Field Definitions: PR Company Parameters Form

PR Company

PR Company field on the PR Company Parameters form

Enter a valid company that has already been set up as a HQ company.

GL Co #

GL Co # field on the PR Company Parameters form, Info tab.

Enter the default GL company to use when expensing Payroll, as well as validating and posting the deductions and liabilities credits (as set up in PR Deductions/Liabilities) and the debits that are set up in PR Departments.

Journal

Journal field on the PR Company Parameters form, Info tab.

Enter the GL journal to use for payroll entries. A description of the journal displays to the right of the code.

Interface PR to GL

Interface PR to GL check box on the PR Company Parameters form, Info tab.

Select this check box to have payroll distributions update General Ledger. When the Ledger Interface is run, distribution entries are summarized and one entry posts to GL for each account affected per month.

Do not select this check box if you are not updating payroll distributions to GL.

Update Employees from AP

Update Employees from AP field on the PR Company Parameters form.

If this check box is selected, changes to the following sections in the AP Vendors form are automatically updated to the corresponding employee record in the PR Employees form:

  • Name

  • Address info

  • Email address

  • Phone

  • Direct deposit info

CM Co #

CM Co # field on the PR Company Parameters form, Info tab.

Enter the Cash Management company number that will be used when interfacing payments from Payroll to Cash Management. This number is also used for CM account validation.

AP Co #

AP Co # field on the PR Company Parameters form, Info tab.

Enter the Accounts Payable company number that will be used when interfacing deduction and liability amounts to AP. This number is also used for vendor group and vendor validation.

Using Automatic Overtime

Using Automatic Overtime check box on the PR Company Parameters form, Info tab.

Select this check box to have overtime calculated automatically. If using automatic overtime, timecards can be processed, and overtime entries can be generated with the PR Automatic Overtime posting form. Warnings are not displayed if an employee exceeds the standard number of hours per day or 40 hours per week.

Do not select this check box if you want manually post overtime. If you are manually posting overtime, then warnings display if an employee exceeds the standard number of daily or weekly hours.

Overtime Earnings Code

Overtime field on the PR Company Parameters form, Info tab

Available only when 'Using Automatic Overtime' is checked.

Enter the valid earnings code to use for weekly overtime calculations when posting automatic overtime earnings. This earnings code is also used as a default when setting up Level 1 hours in PR Overtime Schedule and PR Overtime Schedule by Shift.

Audit Options

The Audit Options section on the PR Company Parameters form, Info tab.

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The audit options determine when new records of changes are added to the HQ Master Audit (HQMA) database table. For example, if you change a setting on the company parameters form, the system creates a new record of the change in the HQMA table.

You can view records in the HQMA table using the HQ Audit Detail report in the HQ module. See About Viewing the Master Audit Log for more information about viewing audit records in the HQMA table.

The following audit options are available for PR:

  • Company Parameters – This audit option is display only and is always selected. Any additions, changes, or deletions made to PR Company Parameters are tracked in the Master Audit file.

  • Accumulations – Select this check box to record additions, changes, and deletions to the PR Employee Accumulations form.

Note: This only records manual changes/overrides made using the form. Processing updates to monthly total amounts do not result in new audit records.
  • Earns / Dedns / Liabs – Select this check box to record additions, changes, and deletions made in the PR Deductions/Liabilities and PR Earning Codes forms.

  • Federal, State/Prov, and Local Tax – Select this check box to record additions, changes, and deletions made to Federal, State/Province, and Local tax information (PR Federal Info, PR State/Province Information, and PR Local Codes)

  • Employees – Select this check box to record additions, changes, and deletions to PR Employees, PR Employee Dedns/Liabs, PR Direct Deposit, and PR Automatic Earnings forms.

  • Payment History – Select this check box to record additions, changes, and deletions to the PR Payment History form.

  • Craft / Class Pay Rates – Select this check box to record additions, changes, and deletions made in PR Craft Class Templates, PR Craft Classes, PR Crafts, and PR Craft Templates.

  • State/Prov Insurance Code – Select this check box to record additions, changes, and deletions made in PR State/Province Insurance Codes.

  • W-2 Process - (United states users only) Select this check box to record additions, changes, and deletions made to the information in PR W-2 Process and PR W-2 Employee Edit.

  • T4 Process - (Canadian users only) Select this check box to record additions, changes, and deletions made to the information in PR Canada T4 and PR Canada T4 Employees.

  • Leave – Select this check box to record additions, changes, and deletions to both the Info tab and Accrual/Usage tab of both the PR Leave Codes and PR Employee Leave forms.

Attach Batch Reports to HQ Batch Control

The Attach Batch Reports to HQ Batch Control check box on the Company Parameters form for each module.

