides the ability to customize

and design the look of your Payroll checks and re-position the information that is to be displayed on the printed check document. Once all the setup tables have been defined, the codes can be used to build the employee payroll records.

Table of Contents

Buildings ........................................................................................................................................... 2 Deduction Codes ................................................................................................................................ 8 Department Codes .............................................................................................................................. 15

Direct Deposit Banks ........................................................................................................................... 17 Earnings Codes .................................................................................................................................. 20 Employee Groups ............................................................................................................................... 27 Leave Types ...................................................................................................................................... 31 Pay Frequency Codes .......................................................................................................................... 32 Retirement System Codes .................................................................................................................... 35 TRS Leave Types ................................................................................................................................ 42 TRS Termination Codes ....................................................................................................................... 44 Check Layout ..................................................................................................................................... 46 Pay Profiles ........................................................................................................................................ 47 Payroll Cycles ..................................................................................................................................... 53 Tax Tables ......................................................................................................................................... 56

Finance Manager nVision PR Setup Tables


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Buildings

The Buildings Setup routine is used to create and maintain the building codes that are used to identify the building in which the employee works. Each building record in the Building Setup File contains the building code, building name, address, and the various shipping contacts. These building codes can then be linked to specific employee records in nVision Payroll. This routine also enables you to define custom fields related to the buildings, where the custom fields can store organization-specific information.

Access to Buildings Codes

1. Open the Setup menu tree.

2. Open the Codes menu tree.

3. Click the Buildings option.

The Building tab opens, displaying all existing buildings. Use this window to add, maintain, or view building records.



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Field Description Active When adding a new building, this box is checked as ACTIVE. Uncheck the box if you

want to flag the building as “INACTIVE”. An inactive building is one that you are no longer using, but you are retaining the code in the system for reporting purposes rather than deleting it. You cannot create requisitions or purchase orders for a building that is defined as inactive. You can recheck the box at any time that you wish to begin re-using the code.

Building Name (REQUIRED) Enter the name of the building (up to 50 characters).

Example: ADMINISTRATION OFFICE. Building Code Enter the code for the building (up to 8 characters).

Description Enter the building description (up to 50 positions). Phone Enter the main building phone number. Fax Enter the main fax number in the building.



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Field Description Street Address (Line 1 and 2)

Enter the first line of the street address on which the building is located. Enter the second line of the street address on which the building is located. Address line 2 can be used to indicate an apartment, suite, or PO Box number. Each address line holds up to 60 characters.

City Enter the name of the city in which the building is located (up to 50 characters). State Enter the 2-character abbreviation of the state in which the building is located. Use

the drop-down arrow to select from a listing of valid entries. Postal Code Enter the zip code for the building. NYSED Location Code Enter the NYSED Location Code. This is the SEDREF number for the building location

to indicate the employee’s primary building. This information is reported in field 14 in the Staff Snapshot Extract File.

Contact Name Enter the name (up to 50 characters) of the building contact where items are shipped

to. Description Enter any further information for the contact, such as the Room number in the

building where items should be shipped to.

Adding a Building Record

1. Enter Add mode.

2. Enter the building and address information in the top portion of the window.

3. Save the record at this time or continue to add the ship-to contacts as described in step 4.

4. Click in the Ship To Contact Name field. A new line is opened for you to start typing your contacts

. Type in the contact name and tab to the description field and type the description. Use the Enter or Tab keys to advance to the next contact name or description field. If you make a mistake at any point, highlight the appropriate contact line that you wish to delete (the selected line

has an arrow preceding it) and press the Delete button in the Ship To Contacts toolbar.

5. If necessary, click the Locations folder to identify a specific location or multiple locations in a building. For example, you may have locations such as central office, custodial office, etc., within the high school building. The Check Location field in the Employee Payroll Information record links the building location to the employee appointment. The location will print along with the building on an employee’s check when selecting to print the building with the name on the check stub in Payroll Check Settings.



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Enter the name of the location, a description of the location, and check the Active flag if this location is active for use.

6. Click the Custom Fields folder.

To add a new custom field to this building record, click in the toolbar at the top of the nVision Payroll main menu. The Design Custom Fields window displays.



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Enter the field name and indicate the data type for this field. Click Save.

In the Building record, enter the value of the field as shown in the screen capture above.

7. Save the record.



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Updating a Building Record

1. Highlight the appropriate record and enter Update mode.

2. Change all necessary information as needed.

3. Save the record.

Deleting a Building Record

NOTE: Building codes that are currently being used cannot be deleted. For example, if a building code is linked to an

employee, that code cannot be deleted.

1. Highlight the appropriate record(s) and enter Delete mode.

2. Confirm that this is the correct record that you wish to delete. Press Yes to delete the record. Press No if you do not want to delete the record.



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Deduction Codes

The Deduction Codes Setup routine allows you to categorize and standardize employee payroll deduction codes that are used in nVision Payroll.

Access to Deduction Codes Setup



3. Click the Deduction Codes option.

The Deduction Codes listing opens, displaying all existing deductions. Use this window to add, maintain, or view deduction records. NOTE: Remember the following when setting up deductions:

1. Be as descriptive as possible when setting up new deduction codes so they are easy to recognize. 2. Set up deduction codes for groups, such as TSA, 457, and Flex, with the same characters in the beginning so

they are grouped together in an alphabetical list (i.e., TSA-AETN, GAR-ACSC, FLX-HLTH, 457-COPE).



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Accounting Information Folder

Tax Exemptions Folder



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Field Description

Deduction Code Enter the code that uniquely identifies the deduction (up to 15 positions).

Example: TSA FID Description Enter a free-text description of the deduction (up to 100 characters).

Example: TSA – Fidelity Management Check Display Enter the text (up to 15 characters) representing how the deduction should display in

the Deduction section of the employee paycheck stub. Deduction Type Using the drop-down menu, select the type of deduction. Valid types include Standard,

Annuity, Annuity Roth, Bond, Dues (which when calculated into the payroll takes the rate times the number of days), Flex, Garnishment, Retirement Contributions, and State Disability. Garnishment from Gross – The amount of pay subject to garnishment is based on the amount of the employee’s GROSS earnings (Total Gross Pay). Garnishment From Net – The amount of pay subject to garnishment is based on the amount of the employee’s NET earnings (Gross Pay minus Federal, State, and Local Taxes minus FICA/Medicare minus all other required and voluntary Deductions). Garnishment From Disposable Income – The amount of pay subject to garnishment is based on amount of the employee’s DISPOSABLE earnings – the amount left after legally required deductions are made. (Gross Pay minus Federal, State, and Local Taxes minus FICA/Medicare minus any LEGALLY required deductions - such as retirement). NOTE: Once a deduction record is saved, and that deduction is TAKEN by an employee, the user is prohibited from updating the Deduction Type field in this Setup table. In this

scenario, the user must enter a new deduction code record with the correct Deduction Type.

