Employees to VO Payroll Forms

Information for employees set up in Full Contact Accounting™ or Professional Business Manager™ can be exported to a file which can then be uploaded to the Payroll Forms on the Virtual Office™.

To Create the Export File for Upload into the VO:

1. Select File>Exports>Employees to VO Pay Forms.
2. Choose a name and location for the export file.
3. Select the desired action for including terminated employees.
   
4. Click OK.

A "Not Responding" message in the Windows Task Manager does not mean that the program is not working. A dialog box will open when the process is complete. DO NOT end the task or interrupt the export.

Employee Maintenance Rules for Export

There are a few general rules to be aware of for employee maintenance prior to creating the export file.

1. Only contacts with a checkmark in the Employee box will be exported.
2. The first part of the Lookup in FCA must match the Employee ID in the VO Payroll Form up to the first space. The Employee ID in the VO Payroll Form must be unique for each employee. It is easier to keep these unique when the first part of the lookup is a number.
3. When Employees are imported from FCA into the VO Payroll Form, the system will assign the default Pay Rate to the first Regular Pay Type pay item in the VO Payroll Form unless the Salaried option is selected on the Employee tab in FCA. If this is the case, the default Pay Rate will be assigned to the first Salary Type payroll item in the VO Payroll Form.
4. The following fields are included in the Export to the VO Payroll Forms:
   
   
   • From the Contact Tab:
   • Lookup—Leading characters of Lookup up to the first space.
   • Social Security #
   • First Name
   • Middle Name
   • Last Name
   • Address 1
   • Address 2
   • City
   • State
   • Zip Code
   • Phone Number 1
   • Phone Number 2
   • Email 1
     
     
   • From the Employee Tab
   • Hired date
   • Terminated date
   • Pay Rate
   • Department
   • Portal Id
   • WH State
   • UI State
   • DOB
   • Race/Ethnicity
   • EEOC Job Category
   • SOC Code
   • FT/PT
   • Salaried—If this is checked, the Pay Rate will be imported into the Salary type item on the VO Payroll Form.
     
     
   • From the Taxes Tab:
   • W4 2020 or Newer
   • Federal Status
   • Multiple Jobs or Spouse Works
   • Num of Dependents
   • Dependent Amount
   • Other Income
   • Deductions
   • WH Extra
   • ST Status
   • ST Dependents
   • ST Extra WH

Log into your Virtual Office Portal and click on Payroll Forms on the Dashboard, or select Management>Payroll Forms in the left menu.

Detailed instructions for VO Payroll Forms can be found in the Virtual Office.