Select this check box to save batch (audit) reports and attach to the batch record when posting a batch. During the batch process, the system converts the related batch reports to a PDF file and attaches them to the HQ Batch Control record. The system stores the reports using the Attachment Storage Location and Subdirectory Structure parameters defined in DM Attachment Options. You can retrieve the reports later using the HQ Batch Control form (just enter the month and batch ID and click on the Attachments button).

  • The system attempts to convert and attach batch reports before posting the batch. If the attempt is successful, the system posts the batch. However, if errors occur for any batch report, the system displays an error message and aborts the posting process. You must correct the errors before you can re-validate and post the batch.

  • Because you can secure audit reports (in VA Report Security), access to attachments generated through this process is restricted to HQ Batch Control. If you have secured the HQ Batch Control form, users can only access batch reports if they have access to HQ Batch Control. Unlike regular attachments, indexes are not created for batch report attachments and you cannot access them using DM Attachment Search.

Do not select this check box if you do not want to save batch reports and attach them to HQ Batch Control records. Although not required, it is recommended that you print batch reports before posting the batch.

Filing Status Alert

Filing Status Alert check box on the PR Company Parameters form, Info tab.

This check box defaults to selected.

For United States users, select this check box to have the system display a warning when you save edits to a record in PR Employees that does not have any data on the Filing Status tab.

Note: It is recommended that you deselect this check box during system implementation, and then select it when you are ready to begin processing.

For all other users, it is recommended that you deselect this check box.

Timecard Stop Time must be greater than Start Time

Timecard Stop Time must be greater than Start Time check box on the PR Company Parameters form, Info tab.

This check box controls how you can enter time in the Start Time and Stop Time fields in PR Timecard Entry (which use a 24-hour time format.

If you have employees working a shift that begins in the evening of one day and finishing during the next (for example, 20:30 pm to 2:30 am), do not select this check box.

If you do not have employees starting a work shift on one day and finishing on another, select this check box to prevent accidental entry of a large number of hours on a timecard record.

For more information, see Tracking Employee Start and Stop Times.

Crew Timesheet Earnings Codes: Regular

Crew Timesheet Earnings Codes Regular field on the PR Company Parameters form, Info tab.

Specify the earnings code to use for regular earnings when posting crew timesheets; may be overridden by crew in PR Crews.

Crew Timesheet Earnings Codes: Overtime

Crew Timesheet Earnings Codes Overtime field on the PR Company Parameters form, Info tab.

Specify the earnings code to use for overtime earnings when posting crew timesheets; may be overridden by crew in PR Crews.

Crew Timesheet Earnings Codes: Doubletime

Crew Timesheet Earnings Codes Doubletime field on the PR Company Parameters form, Info tab.

Specify the earnings code to use for double-time earnings when posting crew timesheets; may be overridden by crew in PR Crews.

NAICS Code

NAICS Code field on the PR Company Parameters form

For Maryland payroll only.

Enter the NAICS code, up to 6 numbers long.

The entry in this field is used in the PR W-2 Process form when creating a new tax year.

Payroll Program Account

Payroll Program Account field on the PR Company Parameters form, Info tab.

This field displays for Canadian companies only.

Required.

Enter the company's Canadian Business Number Payroll Program Account reference number. The number must begin with RP and be followed by four digits.

This field can be overridden for specific employees in the Payroll Program Account field in PR Employees.

Quebec File Number

Quebec File Number field on the PR Company Parameters form, Info tab.

This field displays for Canadian companies only.

Enter the company's Quebec File Number. The number must begin with RS and be followed by four digits.

Allow Job Timecards Without a Phase

Allow Job Timcards Without a Phase check box on the PR Company Parameters form, Job Cost/Service Mgmt tab.

Select this check box to allow posting of a timecard to a job without a phase.

This does not charge the job with the employee’s time. The job is entered for reference only; this option is typically used if an employee is to be charged to an overhead account, but their time is required to be reported on a Certified Transcript for the job. If this is not a requirement of your company, we recommend this field be left unchecked to avoid an inadvertent error.

Insurance Based on Phase or SM Work Order Scope

Insurance Based on Phase or SM Work Order Scope check box on the PR Company Parameters form, Job Cost/Service Mgmt tab.

Check this box to apply the insurance code based on the job’s insurance template and phase (job timecards) or work order scope (SM work order timecards) when entering timecard records in PR Timecard Entry. This checkbox works in conjunction with the Always use Employee's Work/Resident Insurance Code checkbox in PR Employees to determine how the Ins Code field in PR Timecard Entry defaults.

The following table displays how the Ins Code field defaults based on the settings of both checkboxes.

Insurance based on Phase/SMWO

Use Employee Insurance Code

Ins Code Default

Defaults from the Ins State field in PR Employees.

