Table of Contents

Manual and Program Basics

Basics | Basic application usage | Payroll Software terms | The Internet menu | Getting help | Contacting Customer Support |

Chapter 1 - Getting Started

About the Aatrix Payroll Series | Launching the application | Creating a new company | Aatrix Payroll Setup Utility | Buttons in each window | Before you start the Payroll Setup Utility | Tab window primer | Company tab window | Human Resources tab window | Employees tab window | Payroll Items tab window | Process Payroll tab window | Reports tab window | Liabilities tab window | Preferences | Program preferences | Security preferences | Default password | Time Card preferences | Payroll preferences | Printing preferences | Holiday Preferences | Employees Preferences |

Chapter 2 - Company

The company tab window | Direct Deposit | Setting up for direct deposit | Setting up the company | Company information | Departments and Groups | Creating departments | Editing department names | Creating groups | Other features | Checkstock Watcher | Preferences | Error checking | Printing mailing labels

Chapter 3 - Human Resources

Human Resources tab window | Cafeteria Plans | Buttons on this window | Setting up the Cafeteria Plan Administrator | Viewing/Editing Flex spending account registers | Entering reimbursement claims | Reimbursing claims | Adding reimbursements to paychecks | Writing reimbursement checks | Closing out a Plan Year | Pension Plans tab window | Buttons in this window | Setting up Pension Plans | Creating pension registers | Viewing/editing pension registers | Clearing pension registers | Paid Time Off tab window | Setting up vacation, sick, holiday, and personal time pay | Evaluate tab window | Buttons in this window | The Employee Evaluator window | Evaluation History | Printing previous evaluations | Deleting previous evaluations | Probation Periods | Evaluation forms | Creating evaluation forms | Adding questions to evaluation forms | Editing evaluation questions | Deleting evaluation questions | Undeleting evaluation questions | Moving evaluation questions | Printing evaluation forms | Deleting Evaluation Forms | Evaluating employee work performance | Evaluating employees | Setting up evaluation reminders | Loans | Creating payroll item deductions for loans | Cutting advance or loan checks | Adjustments | Editing loan details | Voiding and deleting entries

Chapter 4 - Employees

Employees overview | Setting up new employee defaults | Commands on the button bar | Employee Information tab window | Entering new employees | Hours/Wage tab window | Tax tab window | Saving employees | Editing employees | Deleting employees | Finding employees | Renaming employees | Importing employee information | Adding personal information | Adding notes to employee files | Employee pay history | Entering past pay history | Available options for entering prior pay history | Editing pay history records | Adding pay items to paychecks | Removing pay items from paycheck records | Updating employer paid rates in pay history | Printing paycheck records | Deleting paychecks from pay history | Reprinting paychecks | Duplicating paycheck records | Using employee lists | How employee names are displayed in employee lists | The Employee List and pop-up menu | Creating employee lists | Opening employee lists | Deleting employee lists | Adding employees to employee lists | Adding individual employees | Adding multiple employees | Removing names from employee lists | Find and replace |

Chapter 5 - Payroll Items

Payroll Items tab window | Creating payroll items | Income | Setting up paid time off (PTO) items | Deductions | Employer paids | Setting limits on payroll items | Upper Limit | Lower Limit | Managing payroll items | Assigning payroll items to employees | Unassigning payroll items | Editing payroll items | Deleting payroll items | Printing payroll items reports | Job costing overview | Creating jobs | Assigning jobs to income items | Assigning more than one job to an income item | Deleting jobs | Job Costing Reports |

Chapter 6 - Process Payroll

Processing payroll | Before processing payroll | Processing employee paychecks | Editing Employee Paysheets | Job Costing | Printing checks from the Process Payroll tab window | Recording checks | Posting Payroll | Quitting the payroll process | Other tasks | Printing an Employee Paysheet | Processing bonus checks | Importing employee hours | Check Queue overview | Previewing paychecks before printing | Printing paychecks from the Check Queue | Recording queued paychecks without printing | Editing queued paychecks | Removing paychecks from the Check Queue | Aligning checks in the printer

