Details tab

New Hire Report Sent

Pending	Until the employee’s first payroll, select this option. After the employee’s first payroll, Evolution automatically changes it to Complete.
Completed	If you are using new hire reporting Report of new employee sent to state agency created by employer or client. services, the employee has been reported as a new hire.
Completed by Predecessor	The employee was reported as a new hire by another service bureau Entity that provides payroll related and/or employer benefits services..

If an employee's status has changed from a code other than active, back to active, when the user saves the changes, the system will pop up a question to the user. Is this a rehire? If No, the system saves the employee record and doesn't ask any more questions. If Yes, the system changes the new hire flag to pending and brings up a rehire wizard. The wizard is a series of employee windows for the user to verify the employee's setup for pay rate, states, locals, TOA, scheduled E/D's, and direct deposits. The wizard will only display windows that are applicable to the employee. For example, if the employee does not have any direct deposits set up, the direct deposit window will not be shown.

Position Effective Date

The date the employee’s Position became effective.

Position Status

Highly Compensated

Yes	The employee is highly compensated.
No	The employee is not highly compensated.

Corporate Officer

Yes	The employee is a corporate officer.
No	The employee is not a corporate officer.

Labor Distribution Options

Required. Defaults to Distribute Both

The method used to distribute this employee’s labor. It can be distributed for earnings, taxes, deductions, all, or none. Must be used in conjunction with the Auto Labor Distribution E/D Group field.

Distribute Taxes	Taxes and earnings are distributed to all job roles.
Distribute Deductions	Deductions and earnings are distributed to all job roles. Will distribute ALL deductions. It’s all or nothing, you can’t specify which deductions to distribute.
Distribute Both	Deductions, earnings and taxes are all distributed.
Distribute None	Earnings in the selected group are distributed to all job roles. Taxes and deductions default to the home DBDT. To have nothing distributed, leave the default of Distribute Both, but do not populate an Auto Labor Distribution ED Group.

Earnings are always distributed across all job roles. Earning distributions are not affected by tax and deduction distribution options

Auto Labor Distribution E/D Group

The E/D group used to distribute the employee's labor.

Pay Group

Delivery

Group Term Life

The GTL Hours and GTL Rate fields can be used to calculate a group term life amount instead of entering a static amount in the Group Term Policy Amount field. You would use either the hours and rate fields or the Policy Amount field.

If this employee is hourly, enter the hours in the GTL Hours field.
If the employee is salary, enter the rate in the GTL Rate field.

Group Term Policy Amount

The total amount of this employee’s group term life policy.

GTL Hours

The number of hours worked annually by hourly employees. Evolution calculates the GTL policy amount by multiplying the entered number of hours by the employee's primary pay rate.

GTL Rate

The rate used to calculate the GTL amount for salaried employees. Evolution calculates the GTL amount by multiplying the employee's salary by the entered rate. For example, if 2 is entered for the this rate, Evolution calculates the GTL policy amount as 2 times the employee's salary.

For more information on setting up GTL, refer to Setting Up Group Term Life

Other

Visa Number

If the employee is not a US citizen, the employee’s visa number.

On Call From

Informational only. The dates during which the employee is on call.

On Call To

Informational only. The dates during which the employee is on call.

G/L Tag

YTD (F3) button

Tipped Directly

Required.

Yes	Indicates employee receives tips directly.
No	Indicates employee’s tips are pooled or employee does not receive tips.

Ignore FICA on Cleanup Payroll

Required.

Yes	To ignore FICA on QECs. Generally, select this option for tipped employees who you wish to leave out of balance for FICA purposes and reflect on the 941 as out of balance.
No	To include FICA on cleanup payroll.

Gov Garnish Prior Child Support

Required.

Yes	To deduct an employee’s government garnishments before any child support deductions. Select this option for employees with scheduled E/Ds that involve garnishments or child support.
No	To deduct child support before an employee’s government garnishments.

Deductions Take First

Required.

You can choose the order in which Evolution takes deductions. For example: If S125 should be deducted before a pension, you would select Use E/D Priorities, give the S125 a priority to include E/D in check of 1, and the pension a priority of 2 .

Child Support, Garnishment	child support garnishment E/Ds according to priority to include E/D in check
Garnishment, Child Support	garnishment child support E/Ds according to priority to include E/D in check
Child Support	child support E/Ds according to priority to include E/D in check.
Garnishment	garnishment E/Ds according to priority to include E/D in check.
Use E/D Priorities	E/Ds according to priority to include E/D in check.

Combine Returns on This EE

Required.

These options are for companies that have different tax IDs, but are allowed to take credit against both companies, such as for a common paymaster Companies that are related enough that they can combine wages to reduce their unemployment, OASDI, and Medicare taxes.. For example, an employee works in both companies, but may only report to one company for tax returns. This setting asks if you want to use the employee on this company’s tax returns.

Also, these options are for employees in companies that are in a common paymaster who keeps all the employee’s taxes. A common paymaster is an umbrella of companies that are related enough that they can combine wages to reduce their unemployment, OASDI Old Age, Survivors, and Disability Insurance, and Medicare A federal health insurance program for individuals 65 years of age or older and some needy and disabled individuals. It is funded through the FICA tax. Taxes.

Yes	Base the employee’s tax returns on this employee code (or number).
No	Do not base the employee’s tax returns on this employee code (or number).

Generate Second Check

Yes	Evolution creates a second check for the employee when the payroll batch Subset of payroll run for subtotaling purposes. is created.
No	Evolution creates only one check for the employee when the payroll batch is created.

Deductions Take First

Select the way priority you want specific employee scheduled E/D to be taken.

Child Support, Garnishment	If a child support and a garnishment are present, the child support deduction will be taken before the garnishment deduction.
Garnishment, Child Support	If a garnishment and a child support are present, the garnishment deduction will be taken before the child support deduction.
Child Support	child support will be taken before any other deduction.
Garnishment	garnishment deduction will be taken before any other deduction
Use E/D Priorities	The system will look to the priority on each E/D and take them in the order assigned.1 being the highest priority and would be taken first..

Second Check Template

The check template on which to base the second check, if Yes is selected for Generate Second Check.

EE Scheduled E/D's

Hot key that will advance you to the Browse Scheduled E/D tab of the Employee Scheduled E/ D window.

Apply for new Position

Creates a new applicant record for this employee. The applicant record will be stored on the Employee HR Applicant window. Pertinent information will be copied into the new record.