Setup the following Labor > Labor Options > General settings:
Set the Payroll Year
The Default Pay Type and the Default Salary Type can not be blank. Populate if they are not already set. Review Getting Started > Pay Types to create pay types.
Enable the Enter hours daily and the Enable 3rd Party Pay Service options.
The other options such as Payroll Bank Account are not required until payroll is being processed.
Open the worker selection list by selecting Labor > Workers from the main EBMS menu.
Select the worker's root folder by selecting the worker category
root folder, right click, and select Edit Defaults
as shown below.
Click on the Pay tab and set the
Frequency based on the estimated time until
the recorded time is used for internal payroll, 3rd party payroll,
or 1099 subcontractors.
Set the Frequency to the payroll period currently used within the company. This option may require many open periods for a weekly or bi-weekly payroll. Consider the following options if the company does not plan to use the EBMS Labor module to create payroll data in the near future.
Set the Frequency to Annually if the time data will not be used within the current calendar year. Use a smaller pay period frequency if this time may be used for payroll within the currently calendar year.
Select Semi-Annually if the estimated time is a half year.
Use Quarterly or another shorter pay period Frequency if the estimated time is less than 1/2 year. The target time frame to start using the EBMS labor module to process payroll or to export data to a 3rd party payroll processor should normally be targeted at the end of a calendar quarter.
Filter down this Frequency setting to all existing workers. Filter down to all subfolders. Review [Main] Features > Change Defaults, Filter Down Data and Globally Change Data for instructions to set this option for all workers within the current catalog.
Set the Method setting to Payroll Service and repeat the filter down step on the Method setting to all existing workers. Filter down to all sub-folders.
Disable the Is subject to minimum wage option since wage calculations are not needed. Filter down to all workers and sub-folders.
Possibly blank the pay rates, both Hourly
Pay and Salary Pay if the labor
cost transactions are not used to track labor costs in jobs or other
reports. Do not blank rates if they are used within EBMS for
reporting purposes. Filter down to all workers and sub-folders.
EBMS will create payroll payable for any transactions
that contain pay rates. A journal entry may be required to reverse
any accounting labor pay transactions created during the payroll process.
Setup basic pay types. No need to add advanced pay types. Use the default pay types delivered with EBMS if they already exist. Add a Default Work Code if a common work code is being used. Review Workers > Setting Worker Defaults to set pay types and default work code. Filter down to all workers and sub-folders if any new pay types have been added.
All Worker Taxes and Company Taxes lists should be blank or tax settings should be disabled. Filter down each tax or deduction that has been disabled.
Create worker categories to separate workers that are within different locations, departments, or groups. Create a separate category for 1099 subcontractors if they are being added to the worker list. Review Workers > Adding and Deleting Worker Categories for instructions on creating worker sub-folders.
Create worker records including worker name and contact info for anyone including subcontractors that are entering time into EBMS if they are not entered already. Review Workers > Entering New Workers for instructions to enter worker records.
Set the largest pay period based on the amount of time that
payroll will not be processed. The Pay Period
end date should be the calendar year or quarter considering the Frequency setting filtered down to the worker
records in the previous step.
Review Processing Payroll >
Opening New Pay Period for additional instructions on this step.
