Wiki source code of Calendar Tab

Version 1.1 by christie w on 2023/01/23 16:58

Show last authors
1 The **Calendar** tab is used to setup and maintain payroll reminders.
2
3 Before going through the process to set up the calendar, make sure the **Filing States** are filled in on the **Companies **tab.
4
5 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.
6
7 [[image:https://www.aatrix.com/files/7616/2923/5491/Calendar_1.jpg||alt="Calendar 1.jpg" height="696" width="1000"]]
8
9 **~ **
10
11 **The information needed to set up the calendar is as follows:**
12
13 *
14 ** **Federal Filer** 
15 Select the **Federal Filing Frequency** for the company.
16
17 [[image:https://www.aatrix.com/files/2016/2923/7686/Calendar_2.jpg||alt="Calendar 2.jpg" height="697" width="1000"]]
18
19 *
20 ** **Filing States**
21 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**.
22
23 [[image:https://www.aatrix.com/files/9616/2929/8482/Calendar_3.jpg||alt="Calendar 3.jpg" height="697" width="1000"]]
24
25 *
26 ** **State Filer Status**
27 Use the dropdown beside each filing state and **choose the state filing frequency**. //(Not every state will have this option.) //
28
29 [[image:https://www.aatrix.com/files/1416/2929/8714/Calendar_4.jpg||alt="Calendar 4.jpg" height="697" width="1000"]]
30
31 *
32 ** **Pay Period**
33 Select the **Pay Period** for the company.
34
35 [[image:https://www.aatrix.com/files/3416/2930/2334/Calendar_5.jpg||alt="Calendar 5.jpg" height="696" width="1000"]]
36
37 *
38 ** **Pay Day of Week**
39 Select the **Day of the Week** the employees are paid.
40
41 [[image:https://www.aatrix.com/files/9416/2930/2799/Calendar_6.jpg||alt="Calendar 6.jpg" height="697" width="1000"]]
42
43 *
44 ** **Pay Date Review**
45 Review pay dates for this company by selecting or deselecting dates on the calendar.
46 \\This will show the highlighted **Pay Dates**.
47
48 *
49 **
50 *** If you **select a highlighted date**, it will remove it from the reminder system.
51
52 *
53 **
54 *** If you **select a non-highlighted date**, it will add it to the payday reminder system.
55
56 [[image:https://www.aatrix.com/files/8616/2930/2912/Calendar_7.jpg||alt="Calendar 7.jpg" height="697" width="1000"]]
57
58 *
59 ** **Actual Pay Day**
60 Select a date that the employees have been paid in the past.
61
62 [[image:https://www.aatrix.com/files/2816/2930/3040/Calendar_8.jpg||alt="Calendar 8.jpg" height="699" width="1001"]]
63
64 *
65 ** **Summary**
66 Here it will display the reminders based off of the selection. You may edit any information here.
67
68 [[image:https://www.aatrix.com/files/9716/2930/3153/Calendar_9.jpg||alt="Calendar 9.jpg" height="697" width="1000"]]
69
70 *
71 **
72 *** Changes will be saved and a new calendar page will display.
73
74 [[image:https://www.aatrix.com/files/4716/2930/3246/Calendar_10.jpg||alt="Calendar 10.jpg" height="696" width="1000"]]
75
76 *
77 **
78 *** Here you can choose to **reset your calendar** if you no longer wish to receive reminders.
79
80 *
81 **
82 *** With the **Calendar** tab, you can configure next year’s calendar or reconfigure this year’s calendar.
83
84 [[image:https://www.aatrix.com/files/5316/2930/5308/Calendar_11.jpg||alt="Calendar 11.jpg" height="908" width="750"]]