Payroll Overview

Follow these steps to configure payroll in ServiceCEO:

  1. Run the Payroll Setup Wizard.

  2. Define Payroll Options. See the Defining Payroll Options section for details.

  3. Define Payroll Security Options. See the Establishing Security Rights section for details.

  4. Define XML export options. For information on exporting your Payroll information to a General Ledger application, see the Integrating Accounting section.

  5. Define Pay Cycles. Defined during the Payroll Setup Wizard, you can override these settings in the Employee Roles dialog box. See the Defining Employee Roles section for details.

  6. Define Time Code defaults. See the Defining Time Codes section for details.

  7. (Optional) If needed, define your holidays. See the Defining Holidays section for details.

  8. Configure specific employee records

  9. Enter time cards. See the Time Cards Overview section for more on Time Cards.

  10. Calculate paychecks.

  11. Review employee payroll history. See the Employee Payroll History Tab section for details.

Caution!

Caution:
Depending on your company's business processes, steps 2-9 are optional. Please review the specific sections below to determine if you want to configure this section of ServiceCEO's payroll functionality or not. There are no adverse effects of not using a particular section of payroll.

Tip!

Tip:
Please also read the Frequently Asked Questions about Payroll section.

Back to the Implementation Checklist Overview

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