CCS SOFTWARE  
 
 
Click here for details on the Employee Number Click here for detail on how to use the History Button. Click here for details on how to use the Prescedule feature. Click for detail on the Employee Custom Tab Click for details on the Employee HR Info Tab. Click for details on the Employee Payroll Tab. Click for details on the Employee Rates Tab. Click for details on the Employee Assignments Tab. Click here for details on the Name, Address, City, State, Zip and Telephone. Click for details on the General tab of the Employee Form. Click here for details on Max Rows Click for details on the Employee Summary Listing Tab. Click for details on the Paycheck Listing Tab Click for details on the History Listing Tab. Click for details Click here for details. Click for detail on the Employee Custom Tab Click for details on the Employee HR Info Tab. Click for details on the Employee Payroll Tab. Click for details on the Employee Rates Tab. Click for details on the Employee Assignments Tab. Click here for details on the SSN, Hire Date, Term. Date, Union, Status, Department, Job, Class, Craft, Crew and Client Fields. Click for details on the General tab of the Employee Form. Click here for details on Max Rows Click for details on the Employee Summary Listing Tab. Click for details on the Paycheck Listing Tab Click for details on the History Listing Tab. Click for details Click here for details on the History Listing Click for detail on the Employee Custom Tab Click for details on the Employee HR Info Tab. Click for details on the Employee Payroll Tab. Click for details on the Employee Rates Tab. Click for details on the Employee Assignments Tab. Click here for details on the Type, Salary, Fed., State, Local, EIC, E-Checks and Paperwork fields. Click for details on the General tab of the Employee Form. Click here for details on Max Rows Click for details on the Employee Summary Listing Tab. Click for details on the Paycheck Listing Tab Click for details on the History Listing Tab. Click for details Click for details on the Employee Summary Listing Tab. Click for detail on the Employee Custom Tab Click for details on the Employee HR Info Tab. Click for details on the Employee Payroll Tab. Click for details on the Employee Rates Tab. Click for details on the Employee Assignments Tab. Click here for details on using and assigning Earning & Deduction codes and the 4 Accumulators Click for details on the General tab of the Employee Form. Click here for details on Max Rows Click for details on the Employee Summary Listing Tab. Click for details on the Paycheck Listing Tab Click for details on the History Listing Tab. Click for details Click here for details on the Summary Listing Click for detail on the Employee Custom Tab Click for details on the Employee HR Info Tab. Click for details on the Employee Payroll Tab. Click for details on the Employee Rates Tab. Click for details on the Employee Assignments Tab. Click here for details on the HR Number, Badge, Requisition, Emergency, Birthdate, First Hire, Last Term, Citizen, Probation fields. Click for details on the General tab of the Employee Form. Click here for details on Max Rows Click for details on the Employee Summary Listing Tab. Click for details on the Paycheck Listing Tab Click for details on the History Listing Tab. Click for details Click here for details. Click for detail on the Employee Custom Tab Click for details on the Employee HR Info Tab. Click for details on the Employee Payroll Tab. Click for details on the Employee Rates Tab. Click for details on the Employee Assignments Tab. Click here for details on how to create Custom fields Click for details on the General tab of the Employee Form. Click here for details on Max Rows Click for details on the Employee Summary Listing Tab. Click for details on the Paycheck Listing Tab Click for details on the History Listing Tab. Click for details Click here for details.

 

The Employee Forms of the Payroll Module

Form Overview: The Employee Form, like every form in CCS Payroll, is a very versatile, powerful screen that allows you to accomplish data entry with maximum efficiency and unparalleled flexibility. Before dealing with the specifics of the Employee Form itself, let's examine some of the general characteristics of every CCS Payroll form, including, of course, this one:

  • Context Sensitive Help: Every field in every form has context-sensitive help. Simply press <F1> while located in a field.
  • Right Click: Right-clicking on any field pops up a menu that, in addition to the usual Copy, Paste, etc. options, provides you with a very powerful set of tools. Click here for details.
  • Searching: Any record that has a user-assigned number attached to it (e.g., Employee #, Job #, Class #, etc.) can be searched alphabetically. All Employees, for example, are assigned an Employee #. If you are in the Employee Form and want to locate a specific employee whose Employee # you do not know, follow these simple steps:
    • Click on the Employee # field.
    • Instead of entering the employee's number, enter the beginning of the employee's last name. Using "Johnson" as an example, you might type in "Joh", "John", "Johns", etc. -- You can use the wild cards * and ? as well.
    • A window will pop up showing you every employee whose last name begins with the letters that you typed. Select the desired employee from that list.
    • CCS Payroll will jump to the desired employee's record.
  • On-The-Fly Capabilities: Let's imagine that you are entering data for a new Employee. Let's further imagine that you want to assign this Employee to a Job that has not been entered into the program. When you get to the Job field, you would type in the Job #. The program would inform you that there was no such job with that number on file and ask you if you wanted to create it now. If you clicked on Yes, the program would create a new Job record, assign it the new number, and pop up a window for you to complete the data entry for the new Job. Once you finish, the program would save the data and bring you back to the Employee record so that you could continue working on it. This functionality exists for every possible combination of records throughout the program.
  • Grid Sorting: Every grid on every form can be sorted by any column by clicking on the caption for the desired column. You could, for example, sort the Employee grid (see the picture below) by Employee # by clicking on the "Employee" heading, by Employee Name by clicking on the "Name" heading, etc. Clicking on the column again, causes the list to be sorted in reverse order.
  • Filtering and Sorting: Every form has a Set Filter button on it (see picture, below). Clicking on it brings up a window that has two tabs. One tab allows you to create or set filters for viewing subsets of the data. The other tab allows you to create sorts. Both the filters and the sorts are saved for future re-use.
  • Validation: Nearly every field in CCS Payroll has a Validation method associated with it. The Validation methods are available for system administrators and authorized users to edit, allowing complete control over the validation of each field.

Employee Form: The Employee Form has six tabbed sections on the bottom half: General, Assignments, Rates, Payroll, HR Info., and Custom. There are four tabbed sections in the upper portion of the form: Employees, History, Paychecks, and Summaries. The most commonly used portions are explained in detail below. Click on any of the fields to view detailed information about how the field is used:

General and Employees Tabs:

Special Features:

  1. Preschedule Button: Allows you to input a date and then to make changes to as many Employee Records as needed. The changes will not take effect until you reopen this form on or after the date that you input.
  2. History Button: All changes made to any Employee Record is maintained in a History Table. Click on this button to view those History Records.

Assignment and History Tabs:

Special Features:

  1. Tracking: Employees can be assigned to any combination of Department, Class, Crew, Job, or Craft.
  2. Client: Employees can be assigned to specific clients for billing or job costing purposes.

    These assignments are simply the "Home" assignments. An Employee can work in an infinite number of Classes, Crews, Jobs and Crafts for an infinite number of Clients in a single day. Department is designed to be more static.

Rates and Paychecks Tabs:

Special Features:

  1. Pay Rates: Pay Rates can be automatically assigned via the Class to which an Employee has been assigned. Changing the rate of pay for a Class automatically changes the rate for all Employees who have been assigned to this Class and who have the Always Use Pay Rates from Class checked.
  2. Tax Tables: You can create as many tax tables in the program as needed. (There is normally only one Federal Tax Table.) Members can be assigned to these tables on an individual basis. State Taxes can also be calcuated based on a percentage of Federal taxes as well (or any other calculation for that mater).
  3. Pay Check Grid: A list of all Paychecks issued for the selected Employee is available for viewing.

HR Info and Summaries Tabs:

Special Features:

  1. Earning and Deduction Codes: These Codes are used by CCS Payroll to detail all of the Earning and Deduction transactions that, in aggregate, comprise an Employee's Paycheck. CCS offers an incredibly versatile and flexible array of options for creating Codes to cover virtually any conceivable payroll situation. Once these Codes are properly set up, creating checks for any pay period is a mere click of a button. One way these Codes can be assigned and removed is accomplished here: on an employee-by-employee basis here.
  2. Auto Assign: Codes can be set up so that they are automatically applied to subsets of Employees. This button checks for Codes that have been set up in that manner and adds any that it finds to the selected Employee. (NOTE: Auto Assigned Codes are checked by CCS Payroll during the creation of Paychecks and will also be added then, as required.)
  3. Summaries: The Employee Summaries tab provides you with a very useful summary of payroll data. You input a Period Ending date. The program then produces a cross-tabbed analysis of all pay activity for the selected Employee for the current year through the selected date. Each row in the grid represents one Code that appears on an Employee's check(s) during the targeted period. Totals for Period to Date, Month to Date, Quarter to Date, and Year to Date are shown for every Code.

HR Info Tab:

This tab allows for the entry of basic Human Resources data.

Custom Tab:

Special Features:

  1. Custom Field Creation: CCS Payroll provides you with the capability of adding custom fields to the Employee table. You simply right-click to the right of the Custom Tab, select Custom Field from the menu that pops up, and complete the dialog box.
  2. Custom Field Maintenance: Once a Custom Field has been added, it will appear here. In the above example, the user has added RTK (Right To Know) and Relative fields. Data input and editing takes place on this tab.