W-2 Reportable Box/ W-2 Box Code

Based on the Deduction Type, choose the W-2 Reportable Box and W-2 Box Code for this deduction. If not W2 reportable, choose <None>. Some of the entries in these fields default based on the selected Deduction Type. Annuity 403(b) - W2 Reportable Box 12, Box Code E-403B. Annuity 457(b) - W2 Reportable Box 12, Box Code G-457. Annuity Roth 403(b) - W2 Reportable box 12, Box Code BB – Roth 403B. Annuity Roth 457(b) – W2 Reportable box 12, Box Code EE – Roth 457B. Flex Dental, Flex Medical, and Flex Reimbursement - W-2 Reportable box 14, Box Code Flex Benefits. Flex Dependent Care - W2 Reportable box 10. Retirement Contributions - 414(h) - W2 Reportable box 14, Box code 414H.

Active When adding a new deduction, this box is checked as ACTIVE. Uncheck the box if you

want to flag the deduction as “INACTIVE”. An inactive deduction is one that you are no longer using, but you are retaining the code in the system for reporting purposes rather than deleting it. You cannot add an inactive deduction to an employee record. Uncheck the box at any time that you wish to begin re-using the code.



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Field Description

Mandatory Check the Mandatory box if the deduction should always be taken, including on second

checks. If the deduction is not always taken on additional checks, leave the box unchecked.

Exclude from Calculation This field allows you to indicate whether this deduction is to be included in or excluded

from the payroll calculation process. If you temporarily need to turn off a deduction (i.e., if you do not want the deduction taken out of anyone’s check), simply check this field. Otherwise, leave the field unchecked if this deduction should be included in the payroll calculation process.

Trust Code Choose the trust code from the drop-down. Valid entries are Vote Cope, Dues, Benefit

Trust, or <N/A>. Tax Method Using the drop-down arrow, indicate the taxing method for the deduction as either Deduction

from Net AFTER Tax or BEFORE Tax Deduction from Gross. Rather than using the drop-down arrow, simply type in A or B. The following deduction types are Deductions from Net AFTER Tax: Standard Annuity Roth 403b Bond Series E; Bond Series I Dues Based on # Days Garnishment from Net; Garnishment from Disposable Income State Disability The following deduction types are BEFORE Tax Deductions from Gross: Annuity 403b; Annuity 457b Flex Dependent Care; Flex Dental; Flex Medical; Flex Reimbursement Garnishment from Gross Retirement Contributions – Mandatory; Retirement Contributions - Arrears Retirement Contributions – Voluntary; Retirement Contributions – 414(h)

Payroll Deduction Codes The following Deduction Codes are created automatically during the database initialization process and should be set up in the manner illustrated below:

Code Description Deduction Type Flex ERS Employee’s Retirement System Before Tax No ERS-VOL ERS Voluntary Before Tax No ERSAR ERS Arrears After Tax No ERSAR414 ERS Arrears - 414H Before Tax No ERSBACK ERS Adjustment Before Tax No ERSLN ERS Loan After Tax No P&F Police and Fireman’s Before Tax No P&FAR P&F Arrears After Tax No P&FLN P&F Loan After Tax No TRS Teacher’s Retirement System Before Tax No TRS-VOL TRS Voluntary Before Tax No TRSAR TRS Arrears After Tax No TRSAR414 TRS Arrears – 414H Before Tax No TRSBACK TRS Adjustment Before Tax No TRSLN TRS Loan After Tax No

NOTE: ERS-VOL and TRS –VOL are voluntary contributions and are not tax exempt.



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Field Description

Bond Amount If the deduction type is Bond Series E or Bond Series I, enter the bond amount. This

field may be left blank and entered when the bond deduction is added to an employee record in Employee Maintenance.

DEFAULT SETTINGS Pay Frequency Enter the pay frequency associated with this deduction. Use the lookup to select

from a listing of valid codes from the Pay Frequency Codes Setup File. This default value will be used whenever the deduction is added to an employee’s record in Employee Payroll Information setup. Leave this field blank if the pay frequency for this deduction can be different for every employee.

Times Taken Enter the number of times this deduction will be taken or will occur. This default value

will be used whenever the deduction is added to an employee’s record in Employee Payroll Information. Example: Enter 26 if the deduction should be taken biweekly for the year. Leave this field blank if the deduction times taken can be different for every employee.

Deduction Year Use the drop-down to choose the deduction year - Calendar, Fiscal, or Absolute. This

default value will be used whenever the deduction is added to an employee’s record in Employee Payroll Information. Choose Calendar if the deduction is to be taken during the Calendar year only. The year-end payroll routine will not bring the deduction to its limit. The Calendar YTD Amount field on the Deductions window in Employee Payroll Information is impacted by this deduction amount. Choose Fiscal if the deduction is to be taken during the Fiscal year only. The year-end payroll routine will deduct the amount necessary to bring the deduction to its limit. The Fiscal YTD Amount field on the Deduction window in Employee Payroll Information is impacted by this deduction amount. Choose Absolute if the deduction is an absolute amount and does not apply to a particular year. The payroll generation routine will continue to take the deduction until the limit is reached. If the deduction year is set to Absolute, nVision will not clear out the YTD and FTD Amount fields at Calendar or Fiscal Year End until the deduction Remaining amount is reduced to zero.



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Field Description

Dollar/Percent Use the drop-down to indicate whether the deduction is a fixed amount or percentage.

This default value will be used whenever the deduction is added to an employee’s record in Employee Payroll Information.

Dollar Limit Enter the default dollar limit for this deduction. This default value will be used whenever

the deduction is added to an employee’s record in Employee Payroll Information. Leave this field blank if the dollar limit can be different for every employee.

Amount Enter the fixed dollar amount or percentage for this deduction. This default value will be

used whenever the deduction is added to an employee’s record in Employee Payroll Information. Leave this field blank if the amount or percentage will be different for every employee.

ACCOUNTING INFORMATION Account Enter the General Ledger account code to which the deduction is to be applied. Use the

lookup to select from a listing of valid codes from your Chart of Accounts. The debit account entered here is used when setting up your Trust and Agency codes in the Automated Trust and Agency routine.

