Employee Management (U.S.)

OBJECTIVE

The Employee Management (U.S.) function is used to gather all relevant information on employees to produce U.S. payrolls and run additional module options.

PREREQUISITEs

Steps

maestro* > Time Management > U.S. Payroll > Employees > Employee Management (U.S.)

Create an employee

Enter the required information:

Field

Description

Number

The number is generated automatically by maestro* when the record is saved, but it is entered manually.

Last Name

Employee's last name.

First Name

Employee's first name.

Alpha Code

Code, other than the number, used to identify the employee.

NOTE: You can use this code in all hour entry screens to have maestro* find the employee.

Status

Display the selected employee’s status.

Field	Description
Number	The number is generated automatically by maestro* when the record is saved, but it is entered manually.
Last Name	Employee's last name.
First Name	Employee's first name.
Alpha Code	Code, other than the number, used to identify the employee. NOTE: You can use this code in all hour entry screens to have maestro* find the employee.
Status	Display the selected employee’s status.

Enter the required information in the Employee ID tab:

Employee ID section:

In the Province/State field, if the user selects a state that has been defined in Define Withholding Tax, the work state in the Withholding tab takes the value of this field.

If this state is not supported by maestro* but has been defined using a state model, the work state in the Withholding tab takes the value of the Province/State field and the template state is displayed in the State’s Model field.

Field

Description

Linked Employee:

Links two records with different characteristics and work for a given employee.

Grouping

Used to associate an employee with a group to filter payroll reports.

Date of Birth

Displays the employee's birthday in event calendars.

Language

Determines the language in which the cheque or pay slip is printed.

Ethnicity

Ethnicity of the employee.

NOTE: This information will be used in the Certified Payroll Report.

Gender

Gender of the employee.

Possible values include male or female.

NOTE: This information will be used in the Certified Payroll Report.

Work Company

Indicates the company in which the employee is available for entering hours.

NOTE: Applies to multidimensional mode only. If a value is not specified, the employee is available in all companies.

Payroll Company

Indicates which company is responsible for the employee and prepares the W-2 Wage and Tax Statement slips for this employee.

NOTE: Applies to multidimensional mode only.

Security Group

Indicates the security group to which the employee belongs. This group is linked to Security Management and employee access.

In Case of Emergency section:

Field

Description

Name

Name of the person to contact in case of emergency.

Phone

Phone number of the person to contact in case of emergency.

Hiring section:

Field

Description

Date

Date printed on the record of employment in box 10 - First day of work.

Number

Employee number

Seniority

Year of seniority

Layoff section:

Field

Description

Date

This date cannot be changed and is from the layoff of the employee.

Number

Departure number specified when the employee is laid off.

Temporary Layoff

If the layoff was indicated as temporary in the Layoff Type in the Layoff option, the box is checked.

Layoff History section: this section displays the dates of the latest layoffs.

Other section:

Champ

Description

Supplier

Allows user to identify the supplier for which the hours are followed.

NOTES: This code is issued from Supplier Management.

If the Supplier Invoice Reconciliation option is installed and by specifying a supplier, the hours and bonuses entered in the various hour entries will be posted, but no pay cheque will be issued to the employee because the employee is considered a supplier.

The cost of these hours is charged to various projects and an accrual is created. When the supplier's invoice is received, the user can consolidate the hours (accrued) with the supplier's invoice by using the Supplier Invoice Reconciliation option.

For more information on using this function, refer to help under Reconciling Supplier Hours.

Notes section: the note entered is displayed in a Memo field when the employee is selected in the various entry screens of maestro* if this function is configured in Preferences.

Field	Description
Linked Employee:	Links two records with different characteristics and work for a given employee.
Grouping	Used to associate an employee with a group to filter payroll reports.
Date of Birth	Displays the employee's birthday in event calendars.
Language	Determines the language in which the cheque or pay slip is printed.
Ethnicity	Ethnicity of the employee. NOTE: This information will be used in the Certified Payroll Report.
Gender	Gender of the employee. Possible values include male or female. NOTE: This information will be used in the Certified Payroll Report.
Work Company	Indicates the company in which the employee is available for entering hours. NOTE: Applies to multidimensional mode only. If a value is not specified, the employee is available in all companies.
Payroll Company	Indicates which company is responsible for the employee and prepares the W-2 Wage and Tax Statement slips for this employee. NOTE: Applies to multidimensional mode only.
Security Group	Indicates the security group to which the employee belongs. This group is linked to Security Management and employee access.

