Wiki source code of Calendar Tab
Version 1.1 by christie w on 2023/01/23 16:58
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1 | The **Calendar** tab is used to setup and maintain payroll reminders. | ||
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3 | Before going through the process to set up the calendar, make sure the **Filing States** are filled in on the **Companies **tab. | ||
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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. | ||
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7 | [[image:https://www.aatrix.com/files/7616/2923/5491/Calendar_1.jpg||alt="Calendar 1.jpg" height="696" width="1000"]] | ||
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9 | **~ ** | ||
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11 | **The information needed to set up the calendar is as follows:** | ||
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13 | * | ||
14 | ** **Federal Filer** | ||
15 | Select the **Federal Filing Frequency** for the company. | ||
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17 | [[image:https://www.aatrix.com/files/2016/2923/7686/Calendar_2.jpg||alt="Calendar 2.jpg" height="697" width="1000"]] | ||
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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**. | ||
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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.) // | ||
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29 | [[image:https://www.aatrix.com/files/1416/2929/8714/Calendar_4.jpg||alt="Calendar 4.jpg" height="697" width="1000"]] | ||
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31 | * | ||
32 | ** **Pay Period** | ||
33 | Select the **Pay Period** for the company. | ||
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35 | [[image:https://www.aatrix.com/files/3416/2930/2334/Calendar_5.jpg||alt="Calendar 5.jpg" height="696" width="1000"]] | ||
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37 | * | ||
38 | ** **Pay Day of Week** | ||
39 | Select the **Day of the Week** the employees are paid. | ||
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41 | [[image:https://www.aatrix.com/files/9416/2930/2799/Calendar_6.jpg||alt="Calendar 6.jpg" height="697" width="1000"]] | ||
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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**. | ||
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48 | * | ||
49 | ** | ||
50 | *** If you **select a highlighted date**, it will remove it from the reminder system. | ||
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52 | * | ||
53 | ** | ||
54 | *** If you **select a non-highlighted date**, it will add it to the payday reminder system. | ||
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56 | [[image:https://www.aatrix.com/files/8616/2930/2912/Calendar_7.jpg||alt="Calendar 7.jpg" height="697" width="1000"]] | ||
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58 | * | ||
59 | ** **Actual Pay Day** | ||
60 | Select a date that the employees have been paid in the past. | ||
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62 | [[image:https://www.aatrix.com/files/2816/2930/3040/Calendar_8.jpg||alt="Calendar 8.jpg" height="699" width="1001"]] | ||
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64 | * | ||
65 | ** **Summary** | ||
66 | Here it will display the reminders based off of the selection. You may edit any information here. | ||
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68 | [[image:https://www.aatrix.com/files/9716/2930/3153/Calendar_9.jpg||alt="Calendar 9.jpg" height="697" width="1000"]] | ||
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70 | * | ||
71 | ** | ||
72 | *** Changes will be saved and a new calendar page will display. | ||
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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"]] |