Vendor If this deduction is payable to a single Accounts Payable vendor, enter the appropriate

vendor number. Use the lookup to select from a listing of valid codes from your Vendor Setup File. The vendor number entered here is used when setting up your Trust

and Agency codes in the Automated Trust and Agency routine.

TAX EXEMPTIONS

NOTE: If the deduction is flagged as Before Tax Deduction from Gross, click the Tax Exemptions folder to indicate the tax withholdings the deduction is exempt from. Exempt From Check the appropriate boxes to indicate the tax withholdings the deduction is exempt

from. These boxes allow the user to change what taxes the deduction is exempt from whenever necessary. When entering the deduction type, these exemption boxes default accordingly.

Adding a New Deduction Record

1. Enter Add mode.

2. Add all information associated with the deduction.

3. Click the Default Settings, Accounting Information, Tax Exemptions, and Deduction Settings folders and enter additional deduction detail information.

4. Save the record.



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Updating a Deduction Record



3. Save the record.

Deleting a Deduction Record

NOTE: Deduction codes that are currently being used cannot be deleted. For example, if a deduction code is linked to an

employee, that code cannot be deleted.





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Department Codes

A department is an individual segment, such as a specific division or unit, of your organization that is segregated for reporting purposes. Department Codes Setup provides the ability to create and maintain codes that allow you to categorize or group employees by department for Payroll and Personnel reporting purposes.

Access to Department Codes



3. Click the Department Codes option.

The Department Codes listing displays the records in this table. Use this window to add, maintain, or view records.



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Field Description Department Name Enter the abbreviated name of the department. When updating the record for a saved

department code that is linked to an employee, this field is not modifiable. Example: HR

Description Enter the full description (up to 100 characters) of the department.

Example: Human Resources Department

Adding a Department Code Record

1. Enter Add mode.

2. Enter all information associated with the department code.

3. Save the record.

Updating a Department Code Record



3. Save the record.

Deleting a Department Code Record

NOTE: Department code records that are currently being used cannot be deleted. For example, if a department is linked to an

employee record, that department cannot be deleted from the setup table.


2. Confirm that this is the correct record to delete. Press Yes to delete the record. Press No if you do not want to

delete the record.



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Direct Deposit Banks

Direct Deposit Banks Setup is used to create and maintain the different bank codes used in conjunction with direct deposit in nVision Payroll. Bank codes are linked to each employee record in the Direct Deposit window in Employee Payroll Information.

Access to Direct Deposit Banks Setup



3. Click the Direct Deposit Banks option.

The Direct Deposit Banks listing displays the records in this table. Use this window to add, maintain, or view records.



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Field Description Bank Code Assign a code name (up to 15 characters) to the bank.

Example: Chase Bank Name Enter the name of the bank (up to 100 characters).

Example: Chase Bank Routing Number Enter the bank’s ABA routing number needed for direct deposit. Contact Enter the name of the contact person at the bank. Address Enter the first line of the bank’s street address. Enter the second line of the bank’s

street address. Address line 2 can be used to indicate an apartment, suite, or PO Box number. Each address line holds up to 60 characters. Enter the name of the city (up to 40 characters) in which the bank’s address is located. Enter the 2-letter postal abbreviation for the state in which the bank’s address is located. Enter the zip code for the bank’s address (in 99999-9999 format). Choose the country from the drop-down list.

Phone Enter the telephone number for the bank (in 999-999-9999 format). Active Flag When adding a new direct deposit bank record, this box is checked as ACTIVE.

Uncheck the box if you want to flag the direct deposit bank code as “INACTIVE”. An inactive direct deposit bank is one that you are no longer using, but you are retaining the code in the system for reporting purposes rather than deleting it. You cannot create employee payroll records using a direct deposit bank that is defined as inactive. You can recheck the box at any time that you wish to begin re-using the code.

Adding a Direct Deposit Bank Record

1. Enter Add mode.

2. Enter all information associated with the direct deposit bank code.

3. Save the record.



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Updating a Direct Deposit Bank Record



3. Save the record.

Deleting a Direct Deposit Bank Record

NOTE: Direct deposit bank codes that are currently being used cannot be deleted. For example, if an employee payroll

information record exists with the direct deposit bank code, that code cannot be deleted.


2. Confirm that this is the correct record to delete. Press Yes to delete the record. Press No if you do not want to delete the record.



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Earnings Codes

nVision Payroll uses earnings codes to categorize employee earnings and assist in budgetary reporting. The information defined in this setup table is used in calculating payroll for each type of earnings.

Access to Earnings Codes Setup



3. Click the Earnings Codes option.

The Earnings Codes listing opens, displaying all existing earnings. Use this window to add, maintain, or view earnings records.



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Tax Exemption Folder

Retirement Folder



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Field Description Earning Code Enter the abbreviation (up to 50 positions) for the earning. When updating an earnings

record linked to an employee, this field is not modifiable. Example: DIFFERENTIAL Description Enter the full description (up to 50 characters) of the earnings.

Example: DIFFERENTIAL PAY Check Display Enter the text (up to 50 characters) representing how the earnings should display in the

Earnings section of the employee paycheck stub. Amount Type Specify the amount type as either Fixed or Individual. Type F or I or use the drop-

down to select the appropriate entry. Fixed means that the amount is fixed for this earning. Each time this earnings code is used, for example in the Enter Additional Earnings routine, the fixed amount specified is defaulted. Individual means that the amount will vary from employee to employee. At the time the earning is entered, the earning amount must be manually entered for the employee. There is no fixed amount for this earning.

Earning Method Specify the earning method as Standard, Credit Hours, or Differential. Type S, C,

or D or use the drop-down to select the appropriate entry. Standard means that the earning is simply a standard or regular earning. Credit Hours earning are applicable to supplemental earnings. Differential earnings are applicable to hourly earnings.

Pay Type Indicate the appropriate Pay Type method. Valid entries are as follows: Hourly – for earnings based on Hourly rates. Can be used in Timesheet Entry. Per Diem – for earnings based on Daily rates. Can be used in Timesheet Entry. Salaried – for earnings that are paid based upon salaried or lump sum earnings, such as in Contractual and Supplemental appointments. These earnings cannot be used in Timesheet Entry. Other – for any other earnings that are NOT hourly, per diem, or salaried. These earnings can be used in Timesheet Entry.

