Company Settings
Add, Edit, Delete Employee Level Contribution
You can calculate company contributions to be posted on employee paychecks for various reasons, such as showing company paid benefit premiums, 401k company match, company HSA contributions, etc. It is important to note that these company contribution ...
Inactivate or Terminate an Employee
When you need to terminate or inactivate an employee, follow these steps if you do not have Patriot HR: Payroll > Employees > Employee List Find the employee you want to inactivate, and slide the “Status” toggle from Active to Inactive. For the “Are ...
Add / Delete Employee Direct Deposit Account
First, be sure you have selected direct deposit as your payment method. Otherwise, you won’t see direct deposit bank info on the employee records. See Setting Up Direct Deposit for instructions. Employees can enter their own direct deposit info ...
Posting Electronic W-2s in Employee Portal
Posting Electronic W-2s in Employee Portal Background: Posting Electronic W-2s According to IRS Publication 1141, the IRS allows employers to provide employees with an electronic copy of their Form W-2, as long as the employee has a way to receive ...
Company-Level Deduction Setup: Field-Level Help
Background A deduction is an amount of money taken from a paycheck in order to make a payment towards insurance premiums, 401k savings, wage garnishments, etc. For a full definition, see Deductions in our Payroll Glossary. For further reading about ...
Deduction and Contribution Limits
Background A deduction is money withheld from a paycheck in order to make a pay taxes, insurance, garnishments, or other payments. See a full definition of Deduction in our Payroll Glossary. In Patriot Software, a contribution is a company-paid ...
Deduction Types
Background A deduction is an amount of money withheld from a paycheck in order to make a payment to a third party such as insurance premiums, 401k savings, wage garnishments, etc. For further reading about deductions, see our payroll ...
Company-Level Deductions
Background A payroll deduction is an amount of money that is withheld from an employee’s paycheck in order to make a payment to a third party. Examples could be taxes, insurance premiums, 401k savings, loan repayments, wage garnishments, and employee ...
How To Set Up Hour Codes
Hour Codes are types of hours paid to employees. Examples are Regular, Overtime, Doubletime, Vacation, Holiday, Sick, Jury Duty, and Bereavement. See Also: How To Set Up Money Codes in Patriot Software As you set up your company in the wizard, you ...
Using NatPay Direct Deposit in a Payroll
After you have signed up for NatPay direct deposit, and your NatPay account has been activated, you are now ready to run payrolls to be direct deposited into employee accounts. You will need to make sure that your employees’ direct deposit ...
Direct Deposit Account Status
When you sign up to use NatPay direct deposit, your NatPay account status can be in one of the following three stages: New: If you have not yet completed your NatPay application, or if you have recently completed and sent the application to NatPay, ...
Popular Articles
How to invite an employee to register for their employee portal
You can send a registration invitation email to each employee. When the employee receives the email invitation, they can sign up for their employee portal and access the portal immediately. There are three ways to send an employee a portal ...
Payroll Register Report
The Payroll Register report shows all pay detail for each employee receiving a paycheck. This report is found under Reports > Payroll > Payroll Reports > Payroll Register. Hours & Earnings: Shows the number of hours and any additional money paid. ...
Payroll Detail Report
The Payroll Details report shows all payroll activity for employees, including prior payroll history entries, payroll updates, and paychecks processed in Patriot Software. Payroll reports like these can be used to break down taxes for employees, or ...
HR Info: Add Employee Note
Any time you need to document an activity for an employee, you can add employee notes to their record. To Add an Employee Note: Payroll > Employees > Employee List > select Employee Name Click the HR Info link on the employee’s record > HR Info page. ...
Paycheck History Report
The Paycheck History report shows individual paycheck detail for checks processed in Patriot Software. Paycheck detail includes hours, earnings, employee taxes withheld, employer taxes owed, deductions, and contributions. It also shows any scheduled ...