If you specify a job in the Job field (PR Timecard Entry), defaults from the Insurance Code field in JC Job Phases (if phase is an exact match). If no insurance code is specified for the phase in JC Job Phases, defaults from the Insurance Code field in JC Insurance Template. If no insurance code is specified for the phase in JC Insurance Template, or no insurance template is specified for the job, defaults from the Ins Code field in PR Employees.

If you do not specify a job in the Job field, defaults from the Ins Code field in PR Employees.

SM Work Orders:

If a job work order, defaults from the Insurance Code field in JC Job Phases. If no insurance code is specified in JC Job Phases, defaults from the Insurance Code field in JC Insurance Template. If no insurance code is specified for the phase in JC Insurance Template, or no insurance template is specified for the job, defaults from the Ins Code field in PR Employees.

If a customer work order, defaults from the Insurance Code field in SM Work Orders. If you do not specify an insurance code on the work order, defaults from the Ins State field in PR Employees.

Defaults from the Ins Code field in PR Employees.

Defaults from the Ins Code field in PR Employees.

Interface Labor / Equipment / SM Work Order Costs to JC & Revenue to EM

Interface Labor / Equipment / SM Work Order Costs to JC & Revenue to EM check box on the PR Company Parameters form, Job Cost/Service Mgmt tab.

Select this check box to update job cost distributions for labor, burden, equipment, and SM work order costs to Job Cost and revenue to EM.

Do not select this check box if you are not updating job cost distributions for labor, burden, equipment, and SM work order costs to Job Cost or revenue to EM.

Include in JC Detail

Include in JC Detail section on the PR Company Parameters form, Job Cost/Service Mgmt tab.

Select any of the following check boxes to indicate what type of timecard detail is interfaced to JC. These options are generally determined by Job Billing requirements. Including craft/class, employee, earnings factor, and earnings code detail is important if you are using T & M billings that require this level of detail.

Craft / Class – Select this check box if crafts/classes are needed for billing rates instead of actual labor costs when using Time & Materials billings in JB.

Crew – Selecting this check box only affects JC detail; it has no affect on Job Billing.

Employee – Select this check box to interface the employee number to JC and to show timecard detail for each employee.

Use Timecard Date Instead of Pay Period Ending Date – Select this check box to use the timecard date as the JC transaction date, and to create at least one separate line of detail for each unique timecard date. If you have included other levels of detail, additional lines of detail may be created for each timecard date, depending on what detail you choose to include.

If you do not select this check box, then the pay period ending date is used and at least one summarized entry is created for the pay period ending date specified. Additional summarized lines of detail may be created depending on what other levels of detail are included.

Labor

Earnings Type – Select this check box to have earning types (401K, subsistence, etc.) broken out. This detail may be required for T &M billings, depending on how you bill out costs.

Earnings Factor – Select this check box to see overtime costs separately.

Shift – Select this check box to interface shift detail to Job Cost. This detail may be required for T & M billings, depending on how you bill out costs.

Burden

Liability Type – Select this check box to break down liability costs (for example, taxes, insurance, etc.). This detail may be required for T &M billings, depending on how you bill out costs.

Earnings Factor – Enabled only if Liability Type is checked. Select this check box to include earnings factor when updating burden to JC Cost Detail (JCCD). This links burden to its associated earnings.

Shift – Enabled only if Liability Type is checked. Select this check box to include shift when updating burden to JC Cost Detail (JCCD). This links burden to its associated earnings.

Usage

Equipment – Select this check box to see each piece of equipment that is used on the same job/phase separately.

Revenue Code – Select this check box to separate revenue codes on equipment usage. You should select this check box if T & M billings require equipment costing at the revenue code level. For example, a piece of equipment may be assigned a revenue code that identifies hourly rates and one that identifies standby rates.

SM Co #

SM Co # field on the PR Company Parameters form, Job Cost/Service Mgmt tab.

Enter the Service Management company that will be used when posting SM Work Order timecards in PR Timecard Entry or timesheets in PR My Timesheet. The company you enter here will default to the SM Co field in PR Timecard Entry or the SM Co field in PR My Timesheet.

Interface Actual Labor Costs to SM

Interface Actual Labor Costs to SM check box on the PR Company Parameters form, Job Cost/Service Mgmt tab.

Check this box to interface actual labor costs to Service Management (SM) for technicians posting time to SM work orders (via Payroll or Service Management). When payroll is processed, the system will update the actual costs for each technician to the corresponding work completed labor line on the work order (in SM Work Orders).

Leave this box unchecked if you are not interfacing actual labor costs to SM. When payroll is processed, no updates of actual labor costs to SM will occur.

EM Co #

EM Co # field on the PR Company Parameters form, Equipment tab.

Enter the EM company that will be the default when entering equipment usage or mechanics timecards.

Enter Equipment Usage With Time Cards

Enter Equipment Usage With Time Cards check box on the PR Company Parameters form, Equipment tab.