Pay Factor The Pay Factor is the pay multiplier to be used in calculating the hourly or per diem pay

rate. nVision then multiplies this pay rate by the number of hours or days worked to determine the extended pay amount. Example: For Overtime earnings, if employees are paid time and a half for working

overtime, enter 1.50 as the overtime pay factor. For Doubletime earnings, if employees are paid two times their rate for working double time, enter 2.00 as the doubletime pay factor.



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Field Description Non-Cash Check the box if this represents a taxable, non-cash fringe benefit where the employer

makes payments towards the benefit on the behalf of an employee. Active When adding a new earning, this box is checked as ACTIVE. In the future, you can

uncheck the box if you want to flag the earning as “INACTIVE”. An inactive earning is one that you are no longer using, but you are retaining the code in the system for reporting purposes rather than deleting it. You can then recheck the box at any time that you wish to begin re-using the code. You cannot create employee payroll records for an earning that is defined as inactive.

Exclude from ACA The Exclude from ACA field is initially UNCHECKED for all earnings. Leave this flag

UNCHECKED if earnings under the code are to be included in the ACA Payroll Earnings output file (HR – Interfaces – Affordable Care Act – Payroll Earnings). If the earning should be excluded from the ACA Payroll Earnings output file, check the Exclude from ACA flag.

Include in Staff Snapshot Salary

Check the box if the earning is to be included in the calculation of the Staff Snapshot Annual Salary amount. Otherwise, leave the box unchecked if the earning should not be included in the Staff Snapshot Annual Salary amount.

Wage/Reimbursement Specify whether the earning is a wage or an expense reimbursement. Type W or R

or use the drop-down to select the appropriate entry. Wages means that the earning is reported as wages on the employee’s W2 form. Reimbursement earning codes may be used to reimburse employees for valid business expenses, such as travel expenses, in nVision Payroll. They are used in lieu of direct payments from the General Fund through the Account Payable system. Reimbursement type earnings are not included in the Gross Pay on the check stub, are exempt from all

deductions (including TRS and ERS), and are not reported on the employee’s W2 form at year end.



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Field Description W-2 Reportable Box/ W-2 Box Code

Choose <N/A> if the earning is NOT reportable in a separate box on the W-2.

Choose box 10 to report any amounts reimbursed for dependent care expenses, or the dollar value of dependent care services provided by the employer.

There are several types of compensation and benefits that can be reported in Box 12. The codes for box 12 are as follows: Choose box 12, code C to report taxable benefit of group term-life insurance over $50,000. Already included as part of your taxable wages in Boxes 1, 3, and 5. Choose box 12, code E to report non-taxable elective salary deferrals to a 403(b) retirement plan. Choose box 12, code G to report non-taxable elective salary deferrals and non-elective employer contributions to a 457(b) retirement plan. Choose box 12, code M to report uncollected Social Security (FICA) tax on taxable group term life insurance over $50,000 for former employees. This amount is included as part of the total tax on Form 1040. Choose box 12, code N to report uncollected Medicare tax on taxable group term life insurance over $50,000 for former employees. This amount is included as part of the total tax on Form 1040. Choose box 12, code Q to report non-taxable combat pay. Choose box 12, code BB to report after-tax contributions to a Roth 403(b) retirement plan.

There are several types of other tax information that can be reported in Box 14. The codes for box 14 are as follows: Choose box 14, code Non Cash Auto to report non-cash auto compensation. Choose box 14, code Non Cash Legal to report non-cash legal compensation. Choose box 14, code Non Cash Other to report non-cash other compensation. Choose box 14, code Non Cash NY44 to report non-cash health wellness reward/reimbursement.



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Field Description

DEFAULT SETTINGS Pay Frequency Enter the frequency associated with this earning. Use the lookup to select from a

listing of valid codes from the Pay Frequency Codes Setup File. Leave this field blank if the pay frequency will be different for every employee.

Default Account Enter the appropriation account code from which the earning is to be paid. Use the

lookup to select from a listing of valid codes from your Accounts Setup File. Leave this field blank if the budget code changes for this earning for each employee and you do not want a default value. NOTE: If a budget code is defined here, this code defaults when adding the earning code to an appt as Other Earnings, on a Supplemental Appointment Earnings, adding this earning code to Additional Earnings, or when adding it to a Timesheet entry.

Default Account Limit Enter the base amount of the earning. When a supplemental appointment is entered in

Employee Payroll Information using an earning code that has a default account limit,, that limit amount defaults in the Base Amount field on the assignment.

Default Fixed Amount Enter the fixed amount for this earning. This default value will be used whenever the

earning is selected, for example in the Timesheet Entry and Enter Additional Earnings routines. Leave this field blank if the earnings amount will be different for every employee.

Default OT Earning Use the lookup to select the default overtime code associated with this hourly earning

code. This field must be completed in order for the Overtime rate to display on the Contract letters for Hourly and Annualized employees. Upon Save of the earnings record, the following prompt displays:

Click Yes at the prompt.



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Field Description

TAX EXEMPTION Exempt From Check the appropriate boxes to indicate the tax withholdings the earning is exempt from.

NOTE: This option gives your organization the ability to choose whether or not to withhold federal, state, and/or city income tax on specific earnings, such as non-cash earnings.

RETIREMENT TRS Reference Code Assign the appropriate retirement reference code for the earning. This code is used to

determine the proper reporting category for the earning in the Report Totals section at

the end of the Monthly TRS Report. Use the lookup to select from a listing of valid codes from the Retirement System Codes setup file.

Retirement Code Method Assign the appropriate TRS earnings calculation code method. Valid entries are as

follows: Daily – for earnings based on Per Diem rates Hourly – for earnings based on Hourly rates Other – for earnings that are paid based upon salaried or lump sum earnings N/A – for retirement codes “E” through “O” which should not be used in the service days calculation process

Exclude Days from Calculation

Check this box if this earnings should be excluded from the calculation of the number of ERS days worked.

ERS Overtime Check the box if this earnings should be included in ERS Overtime earnings calculation.

Adding an Earnings Code Record

1. Enter Add mode.

2. Enter all information associated with the earnings.

3. Save the record.

Updating an Earnings Code Record



3. Save the record.

Deleting an Earnings Code Record

NOTE: Earnings Codes that are currently being used cannot be deleted. For example, if an earnings code has been linked to a specific

employee position appointment, that code cannot be deleted.





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Employee Groups

Employee Groups Setup provides the ability to create and maintain the codes identifying the categories that classify or group employees who are in similar positions within your facility. These group codes are then linked to each employee’s appointment record in the Employee Information Data Entry routines. The groups are used for the classification of employees, daily attendance records, and related payroll expenses.

