Employee Setup

1. In Payroll Relief, click the "People" icon

2. Click the plus sign (+) at the bottom of the page to create a new record

3. On the "Contact" tab, enter SSN, Name, Address, and DOB (at a minimum)

4. On the "Employment" tab, select Full-Time or Part-Time, FLSA exempt (if exempt from overtime), and the Hire date

5. On the "Compensation" tab, select either Salaried or Hourly

• Select the correct Pay schedule (if your company has more than one)
• If Salaried, key annual salary amount into Annual Salary field (or enter per-pay-period salary) in Salary field if this has been set up for you)
• If Hourly, set default hours to 0 and enter their hourly pay rate in the Default rate field

6. On the "Taxes" tab:

• Federal Taxes - use the drop down to select employee’s W-4 Filing Status and enter the number of Exemptions.
• Enter W-4 date If employee has elected an additional amount to be withheld per check enter that amount in the Additional Withholding field.
• State Taxes – if multi-state, select the correct state for Unemployment and Withholding State.
• Use the state specific form (or W-4 if state specific form not required by state) to complete the State Taxes section.

7. On the "Deductions" tab, enter either the fixed amount or percent per-pay-period on any relevant deductions. You MUST click the checkbox in the "Select" column to enable the deduction.

8. On the "DIRECT DEPOSITs" tab, IF APPLICABLE, check the box for 'use direct deposit for' and enter in the account name, routing number, account number, and confirm account number:

SPECIAL NOTES:

Maryland

• On the taxes tab, use the drop-down menu to select the proper county for employee income tax withholding

New Mexico

• On the taxes tab, click "Yes" for workers compensation to include the $2.00 employee contribution per quarter for WC

New York

• On the deductions tab, check NY Paid Family Leave
• On the taxed tab select NY SDI

Ohio

• On the taxes tab, make sure to set up any applicable city/municipal taxes

Pennsylvania

• On the taxes tab, make sure to set up any applicable localities

Washington

• On the contact tab, please select a Job Classification to set up WC
• All employees subject to workers comp should have hours included on their check, even if they are salaried
• To be included in the WC classification, you must also check the Industrial Insurance Classification box on the Taxes tab
• On the deduction tab, check the Washington Paid Family Leave deduction