Select this check box to allow entering equipment usage with job and service (SM work order) timecards in PR Timecard Entry. This enables the Post Equipment Usage option in PR Timecard Entry (Options menu), which must be selected before you can enter equipment usage with timecards.

If you do not select this check box, equipment usage inputs will be unavailable for job and service timecards. To enter equipment usage for jobs, use EM Usage Posting . To enter equipment usage for SM work orders, use SM Work Completed Equipment.

Include in EM Revenue Detail

Include in EM Revenue Detail section on the PR Company Parameters tab, Equipment tab

Check any of the following boxes to determine what type of timecard detail is interfaced to EM Revenue Detail.

  • Employee – Select this check box to interface employee numbers to EM Revenue Detail and show timecard detail for each employee.

  • JC Phase / CT – Select this check box to see timecard detail for each phase/cost type charged on the job. Job detail is always included whether you select this check box or not.

  • Use Posting Date Instead of Pay Period Ending Date – Select this check box to use the timecard date as the EM Revenue Detail transaction date. When selected, at least one separate line of detail is created for each unique timecard date. If you have included other levels of detail, additional lines of detail may be created for each timecard date, depending on what detail you choose to include.

Do not select this check box if you want to use the pay period ending date. The system will create at least one summarized entry for the pay period ending date specified. Additional summarized lines of detail may be created depending on what other levels of detail are included.

Interface Labor Costs to EM

Interface Labor Costs to EM check box on the PR Company Parameters form, Equipment tab.

Select this check box to update payroll information (labor costs) from mechanics’ timecards to EM.

Do not select this check box if you do not want payroll information (labor costs) from mechanics’ timecards updated to EM.

Include Employee in EM Cost Detail

Include Employee in EM Cost Detail check box on the PR Company Parameters form, Equipment tab.

Check this box if you want employee numbers included in the update to EM from mechanics’ timecards.

Do not check this box if employee numbers will not be included when updating to EM from mechanics’ timecards.

Office State

Office State field on the PR Company Parameters form, State/Local tab.

If you selected the Use Job, SM Work Order or Office State for Tax State check box, enter the default tax state for non-job timecards. If you leave this field blank, the default in PR Timecard Entry is the employee's tax state (as indicated by the Work Office Tax State or Resident Tax State fields in PR Employees).

If you did not select the Use Job or Office State for Tax State check box, and you enter a state here, the system will check to see if this state has a reciprocal agreement with the employee's tax state (as indicated by the Work Office Tax State or Resident Tax State fields in PR Employees); the default in PR Timecard Entry is the employee's tax state.

For more information on how the system defaults the employee's tax state, see Setting Employee Tax and Insurance Information .

Office Local

Office Local field on the PR Company Parameters form, State/Local tab.

If you selected the Use Job, SM Work Order or Office Local for Local Tax check box, enter the default local code for non-job timecards. If you leave this field mblank, the default in PR Timecard Entry is the employee's local code (as indicated by the Work Office Local Code or Resident Local Code fields in PR Employees).

If you did not select the Use Job, SM Work Order or Office Local for Local Tax check box, and you enter a local code here, the default in PR Timecard Entry is the employee's local code.

For more information on how the system defaults the employee's local code, see Setting Employee Tax and Insurance Information .

Use Job, SM Work Order or Office State for Tax State

Use Job, SM Work Order or Office State for Tax State check box on the PR Company Parameters form, State/Local tab.

Select this check box to use the job state (PR State field, JC Jobs), work order state (PR State field, SM Work Orders), or office state (Office State field) for the default tax state when entering timecards. This check box works in conjunction with the Always use Employee's Work/Resident Tax State check box in PR Employees to determine how the Tax State field in PR Timecard Entry defaults.

The following table displays how the Tax State field defaults based on the settings of both check boxes.

Use Job, SM WO, or Office State

Use Employee State

Tax State Default

Defaults from the Work Office Tax State field in PR Employees. If blank, the system defaults from the Resident Tax State field.

If you specify a job in the Job field (PR Timecard Entry), defaults from the PR State field in JC Jobs. When processing payroll, the system checks for reciprocity with the state specified in the Work Office Tax State or the Resident Tax State fields in PR Employees.

If you do not specify a job in the Job field, defaults from the Office State field in PR Company Parameters. When processing payroll, the system checks for reciprocity with the state specified in the Work Office Tax State or the Resident Tax State fields in PR Employees.

If you do not specify a job in the Job field, and the Office State field in PR Company Parameters is blank, defaults from the Work Office Tax State field in PR Employees. If that field is blank, defaults from the Resident Tax State field in PR Employees.

SM Work Orders:

If a job work order, defaults from the PR State field in JC Jobs.