Access to Employee Groups Setup



3. Click the Employee Groups option.

NOTE: When creating employee groups:

1. Break out any different bargaining units, including those groups NOT part of a bargaining unit. 2. Consider breaking out any groups within the bargaining units for any special reporting needs (e.g., different types

of substitutes). The Employee Groups listing displays the records in this table. Use this window to add, maintain, or view records.



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Field Description Employee Group Code Enter the abbreviation (up to 15 characters) for the employee group. When updating

an employee group record, this field is not modifiable. Example: Food Serv Wrkr

Employee Group Name Enter the full description (up to 100 characters) of the employee group. Example: Food Service Worker

Seniority Unit Use the drop-down arrow to specify if seniority is calculated by the number of Hours

or Days worked. Seniority Calc Method Use the drop-down arrow to specify how seniority is going to be calculated. Set this

field to Calendar if you want nVision to use the number of Paid Working Days from the employee group calendar to calculate seniority. Set this field to Standard Days if you want nVision to use the appointment number of standard days to calculate seniority.

Days Worked Method Enter the method for calculating paid days worked – Actual or Swaim.

If the Days Worked Method is set to Actual, you must have a calendar linked to the employee group. The Work Days on the Earnings window in Employee Maintenance will default to the number of Paid Work Days associated with the fiscal year calendar linked to the employee group in Employee Group Setup. If the Days Worked Method is set to Swaim, the Work Days defaults to the Swaim

number of calculated work days. Example: For 10-month Teachers, the Swaim calculated number of days is 200 (20 working days per month times 10 months per year). The entry in this field is also used in calculating the Divisor during the Seniority Accrual process.

Bargaining Unit Code Use the lookup to select from a listing of existing bargaining units or press the Add

button to add a new bargaining unit record on the fly.



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Field Description Telephone Notification Check the box if employees in this employee group can be contacted for mass phone

notification via the Connect Ed Export utility. Instructional Check the Instructional box if employees in this group are certified instructional. For

State Ed Reporting purposes, the Instructional flag is used only for the Staff Evaluation process. Be sure to check the Instructional flag if APPR scores are to be reported for employees in this employee group during the Staff Evaluation Generation process. NOTE: The Instructional flag setting is NOT used in the Staff Snapshot, Staff Assignment, or Staff Tenure generation and export processes.

Report to Staff Snapshot Flag/Position Title

Check the Report to Staff Snapshot field if employees in this grouping should be included in the Staff Snapshot. If checked, use the Position Title drop-down to designate employees in this employee group as either Teachers, Principals, or Other. Other means that employees in this employee group need to be reported to Staff Snapshot and they have an ENYP or PMF code. The Position Title information is reported in field 8 or 105 of the APPR Staff Snapshot file.

Substitute Leave the box checked if employees in this group are considered substitute employees.

If the box is checked, the employee can be selected as an available substitute when recording attendance in the Attendance Entry routines. You will also have the ability to set up a sliding pay scale in the Substitute Payroll Utility for any employee group designated as having substitutes.

Substitute Employee Group nVision provides the ability to define the primary or default substitute employee group

for each individual employee group. This field is used to prioritize the substitute employee groups. This is especially helpful for those employees who have multiple appointments. The information in this field is used by nVision to pull the pay rate and

account code from the appropriate appointment during Substitute Payroll processing. Refer to the nVision Substitute Payroll documentation for additional details.

Health Insurance Offered Check the box if employees in this employee group are offered health insurance.

Otherwise, leave the box unchecked. The flag is used in the New Hire report to determine which employees were offered health insurance.

Adding an Employee Group Record

1. Enter Add mode.

2. Enter all information associated with the employee group.

3. Save the record.

Updating an Employee Group Record



3. Save the record.



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Deleting an Employee Group Record

NOTE: Employee groups that are currently being used cannot be deleted. For example, if an employee appointment record exists with the employee group, that group cannot be deleted from the setup table.





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Leave Types

Leave Types Setup is used to create and maintain the various leave types (employee status) that impact New York State Teacher’s Retirement System Reporting and Seniority calculations. Examples of valid leave types are Military, Maternity, Paternity, Sabbatical, Sick, etc. Refer to the document entitled nVision HR Attendance and Leave Entry for complete details.



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Pay Frequency Codes

nVision Payroll uses pay frequency codes to categorize when employee supplemental earnings and voluntary deductions are earned or taken. The frequencies serve as switches that can be turned on when the earning or deduction is desired or turned off when the earning or deduction is not appropriate.

Access to Pay Frequency Codes Setup



3. Click the Pay Frequency Codes option.

The Pay Frequency Codes listing opens, displaying all existing pay frequencies. Use this window to add, maintain, or view pay frequency records. NOTE: Remember the following when setting up frequencies:

1. Each frequency can be set up for either a supplemental appointment, deduction, or both.

2. Frequencies MUST be turned on or off for deductions and earnings on the Frequency tab and/or the Generate Supplemental flag must be checked for the Pay Profile on the Pay Profile tab in Payroll Check Settings in order for that deduction to be taken or the supplemental earning to be generated in each payroll.

3. Frequencies are assigned to each deduction on the employee’s deduction screen and each supplemental appointment on the employee’s Appointment screen.

4. Deductions which are taken at certain times for one employee group may not necessarily be taken at the same time for another, causing a possible need for multiple frequencies for a particular deduction.

5. If different deductions are taken at the same time (or different supplemental earnings are paid at the same time), the same frequency may be used for them. By doing this, you will be cutting down on the number of frequencies that need to be turned on for each payroll. DO NOT create separate frequencies for each employee group and each deduction unless necessary.



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Field Description

Pay Frequency Code Enter the code that uniquely identifies the pay frequency (up to 15 positions).

Example: BW26 Description Enter the pay frequency description (up to 100 positions). Times Taken Enter the default number of times that nVision should calculate pay amounts for items

using this frequency. Pay Frequency Type Use the drop-down arrow to choose the type of frequency.

Choose Earnings if the frequency applies to earnings only. Choose Deductions if the frequency applies to deductions only. Choose Earnings & Deductions if the frequency applies to both earnings and deductions.

Active When adding a new pay frequency, this box is checked as ACTIVE. Uncheck the box if

you want to flag the pay frequency as “INACTIVE”. An inactive pay frequency is one that you are no longer using, but you are retaining the code in the system for reporting purposes rather than deleting it. You cannot create earnings or deduction records for pay frequency codes defined as inactive. You can recheck the box at any time that you wish to begin re-using the code.