Field	Description
Name	Name of the person to contact in case of emergency.
Phone	Phone number of the person to contact in case of emergency.

Field	Description
Date	Date printed on the record of employment in box 10 - First day of work.
Number	Employee number
Seniority	Year of seniority

Field	Description
Date	This date cannot be changed and is from the layoff of the employee.
Number	Departure number specified when the employee is laid off.
Temporary Layoff	If the layoff was indicated as temporary in the Layoff Type in the Layoff option, the box is checked.

Champ	Description
Supplier	Allows user to identify the supplier for which the hours are followed. NOTES: This code is issued from Supplier Management. If the Supplier Invoice Reconciliation option is installed and by specifying a supplier, the hours and bonuses entered in the various hour entries will be posted, but no pay cheque will be issued to the employee because the employee is considered a supplier. The cost of these hours is charged to various projects and an accrual is created. When the supplier's invoice is received, the user can consolidate the hours (accrued) with the supplier's invoice by using the Supplier Invoice Reconciliation option. For more information on using this function, refer to help under Reconciling Supplier Hours.

Enter the required information in the Payroll Information tab:

Payroll Calculation section:

Field

Description

Salary Type

Indicates the employee's pay frequency. Available values:

Time

Hourly rate defined.

Monthly

Rate is monthly.

Weekly

Rate is weekly.

Bi-Weekly

Rate is bi-weekly.

Semi-Monthly

Rate is twice per month.

Number of Hours

Number of hours paid by default for a pay frequency. This field is used by the Compile and Load Project Hours function.

Hourly Rate

Hourly or total amount based on the frequency defined in the Salary Type field.

NOTE: The hourly rate entered for an employee is automatically saved for the employee in Define Hourly Rates.

Maximum Payable

Allows to indicate the maximum number of hours payable to an employee per pay period.

NOTES: When a value is entered in this field, all hours paid to the employee will be paid at regular rate.

If there is a value in this field, the Compile and Load Project Hours option will take into consideration the entered value.

Start Banking Hours After

The number of hour’s accumulated or required before the additional hours will begin to be accumulated or banked. This field is only used if the hours are from projects.

Balances section: these fields contain the total cumulative amounts for the employee since the first cheque or pay slip was printed. These balances are updated after cheques or pay slips are printed. Balances can be corrected manually. The Cancel a Pay function adjusts the balances.

Default Values section:

Field

Description

Sector

Employee's default sector.

Annex

Employee's default annex.

Region

Employee's default region.

Miscellaneous section:

Field

Description

Work Category

Indicates the employee's work category.

SSN

Indicates the employee's US SSN number.

WC/CSST Rate

Indicates the employee's WC/CSST rate.

Occupation

Indicates the employee's occupation.

The Define Work Categories field is mandatory for saving the employee's record.

Vacation Pay Rate section:

Field

Description

Vacation Rate

Earned vacation in %. If a rate is not specified, maestro* uses the rate in Define Employment Categories during payroll calculation.

NOTE: You can enter a vacation percentage for sector 0 (not controlled) and sectors 1 to 5.

Group Insurance section:

Field

Description

Start Date

Allows to note the effective date of the employee's group insurance.

Group Insurance

Allows to select the group insurance to which the employee is entered. The table field in the Group Insurance section are updated based on the selected insurance.

The deductions can be entered directly in this table or by using the Define Group Insurance function.

Pension Plan section:

Field

Description

Deduction

Allows to note the employee's or employer's deduction.

Rate

Allows to note the employee's or employer's withholding rate.

Hourly Rate

Allows to note the employee's or employer's hourly withholding rate.

It is possible to use the Define Pension Plan function for more complex calculations.

Garnishee section:

Field

Description

Amount

Amount of garnishee to be deducted from gross earnings.

Deduct Provincial / State

If the box is checked, tells maestro* that the amount deducted must be deductible from source tax.

