Employee Financial

The employee financial link is the portal into the financial component for the candidate record and is visible in systems with an active back office license.

  1. Select the Employee Financial link on the entity title bar.

    • If the link is not visible in the title bar select the Activate Employee Financial workflow from the Candidate Activities drop-list (Activities > Candidate Activities > Activate Employee Financial).

      Anytime the employee name link is visible, clicking on this link will display the candidate profile or front office record.

  2. This will display the Employee Financial profile.

Segments

  • Summary – this segment lists all payroll checks and adjustments for the employee. Search for a record, select and click the view button below the list box to see the check history. You can also choose to print a check by selecting it in the grid and clicking the Print button located beneath the grid.
  • Payroll/Taxes – this segment lists all payroll tax records for the employee and the corporations for which they work. There can be multiple payroll/tax records but only one per corporation. As well, this is the only portal to view the payroll tax details. See the Employee Payroll Tax section below for the information available in that entity.
  • Deductions – this segment lists all recurring deductions used in calculating and processing the employee’s payroll.
  • Direct Deposit – this segment displays all banks where the employee request payroll funds to be deposited. If the employee works under multiple corporations there will be duplicate bank records for each corporation. Distribution parameters are set on this segment.
  • Benefit Programs - this segment displays all benefit programs in which the Candidate is currently participating. You may add new programs, edit existing programs and recalculate accumulation totals from this area.
  • Government Reporting – this segment lists all periods for which a reporting summary was run that included the candidate. You can click the View button to see details concerning withholdings, deductions and unemployment Information.

Workflows

  • Searches – some list boxes that contain multiple entries can be cumbersome to sort and page through to locate the desired record. A search feature is added to these segments to assist in filtering out records to facilitate the search.

  • Buttons – workflows that are specific to the segment are often times launched by selecting a record from a list box and clicking a button placed below the box. The records that are listed in the list box are entities that are viewable in their own segment. You can view a record by selecting it in the grid and clicking the View button located beneath the grid.
  • Icons – you can run common workflows by clicking on the buttons toward the top of the screen. From left to right, you can Add a Payroll Tax record, Add a Deduction, Add a Direct Deposit and Add a Benefit Program.

Employee Payroll Tax

Access the record via the Payroll/Taxes segment.

  • Tax Information – this segment lists tax details for the employee such as residential taxing authorities, filing statuses, allowances, exemptions, and other tax elections.
  • State Unemployment & SDI – this segment displays unemployment and disability insurance details at the residential state level.
  • 1099 Contractor – is the employee is a 1099 contractor details of the contract are listed on this segment.
  • Non-Resident Tax – if the employee has a non-resident tax certificate or alternate w4 information those records are created and maintained on this segment.
  • OPT/EMST/LST Payments – this segment lists all tax payments the employee made while working with a previous employer.