Setting up the Payroll System generally consists of two different processes. First the master files have to be created, such as files that contain your employee personal records, earnings and deductions amounts, payroll codes, etc. Secondly current balances on your old system have to be transferred to IdealWare. These would include such data as hours worked, earnings, amounts deducted to date, etc.
FILE MAINTENANCE
The file maintenance that must be done for your Payroll System consists of:
Payroll codes maintenance (see 31194 PAYROLL CODES MAINTENANCE).
Company maintenance (see 31182 COMPANY MAINTENANCE).
Department maintenance (see 31183 DEPARTMENT MAINTENANCE).
After all necessary file maintenance has been accomplished, balances from the old system can be transferred. You have two options: the old balances can be transferred as single totals, or a duplicate payroll can be run for each pay period that has elapsed from the beginning of the current calendar year. Transferring single totals has the advantage of being a bit faster. Duplicating payrolls from the beginning of the year has the advantage of creating a full year's payroll history within Ideal, thus enabling you to print T4's without recourse to your old system. It also allows you to verify your payroll setup as you perform each payroll.