Employee Tax Setup

Before generating reports, ensure that you enter valid information on the Employee Tax Setup Information page.

Specify Information for Regular Employees

Regular employees do not have a Pending Status of Add Pending on the Employee Information page.

1. On the application start page, select Menu, then Human Resources, then Entry & Processing, and choose Employee Information (under Employee).

2. Specify the search criteria and click Find.
   OR
   Leave all Search Criteria fields blank, and select only Exclude Pending Employees. Click Find.

3. Double-click the relevant employee record.

4. On the navigation bar, click Payroll Information and select Taxes.

5. Enter valid information in the State and Local sections.

6. On the navigation bar, click OK.

   When a required field does not have information, you will get a prompt. Ensure that you enter valid information and click OK.

Specify Information for Pending Employees

Pending employees have a Pending Status of Add Pending on the Employee Information page.

1. On the application start page, select Menu, then Human Resources, then Entry & Processing, and choose Employee Information (under Employee).

2. Specify the search criteria and click Find.
   OR
   Leave all Search Criteria fields blank, and select only Only List Pending Employees. Click Find.

3. Double-click the relevant employee record.

4. Click Payroll.

5. Enter valid information on the State Tax and Local Tax tabs.

6. Click Finish.

7. On the navigation bar, click Finish.

   When a required field does not have information, you will get a prompt. Ensure that you enter valid information and click OK.

8. Click OK.