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Adding a Pay Frequency Code Record

1. Enter Add mode.

2. Add all information associated with the pay frequency.

3. Save the record.

Updating a Pay Frequency Code Record



3. Save the record.

Deleting a Pay Frequency Code Record

NOTE: Pay frequency codes that are currently being used cannot be deleted. For example, if a pay frequency code is linked to

an employee’s earning or deduction record, that code cannot be deleted.





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Retirement System Codes

Retirement System Codes Setup is used to create and maintain codes representing the various retirement systems in which an employee can be a participant. Examples of retirement systems include TRS (NYS Teacher’s Retirement System), ERS (NYS Employee’s Retirement System), or P&F (NYS Police and Fire Retirement System). Each record stores the employer contribution rate for each tier within the retirement system. The employer contribution rate is set by the New York State Comptroller’s Office as a percentage of employer’s salary base. The rates must be entered by the user each year. During the Human Resource Salary Letter and Negotiations Earning Projection Letters printing processes, the employer contribution rate associated with the employee’s retirement system and tier is multiplied by the employee’s total entitlement for the selected fiscal year. If retirement information is selected to be included on the letter, the Employer Cost will be displayed as a benefit on the letter and will be reflected as part of the employee’s total compensation for the selected fiscal year. In addition, each record stores the various reference codes that will be used for New York State Teacher’s Retirement System Reporting. Each earning code in the Earnings Code Maintenance File will be mapped to one of these reference codes. Examples of valid TRS Reference Codes are B (Base Salary Pay), C (Instructional Pay), D (Summer School Pay), M (Non-STRS Pay), etc.

Retirement codes are linked to employee position appointment records in Employee Payroll Information. An employee may be in more than one retirement system based on the appointments they have. The Retirement System Listing Report can be run to display a listing of employees in selected or all retirement systems.

Access to Retirement System Codes Setup



3. Click the Retirements System Codes option.

The Retirement System Codes listing displays the records in this table. Use this window to maintain or view records.



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Updating a Retirement System Code Record


2. Check the box if employee contributions to this retirement system are matched by the employer. Otherwise, leave the box unchecked.

3. On the Expense Rates tab, highlight a tier and then add the starting and ending dates for the fiscal period and the corresponding employer contribution rate. Repeat this step for each tier. Teachers Retirement System For TRS, the employer contribution rate (ECR) is fiscal-year based (July 1 to June 30) and is the same for all tiers. Enter the employer contribution rate for each tier of the retirement system, as shown in the illustrations below. NOTE: The rates shown in the screen captures in this document are for display purposes only. Rates may vary in each organization.



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Employee Retirement System For ERS, the employer contribution rate (ECR) is applicable each year during the period of April 1 through March 31 and the rates vary by tier. Enter the employer contribution rate for each tier of the retirement system, as shown in the illustrations below. NOTE: The rates shown in the screen captures in this document are for display purposes only. Rates may vary in each organization.



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4. Save the record at this time or continue to the Reference Codes tab to enter additional information.

5. On the Reference Codes tab, add the various reference codes that will be used for New York State Teacher’s Retirement System Reporting.

Enter the code that references a specific type of earning and the full description of the earning identified by the reference code. Leave the Active field checked if you want this code to be available for use on the Retirement tab in Earnings Codes setup. If unchecked, the code will not be displayed on retirement reference code lookups.



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6. Save the record. Employer Retirement Contribution Rates and the Salary Letter During the Human Resource Salary Letter and Negotiations Earning Projection Letters printing processes, the user has the option to include retirement benefits provided by the employer by checking the Include Retirement option on the report criteria selection window. nVision checks the expense rate information from this Retirement System Codes Setup table to calculate the amount of the employee benefit. The employer contribution rate associated with the employee’s retirement system and tier is multiplied by the employee’s total entitlement for the selected fiscal year. The Employer Cost will be displayed as a benefit on the letter and will be reflected as part of the employee’s total compensation for the selected fiscal year.



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TRS Leave Types

TRS Leave Types Setup is used to create and maintain the various leave type codes used for New York State Teacher’s Retirement System Reporting. When applicable, TRS Leave Types are entered for the employee on the Employee Information – Personal Information folder - Retirement tab.

Access to TRS Leave Types

1. Under the Setup menu tree, open the Codes sub menu.

2. Click the TRS Leave Types option.

The TRS Leave Types listing displays the records in this table. Use this window to add, maintain, or view records.



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Field Description TRS Leave Type Code Assign a 3-character code to the leave type. Description Enter the description of the leave type (up to 50 characters).

Adding a TRS Leave Type Record

1. Enter Add mode.

2. Enter all information associated with the leave type.

3. Save the record.

Updating a TRS Leave Type Record



3. Save the record.

Deleting a TRS Leave Type Record

NOTE: TRS Leave Type codes that are currently being used cannot be deleted. For example, if an employee information retirement record exists with the leave type code, that code cannot be deleted. In addition, none of the system-populated

leave type codes can be deleted.





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TRS Termination Codes

The TRS Termination Codes setup table stores the various termination codes used for New York State Teacher’s Retirement System Reporting. Where applicable, TRS Termination Codes are entered for the employee on the Employee Information – Personal Information folder - Retirement tab.

Access to TRS Termination Codes

1. Under the Setup menu tree, open the Codes sub menu.

2. Click the TRS Termination Codes option.

The TRS Termination Codes listing displays the records in this table. Use this window to add, maintain, or view records.



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Field Description TRS Termination Code Assign a 3-character code to the termination type.

Description Enter the description of the termination type (up to 50 characters).

Adding a TRS Termination Code Record

1. Enter Add mode.

2. Enter all information associated with the termination type.

3. Save the record.

Updating a TRS Termination Code Record



3. Save the record.

Deleting a TRS Termination Code Record

NOTE: TRS Termination Codes that are currently being used cannot be deleted. For example, if an employee information

retirement record exists with the leave type code, that code cannot be deleted. In addition, none of the system-populated

termination codes can be deleted.





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Check Layout

The Payroll Check Layout setup is used to customize and design the look of your Payroll checks and re-position the information that is to be displayed on the printed blank check stock. Refer to the document entitled nVision Payroll Check Layout for complete details.



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Pay Profiles Pay Profiles are used to create pay schedules for specific groups of employees based on a selected first check date, number of checks, and payroll cycle. Once your pay profiles have been defined, they can be linked to selected employee appointments. The user will have the ability to update or change the Pay Profile at any time. Each time an earning is added for a Contractual, Annualized or Supplemental Appointment of an employee who has a Pay Profile, nVision creates a pay schedule for that employee which displays the amount of each paycheck based on the entitlement and specified number of checks.

