Employee Information
Editing Employee Tax Information
Payroll > Employees > Employee List > Click the Employee Name > Taxes > Edit. Federal Filing Filing Status: By default, the filing status will be Single. Choose the correct filing status in the drop-down list as specified on the employee’s Form ...
Post Electronic W2 Gif
Communicating the Electronic W-2 Feature to Your Employees
Communicating the Electronic W-2 Feature to Your Employees We offer electronic W-2 Forms to be delivered to employees through their employee portal. Here is a sample communication letter you can customize to send to employees to notify them of the ...
Employee-Level Deductions
You can make deductions from employee paychecks for various reasons, such as benefit premiums, 401k savings, loan repayments, wage garnishments, employee purchases, etc. You must first set up the deductions at the Company level before assigning them ...
Communicating the Employee Portal to Your Employees
Via the Employee Portal, you can give your employees access to their own payroll or direct deposit info. If you are a Time & Attendance user, your employees can enter and approve their own time and view past time cards, run reports and keep track of ...
Editing Employee Pay Information
If you need to edit an employee’s pay information, go to Payroll > Employees > Employee List > click the employee’s name > Pay Info tab. Here is a description of each field. Click the “Edit” link to change any of these fields. Pay Type: Select the ...
Add New Employee
As a new customer in the wizard, you will add employees after you have set up your company-level information. To add a new employee after you complete the wizard, go to Payroll > Employees > Add Employee. A blank set of fields will appear for you to ...
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 ...