C21 Tips for Efficiency in Payroll
The following tips may be helpful while you are reconfiguring your employees for 2020
- Before installing the February 1, 2020 Payroll Tax Update, preview and save a PDF of the Employee Pay Configuration report:
- Go to Payroll/Print/Employee/Pay Configuration
- Select Pay Factor : US FIT
- Click OK
- Click Preview
- Save to a PDF
- Always make regular backups of all of your companies in of these ways:
- Go to System/Company/Backup and backup to a location you will remember.
- In Windows Explorer, navigate to your C21 location. Most likely in C (Windows). Copy the companies listed in your C21/data folder and paste them into a portable location you will remember.
- When you run Calculate Payroll, if you want to select a small number of employees to calculate with varying pay frequencies, do the following:
- Enter the Start and End dates in the "Calculate Payroll: Select" window.
- When the Calculate Payroll window opens, hit Shift and the down arrow on your keyboard to select all of the employees in the Calculate window.
- Hit the spacebar to Unselect them all. All of the employees should say, "Unselected" except the first employee listed. You can unselect this employee by highlighting and spacebar.
- Scroll down to the employees you would like to run payroll for and click the Spacebar to select each one.
- You can change the order of your employees by Employee ID, Name, Status, or Pay Frequency by clicking the appropriate button at the top of the Calculate Payroll window.
- If you would like to "hide" employees that are inactive or terminated, do the following. Please note that you will still need to reconfigure them for 2020 W-4s. If they are inactive, you can just OK them:
- Go to Payroll/Configure/Employees.
- Click on the employee you would like to "hide."
- Click Delete. This does not permanently delete them. You can always Undelete them at anytime.
- Click OK to save changes.
- Go to System and check Hide Deleted Accounts.
