Available Employee Data in Employee Management Forms

The Workforce forms in the Manage Employee tab enable you to enter or adjust the important employee data described in the following table:

Column Name	Function
Job Title	Enter the employee's job title.
Hire Date	Enter the start date in mm/dd/yyyy format. Alternatively, click the cell, and click the calendar icon to select a date.
Termination Date	If the employee no longer works for the company, click the cell, and then enter the date of termination in mm/dd/yyyy format. Alternatively, click the cell, and then click the calendar icon to select a date.
Compensation Basis	Click the arrow in the cell, and then select Salary or Hourly.
Compensation Rate	For employees with a Salary compensation basis, enter the annual salary. For employees with an hourly compensation basis, enter the hourly rate.
Hours per Day	Enter the number of hours the employee is expected to work per day.
Dept Allocation %	Enter the percentage of an employee's total work time that is assigned to each department. If employee is allocated to only one department, enter either 1 or 100%.
Overtime %	If the employee is entitled to overtime, bonus, pay raise, or a 401K, click the arrow in the cell, and then enter the appropriate percentages.
Bonus %
Raise %
401(k) Withholding %
Medical Plan	If the employee contributes to a medical, dental, vision, or life plan, click the arrow in the cell, and then select the appropriate plan.
Dental Plan
Vision Plan
Life Plan
Accidental Death & Dismemberment (AD&D)	If the employee contributes to an insurance, click arrow in the cell, and then select Yes. Otherwise, select No. Make a selection for the following insurance types:
Short-term disability (STD)
Long-term disability (LTD)
Work Location	Click the arrow in the cell, and then select the US State where the employee works.

Column Name

Function

Job Title

Enter the employee's job title.

Hire Date

Enter the start date in mm/dd/yyyy format.

Alternatively, click the cell, and click the calendar icon Calendar Icon to select a date to select a date.

Termination Date

If the employee no longer works for the company, click the cell, and then enter the date of termination in mm/dd/yyyy format.

Alternatively, click the cell, and then click the calendar icon Calendar Icon to select a date to select a date.

Compensation Basis

Click the arrow in the cell, and then select Salary or Hourly.

Compensation Rate

For employees with a Salary compensation basis, enter the annual salary. For employees with an hourly compensation basis, enter the hourly rate.

Hours per Day

Enter the number of hours the employee is expected to work per day.

Dept Allocation %

Enter the percentage of an employee's total work time that is assigned to each department. If employee is allocated to only one department, enter either 1 or 100%.

Overtime %

If the employee is entitled to overtime, bonus, pay raise, or a 401K, click the arrow in the cell, and then enter the appropriate percentages.

Bonus %

Raise %

401(k) Withholding %

Medical Plan

If the employee contributes to a medical, dental, vision, or life plan, click the arrow in the cell, and then select the appropriate plan.

Dental Plan

Vision Plan

Life Plan

Accidental Death & Dismemberment (AD&D)

If the employee contributes to an insurance, click arrow in the cell, and then select Yes. Otherwise, select No. Make a selection for the following insurance types:

Short-term disability (STD)

Long-term disability (LTD)

Work Location

Click the arrow in the cell, and then select the US State where the employee works.

General Notices