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Adding Employees

Before you can write payroll checks for an employee, you need to enter the employee in your employee database.

To add an employee:
  1. Choose Payroll > Manage Employees or click the Manage Employees icon in the Payroll section of the workspace.
  2. In the Employees List dialog box, click the Add button.
  3. In the Employee Detail (new employee) dialog box, on the Demographics tab, provide the employee's name. (The Last Name is required.)
  4. Provide the employee's address. (The State is required.)
  5. Provide the employee's date of birth and Social Security Nbr. (The SSN is required.)
  6. Provide any other contact information.
  7. Click the Employment tab.
    By default, Brass Jacks Bookkeeper shows new employees as Active.
  8. Depending on your company's procedures, provide the employment information for the new employee.
    You must specify a Payroll Cycle and, if the employee is salaried, Typical Total Paid Hours Per Week. You can adjust the name that appears on the employee's paycheck if it differs from the name on the Demographics tab.
  9. Click the Wage & Time Off tab.
  10. If the employee is an hourly employee, in the Hourly Wage section, select a check box and then provide the Rate for that wage.
    If the employee is a salaried employee, in the Salary Wage section, select a check box and then provide the salary information.
    If the employee is eligible for addition earnings, in the Supplemental Wage section, select a check box and then provide the compensation.
  11. In the relevant wage section, scroll to show the exemption check boxes and select the check boxes for any withholding exemptions: Fed WH, State WH, or FICA WH.
  12. If the employee is eligible for paid time off, select the check box for Sick or Vacation and provide the conditions for applying paid time off.
    You can select both Sick and Vacation.
  13. Click the Taxes tab.
  14. Indicate each type of tax that should be applied against the employee's wages.
    Brass Jacks Bookkeeper, by default, selects Federal Income, Social Security, Social Security- company, Medicare, Medicare- company, Federal Unemployment, and Workers' Compensation. Clear the check boxes of those taxes that aren't applicable.
  15. Provide the employee's tax Filing Status, Number of Exemptions, and any Additional Withholding requested by the employee.
  16. Click the Deductions tab.
  17. Specify the deductions to apply against the employee's wages.
  18. In the Deduction Detail area, specify the basis for the selected deductions by selecting an item from the Calculated As list.
  19. Depending on the selection in the Calculated As list, specify the deduction amount or percentage.
  20. If there's a deduction limit, indicate the Limit amount and the basis for that amount.
  21. If the employee has exemptions for these deductions, select the proper check box: Federal Withholding, State Withholding, or FICA Withholding.
  22. Click the Custom Fields tab and supply any information needed in the custom fields.
  23. To save the new employee's information, click Save.
    To save the new employee's information and close the dialog box, click OK.
  24. Verify that the new employee's name appears in the Employees List dialog box.
  25. Click Close.