If a customer work order, defaults from the PR State field in SM Work Orders. If you do not specify a PR State on the work order, defaults from the Work Office Tax State field in PR Employees. If that field is blank, defaults from the Resident Tax State field in PR Employees.

Defaults from the Work Office Tax State field in PR Employees. If that field is blank, defaults from the Resident Tax State field in PR Employees.

Defaults from the Work Office Tax State field in PR Employees. If that field is blank, defaults from the Resident Tax State field in PR Employees.

For more information on setting tax and insurance information for your company, see Setting Company Tax and Insurance Information. For more information on setting tax and insurance information for individual employees, see Setting Employee Tax and Insurance Information .

Use Job or SM Work Order State for Unemployment State

Use Job or SM Work Order State for Unemployment State check box on the PR Company Parameters form, State/Local tab.

Select this check box to use the job state (PR State field, JC Jobs) or work order state (PR State field, SM Work Orders) as the default unemployment state when entering timecards. This check box works in conjunction with the Always use Employee's Work/Resident Unemployment State check box in PR Employees to determine how the Unemp State field in PR Timecard Entry defaults.

The following table displays how the Unemp State field defaults based on the settings of both check boxes.

Use Job or SM WO State

Use Employee State

Ins State Default

Defaults from the Unemp State field in PR Employees.

If you specify a job in the Job field (PR Timecard Entry, defaults from PR State field in JC Jobs.

If you do not specify a job in the Job field, defaults from the Unemp State field in PR Employees.

SM Work Orders:

If a job work order, defaults from the PR State field in JC Jobs.

If a customer work order, defaults from the PR State field in SM Work Orders. If you do not specify a PR State on the work order, defaults from the Unemp State field in PR Employees.

Defaults from the Unemp State field in PR Employees.

Defaults from the Unemp State field in PR Employees.

For more information on setting tax and insurance information for your company, see Setting Company Tax and Insurance Information. For more information on setting tax and insurance information for individual employees, see Setting Employee Tax and Insurance Information .

Use Job or SM Work Order State for Insurance State

Use Job or SM Work Order State for Insurance State check box on the PR Company Parameters form, State/Local tab.

Select this check box to use the job state (PR State field, JC Jobs) or work order state (PR State, SM Work Orders) as the default insurance state when entering timecards. This check box works in conjunction with the Always use Employee's Work/Resident Insurance State check box in PR Employees to determine how the Ins State field in PR Timecard Entry defaults.

The following table displays how the Unemp State field defaults based on the settings of both check boxes.

Use Job or SM WO State

Use Employee State

Ins State Default

Defaults from the Ins State field in PR Employees

If you specify a job in the Job field (PR Timecard Entry), defaults from PR State field in JC Jobs.

If you do not specify a job in the Job field, defaults from the Ins State field in PR Employees.

SM Work Orders:

If a job work order, defaults from the PR State field in JC Jobs.

If a customer work order, defaults from the PR State field in SM Work Orders. If you do not specify a PR State on the work order, defaults from the Ins State field in PR Employees.

Defaults from the Ins State field in PR Employees.

Defaults from the Ins State field in PR Employees.

For more information on setting tax and insurance information for your company, see Setting Company Tax and Insurance Information. For more information on setting tax and insurance information for individual employees, see Setting Employee Tax and Insurance Information .

Use Job, SM Work Order or Office Local for Local Tax

Use Job, SM Work Order or Office Local for Local Tax check box on the PR Company Parameters form, State/Local tab.

Select this check box to use the job local code (PR Local Code field, JC Jobs, PR Info tab), work order local code (PR Local Code field, SM Work Orders), or office local code (Office Local field) for the default local code when entering timecards. This check box works in conjunction with the Always use Employee's Work/Resident Local Code check box in PR Employees to determine how the Local field in PR Timecard Entry defaults.

The following table displays how the Local field defaults based on the settings of both check boxes.

Use Job, SM WO, or Office Local

Use Employee Local

Local Default

Defaults from the Work Office Local Code field in PR Employees. If blank, the system defaults from the Resident Local Code field.

If you specify a job in the Job field (PR Timecard Entry) and the PR Local Code field (JC Jobs) is not blank, defaults from the PR Local Code field in JC Jobs.

If you specify a job in the Job field, and the PR Local Code field (JC Jobs) is blank, the default value is the Resident Local Code field in the PR Employees form.

If you do not specify a job in the Job field, defaults from the Office Local field in the PR Company Parameters form, if it is not blank.

If you do not specify a job in the Job field, and the Office Local field in PR Company Parameters is blank, defaults from the Work Office Local Code field in PR Employees. If that field is blank, defaults from the Resident Local Code field in PR Employees.

SM Work Orders:

If a job work order, defaults from the PR Local Code field in the JC Jobs form, if it is not blank. If the job's PR Local Code field is blank, the default value is the Resident Local Code field in the PR Employees form.