Deduct Federal

If the box is checked, tells maestro*that the amount deducted must be deductible from source tax.

% Salary

Percentage of garnishee deducted from gross, net or basic net pay.

Amount On Net Pay

Garnishee amount to be deducted directly from the net pay.

Maximum Amount

Maximum amount to be deducted at each payroll calculation.

Reference No.

Specify the alimony number.

Direct Deposit section:

If this information is not completed, the employee is paid by cheque instead of by direct deposit.

Field

Description

Transit No

Financial Institution Transit number used for direct deposit.

NOTES: The transit number is composed of the number of the financial institution followed by the transit of the branch.

Nine characters are required for banking institutions with NACHA specified in the bank account configuration. For other financial institutions, the transit number can include a maximum of 8 characters.

Account

Employee's account number.

Type

Type of account to which the deposit will be posted.

NOTES: The two possible values are savings account or checking account.

If you click on the small square to the right of the Type field, the bank deposit can be divided among four separate bank accounts (three for salary and one for reimbursed expenses). For each account, the transit numbers (in the same format as above), account number and maximum to be deposited must be specified. Maestro* deposits the maximum pay amount specified in the first bank account, deposits the balance in the second, again to the maximum specified, and so on. For the expense reimbursement account, only the expense bonuses portion will be deposited into this account.

Field	Description
Sector	Employee's default sector.
Annex	Employee's default annex.
Region	Employee's default region.

Field	Description
Work Category	Indicates the employee's work category.
SSN	Indicates the employee's US SSN number.
WC/CSST Rate	Indicates the employee's WC/CSST rate.
Occupation	Indicates the employee's occupation.

Field	Description
Vacation Rate	Earned vacation in %. If a rate is not specified, maestro* uses the rate in Define Employment Categories during payroll calculation. NOTE: You can enter a vacation percentage for sector 0 (not controlled) and sectors 1 to 5.

Field	Description
Start Date	Allows to note the effective date of the employee's group insurance.
Group Insurance	Allows to select the group insurance to which the employee is entered. The table field in the Group Insurance section are updated based on the selected insurance.

Field	Description
Deduction	Allows to note the employee's or employer's deduction.
Rate	Allows to note the employee's or employer's withholding rate.
Hourly Rate	Allows to note the employee's or employer's hourly withholding rate.

Field	Description
Amount	Amount of garnishee to be deducted from gross earnings.
Deduct Provincial / State	If the box is checked, tells maestro* that the amount deducted must be deductible from source tax.
Deduct Federal	If the box is checked, tells maestro*that the amount deducted must be deductible from source tax.
% Salary	Percentage of garnishee deducted from gross, net or basic net pay.
Amount On Net Pay	Garnishee amount to be deducted directly from the net pay.
Maximum Amount	Maximum amount to be deducted at each payroll calculation.
Reference No.	Specify the alimony number.

Field	Description
Transit No	Financial Institution Transit number used for direct deposit. NOTES: The transit number is composed of the number of the financial institution followed by the transit of the branch. Nine characters are required for banking institutions with NACHA specified in the bank account configuration. For other financial institutions, the transit number can include a maximum of 8 characters.
Account	Employee's account number.
Type	Type of account to which the deposit will be posted. NOTES: The two possible values are savings account or checking account. If you click on the small square to the right of the Type field, the bank deposit can be divided among four separate bank accounts (three for salary and one for reimbursed expenses). For each account, the transit numbers (in the same format as above), account number and maximum to be deposited must be specified. Maestro* deposits the maximum pay amount specified in the first bank account, deposits the balance in the second, again to the maximum specified, and so on. For the expense reimbursement account, only the expense bonuses portion will be deposited into this account.

Enter the required information in the Project Time tab:

Field

Description

Cost

Enter a cost amount (including social charges) for the employee's single, half or double time. This amount is entered as labour in the project's expenses if the "fixed cost" method is used.

NOTE: No value needs to be entered if fringe benefits are used.

Selling

Selling cost used in cost plus invoicing.

Overtime Calc. Code

Allows to select an overtime calculation code from the Define Overtive Calculation Parameters option.

