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Set up employees and payroll items

Add accruable benefits to an employee record

You can activate accruable benefits for individual employee on the
Accruable Benefits
 tab of the Employees screen. The information in the grid defaults to any values set up in the Setup > Accruable Benefits screen.
Follow these steps to add or change benefits for an employee.
  1. Select
    Setup
    ,
    Employees
    , then the
    Accruable Benefits
     tab.
  2. In the accruable benefits grid, mark the
    Active
     checkboxes for the accruable benefits that apply to this employee. The grid is populated using information added on the Accruable Benefits screen for the client.
  3. Choose one:
    • For live payroll processing: Modify information within the grid to tailor it to this employee's needs, if necessary.
    • For after-the-fact payroll processing: You can modify only the
      Activation date
       field in the grid.
    note
    If the accruable benefit is set up to use a graduated table, you can modify only the
    Beginning Balance
     and
    Adjustment
     fields for that accruable benefit here at the employee level.
  4. For live payroll processing only:
     Select the ellipsis button to open the
    Employee Accruable Benefit Item Settings
     window, where you can set up additional options for the accruable benefit item.
  5. To display the employee's accruable balance amounts, select
    View Balances
     to open the
    Accruable Benefit Balances
     window.

This article applies to:

  • Product: Accounting CS Client Access
  • Subject: Payroll checks

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