Settings
HOW TO SET UP MONEY TYPES
Money Types are payments made to employees in addition to their regular wages. Examples of Money Types are Bonus, Commission, or Severance. See Also: How To Set Up Hours Types As you set up your company in the wizard, you may customize your list of ...
HOW TO SET UP HOUR TYPES
HOW TO SET UP HOUR TYPES Hour Types are types of hours paid to employees. Examples are Regular, Overtime, Doubletime, Vacation, Holiday, Sick, Jury Duty, and Bereavement. As you set up your company in the wizard, you can customize your list of Hour ...
UPDATING YOUR STATE UNEMPLOYMENT (SUTA) RATE
Background Most business owners receive an annual determination of their state unemployment (SUTA) tax rates. These rates are based on their company’s unemployment claims “experience.” For example, if you lay off several employees and they collect ...
How to Run Payroll
Start a new payroll 1. Payroll > Payroll Tasks > Run a New Payroll 2. If you use different pay frequencies (such as Weekly and Biweekly), select the pay frequency for this payroll. By default the most frequent pay frequency will display. 3. If your ...
Intro: Payroll Entry Screen
Introduction to the Payroll Entry Screen To run a payroll in Patriot Software, you’ll use the Payroll Entry screen on Step 1 to enter hours and money for your employees. The Payroll Entry screen appears when you click “Run a New ...
Payroll Process: Approve Payroll
Payroll Process Step 2 – Approve Payroll Step 2 shows the calculated payroll for each employee and details of each check. Use this preview to verify and confirm your amounts are correct. Your payroll has not been finalized until you click ...
Employee-Level Deductions
You can make deductions from employee paychecks for various reasons, such as benefit premiums, 401k savings, loan repayments, wage garnishments, employee purchases, etc. You must first set up the deductions at the Company level before assigning them ...
Time Summary Report
The Time Summary Report shows a summary and details by the day of each employee’s recorded time. Payroll > Reports > Time & Attendance Reports > Time Summary. The current year and pay period will display. Change the dropdown list to change the pay ...
Exporting Payroll to QuickBooks Desktop via IIF
Background on Generating Your QuickBooks IIF If you use the desktop version of QuickBooks for your accounting software and Patriot Software to run payroll, you may want to export your payroll data into QuickBooks. An Intuit Interchange Format (IIF) ...
Direct Deposit Account Status
When you sign up to use NatPay direct deposit, your NatPay account status can be in one of the following three stages: New: If you have not yet completed your NatPay application, or if you have recently completed and sent the application to NatPay, ...
How To Set Up Hour Codes
Hour Codes are types of hours paid to employees. Examples are Regular, Overtime, Doubletime, Vacation, Holiday, Sick, Jury Duty, and Bereavement. See Also: How To Set Up Money Codes in Patriot Software As you set up your company in the wizard, you ...
Company-Level Deductions
Background A payroll deduction is an amount of money that is withheld from an employee’s paycheck in order to make a payment to a third party. Examples could be taxes, insurance premiums, 401k savings, loan repayments, wage garnishments, and employee ...
Deduction Types
Background A deduction is an amount of money withheld from a paycheck in order to make a payment to a third party such as insurance premiums, 401k savings, wage garnishments, etc. For further reading about deductions, see our payroll ...
Deduction and Contribution Limits
Background A deduction is money withheld from a paycheck in order to make a pay taxes, insurance, garnishments, or other payments. See a full definition of Deduction in our Payroll Glossary. In Patriot Software, a contribution is a company-paid ...
Company-Level Deduction Setup: Field-Level Help
Background A deduction is an amount of money taken from a paycheck in order to make a payment towards insurance premiums, 401k savings, wage garnishments, etc. For a full definition, see Deductions in our Payroll Glossary. For further reading about ...
Catching Up Uncollected Deductions
If there are deductions not withheld that need to be caught up in an employee’s paycheck, you will need to add the uncollected amount to the regular amount and change this on the employee’s deduction screen for however many payrolls that the catch-up ...
Editing an Employee’s Time-Off Balance
Here’s how to add or subtract time-off hours for an employee: Payroll > Time and Attendance Tasks > Manage Time Off If you track more than one type of Time Off (such as vacation, sick leave, holiday, etc.), select the Hours Code from the dropdown ...
Using Time-Off Hours in a Payroll
Background If you keep track of your employees’ available and taken time-off hours such as vacation or sick leave, there are a few things to be aware of, depending on how and when you enter an employee’s hours as they take them. If you have Time & ...
Setting Up Time-Off Hours
You can track non-worked hours activity as a “Time Off” bank of hours for each employee, such as vacation, sick, or personal business time. Before you can manage Time-Off hours, you must first set up your payroll hours code as a “Time Off” code. For ...
HR Info: Add Employee Note
Any time you need to document an activity for an employee, you can add employee notes to their record. To Add an Employee Note: Payroll > Employees > Employee List > select Employee Name Click the HR Info link on the employee’s record > HR Info page. ...
HR: Add Employer Documents
You can upload and store your company’s electronic files and bookmark website links to share with employees through their employee portal. You can share reference materials for employees, such as a company handbook, blank new hire forms, a phone ...
HR: Adding Specific Employee Attachments
You can attach electronic files to an employee’s record, which is helpful for storing resumes, performance reviews, benefit forms, and other employment documents. Files with the following extensions can be attached: .txt, .doc, .docx, .jpg, .jpeg, ...