NOTE: The overtime calculation program will be determined according on the following priority:

Calcultation code indicated in the employee's file

Calculation code indicated in the trade

Calculation code indicated in the activity

Calculation code indicated in the project

Calculation code indicated in the work category

W/C - CSST Activity

Default W/C - CSST activity to use when entering project time.

NOTE: The W/C - CSST code is defined in the Define W/C - CSST option.

PBB Activity

Default PBB activity to use when entering project time. This activity only concerns electricians.

NOTE: The PBB code is defined in the Define DWRB Activities option.

Default Equipment Code

Equipment code linked to the employee.

NOTES: Maestro* automatically inserts a line in project time entries when one is entered for the employee. Maestro* uses the same project as the employee's.

If the Service Management module is installed, the default equipment code allows to link a truck to the inventory location. Thus, in the return from a service call, if an employee has a default equipment code and this code is linked to an inventory location, the Location field will be completed automatically.

Additional Equipment Codes

Additional equipment code linked to the employee. It is possible to define a maximum of additional equipment codes (Codes 2 to 5).

NOTES: Maestro* automatically inserts a line in project time entries when one is entered for the employee. Maestro* uses the same project as the employee's.

In the Service Management module, maestro* automatically inserts a line in the return from a service call for each equipment code when a time entry is done for the employee.

Departmental Accounting sub-section:

Field

Description

Project, Activity, Group

Used to reconcile project and payroll entries.

NOTE: During Payroll Reconciliation, maestro* stores the payroll vs project overtime and reduces the the bank of hours when the payroll hours are less than the project's. The generated project entries use this project, activity, and groupe.

Internal Labour Allocation

Used to charge hours on an internal activity and group.

NOTE: Maestro* allows to isolate marked up prices from real salary costs at the project level and, eventually, at the general ledger level. This functionality can be used to record an inter-departmental income for employees who work in more than one department at the same time. The project's income, which is not a real income, comes from the calculation of the marked up salary cost at specific percentage, which varies from one project and employee to another.

Rate

Increased rate application to the employee's hourly rate.

NOTE: The rate must be configured in the Configuration option.

Occupation Type
The employee's occupation type. This type is only used for Work Order Invoicing and has no impact on the payroll calculation.

NOTE: The occupation code is predefined in the Define Occupation Types option.

Default Values in Time Entry sub-section:

Field

Description

Activity

Labour activity that will be displayed by default in the different hour to project entry options.

Group

Salary group that will be displayed by default in the different hour to project entry options.

Field	Description
Cost	Enter a cost amount (including social charges) for the employee's single, half or double time. This amount is entered as labour in the project's expenses if the "fixed cost" method is used. NOTE: No value needs to be entered if fringe benefits are used.
Selling	Selling cost used in cost plus invoicing.
Overtime Calc. Code	Allows to select an overtime calculation code from the Define Overtive Calculation Parameters option. NOTE: The overtime calculation program will be determined according on the following priority: Calcultation code indicated in the employee's file Calculation code indicated in the trade Calculation code indicated in the activity Calculation code indicated in the project Calculation code indicated in the work category
W/C - CSST Activity	Default W/C - CSST activity to use when entering project time. NOTE: The W/C - CSST code is defined in the Define W/C - CSST option.
PBB Activity	Default PBB activity to use when entering project time. This activity only concerns electricians. NOTE: The PBB code is defined in the Define DWRB Activities option.
Default Equipment Code	Equipment code linked to the employee. NOTES: Maestro* automatically inserts a line in project time entries when one is entered for the employee. Maestro* uses the same project as the employee's. If the Service Management module is installed, the default equipment code allows to link a truck to the inventory location. Thus, in the return from a service call, if an employee has a default equipment code and this code is linked to an inventory location, the Location field will be completed automatically.
Additional Equipment Codes	Additional equipment code linked to the employee. It is possible to define a maximum of additional equipment codes (Codes 2 to 5). NOTES: Maestro* automatically inserts a line in project time entries when one is entered for the employee. Maestro* uses the same project as the employee's. In the Service Management module, maestro* automatically inserts a line in the return from a service call for each equipment code when a time entry is done for the employee.

Field	Description
Project, Activity, Group	Used to reconcile project and payroll entries. NOTE: During Payroll Reconciliation, maestro* stores the payroll vs project overtime and reduces the the bank of hours when the payroll hours are less than the project's. The generated project entries use this project, activity, and groupe.
Internal Labour Allocation	Used to charge hours on an internal activity and group. NOTE: Maestro* allows to isolate marked up prices from real salary costs at the project level and, eventually, at the general ledger level. This functionality can be used to record an inter-departmental income for employees who work in more than one department at the same time. The project's income, which is not a real income, comes from the calculation of the marked up salary cost at specific percentage, which varies from one project and employee to another.
Rate	Increased rate application to the employee's hourly rate. NOTE: The rate must be configured in the Configuration option.
Occupation Type	The employee's occupation type. This type is only used for Work Order Invoicing and has no impact on the payroll calculation. NOTE: The occupation code is predefined in the Define Occupation Types option.

Field	Description
Activity	Labour activity that will be displayed by default in the different hour to project entry options.
Group	Salary group that will be displayed by default in the different hour to project entry options.

Enter the required information in the Other Modules tab : This section contains information about employees that will be used in the Projects and Service Management modules. By completing this section, the employee will be configured throughout maestro*.

Enter the required information in the Autres modules tab:

Dispatch section:

Field

Description

Always Receive a Full Schedule

When checked, indicates the employee is available to receive a full dispatch schedule.

Available in the Dispatch

If this box is checked, the current employee will be available in dispatch options.

Service Call section:

Field

Description

Service Occupation

Used to indicate the employee's service occupation.

maestro*MOBILE section:

Field

Description

maestro*MOBILE employee access

If checked, indicates the employee has access rights to maestro*MOBILE.

User No.

Used to select the employee's user number.

Can create calls from MOBILE

If checked, indicates the employee has the necessary rights to create service calls in maestro*MOBILE.

The user can modify equipment in Service Contracts

If this functionality is activated, the use will be able to modify pieces of equipment in servicce contracts.

Can create work orders from MOBILE

If checked, indicates the employee has the necessary rights to create work orders in maestro*MOBILE.

Can send and transfer orders

If checked, indicates the employee can send and transfer orders in maestro*MOBILE.

Field	Description
Always Receive a Full Schedule	When checked, indicates the employee is available to receive a full dispatch schedule.
Available in the Dispatch	If this box is checked, the current employee will be available in dispatch options.

Field	Description
Service Occupation	Used to indicate the employee's service occupation.

Field	Description
*maestroMOBILE** employee access	If checked, indicates the employee has access rights to *maestroMOBILE**.
User No.	Used to select the employee's user number.
Can create calls from MOBILE	If checked, indicates the employee has the necessary rights to create service calls in *maestroMOBILE**.
The user can modify equipment in Service Contracts	If this functionality is activated, the use will be able to modify pieces of equipment in servicce contracts.
Can create work orders from MOBILE	If checked, indicates the employee has the necessary rights to create work orders in *maestroMOBILE**.
Can send and transfer orders	If checked, indicates the employee can send and transfer orders in *maestroMOBILE**.

Enter the required information in theBonus and Deductions tab:

Default Bonuses and Deductions: Select a code from the defined list. This field is linked to the Define Earning/Deduction Codes function.

The Define Earning/Deduction Codes function is used to define anything not associated with an hourly rate.

Field

Description

Code

Code of the premium or deduction to be deducted by default from the employee.

NOTE: The code comes from the Define Earning/Deduction Codes option.

Description

The premium's or deduction's description.

Quantity

Entered based on the factor determined in the bonus or deduction.

Base

Used to define the way the premium needs to be calculated when the quantity is 0.

If the defined quantity is more than or equal to 1, the Base column will be unavailable.

Available values:

Worked Hours

Maestro* uses the calculation on the bonus amount entered versus the total number of hours paid.

Paid Hours

Maestro* uses the calculation on the bonus amount entered versus the hourly rate and number of hours.

Ex: 1 hour regular time + 1 hour double time = 3 hours paid.

Hours - Regular

Maestro* uses the calculation on the bonus amount entered versus the number of hours paid at regular time only.

Worked Hours - Overtime

Maestro* uses the calculation on the bonus amount entered versus the number of total overtime hours worked.

Paid Hours - Overtime

Maestro* uses the calciulation on the bonus amount entered versus the hourly rate and number of overtime hours.

Work Hours - Double

Maestro* uses the calculation on the bonus amount entered versus the total number of double-time hours.

Paid Hours - Double

Maestro* uses the calculation on the bonus entered versus the hourly rate and the number of double-time hours.

% Gross Income

Maestro* uses its calculations on the salary including taxable bonuses.

% Salary exclusing bonuses

Maestro* uses its calculation on the salary, excluding taxable bonues.

% Gross income (including vac. and holidays)

Maestro* uses its calculation on the salary, including vacation days and statutory holidays.

Other

Indicates that the calculation will be done according to the equation determined in the Formula field.

Net Income

Maestro* uses its calculation on the net income.

Basic Net

Maestro* uses its calculation on the net income, taking union deductions into account.

Gross Salary - Basic Dedcution - Unin Deductions

NOTE: Basic deductions are RRQ/RPC, Employment Insurance, RQAP, Federal and Provicial Tax Amounts.

Basic Net (Gov. deductions only)

Maestro* uses its calculation on the net income, disregarding union deductions.

Gross Salary - Basic Deductions

NOTE: Basic deductions are RRQ/RPC, Employment Insurance, RQAP, Federal and Provicial Tax Amounts.

Salary Source

Determines the salary source to perform the bonus or deduction calculation. Available values:

Federal

Includes all federal taxable income.

Provincial

Includes all provincial taxable income.

Committee

Includes all incomes and bonuses that affect the committee salary.

Union

Includes all incomes and bonuses that affect the union salary.

Pension Plan

Includes all incomes and bonuses that affect the Pension Plan salary.

Maximum Type

Indicates maximum type defined in the Define Earning/DeductionCodes option.

Bonus Maximum
Indicates the maximum amount to be taken from or added to the payroll, according to the bonus or deduction type. Field defined in the Define Earning/Deduction Codes option.

NOTE: The Employee Maximum field prevails over the amount entered in the Bonus Maximum field.

Employee Maximum
Make a double-clic to enter the maximum bonus amount for this employee.

Permanent

Check this box to calculate the bonus or deduction, even if the employee has no pay.

NOTE: It is possible to calculate a deduction for a temporarily laid-off employee if the bonus type us 1-Deduction.

Maximum

Maximum cumulative amount of deductions. Once this maximum has been reached, deductions and payments stop.

Reference No.

Field for information purposes only.

Sector

Sector to which the bonus should be applied.

All

The bonus applies to all sectors.

Sectors 1 to 5

The bonus applies to controlled sectors.

0, 1, 2, 3, 4, 5

Sector for which the bonus should apply.

NOTES: If an amount is entered in the Quantity field, the sector must be selected. Also applies to code -4.

By default, the employee’s sector is displayed.

Formula

Equation used to calculate bonuses and deductions when the Base is Other.

NOTE: Example of an equation:

SALREG+PRIME.TRVL to indicate that the calculation must be done on the regular salary plus the "TRVL" bonus.

For more information on all available values, please refer to the appendix of the Define Earning/Deduction Codes option.

Default Pension Plan section: select a code from the defined list. This section is linked to the Define Pension Plan function.

Field

Description

Code

Pension plan code.

Description

Displays the pension plan description.

Quantity

Entered based on the factor determined in the bonus or deduction.

Maximum

Defined according to the maximum determined in the bonus or deduction.

Permanent

Calculates the Pension Plan bonus even if the employee does not have a pay.

Field	Description
Code	Pension plan code.
Description	Displays the pension plan description.
Quantity	Entered based on the factor determined in the bonus or deduction.
Maximum	Defined according to the maximum determined in the bonus or deduction.
Permanent	Calculates the Pension Plan bonus even if the employee does not have a pay.

Enter the required information in the Withholding tab:

FederalSection:

Field

Description

2020 W4 Form

Allows to choose between the old W4 form of the new 2020 W4 Form. See below:

Filing Status

Filing Status of the employee for the purpose of calculating federal income tax.

Old W4 Form

No. of Allowances

Used to enter the number of allowances claimed on line 5 of the W-4 tax form.

Add. Withholding

Additional withholding amount to be calculated for the payroll, if applicable.

NOTE: The additional withholding amount is added to the amount of income taxes to be paid each pay period.

Nb. of Dependents

Number of dependents the employee has.

Tax credit

Tax credit amount to be calculated for the payroll, if applicable.

NOTE: The tax credit amount is subtracted from the taxable income each pay period.

2020 W4 Form

Has Two Jobs

Allows to indicate the employee has two jobs.

Amount for Dependents

Allows to enter the amount for the employee's dependents.

Other Income

Allows to enter the amount gained from other incomes.

Deductions

Alows to enter the deduction amounts.

Additional Withholding

Additional withholding amount to calculate on the payroll, if applicable

NOTE: The additional withholding amount is added to the amount of tax to pay for each payroll period.

State section:

The following fields may vary depending on the state selected.

Field

Description

State of Work

Used to link to the state for which deductions must be made.

NOTE: Only the States defined in Define Withholding Tax as States for Payroll calculation are available in this field.

Taxable Benefits section: This section is used to enter the taxable benefits amounts which will be calculated for the employee's pay.

Exemption Key Income Tax section: Checked boxes are excluded from the payroll calculation.

Field	Description
2020 W4 Form	Allows to choose between the old W4 form of the new 2020 W4 Form. See below:
Filing Status	Filing Status of the employee for the purpose of calculating federal income tax.
Old W4 Form
No. of Allowances	Used to enter the number of allowances claimed on line 5 of the W-4 tax form.
Add. Withholding	Additional withholding amount to be calculated for the payroll, if applicable. NOTE: The additional withholding amount is added to the amount of income taxes to be paid each pay period.
Nb. of Dependents	Number of dependents the employee has.
Tax credit	Tax credit amount to be calculated for the payroll, if applicable. NOTE: The tax credit amount is subtracted from the taxable income each pay period.
2020 W4 Form
Has Two Jobs	Allows to indicate the employee has two jobs.
Amount for Dependents	Allows to enter the amount for the employee's dependents.
Other Income	Allows to enter the amount gained from other incomes.
Deductions	Alows to enter the deduction amounts.
Additional Withholding	Additional withholding amount to calculate on the payroll, if applicable NOTE: The additional withholding amount is added to the amount of tax to pay for each payroll period.

Field	Description
State of Work	Used to link to the state for which deductions must be made. NOTE: Only the States defined in Define Withholding Tax as States for Payroll calculation are available in this field.

In the Accumulators tab, enter the Code and set the counter to Active or Inactive by checking the box provided for this purpose. This tab is linked to the Human Resources Management function.
In the Trades and Unions tab, enter the default Trade Code for the employee with their years of apprenticeship and union, if applicable. You can also define multiple trades for an employee and link default union codes to trades by checking the Activate Specific Settings by Trade box.

If user checks the trade codes for an employee, only the checked trades will be available when entering hours.

The Events tab is a view-only tab. It is used to view events linked to this employee. This tab is available with Human Resources Management.

The Cumulative Amounts and History tabs are for information purposes only. They are used to review information specific to the employee. To change an employee's cumulative amounts, refer to the appendix.

Click Save.

APPENDIX

Changes to an employee's cumulative amounts

The Edit Employee Cumulatives icon is used to enter an employee's cumulative amounts in the following situations:

To update an employee's cumulative amounts when the maestro* software is installed.
To make manual corrections, if necessary, to print government forms quickly.

To change an employee's cumulative amounts:

Select the employee.
Click the Edit Employee Cumulatives icon.
Select the year to be changed and the State of the employee.
Enter the amount of the adjustment (positive or negative) in the Modificationcolumn.

For example, the employee has an amount of $1,500.00 in state income tax and the corrected amount should be $1,700.00. You must therefore enter an amount of $200.00 in the Modification column for the total amount to be $1,700.00.

Click Save.

The changes made are automatically updated on saving.

Last modification: September 20, 2024