This step-by-step guide will help you get off the ground and running with Acclaim for the first time. Please ensure you have already downloaded and installed Acclaim successfully before starting with this guide. You can find those instructions here.
When you first open Acclaim, you should be greeted with the Company Select Screen.
Creating the Company
Your payroll categories are the building blocks of your payroll. Everything that affects your employees' pay, taxes, and others (even if it doesn't appear on their paystub) should be created as a payroll category.
Note: Acclaim comes preloaded with certain payroll categories. Ensure that you have reviewed them and are not creating duplicate categories.
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Steps:
- Click the Add button.
- Select from the dropdown one of the 4 classifications.
- Enter all required fields. Depending on the class of the payroll category, you may have additional fields to enter.
- Click the Save button to save your changes.
- You will be asked if you would like to assign this new category to all active employees. Click Yes or No.
- Repeat steps 1-5 until all payroll categories are setup.
Classifications:
- A new window will appear. Enter a Short name for the company. This will be used to quickly identify the company.
- Click the OK button.
- A new window will appear. Enter the applicable information. (Note: you can view and edit this later)
- Click the Save button when you are done.
- Close the window by clicking the Close button.
- Highlight your company and click the Select button.
- A new window will appear. As no password has been set yet, simply click the OK button.
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Employee-paid: Income tax
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