Calendar Tab
Last modified by Derek K on 2024/02/07 22:29
The Calendar tab is used to setup and maintain payroll reminders.
Before going through the process to set up the calendar, make sure the Filing States are filled in on the Companies tab.
After clicking on the Calendar tab, you will be prompted to setup the calendar reminders. If you have multiple companies, select the company you want to set up the calendar for by choosing the company from the drop-down menu.
The information needed to set up the calendar is as follows:
- Federal Filer
- Select the Federal Filing Frequency for the company.
- Filing States
This will show all states that have been selected under the Filing States on the Companies tab. Select the state to set up reminders for, then click Next.
- State Filer Status
- Use the dropdown beside each filing state and choose the state filing frequency. (Not every state will have this option.)
- Pay Period
- Select the Pay Period for the company.
- Pay Day of Week
- Select the Day of the Week the employees are paid.
- Pay Date Review
Review pay dates for this company by selecting or deselecting dates on the calendar.
- This will show the highlighted Pay Dates.
- If you select a highlighted date, it will remove it from the reminder system.
- If you select a non-highlighted date, it will add it to the payday reminder system.
- Actual Pay Day
Select a date that the employees have been paid in the past.
- Summary
- Here it will display the reminders based off of the selection. You may edit any information here.
- Changes will be saved and a new calendar page will display.
- Here you can choose to reset your calendar if you no longer wish to receive reminders.
- With the Calendar tab, you can configure next year’s calendar or reconfigure this year’s calendar.
