Using the 5-2-1 Employees window, you create an employee record for each employee who works during the calendar year. The record stores personal and work-related information, and acts as the source for each employee’s hourly pay rates, salary rates, or paygroups. In addition, you can accrue sick and vacation time, provide direct deposit for employees, and automatically recover payroll advances.
On the Compensation tab, you can enter information about Paygroups, Standard Regular Rate, Commission%, Salary, Accrued Sick, Accrual Rate, and more. Under Mark on W-2, you can select the check boxes Retirement Plan, Third-Party Sick Pay, and Aatrix Electronic Consent to include the appropriate values when preparing the W-2 electronic file.
If you are required by legislation, such as California's Paid Sick Leave Act, to accrue and report on sick leave entitlements, you also enter the maximum amount of paid sick leave an employee can accrue on the Compensation tab. Sage 100 Contractor uses this amount when computing payroll to determine whether sick leave must be accrued for a pay period. At the beginning of a new payroll year, Sage 100 Contractor brings forward any remaining accrued sick time from the previous year and displays the amount in the Last Year Carry Forward box. This amount is reported on the Sick Leave Verification Report as the accrued sick balance from the previous year. You can change this amount, if necessary.
On the Direct Deposit tab, you enter employees’ direct deposit information and email address for the direct deposit pay stub.
On the Calculations tab, you can select which payroll calculations to use and customize the calculation rates for each employee. Each employee record stores its own calculation rates; you can create one payroll calculation but set up different calculation rates for each employee. When you trial-compute or final-compute payroll, Sage 100 Contractor uses calculation rates from the employee records to compute the deductions and benefits for each employee.
On the Additional Contacts tab, you can add multiple additional contacts for each employee.
Important! Contacts entered in employee records are not synchronized with Outlook due to security reasons.
You can also create generic employee records for scheduling resources. A single, generic employee can represent an entire crew, such as a framing crew. Use the generic employee to assign employee resources to tasks in a schedule, thereby preventing the over-allocation of labor . For service work, you can use the generic employee as a placeholder for scheduling work orders in the 11-3 Dispatch Board window.
On the ACA tab, you enter health coverage information for each employee for each month of the year so that you can track hours required for reporting under the Affordable Care Act (ACA). If you offer employees health coverage under a self-ensured plan, you also enter information about their spouse, and their dependents on this tab.
Note: You can enter information on this tab only if the system date is January 1, 2015, or later.
Important! Do not enter more than one employee record for any one employee. For example, if you make a mistake on an employee record, do not correct the mistake by making a second record for that employee.
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For additional online resources for Sage 100 Contractor products, visit the Sage Customer Portal. Use the portal to access the knowledgebase, chat online with customer support, or enter a customer support ticket.
For additional training on Sage products, visit Sage University.