Access to Pay Profiles


2. Click the Pay Profiles option.

The Pay Profile Listing displays.

NOTE: When creating Pay Profiles:

1. Break out any different bargaining units, including those groups NOT part of a bargaining unit. 2. Divide these groups by the different workday calendars they may have. 3. Break these groups out by the number of checks they receive per year. Example, if there are three different

employee groups under one bargaining unit and there are different pay date events for each of these three groups, you must set up three different pay profiles.



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Choose a pay profile to work with from the listing or enter Add mode to enter a new pay profile.



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Adding a Pay Profile

1. Enter Add mode.

2. Enter the name of the pay profile.

3. Enter a description of the pay profile.

4. Enter the standard number of hours per day that employees in this pay profile work.

5. Use the lookup to select the bargaining unit associated with this pay profile grouping.

6. Using the drop-down, select the calendar associated with this bargaining unit.

7. Enter the number of checks that employees in this pay profile receive.

8. Use the lookup to select the appropriate payroll cycle (i.e., weekly, biweekly, semi-monthly, etc.).

9. Enter the standard number of months per fiscal year worked by individuals in this pay profile.

10. Enter the standard number of days that employees in this pay profile work.

11. Using the drop-down, choose the number of decimal places to Round Hourly Rates to. Valid entries are zero, two, or three decimal places.

12. Using the drop-down, choose the number of decimal places to Round Daily Rates to. Valid entries are zero, two, or three decimal places.

NOTE: The selected rounding method will apply to the following areas: hourly and daily rates for contractual and supplemental earnings in Employee Payroll Information –

Appointment Earnings tab extended pay rate on the Timesheet Entry window extended pay rate on the Additional Earnings tab in Payroll Checks extended pay rate on the Employee Payroll Information - Appointments – Timesheet Earnings window salary amount for hourly workers in Negotiations – Salary Schedules daily and hourly amounts for Contractual and Supplemental earnings in Negotiations – Earnings Projections

13. Check the Generate Contract box if employees under this pay profile have contractual earnings that are

automatically generated through the Payroll Generation process. Otherwise, leave the box unchecked.

14. Check the Generate Supplemental box if employees under this pay profile have supplemental earnings that

are automatically generated through the Payroll Generation process. Otherwise, leave the box unchecked.

15. Check the Prorate Pay Period box if you have set up the pay profile sometime after the start of the fiscal year and you want nVision Payroll to take the employee’s entitlement remaining to be paid thru the rest of the fiscal year and simply divide it out over the pay events remaining. Leave the box unchecked if you want nVision to pay the Standard Period Pay for all possible pay events and adjust only the next or pennies pay event depending on the adjustment amount (positive adjustment amounts are added to the pennies pay and negative adjustment

amounts are subtracted from the next pay event) **If the Prorate box is checked and an employee started mid year, the system would take the entitlement and spread it over the remaining pay events. However, if the employee gets a pay raise the following year, they could possibly see their biweekly pay go down. Therefore, in the majority of cases, the Prorate box is left unchecked.



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16. Under the Payroll Events folder, select the Fiscal Year to add the pay profile for. NOTE: You do not need to set up pay events for employees in hourly or per diem pay profiles.

17. Payroll Dates can either be entered one line at a time or multiple event dates can be selected and imported. Use the drop-down in the Payroll Date Event No. 1 field to review the pre-defined pay dates based on the selected payroll cycle for this pay profile. Choose the date of the first check. Add as many pay events as needed.

OR

Click the to display a listing of payroll event dates based on the specified payroll cycle and select multiple or all dates to import into this pay profile.

Highlight one or multiple payroll dates or check the Select All box to import all payroll event dates. Click OK.



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18. Using the drop-down, choose the payroll event type for each payroll date in the selected fiscal year. Valid

entries are as follows: Normal – The employee is getting paid the normal period pay amount. Flat – The employee is getting paid a flat amount. Then enter the dollar amount in the Flat Amount field. Example: Some districts pay their teachers a flat dollar amount at the start of the fiscal year. Split – The employee is getting paid for only some of the days in the payroll period. Then enter the Split Percentage in the next field. Example: Employees are getting paid for 5 out of the 10 days in the payroll period and you wish to pay that employee 50% of the normal pay period amount.

NOTE: For pay profiles where the event type is ‘Split’ for a specified Payroll Date, the Deduction Multiplier is automatically set to the percentage of the split. The Deduction multiplier can be changed as needed by clicking the Settings button in the Payroll Checks routine, finding the appropriate Pay Profile in the drop-down, and then changing the deduction multiplier for deductions as

needed.



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Multi-Lump Sum Check – The employee is getting paid one lump check that consists of multiple checks for the payroll period. Then enter the number of number of normal pays that the employees’ last pay will be equal to in the Multi Occurrences field. The Multi Occurrences field MUST be entered correctly in order for TAXES AND DEDUCTIONS being taken multiple times to be calculated correctly on the multi-check. Multi-Separate Checks – The employee is getting paid multiple separate check documents for the payroll period. Then enter the number of number of normal pays that the employees’ last pay will be equal to in the Multi Occurrences field. The Multi Occurrences field MUST be entered correctly in order for TAXES AND DEDUCTIONS being taken multiple times to be calculated correctly on the multi-check.

19. For the final payroll check date, check the Pennies box if the employee is getting paid extra pennies to complete payment of the full entitlement.

20. Manually enter the starting and ending dates for this payroll period in MM/DD/YY format or have nVision populate the dates. This date range can be displayed on the check stub, provided that the Include Pay Period box is checked in Check Layout – Stub Elements. Leave the Start and End Dates blank if you do not want this date range to display on the check stub.

To have nVision generate the pay period dates for payroll cycles, click . The windows will contain different criteria to be entered, depending on whether the Payroll Cycle is

Weekly/Biweekly or Semi-monthly. The windows are shown below: Weekly and Biweekly Payroll Cycles

Enter the Start and End Dates of the first payroll event only; nVision will calculate the remaining dates

based on these starting/ending entries. Click .



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The Starting and Ending pay period dates are populated.

