Payroll Tab

Paperless Tax Statements

Indicates whether or not the employee has selected to receive paperless tax statements. Learn more about paperless tax statements here. 

Recent Paystub

Lists the employee's historical paystubs with the following information:

Date - Pay date for the paystub.

Company - Payroll company associated with the paystub.

Net Earnings - Net earnings paid for that paystub only.

YTD Net Earnings - Total net earnings paid in the year up to the date of the paystub.

Click to download a printable copy of the paystub.

Show/Hide  

Click to show or hide paystub earnings.

W2

Link to download the employee's W2 for a single year.

All W2s for completed years since the employee's hire date will be listed.

Learn more about W2s here. 

1

Payroll Company

Payroll company that the employee has been onboarded to.

2

Legal Work Location

Location used to determine the employee's tax forms for the payroll company.

Any location associated with the payroll company or the employee's home address can be selected.

3

Address

Address of the selected location. This address is used to determine the employee's tax forms for the payroll company. 

4

Update

Saves changes to the legal work location selections.

This button is disabled if no changes have been made.

1

Payment Preference

The employee’s selected payment preference:

Direct Deposit - The employee will be paid via direct deposit.

Check - the employee will be paid via printed check. Learn more about Paycheck Runs here.

Employees who elect to by paid by check cannot be paid daily.

2

View Icon

Displays or hides full direct deposit account numbers.

Only users with the following permission will be able to view account numbers:

• Labor → Employees → Payroll → View Account Number

3

Edit 

Click to open the Direct Deposit Accounts sidesheet to view and/or edit the direct deposit account information.

4

Account

All direct deposit accounts configured for the employee, including the following information:

Account Name - User-entered account name.

Institution - Name of the financial institution for the account.

Acct Type - 'Checking' or 'Savings'.

Distribution - Amount of pay distributed to the account.

'All Pay' indicates that this account will receive all remaining funds after distribution to other accounts, if present.

Acct Number - Last four digits of the account number.

For security purposes, the full account number is not displayed after being entered.

Accounts are not listed if 'Check' is selected.

With the configuration shown here, funds are distributed as follows:

1. 15% of total pay is distributed to the last account listed, 'My Primary Savings'; 85% of total pay remains.

2. 10% of remaining pay (8.5% of total pay) is then distributed to the second account listed, 'My Secondary Savings'.

3. All remaining pay (76.5% of total pay) is then distributed to the first account listed, 'My Checking'.

1

Legal Entity

Legal entity associated with the payroll company associated with the deduction.

2

Edit 

Click to view and/or edit the employee's deduction details for the associated payroll company.

3

Pre-tax Deduction

Deductions that are withheld prior to taxes, including the following information:

Type - Type of the deduction.

EE Deduction - Amount deducted from the employee's earnings.

ER Contribution - Employer contribution for the deduction.

4

Post-tax Deduction

Deductions that are withheld after taxes, including the following information:

Type - Type of the deduction.

EE Deduction - Amount deducted from the employee's earnings.

ER Contribution - Employer contribution for the deduction.