Payroll Basic Configuration: Implementation Activity

In the following implementation activity, you will learn how to prepare the system to support the processing of payroll documents.

Story

Suppose that you, as an implementation manager, need to specify the minimum settings that are required to start using the payroll functionality in the system.

Process Overview

In this activity, to prepare the system for the implementation of the payroll functionality, you will do the following:

1. On the Numbering Sequences (CS201010) form, you will create numbering sequences for payroll entities because the system offers no predefined numbering sequences to be used by default.
2. On the Payroll Preferences (PR101000) form, you will specify the numbering sequences and save the settings.

System Preparation

Before you start performing the initial configuration of the payroll functionality, you should launch the MYOB Acumatica website and sign in as a system administrator by using the following credentials:

• Username: gibbs
• Password: 123

Step 1: Enabling the Payroll Feature

On the Enable/Disable Features (CS100000) form, enable the Payroll feature and the US Payroll subfeature.

Step 2: Creating Numbering Sequences

To create numbering sequences for payroll batches, transactions, and PTO adjustments, do the following:

1. Open the Numbering Sequences (CS201010) form.
2. On the form toolbar, click Add New Record.
3. In the Summary area of the form, specify the following settings:
   1. Numbering ID: BATCHPR
   2. Description: PR Batch
   3. New Number Symbol: <NEW>
4. In the table, add a row with the following settings:
   1. Start Number: PR000000
   2. End Number: PR999999

   The system prefills the rest of the settings, which you can leave as-is.

5. On the form toolbar, click Save and then click Add New Record.
6. In the Summary area of the form, specify the following settings:
   1. Numbering ID: PRTRANSAC
   2. Description: PR Transactions
   3. New Number Symbol: <NEW>
7. In the table, add a row with the following settings:
   1. Start Number: 000000
   2. End Number: 999999
8. On the form toolbar, click Save and then click Add New Record.
9. In the Summary area of the form, specify the following settings:
   1. Numbering ID: PRBATCH
   2. Description: Payroll Batch Numbering
   3. New Number Symbol: <NEW>
10. In the table, add a row with the following settings:
    1. Start Number: 000000
    2. End Number: 999999
11. On the form toolbar, click Save and then click Add New Record.
12. In the Summary area of the form, specify the following settings:
    1. Numbering ID: PRPTOADJ
    2. Description: Payroll PTO Adjustments
    3. New Number Symbol: <NEW>
13. In the table, add a row with the following settings:
    1. Start Number: PRP0000000
    2. End Number: PRP9999999
14. On the form toolbar, click Save.

Step 3: Specifying the Payroll Preferences

To specify the numbering sequences and other payroll preferences that are required for using the payroll functionality, do the following:

1. Open the Payroll Preferences (PR101000) form.
2. On the General tab, in the Numbering Settings section, specify the following settings:
   • Batch Numbering Sequence: BATCHPR
   • Transaction Numbering Sequence: PRTRANSAC
   • Payroll Batch Numbering Sequence: PRBATCH
   • PTO Adjustment Numbering Sequence: PRPTOADJ
3. On the General tab, in the Posting Settings section, specify the following information:
   • Project Cost Assignment: No Cost Assigned
   • Time Posting Option: Do Not Post PM Transactions
   • Update GL: Selected
   • Automatically Post on Release: Selected
4. On the form toolbar, click Save.

You have configured the basic payroll functionality. Now you can proceed with setting up payment methods for the use in payroll.