Organization

To change your payroll software preferences, you'll typically need to access the settings or preferences section of your payroll software. Preferences allow you to make changes to the way the payroll software calculates benefits, deductions, federal and state withholding, payroll checks, bonus checks, supplemental checks, and so on.

Use the organization settings to set up:

Approval processes. Route items that require a supervisor or manager to review and approve requests such as leave requests, employee contact change requests, and so on.
Banks. Set up the banks you will be using to process payroll.
Calculations, Calculations formulas, and Calculation tables. Include tax tables for calculating federal and state withholding tax.
Departments. This is where you store the departments in the organization.
Electronic file formats. This is for the forms for sending direct payments for processing.
Forms. The files for formatting payroll forms, such as payroll checks, direct deposit checks, supplemental checks, bonus checks, and so on.
Leave rates. These are the rates and calculations for calculating leave time.
Overheads. Set up an overhead to calculate an amount to cover additional costs not included in a pay code or tax.
Pay codes. Streamline payroll processing by providing a standardized way to categorize and record various payroll elements.
Pay schedules. Set up a set timeline or frequency that an employer uses to pay employees.
Positions. Set up positions for a specific job or role within an organization for which an employee is hired.
States. Set up the state or states where the employees in your organization are employed.
Teams. Set up a group of employees who work together towards a common goal or objective within an organization.