If a customer work order, defaults from the PR Local Code field in SM Work Orders. If you do not specify a PR Local Code on the work order, defaults as blank.

Defaults from the Work Office Local Code field in PR Employees. If that field is blank, defaults from the Resident Local Code field in PR Employees.

If both the Work Office Local Code and the Resident Local Code fields in PR Employees are blank, defaults as blank.

Defaults from the Work Office Local Code field in PR Employees. If that field is blank, defaults from the Resident Local Code field in PR Employees.

If both the Work Office Local Code and the Resident Local Code fields in PR Employees are blank, defaults as blank.

For more information on setting tax and insurance information for your company, see Setting Company Tax and Insurance Information. For more information on setting tax and insurance information for individual employees, see Setting Employee Tax and Insurance Information.

Document Password Format

Document Password Format drop-down on the PR Company Parameters form, Report Info tab.

From the drop-down menu, select the format to use when auto-generating passwords for documents electronically transmitted from Payroll (such as pay stubs, direct deposit advice stubs, and tax documents (Australia only)).

  • Blank - Not used.

  • 1 - Birth date YYYYMMDD and ending digits of SSN/TFN/SIN

(For single-digit months or days, the system will always include a zero in front of the month/day in the password. For example, if the birth date is 1/1/1985, the password will be 19850101, plus the ending digits of the SSN/TFN/SIN).

  • 2 - Employee number and ending digits of SSN/TFN/SIN

  • 3 - First 4 of Last Name (lowercase) and ending digits of SSN/TFN/SIN
(If the employee's last name is four characters or less, the password will include the entire last name.)

During the email notification process, the system will automatically generate a document password for each employee based on the format you selected and the employee's information (from PR Employees). It will then embed the password in the PDF being attached to the email.

Note: This feature only applies to employees with the Method of Pay Stub Delivery option (in PR Employees) set to A-Email with attachment.

Enable Non Negotiable Check Print

United States: Enable Non Negotiable Check Print check box on the PR Company Parameters form, Pay Info tab.
Australia and Canada: Enable Non Negotiable Cheque Print check box on the PR Company Parameters form, Pay Info tab.

United States: Enable Non Negotiable Check Print

Select this check box if you want the option to print non-negotiable copies of checks. If selected, after a check print is run, a message box displays asking if you want to print non-negotiable copies. You can specify to print copies or exit without printing copies.

Do not select this check box if you do not want the option to print non-negotiable checks.

Australia and Canada: Enable Non Negotiable Cheque Print

Select this check box if you want the option to print non-negotiable copies of cheques. If selected, after a cheque print is run, a message box displays asking if you want to print non-negotiable copies. You can specify to print copies or exit without printing copies.

Do not select this check box if you do not want the option to print non-negotiable cheques.

Exclude SSN from Checks/Direct Deposits

The Exclude SSN from Checks/Direct Deposits check box (U.S.) check box, Exclude TFN from Cheques/EFTs check box (AU), or Exclude SIN Number from Cheques/DirectPay check box (CA) on the PR Company Parameters form, Report Info tab.

United States: Exclude SSN from Checks/Direct Deposits

Select this check box to exclude social security numbers from payroll checks/stubs (including non-negotiable copies) and direct deposit advices.

Note: Selecting this option does not prevent social security numbers from printing on W-2s, certified reports, or other payroll reports.

Do not select this check box if you want to include social security numbers on payroll check/stubs and direct deposit advices.

Australia: Exclude TFN from Cheques/EFTs

Select this check box to exclude tax file numbers from payroll cheques/stubs (including non-negotiable copies) and direct deposit advices.

Note: Selecting this option does not prevent tax file numbers from printing on PAYG summaries, certified reports, or other payroll reports.

Do not select this check box if you want to include tax file numbers on payroll cheque/stubs and direct deposit advices.

Canada: Exclude SIN Number from Cheques/DirectPay

Select this check box to exclude social insurance numbers from payroll cheques/stubs (including non-negotiable copies) and direct deposit advices.

Note: Selecting this option does not prevent social insurance numbers from printing on T4s, certified reports, or other payroll reports.

Do not select this check box if you want to include social insurance numbers on payroll cheque/stubs and direct deposit advices

Report Title for Check Print

United States: Report Title for Check Print field on the PR Company Parameters form, Pay Info tab
Australia and Canada: Report Title for Cheque Print field on the PR Company Parameters form, Pay Info tab.

Use this field in PR Company Parameters to specify which report to use to print payroll checks.

United States: Report Title for Check Print

Defaults to the PR Check Print Stub report. If you do not specify a report in this field, the system will use the PR Check Print Stub report.

