Company Setup: ACA
The ACA tab is used to configure the system for collection of data for
Company Setup: Accruals
The Accruals Tab is used to setup and manage any Time Off policies the
Company Setup: Agencies
The Agencies Tab is used to setup payments to third parties. Third
Company Setup: Auto Posts
Auto Posts are used to simplify payroll entry by prepopulating the
Company Setup: Calc Codes
Calc Codes are a function included in both RPD and RPO.
Company Setup: Calendar
Historically, the Calendar contains a record of every payroll that has
Company Setup: Calendar Schedule Setup
The Calendar Schedule Setup is a series of instructions used by the
Company Setup: Code Groups
Code Groups are a mechanism that allows the system to return numeric
Company Setup: Deductions
The Company Setup \> Deductions tab houses all the deduction codes for
Company Setup: Departments
The Departments tab is used to define the structure on the company. On
Company Setup: EE User Fields
The EE User Fields allow for the creation of custom employee level
Company Setup: Earnings
The Company Setup \> Earnings tab houses all the earnings codes for the
Company Setup: Insurance
Introduction
Company Setup: Jobs
Job Codes (also referred to as Job numbers) are used by clients to track
Company Setup: Misc
The Misc Tab (Miscellaneous) provides access to forty-three different
Company Setup: Misc | Advanced Time Imports
The below information should be used to set up the Timeclock Import
Company Setup: Misc | Asset Type Codes
Asset Type Codes are typically used to build a list of items provided to
Company Setup: Misc | Certification Codes
Certification Codes are used to build a list of the various
Company Setup: Misc | Emp Types
Employee (Emp) Types are used to drive many calculations and views in
Company Setup: Misc | Events
The Events option is used to build a table of Event codes that can be
Company Setup: Misc | Leave of Absence Codes
In order to use the LOA Tab in Employee Maintenance, you must first
Company Setup: Misc | License Codes
Use this option to build a catalog of License Codes for the client.
Company Setup: Misc | New Hire Wizard
Use of the New Hire Wizard function is optional.
Company Setup: Misc | Note Categories and Note Types
The setup of Company level Note Categories and Note Types must be
Company Setup: Misc | Rate Change Codes
Rate Change Codes are used to identify the reason a new Rate was added
Company Setup: Misc | Rates
The Rates option in the Miscellaneous Tab in Company Setup is used to
Company Setup: Misc | Skills
Use of the Company Level Skills setup is optional.
Company Setup: Paycheck Attributes
Each paycheck has a Paycheck Attribute associated with it. A "regular"
Company Setup: Payroll Groups
Payroll Groups are used to identify employees as members of a group.
Company Setup: Positions
Use the Positions tab to create a list of Company Positions that can be
Company Setup: Prevailing Wage
Setup
Company Setup: Retirement (previously 401k)
The Retirement tab allows you to set up information used on the employee
Company Setup: Work Comp
The Work Comp tab is used to house data related to the Workers Comp
Covered Dependents
When an employee accepts coverage under a health plan and agrees to the
Dashboard Setup
This document is an in depth outline of how to add and utilize
Employee: Dept/Position | Department
The Department Tab is located in the Dept/Position area of the Employee
Employee: Dept/Position | Future Changes
The Future Chages Tab is located under Dept/Position under the Employee
Employee: Dept/Position | Labor Allocation
Use of this tab is optional.
Employee: Employee | Custom Forms
Use of Custom Forms is optional.
Employee: Employee | Custom Tables
Use of Custom Tables is optional.
Employee: Employee | Employee Search
Use the Employee Search to aid in navigation through the RPO system.
Employee Maintenance: Accruals
The Employee Accrual Tab is used maintain employee participation in any
Employee Maintenance: Auto Pays
Some employees can have payroll that requires a significant amount of
Employee Maintenance: COBRA
What is COBRA?
Employee Maintenance: Certifications
Assigning certifications to employees is optional.
Employee Maintenance: Company Assets
Use the Company Assets tab to record information regarding company
Employee Maintenance: Compliance
The Employee Maintenance \> Compliance Tab is home to a variety of data
Employee Maintenance: Deductions
Use the Deductions tab to manage an employee's recurring deductions.
Employee Maintenance: Demographics
The Demographics page houses the name, home address and a number of
Employee Maintenance: Dependents
The Dependents Tab is used to record information about an employee's
Employee Maintenance: Dept/Position
The Dept/Position Tab is used to assign the home location of an
Employee Maintenance: Dir Dep (Direct Deposit)
Use the Dir Dep (Direct Deposits) Tab to manage the direct deposits for
Employee Maintenance: Documents
Use of this tab is optional. The tab is used to store various documents
Employee Maintenance: Earnings
Use of this tab is optional. It is used for employees that have
Employee Maintenance: Education
Use this tab to record information regarding the employee's educational
Employee Maintenance: Emergency
The Emergency Tab is used to store information about whom to contact in
Employee Maintenance: Events
The Events tab is used to record important activities involving the
Employee Maintenance: Future Changes
Future Changes refers to options in the system that allow the entry of
Employee Maintenance: Information
The Information tab displays various information from several tabs of
Employee Maintenance: Insurance
The Employee Insurance Tab can only be populated when company level
Employee Maintenance: LOA
Use the LOA tab to record information for any Leave of Absences taken by
Employee Maintenance: Labor Allocation
Use this tab to establish preset distributions of an employee's labor
Employee Maintenance: Licenses
Due to the nature of their industry, many companies need to keep record
Employee Maintenance: Miscellaneous
The Miscellaneous Tab houses multiple sections of data grouped by like
Employee Maintenance: Notes
Use of the Employee Notes tab is optional.
