Payroll Setup

[Joetta Trimble]

I have been using PC+ since 1989 when it was in a DOS version. The instruction book was a looseleaf binder with what appeared to be photocopied pages. I have come up through the ranks in the various Windows versions and currently use Version 11 on Windows 7.

We installed Vs. 11 in June 2011, and converted the Fund Accounting at that time. We chose to keep payroll in Vs. 10.4 to avoid issues at the end of the year. I'm finally ready to shift the Payroll to vs. 11 and I was shocked to discover one apparent omission in the Payroll upgrade from 10.4 to 11.

In 10.4, on the Maintain Employees screen there are two tabs, one labeled Contact Information and one labeled Payroll. Under the Payroll tab, you may select "hourly" or "salary." If you select "salary" you have a wonderful blank in which to enter the annual salary for the employee. You also have by this time selected how often the employee is paid, monthly, semi-monthly, etc.

Then, when you go to the Maintain Employee Pay Items screen to set up their payroll items and select their job description, the program will actually do the math for you and divide that annual salary by 12 pay periods, or 24 pay periods, etc.

Why was this feature omitted in Version 11? We have 28 employees, and about half of them are salaried. It was very easy to go to that Payroll screen and enter their annual pay amount from the new budget each year, and voila, the amount for the pay period would show up on the Maintain Items screen. Will this be fixed in a future maintenance release? I've been looking through the forum, and have been surprised that no one else has mentioned this. Or am I missing something that is now in a different area of the set up? I talked to a tech last week, and he said it was omitted from Vs. 11.

Thanks!

[NeilZ]

Why was this feature omitted in Version 11? We have 28 employees, and about half of them are salaried. It was very easy to go to that Payroll screen and enter their annual pay amount from the new budget each year, and voila, the amount for the pay period would show up on the Maintain Items screen. Will this be fixed in a future maintenance release? I've been looking through the forum, and have been surprised that no one else has mentioned this. Or am I missing something that is now in a different area of the set up? I talked to a tech last week, and he said it was omitted from Vs. 11.

Thanks!

Frankly, I've not seen anyone say anything about missing it. Its very easy to use a separate calculator to do that initial division and to enter the data. What is great about the the payroll rewrite is the adaptability of the deductions system for federal/state/local tax, pension/medical deductions, and so on. When you update the check salary income with the new rate, you can see the system recalculate the deductions automatically.

IMHO, I would have let the system do the upgrade of payroll at the same time. It would have brought in all the previous data, and you would have been able to do all the accounting in one place.

[Joetta Trimble]

When we did the original install of Version 11, we had to restart the accounting because of major changes in our non-budget funds. We pretty much started over from scratch. The budget accounts converted well, but the non-budget set up was totally new. It was quite an involved process, and we were advised to not change the payroll mid-year. In fact, I saw a note today on the forum telling someone they should not have tried to change the payroll mid-year due to all the quarterly and annual reporting requirements, not to mention W-2's. So that was why we did not switch over the Payroll in July. I do like version 11, but I really liked that annual salary feature in 10.4!

Thanks for the reply.

[NeilZ]

Not sure why if the system converted everything properly, that the reporting requirements would have been affected.

[Joetta Trimble]

The string I referred to was: viewtopic.php?f=3&t=6831
the last posting.

But I may have misunderstood the posting.

All is well. Payroll is set up and working. Thanks!

[NeilZ]

The string I referred to was: viewtopic.php?f=3&t=6831
the last posting.

But I may have misunderstood the posting.

All is well. Payroll is set up and working. Thanks!

Aha .. that thread was from someone who was not upgrading from a previous version of PCPlus but was a brand new install, however, I can see where you may have been confused.