Payroll Items

Payroll items are client specific must be set up or imported to process payroll. There are 20 payroll item types.

An unlimited number of Payroll Items may be set up, but the following Payroll Items must be set up to process a payroll. Once an item has been saved, the Type cannot be changed. However, all other information can be changed as needed.

Note: If Payroll Items have been imported from a PBM™ or FCA™ source company, review the items that were imported and create any items unique to this company.

• Pay
• Federal Withholding
• Social Security Company
• Social Security Withholding
• Medicare Company
• Medicare Withholding
• Federal Unemployment
• State Unemployment Company
• Employer Expense (This is a placeholder for overhead taxes and is mandatory).

These additional items may also be required depending on the location of the payroll company and its employees:

• Family Leave Company
• Family Leave Employee
• State Withholding
• State Unemployment Employee
• SDI Company
• SDI Employee
• Local Withholding

Create additional Pay Items for Overtime, Double Time, Vacation, etc. as needed. For Pay Type items, use one of the payroll accounts as the Expense Account. The actual posting will be handled through the department. Use the appropriate factor for Overtime pay or Double Time pay.

For items that are accruing a payable for which a check will be issued, select the appropriate payee in the Payable To field. The system will create a payable when payroll checks are calculated.

The fields on the Payroll Item screen will vary depending upon the Type that is selected. The Lookup can be any alphanumeric code with the Description describing what it is.

Select the Type from the drop-down list. For a detailed explanation of each payroll item Type please click on the desired link. For detailed information regarding the setup of specific payroll items such as pre-tax deductions or fringe benefits among others, please refer to Chapter 2 of the Payroll Reference Manual.pdf.