Chapter 7 - Reports

Reports tab window | Buttons in this window | Generating reports | Previewing Reports | The Preview menu | Reports List | Edit Reports List | Report Queue | Adding reports to the Report Queue | Printing/viewing the Report Queue | Print & Mail reports | Aatrix FormViewer | Characteristics of the FormsViewer window | Navigating the FormsViewer window | Processing forms | Step One - Review / Edit | Step Two - My Copy | Step Three - Finish and print State or Federal copy | Printing your forms | Page Align | Form 941 | Processing Form 941 | Step Two - Review / Edit | Step Two - My Copy | Step Three - Finish and print State or Federal copy | eFile | How to Enroll in eFile | EZ Report Builder | Creating EZ reports | Other EZ tasks | Editing EZ reports | Exporting EZ reports | Report Bundles | Creating report bundles | Editing a report bundle | Removing a report bundle |

Chapter 8 - Liabilities

Liabilities tab window | Automatically printing liability checks | Using check registers | Liability payments | Creating liability payments | Editing liability payments | Deleting liability payments | Writing/printing liability checks | Printing liability checks | Viewing your liability payment history | The Check Register window | Viewing options | Display options | Limit by options | Managing check registers | Entering deposits | Entering withdrawals | Finding entries | Editing entries | Voiding entries | Deleting entries | Printing check registers | Reconciling check registers | Creating new check registers | The Liability Register dialogue | Managing liability registers | Creating liability registers | Entering liability register payments | Editing liability register entries | Deleting liability register entries

Chapter 9 - Posting Data

Posting overview | Gross pay expensing by department | Posting to QuickBooks® | The QuickBooks® menu | Linking QuickBooks® accounts to payroll items | Importing a QuickBooks® Chart of Accounts | Linking payroll items to accounts | Editing existing links | Sending/posting paychecks to QuickBooks® | Sending/posting liability checks to QuickBooks® | Posting to Quicken | The Quicken menu | Linking Quicken categories to payroll items | Importing Quicken categories | Linking payroll items to categories | Editing existing links | Sending/posting paychecks to Quicken | Sending/posting liability checks to Quicken | Posting to MYOB | The MYOB menu | Linking MYOB accounts to payroll items | Importing MYOB accounts | Linking payroll items to accounts | Editing existing links | Sending/posting paychecks to MYOB | Sending/posting liability checks to MYOB |

Chapter 10 - Check Designer

Check Designer utility | Sample checkform templates | Using the Check Designer window | Graphic tools | Viewing checkform templates | Display Options | Form Setup options | Understanding Fields | Adding fields | Text fields | Picture fields | New data fields | "Field Is" pop-up descriptions | Middle pop-up section: | Field Maintenance | Selecting fields | Editing fields | Deleting fields | Duplicating fields | Manually moving fields | Aligning fields | Changing fonts and font styles | Modifying existing checkform templates | Creating new checkforms | Test printing checkforms |

Chapter 11 - Time Card

Time Card | Using Time Card | The Employee Time Sheet | Before using Time Card | Manually entering data into time sheets | Timesheet data fields | Printing employee time sheets | Other Tasks | Importing Time Card hours into payroll | Printing time cards | Adjusting time card printing settings | Viewing Time Card reports |

Chapter 12 - Reminder Calendar and Lists

Reminders Calendar overview | Opening the Reminders Calendar | The Reminders Calendar buttons | Setting up reminders | Editing reminders | Deleting reminders | Disabling reminders in the Reminders Calendar | Enabling reminders | Printing reminder calendars | Reminders Due overview | Removing reminders | Disabling reminders in the Reminders Due window | Floating List overview | To Do list | To add an item to the To Do list | Marking items as done | Unmarking items as Done | Editing To Do lists. | To delete a To Do item | To print the To Do list | To hide completed items | Year End Checklist | To add an item | To mark an item as Done | To unmark an item as Done | To edit a Year End Checklist item | To delete a Year End Checklist item | To print the Year End Checklist | To hide completed items |

Chapter 13 - Data Maintenance

Backing up and restoring | Backing up payroll data | Restoring from a backup | Purging Data | Archiving Files Annually | Moving files to a different computer | Using large capacity disks to move files | Using a network to move files |