About Payroll Setup Options
Payroll Setup Options determine how your payroll system operates and the types of data that it stores and displays. Use the Payroll Setup Options window to set up default options for your payroll. You can change most settings later as needed.
- Use the Company tab to add or change the establishment number, NAICS code, tax number, contact name, telephone number and fax number for payroll. To change information at the company level, use Payroll Setup > Payroll Company Profile.
Enter the tax number (Employer Identification Number) for your company. The value you enter here will display in the Reporting ID field for the Federal Income Tax (USFIT) on the Form 941 and Form W-2.You can assign a Tax Number for each database. This tax number is used to link an HR company to a payroll company.
Enter the tax number (the first nine digits of Canadian business number) used for Canadian tax filing. The value you enter here does not affect the CRA BIN field on the Record of Employment window.
- Use the Processing tab to specify processing options such as:
- The minimum wage, maximum part time hours, the number of years of history.
- Data entry standards such as the number of decimal places for hourly rates and the start/stop fields on timecards.
- A default bank and default check stock that will display automatically on the Print/Post Checks window.
- Whether or not to use the original check date when reversing paychecks.
- Whether or not to print employees’ social insurance security numbers on paychecks.
- Use the Frequency tab to indicate the number of standard hours in each pay frequency and customize the number of daily, weekly, and biweekly pay periods per year.
- Use the Direct Deposit tab to set options for Sage 300 Direct Deposit.
Before changing any of the settings or options, make sure you understand the impact the options have on processing within the payroll system. (Click Field List in the More information box for a list of options that you can select.)
Note: You cannot change most of your choices in the Options window if other payroll windows are open or other users are working in Sage HRMS Payroll.
Make sure that no one else is using the payroll data and that no other payroll windows are open for the company before you save changes to the Options window.
To Use the Payroll Options Window
- Click the tab you want to view.
- To keep any changes you make, click Save.
- To exit without changing Payroll Options, click Close.
For information about the tabs on the Options window, select from the topics below:
