Read below for answers to the most frequently asked questions:
Operating Systems & Browsers
Windows 7 or 8: Internet Explorer 9 or 10, Chrome, Safari and Firefox
Windows XP: Chrome, Safari and Firefox. Internet Explorer is not compatible
Windows 7 or 8 using Internet Explorer 9 or 10, may need to enable Compatibility Mode. To do so:
1. From Internet Explorer, select Tools > Compatibility View Settings. (If you do not see this menu, right click the star icon at upper right and check Menu Bar.
2. Check "Display all websites in compatibility mode", then click Close
Firefox: To print checks and reports properly, you must adjust your settings to recognize Adobe Acrobat Reader. Select Tools > Options > Applications. Then under Content Type, select Portable Document Format (PDF). Use the drop-down list to change "Preview in Firebox" to "Use Adobe Acrobat (in Firefox)".
Chrome: To print checks and reports properly, uncheck the option to "Fit to Page" whenever you print a PDF file.
Add a New Employee
Go to Employees > Setup and click the "New" button. The following minimum information is required:
Contact tab: Social security number, Name
Compensation tab: Default rate. Make to to set the Employment (full/part time) and Regular pay (salaried/hourly) correctly.
Taxes tab: Federal Filing Status, Exemptions. State information if applicable
Employee's Bank Routing Number
The employee's routing number is shown on the bottom of their checks. This is a 9 digit number.
Employee Portal Login
If an employee hasn't received the portal login userid and password, go to Employees > Setup > Contact tab. First confirm their email address is correct. Then make sure the "Employee Portal, Allow Access" check-box is checked. Finally, click the "Employee Portal" button in the upper right corner. This will send the email to the employee with the login id and password.