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Setting Up PR Employees

PR Employees is the employee master for payroll: identity and contact, tax and insurance, craft/class, wage/salary, garnishments, and sensitive info. Create employees only after maintenance codes exist.

Before you start​

Complete these masters first (as used by your company):

Security can cover the whole form or sensitive tabs (Add'l Info, Direct Deposit). Restrict who can open those tabs.

Steps​

Info tab​

  1. Open PR Employees.
  2. Enter employee number and identity/contact fields.
  3. Set PR Group, Department, Craft, Class, and Ins Code. These default into PR Timecard Entry and can be overridden on the timecard.
  4. Set tax / work / resident state and local fields used with Company Parameters State/Local defaults (including Always use Work/Resident flags when the employee must ignore job defaults).

Add'l Info​

  1. Complete earnings code, salary/hourly flags, JC fixed rate, OT method/schedule, and related pay defaults.
  2. Enter Aatrix IDs used for state reporting when required.

Direct Deposit and Filing Status​

  1. Complete Direct Deposit tabs (account, prenote, and related banking fields your bank file needs).
  2. Complete Filing Status for federal/state withholding (not on Employee Dedns/Liabs).

Dedns / garnishments​

  1. Assign employee-specific Ded/Liab on the Dedns tab, or open Managing Employee Deductions and Liabilities for garnishments and employee-level overrides. Prefer that form for Dedns/Liabs depth instead of duplicating it here.
  2. Save.

Notes​