Access Employees Explained

Find all Employees from the main Merchant Ag FIN window by accessing the Payroll menu the Access Employees or by selecting the Employees icon.

Either option presents the Browse Employees window which is used to locate employee accounts. Sort or filter the Browse Employees screen or select the Add button to create a new Employee account. Select the Edit button to edit or review an existing account or double click to open.

Once an Employee account is selected, it's divided into two sections, a Contact section and the Activity tabs section. The Contact Information section contains basic contact information and the Activity tabs accumulate information about the account as it is utilized in Payroll. Click on any Title to learn more.

 

Access Employee- Basic Information about the Employee.

General- Contains details about the Employee including Date of Hire and Pay Rate.

Personal- All Contact information including Emergency Contacts.

Benefits- Information regarding Insurance, Retirement Plans and Paid Time Off.

ACA- Use for record keeping requirements of the Affordable Care Act.

General Ledger- Enter the GL accounts for Wages, Federal and State Taxes.

Taxes- Define the Employees Tax Filing status and exemptions and Taxes withheld.

Subtotals- A subtotal of salary earned and taxes paid.

Transactions- View a list of all Payroll checks issued and detail on each check.

Prior Year- Summary information regarding last year's Payroll for the employee.

History- Employment History including previous job titles, salary and events.

Direct Deposit- Displays Bank information for Direct Deposit of payroll.

Documents- If using DigiDocs, any scanned document will be listed.

Job Codes- Enter one or multiple Job Codes.

 

Please note that any information or examples provided is in regards to the use of the software and does not constitute accounting advice or recommendations. If you have questions regarding accounting issues specifically related to your business circumstances, consult with your own accountant, attorney or professional adviser.