Getting Started - File Maintenance

Easy Steps to Begin Using Payroll

The following is a list of tasks you need to accomplish to set up Church Windows Payroll. Detailed information about these steps is included in the subsequent chapters in this unit of the manual. Keep in mind that the most time-consuming task in Payroll is setting up the program for the first time; once everything is set up, day-to-day use of the program is very quick and easy.

 

1. Follow the Payroll Installation Instructions
   
   
2. Fill out the System Profile
   
   
3. Enter any withholding information Adding a New Miscellaneous Tax Deduction and Local Withholding Information
   
   
4. Enter your lists of Deductions File and Allowance File – Common Features.
   
   
5. Enter your list of Departments, if you will be using them, into The Departments File.
   
   
6. Enter your Employee Information in The Employee File. Enter your Independent Contractor information, if applicable, in the Independent Contractor File.
   
   
7. If you will be using Church Windows Accounting, Link Payroll to Church Windows Accounting.
   
   
8. If you are starting to use the Payroll program in the middle of a year, then calculate adjustments to bring your employees’ payroll history up to date by Setting up New Payroll Mid-Year.
   
   
9. You are finished with setup and can now begin Running a Payroll