Enter the report you want to use to print payroll checks. You can specify a standard report (those provided by Vista™ by Viewpoint) or a user-created report. Available standard reports are:

  • PR Check Print - Used for printing on preprinted checks with preprinted check stubs.

  • PR Check Print Stub - Used for printing on preprinted checks with blank check stubs.

Australia: Report Title for Cheque Print

Defaults to the PR Cheque Print Stub - A/NZ report. If you do not specify a report in this field, the system will use the PR Cheque Print Stub - A/NZ report.

Enter the report you want to use to print payroll cheques. You can specify a standard report (those provided by Vista™ by Viewpoint) or a user-created report. Available standard reports are:

  • PR Cheque Print - A/NZ - Used for printing on preprinted cheque stock with preprinted cheque stubs.

  • PR Cheque Print Stub - A/NZ - Used for printing on preprinted cheque stock with blank cheque stubs.

Canada: Report Title for Cheque Print

Defaults the PR Cheque Print Stub report. If you do not specify a report in this field, the system will use the PR Cheque Print Stub report.

Enter the report you want to use to print payroll cheques. You can specify a standard report (those provided by Vista™ by Viewpoint) or a user-created report. Available standard reports are:

  • PR Cheque Print - Used for printing in English on preprinted cheque stock with preprinted cheque stubs.

  • PR Cheque Print Stub - Used for printing in English on preprinted cheque stock with blank cheque stubs.

  • PR Cheque Print - CA Bilingual - Used for printing in French or English on bilingual preprinted cheque stock with preprinted cheque stubs. If you want to print cheques on this form for an employee in French, you must select the Print Paycheque in French check box for that employee on the Add'l Info tab of the PR Employees form. If you want to print cheques on this form for an employee in English, leave the check box unchecked.

  • PR Cheque Print Stub - CA Bilingual - Used for printing in French or English on bilingual preprinted cheque stock with blank cheque stubs. If you want to print cheques on this form for an employee in French, you must select the Print Paycheque in French check box for that employee on the Add'l Info tab of the PR Employees form. If you want to print cheques on this form for an employee in English, leave the box unchecked.

Report Title for EFT Print

Report Title for EFT Print field on the PR Company Parameters form, Pay Info tab.

Use this field in PR Company Parameters to specify the report for printing direct deposit stubs.

United States users

If you leave the field blank, the system uses the PR EFT Remittance report.

To choose a different report, enter the report for printing direct deposit stubs, or press F4 for a list of available reports.

Note: Typically, you will choose the standard PR EFT Remittance report. However you can specify a custom report (created in Crystal Reports).

Australian users

If you leave the field blank, the system uses the PR EFT Remittance - A/NZ report.

To choose a different report, enter the report for printing direct deposit stubs, or press F4 for a list of available reports.

Note: Typically, you will choose the standard PR EFT Remittance - A/NZ report. However you can specify a custom report (created in Crystal Reports).

Canadian users

If you leave the field blank, the system uses the PR Cheque EFT Remittance report.

To choose a different report, enter the report for printing direct deposit (EFT) stubs, or press F4 for a list of available reports. You can specify a standard report (those provided by Vista™ by Viewpoint) or a user-created report. Suitable standard reports are:

  • PR Cheque EFT Remittance - Used for printing direct deposit (EFT) stubs on plain paper in English.

  • PR EFT Remittance - CA Bilingual - Used for printing direct deposit (EFT) stubs on plain paper in French or English. If you want to print direct deposit (EFT) stubs for an employee in French using this report, you must select the Print Paycheque in French check box for that employee on the Add'l Info tab of the PR Employees form. If you want to print direct deposit (EFT) stubs for an employee in English using this report, leave the box unchecked.

Attach Pay Stub to Employee Pay Sequence

Attach Pay Stub to Employee Pay Sequence check box on the PR Company Parameters form, Pay Info tab.

Select this check box to attach employee payment information (pay stubs or direct deposit remittance information) to the employee’s pay sequence.

When you check this box, the system enables the Report Title for Check Attachment, Report Title for EFT Attachment, and the Stub Attachment Type fields.

Report Title for Check Attachment

United States: Report Title for Check Attachment field on PR Company Parameters form, Pay Info tab.
For Australia and Canada: Report Title for Cheque Attachment field on PR Company Parameters form, Pay Info tab.

Use this field to specify which report the system will use to create the check stub that is attached to the employee’s pay sequence.

United States: Report Title for Check Attachment

Defaults to the PR Check Print Stub by Employee report. It is the only standard report. If you leave this field blank, the system uses this report.

To use a custom report you have created, enter the report title, or press F4 to locate it.

Australia: Report Title for Cheque Attachment

Defaults to the PR Cheque Print Stub by Employee - A/NZ report. This is the only standard report. If you leave this field blank, the system uses this report.

To use a custom report you have created, enter the report title, or press F4 to locate it.