Employee Maintenance: Pay History
The Payroll Hist tab houses entries for each paycheck an employee have
Employee Maintenance: Position History
The Position History tab is used to enter future dated values for a
Employee Maintenance: Prev Empl
The Prev Empl (Prev Employment) tab is used to record an employee's
Employee Maintenance: Rates
The Rates tab houses all of the rates currently in use for an employee.
Employee Maintenance: Retirement (previously 401k)
The Retirement tab allows you to set up information used on the employee
Employee Maintenance: Reviews
The Reviews (Employee Reviews) tab is used to record information
Employee Maintenance: Skills
Use of the Skills Tab is optional.
Employee Maintenance: Taxes
The Employee Taxes tab is used to manage which taxes, if any, an
Employee: Payroll Data | Auto Pays
Auto Pays are found in the Payroll Date section under Employee.
Employee: Payroll Data | Deductions
The Deductions tab is found under the Payroll Data section in the
Employee: Payroll Data | Direct Deposit
Use the Direct Deposits Tab to manage the direct deposits for the
Employee: Payroll Data | Earnings
The Earnings tab is found under the Payroll Data section in the Employee
Employee: Payroll Data | Pay Rates
The Pay Rates tab houses all of the rates currently in use for an
Employee: Payroll Data | Taxes
The Employee Taxes tab is found under the Payroll Data Section of the
Employee: Personal | Additional Addresses
Use of the Additional Addresses tab is optional. It can be used to store
Employee: Personal | Change History
Change History is housed in the Personal Section of the Employee Module.
Employee: Personal | Compliance
The Compliance Tab is located under the Personal section in the Employee
Employee: Personal | Demographics
The Demographics page houses a number of informational fields regarding
Employee: Personal | Emergency Contacts
The Emergency Contacts Tab is used to store information about whom to
Employee: Personal | Information
The Information Tab is housed under Personal in the Employee section. It
Kiosk Messages
Setup is under Company \| Kiosk Messages
Master Company Setup: Addresses
Clients may require that various payroll, tax and Human Resources
Master Company Setup: Bank Accounts
The Bank Accounts tab is found at Master Company Setup \> Bank Accounts.
Master Company Setup: Billing
The Billing Tab is used to establish how an individual company is
Master Company Setup: Company Sets
A Company Set is a collection of clients. Company Sets can be used to
Master Company Setup: Contacts
The Contacts Tab is used to establish the individuals who would be
Master Company Setup: Custom Form Tabs
Introduction
Master Company Setup: Custom Table Tabs
The Custom Table Tab provides the ability to create custom tables where
Master Company Setup: Defaults
The Defaults tab allows the user to preset certain values in the
Master Company Setup: Delivery Settings
The Delivery Settings Tab is used to record the various addresses where
Master Company Setup: Demographics
The Demographics page is used to record various information about the
Master Company Setup: Filters
Filters are used to facilitate navigation in both the Payroll and
Master Company Setup: Form1099 Setup
Form 1099 is one of several forms used to prepare and file a return to
Master Company Setup: Frequencies
There are two type of Frequencies available in RPD/RPO: Tax Frequencies
Master Company Setup: Multi Co Tax Setup
Multi Co Tax Setup (Multiple Company Tax Setup) is used in cases where a
Master Company Setup: Notes
Notes are used to assist Service Bureau personnel with various tasks
Master Company Setup: Pay Rate Options
The Pay Rate Options Tab has two functions: Pay Rate Options and Rate
Master Company Setup: Payroll Verification
Payroll Verification is a tool that allows for the display of messages
Master Company Setup: Processing Objects
Processing Objects provide the ability to scan data in the system and
Master Company Setup: SB Info
The SB Info (Service Bureau Information) tab contains a series of fields
Master Company Setup: Services
Services perform several functions within the software. Some grant
Master Company Setup: Status
The Status tab contains multiple sections that affect payroll
Master Company Setup: Tax Filing
The Tax Filing (Tax Filing Configuration) Tab is used to control what
Master Company Setup: Taxes
The Taxes (Company Tax Codes) Tab is used to manage all of the taxes
Master Company Setup: Transfers
Transfers are used to move money from a client to the service bureau or
Master Company Setup: Users
The User Tab provides a list of users specific to the company and the
System Messages
System Messages can be set up to have pop-up notifications appear when a
System Operations: Agency Check Warehouse
The Agency Check Warehouse is found under System \> Operations.
System Setup: Company Sets
Overview:
System Setup: W2/1099 Form Setup
Use the W2/1099 Form Setup tab to create the setup needed to produce the