Semi-monthly Payroll Cycles



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Enter the Start and End Dates for the first payroll event of the selected fiscal year. Example: If the First Payroll Event Date is 07/13/2018, and for that payroll event date the employee is being paid for the pay period 07/01/2018 through 07/15/2018, enter 07/01/2018 in the Start Date field and 07/15/2018 in the Start Date and End Date fields, respectively. In the End Day 1 field, enter the end DAY of the month based on the Start and End Dates indicated. This will be used to populate the pay period end dates for the first payroll event of each month. Example: If the End Day 1 is entered as ‘15’, and the first payroll event date is in July, the pay period end date for the first payroll of each month will be 07/15/18, 08/15/2018, 09/15/2018, etc. NOTE: The number entered in the End Day 1 field must come before the number entered in the End Day 2 field. In the End Day 2 field, enter the end DAY of the month based on the Start and End Dates indicated. This will be used to populate the pay period end dates for second payroll event of each month. Example: If the End Day 2 is entered as ‘30’, and the first payroll event date is in July, the pay period end date for the second payroll of each month will be 07/30/18, 08/30/2018, 09/30/2018, etc. NOTE: The number entered in the End Day 2 field must come after the number entered in the End Day 1 field. nVision will calculate the remaining dates based on these Start/End Date and End Day 1 and 2 entries. Click

. The Starting and Ending pay period dates are populated.



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21. Click the Payroll Check Options folder to flag the attendance balance information which is to be displayed on

the check stub. The listing includes all attendance codes that are NOT chargeable to another attendance code.

Check the appropriate box(es) to include balance information for that attendance bank on the check stub. You may choose to show attendance balance information for vacation days, personal days, sick days, comp days, etc.



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22. Click the Salary Schedules folder to link the salary schedules (s) to the appropriate pay profile based on the

selected fiscal year.

23. Save the record.



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Payroll Cycles The Payroll Cycles File contains information used to indicate how often the employer pays the employees. Examples of payroll cycles are weekly, biweekly, and semi-monthly.

Access to Payroll Cycles


2. Click the Payroll Cycles option.

Choose a payroll cycle to work with from the listing or enter Add mode to enter a new pay cycle.



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Adding a Payroll Cycle

1. Enter Add mode.

2. Enter the Payroll Cycle Name. Example: Biweekly

3. Use the drop-down to choose the Payroll Cycle. Example: Biweekly Payroll

4. Leave the box checked if the payroll cycle is currently Active for use.

5. Select the Fiscal Year to add the payroll dates for.

6. Payroll Dates can either be entered one line at a time or multiple event dates can be created. Use the drop-down in the Payroll Date field to choose the appropriate pay date from the calendar.

Choose the date of the first check in the payroll cycle. On each subsequent line, add as many pay event dates as needed. OR

Click to select a starting date and have nVision automatically create the next sequential dates based on the payroll cycle chosen.



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Enter the Starting Payroll Date. Click OK. nVision returns the Payroll Cycle Setup window, having created records for the remaining dates in this payroll cycle.

7. Enter a Description of this pay event, if necessary. Check the box if Direct Deposit is enabled for the payroll date.

8. Click the Payroll Frequencies folder to check the appropriate box(es) to turn on or turn off frequencies for supplemental earnings and/or deductions for each payroll event date for the payroll cycle within the selected fiscal year. NOTE: If you forget to set frequencies in the Payroll Cycle, you will still have the chance to turn frequencies on/off via the Payroll Settings button when printing payroll checks.

This window allows you to indicate which Supplemental earnings (for Supplemental “S”-method appointments) should be generated and which Deductions (from the employee’s deduction folder) should be taken that are linked to each frequency code in the payroll date of the selected fiscal year. For example, you may have a football coach who gets paid twice per year, so you can turn on the frequency for the supplemental earning on those two specific payroll dates. If necessary, print a Diagnostic Master Deduction Listing to see how each employee has their deduction frequencies set. To set the frequencies, select the Fiscal Year from the drop-down. Select the appropriate Payroll Date from the drop-down. If the frequency should be turned on for both Earnings and Deductions for the selected payroll date, check the Earnings and Deductions boxes. If the frequency should be turned on for Earnings only for the selected payroll date, check the Earnings box and leave the Deductions box unchecked. If the frequency should be turned on for Deductions only for the selected payroll date, leave the Earnings box unchecked and check the Deductions box. Select a new Payroll Date from the drop-down and set the frequencies for earnings and/or deductions as needed.

9. Save the record.



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Tax Tables nVision Payroll uses tax tables to calculate employee payroll taxes. Your facility can use either multiple tax tables for employees residing in different municipalities or the standard federal and state tables provided. Each table is comprised of 2 parts: the percentage withholding window and withholding allowance threshold window. Tax information is stored in this table by calendar year.

Access to Tax Tables Setup


2. Click the Tax Tables option.

The Tax Tables window displays. Use this window to add and maintain the tax information that the system will use to calculate Federal, State, and City taxes during the payroll calculation process. The following exemptions are available for Federal Tax Authorities:

Fed W/H Federal Withholding Tax Emp FICA Employee FICA Withholding Tax Empr FICA Employer FICA Tax Expense Emp Medi Employee Medicare Withholding Tax FUI Federal Unemployment Insurance Expense

The following exemptions are available for State Tax Authorities:

State W/H State Withholding Tax SUI State Unemployment Insurance Expense

The following exemptions are available for City Tax Authorities:

City W/H City Withholding Tax



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1. From the drop-down, choose the appropriate Calendar Year.

2. Click the Federal folder. Click the Federal Withholding Tax folder.

For Federal Tax Authorities, enter the employer FICA percentage, maximum wages subject to FICA, employee FICA percentage, federal unemployment insurance (FUI) percentage, withholding allowance limit, employer Medicare percentage, employee Medicare percentage, maximum wages subject to Medicare, Medicare expense and liability account codes, maximum wages subject to federal unemployment insurance, and supplemental withholding percentage.

3. Click the Federal Withholding Tax Table folder.



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Using the drop-down, choose the Single withholding table. Enter the annual single withholding tax table with the withholding amount, percentage rate, and tax bracket limit for each line. Using the drop-down, choose the Married withholding table. Enter the annual married withholding tax table with the withholding amount, percentage rate, and tax bracket limit for each line.

4. Click the State folder. Click the State Withholding Tax folder.



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For State Tax Authorities, enter the maximum State Unemployment Insurance (SUI) wage, withholding allowance limit, standard deduction for single, SUI percentage, supplemental withholding percentage, and standard deduction for married.

5. Click the State Withholding Tax Table folder.


6. Click the City folder. Click the City Withholding Tax folder.



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Enter the withholding allowance limit, standard single deduction, base gross percentage, supplemental withholding percentage, and standard married deduction.

7. Click the City Withholding Tax Table folder.


8. Save the record.

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