Canada: Report Title for Cheque Attachment

Defaults to the PR Cheque Print Stub by Employee report. If you leave this field blank, the system uses this report. You can specify a standard report (those provided by Vista) or a user-created report. Available standard reports are:

  • PR Cheque Print Stub by Employee - Used for creating cheque stubs in English.

  • PR Cheque Print Stub By Employee- CA Bilingual Used for creating cheque stubs in French or English. If you want to create cheque stubs for an employee in French using this report, you must select the Print Paycheque in French check box for that employee on the Add'l Info tab of the PR Employees form. If you want to create cheque stubs for an employee in English using this report, leave the box unchecked.

Report Title for EFT Attachment

Report Title for EFT Attachment field on the PR Company Parameters form, Pay Info tab.

Use this field in PR Company Parameters to specify the report to use for creating the direct deposit (EFT) stub that is attached to the employee’s pay sequence.

United States users

Defaults to the PR EFT Remittance by Employee report. This is the only standard report. If you leave this field blank, the system uses this report.

If you have created your own custom report, enter the report name, or press F4 to locate it.

Australian users

Defaults to the PR EFT Remittance by Employee - A/NZ report. This is the only standard report. If you leave this field blank, the system uses this report.

If you have created your own custom report, enter the report name, or press F4 to locate it.

Canadian users

Defaults to the PR Cheque EFT Remittance by Employee report. If you leave this field blank, the system uses this report. You can specify a standard report (those provided by Vista) or a user-created report. Suitable standard reports are:

  • PR Cheque EFT Remittance by Employee - Used for creating direct deposit (EFT) stubs in English.

  • PR EFT Remittance By Employee - CA Bilingual - Used for creating direct deposit (EFT) stubs in French or English. If you want to create direct deposit (EFT) stubs for an employee in French using this report, you must select the Print Paycheque in French check box for that employee on the Add'l Info tab of the PR Employees form. If you want to create direct deposit (EFT) stubs for an employee in English using this report, leave the box unchecked.

Stub Attachment Type

Stub Attachment Type field on the PR Company Parameters form, Pay Info tab.

Enter the attachment type for attachments that the system is assigning to employee pay sequences. Attachment types allow you to set security based on the type. If you do not enter an attachment type, all users can potentially access this attachment.

Parallel Direct Deposit

Parallel Direct Deposit checkbox on the PR Company Parameters form, Report Info tab.

Select if you want permit Vista to process direct deposit for more than one employee at a time, which may reduce the overall time required by Vista to process all employees paid via direct deposit.
  • If not selected - Vista processes direct deposit records one at a time, completing all processing tasks for one employee record before proceeding to any other employee record.
  • If selected - Vista doesn't necessarily wait until each employee direct deposit is done processing before starting on any other employee direct deposit records.

PAYG INB Summary

This topic explains enabling PAYG INB Summary attachments for employee PAYG Summary records so they are included when emailing tax documents to employees.

PAYG INB Summary check box on the PR Company Parameters form, Report Info tab.

This field displays for Australian companies only.

Select this check box to enable attaching the PAYG INB Summary Report to employee records in PR Employee PAYG Summaries. If selected, the system enables the PAYG INB Summary check box in PR Employees (Add'l Info tab). You can have the system automatically select this check box for employees (with a valid email address) by answering Yes to the prompt displayed once you select this check box, enter a valid PAYG attachment type, and save the record. However, you can also set the check box manually in PR Employees.

Note: Employees with this check box selected in PR Employees will receive their PAYG summaries via email.

Leaving this check box unselected disables the "attach PAYG INB Summary to employee records" feature.

PAYG Attachment Type

PAYG Attachment Type field on the PR Company Parameters form, Report Info tab.

This field displays for Australian companies only and is enabled when the PAYGINB Summary check box is selected.

Required.

Enter the attachment type to use for PAYG summary attachments assigned to employee PAYG summary records. Press F4 to select from a list of valid attachment types.

Once you enter the attachment type and click Save, you are presented with a message asking if you want to update employees with a valid email address in PR Employees to receive their PAYG INB Summary tax documents via email. If you select Yes, the system automatically selects the PAYG INB Summary check box in PR Employees (Add'l Info, Tax Document Email Settings section) for all employees with a valid email address. If an employee does not have an email address, the check box is enabled, but not selected. You must enter an email address for the employee to enable the employee to receive their PAYG tax documents via email.

Secure File Path (PR EFT)

The Secure File Path check box and field in the PR Company Parameters form, Reports Info tab

You can optionally specify a secure network location where all PR EFT data files are saved upon creation to restrict access to the EFT data file, even to the user prompting its creation.

If you don't select the checkbox and insert a file location, the system will prompt the user to select a location for each newly created PR EFT data file.

To specify a secure network location: