Employee Rates Tab

Employee Type:[2 alphanumeric characters]

This field allows you to specify two characteristics about this EMPLOYEE:

1. Pay Type: The first letter categorizes the employee as to how he/she is paid. CCS ships with the following options for the first character: (See Validation Methods for details concerning how to add or remove options.)

2. Pay Frequency: The second letter specifies how often the employee is paid. CCS ships with the following options for the second character: (See Validation Methods for details concerning how to add or remove options.)

Code	Description
D	Daily
W	Weekly
B	Bi-Weekly
T	Twice Monthly
M	Monthly
Q	Quarterly
S	Semi-Annually
A	Annually

As pictured above, EMPLOYEE Lonnie K. Mitchell's Pay Type is SW: Salary/ Weekly. NOTE: The first character of this field determines whether other fields are available for data entry. For example, If the Pay Type for Lonnie Mitchell were HW, the Salary control would be disabled because you designated the employee as Hourly.

If you check this box, the program will disable the Salary, Reg., and Over. controls, filling in the latter two with the appropriate Regular and Overtime rates from the Class to which this employee has been assigned. (See Assignment Tab for the Class assignment of the selected employee.) If you uncheck this box, either the Salary or Reg./Over. controls will be enabled depending on the Employee Type.

This is an optional field. If you would like the number of regular hours for both salaried and hourly employees to default to a particular amount when creating paychecks, enter that value here. This value is ignored when a paycheck is created from timecards, yet always overrides the regular hours field of the Auto Create dialog. If you will be setting up an accumulator for salaried employees, this is a very handy way to place a set quantity of hours on the paycheck for the vacation, sick, personal and holiday accumulators to calculate against.

Enter the Employee's salary per Pay Period. If, for example, you pay monthly, and an employee makes $24,000 annually, you would enter 2000.00 here. This field is available only if the first character of Employee Type is not "H" (Hourly).

Enter the Regular (base) rate of pay for this Employee. This field is available only if Always Use Pay Rates from Class is unchecked.

Enter the Overtime rate of pay for this Employee. This field is available only if Always Use Pay Rates from Class is unchecked.

Enter the number that corresponds to the Federal Tax Table for this Employee. Normally, you would enter the number "00" for the default Federal tax table, which is used for all employees, regardless of marital status or pay frequency. NOTE: As shipped, this control only allows "00." If you want to alter this behavior, see Validation Methods for details.

If an Employee wants any additional Federal Withholding tax withheld, enter that amount here.

NOTE: If you have a regular Type employee that is not truly exempt, but wants no withholding tax taken out of their check, they can fill their W4 to read 99 exemptions. Then you would enter 99 exemptions for them here.

Enter the marital status for income tax withholding purposes. (An employee may be married, but elect to have taxes withheld as if he/she were single.) The choices are as follows:

NOTE: This entry determines which tax table fields will be used in the calculation of Federal Withholding tax.

Enter the two or three digit State Table ID. Some states utilize more than one state withholding table, to check if this is the case for your state, place your cursor in the state table field and right click with your mouse, then choose Open State Form. Check the list to see if your state utilizes one or more tax table(s). If your state only has one table enter the two digit Postal abbreviation for your state. If your state has multiple tables, note the three digit ID and what each ID code stands for. For example: California has two tables, CAH is the code for employees who are claiming Head of Household, CA would be entered in this field for all others (if you have opened the state form, close it now and continue entering information for this employee).

Note: if your state doesn't have a state withholding tax leave all the fields in this line blank.

NOTE: If an employee travels to other states to work and is, subject to other state taxation, you must create Jobs for him/her, each of which can be linked to its own State Tax Table. See Multi State Employees for details.

If an Employee wants any additional State Withholding tax withheld, enter that amount here.

Enter the number of Exemptions the Employee is claiming at the state level. If your state has pre- and post-exemptions, enter the pre-exempt number here.

Enter the number of Post Exemptions the Employee is claiming at the state level.

NOTE: Some states require more than one tax table. In that event, each table will have a three-character designator such as MO1 and MO2. (To check the tax tables for your state(s) click on Codes & Tax Tables from the Payroll Home Menu) # Exempt Pre: Enter the number of exemptions for this employee at the state level. # Exempt Post: This field only applies to certain states. Leave it blank for this tutorial. Note: To determine if you should use POST, PRE or both, please take a look at your state tax table definition(s). If any value has been entered in the “Pre-Calc Allow” (top right of tax table form), then the tax table utilizes the “Pre” exemption field, if a value has been entered in the “Standard deductions” area or “Post Calc Allowances” bottom right, then your tax table utilizes the POST Exemption field. It is generally OK (and better) to enter the number of exemptions an employee is claiming into both the Post and Pre exemptions column. However the states notated below are exceptions to this rule.

Note: CA employees, should be setup using the "Pre" exempt column in the employee file to represent the "Estimated Deduction" (Table 2), entered on their DE-4, the "Post" allowance, is then used to calculate the standard deductions and exemptions allowances (Table 3 and 4) . If the employee does not enter a value for the "Estimated deduction" (or fill out a DE-4) then enter 0 in the "Pre" exempt column.

Note: AL employees, should be setup using the "Pre" exempt column in the employee file to represent the number of dependents they entered on Line 3 of their A-4, the "Post" allowance, is used to calculate the standard deductions (20% of Gross) and personal exemption allowance (Line 1 and Line 2) . If the employee does not enter a value for the Line 3 on the A-4, then enter 0 in the "Pre" exempt column. An Alabama employee entering "0" for Line 1B of the A-4 must use the state Table "AL0" not "AL". All others (Single, Married and Head of Household will use the standard table "AL")

"Pre" (Derived from Table A.) is used to figure personal exemptions. Each employee is entitled to deduct one thousand dollars ($1,000 for 2004) per year per exemption claimed on line 4 of his/her Form WH-4. Personal exemptions include additional exemptions if you or your spouse are age 65 or older and/or blind.

"Post" (Derived from Table B) is used to calculate dependent exemptions. Each employee is entitled to deduct one thousand five hundred dollars ($1,500 for 2004) per year per qualifying dependent exemption claimed on line 5 of his/her Form WH-4.

"Pre" is used to calculate the dependent exemptions. (Louisiana form L-4 line 7)

"Post" is used to calculate the withholding personal exemptions (Louisiana form L-4 line 6) enter a 0, 1 or 2 -- If 2 is chosen, please be sure to select the married table.

"Post" is used to calculate the withholding personal exemptions (IL-W-4 line 1) enter a 0, 1 or 2 -- If 2 is chosen, please be sure to select the married table.

Enter the marital status for this employee at the state level. See Federal Marital Status for choices.

If the Employee will have a local income tax deduction, then enter the identifier you assigned for the Local Tax Table applicable to this Employee.

If an Employee wants any additional Local Withholding tax withheld, enter that amount here.

Enter the marital status for this employee at the local level. See Federal Marital Status for choices.

If this employee's Suta state is different than the Companies resident state, then enter it here. Leave this blank if it is the same as Companies resident state, that you entered in the Company form.

Please see Mult-state overview for information on multi-state employees and employers

Click on this button to enable or disable Direct Deposit for this employee. See Direct Deposit for details.