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Templates

Templates are used by eNETPayroll to simplify the task of setting up employee information. When you choose to add an employee to the payroll, you will be prompted for an employee template. This template consists of preset information about similar types of employees.

For example, employees that work in the company plant may have different earnings (e.g. regular, overtime, shift premiums, etc.) and deductions (e.g. union, group insurance, etc.) than that of office employee earnings (e.g. salary, commissions, etc.) and deductions (e.g. pension, dental etc.).

Through the use of templates, you can automatically setup this "like" information for new employees as they are added to the payroll. Note: If you use a template to add a new employee, you can still modify the employee's information as required at a later time.

Templates - This list displays the employee templates that are defined for this payroll. When a template is selected, its information is displayed in the fields to the right of the list.

Template Information

This area is used to add, change or delete information about each template.

Name - This field displays the name of the currently selected template. You can change this name by making the desired modification, then choosing the Save button.

Short Name - Enter a short name which will be used by eNETPayroll when there is a restriction on size to either display or print the full name.

CRA Account - Choose the CRA account type that will apply to these employees when they are initially added to the payroll. This can be either Full Time, Half time or Part Time.

Distribution - Choose the General Ledger distribution code that will be used for this template. Distribution codes can be defined in the Distributions screen.

WCB Type - Choose the Workers Compensation rate code that will be used for this template. Workers Compensation rate codes can be defined in the WCB screen.

Statistic Code - Select the code to identify the employee for Statistics Canada reports. This can be Hourly, Salary, etc.

Items - Select a radio button to edit the corresponding items in the lists below this option.

Earnings - Select this radio button to work with the current template's earnings. These items will be displayed in the two lists below this option.

Deductions/Benefits - Select this radio button to work with the current template's deductions and benefits. These items will be displayed in the two lists below this option.

Accumulators - Select this radio button to work with the current template's accumulators. These items will be displayed in the two lists below this option.

Available - This list displays the available earnings, deductions/benefits or accumulators that can be assigned to the current template. You can assign one of these items by selecting it in the Available list, then clicking the Assign button (>). This will move the item to the Assigned list.

Assigned - This list displays the earnings, deductions/benefits and accumulators that are assigned to the current template. An item from this list can be removed by selecting it in this list, then clicking the Remove button (<). This will move the item back to the Available list.


New - Opens the New Template dialog box so you can add a new template.

Save - Saves the current changes. Note: If you do not Save your changes, they will be discarded when you leave this screen.

Delete - Deletes the selected template.

Help - This button displays this help page.

Close - This button closes the dialog box.