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Assisted Setup Wizard

Estimated reading time: 23 min

Payroll NOW by Integrity Data provides an ‘Assisted Setup’ that walks new users through the Payroll NOW by Integrity Data Setup Process. This simplifies and accelerates the setup process for the end-user.

Step 1: Select’ Search Icon’ and enter ‘Assisted.’ Select ‘Assisted Setup’

Step 2: Select ‘Set up Payroll NOW’

Step 3: The Payroll NOW by Integrity Data wizard pops up. Click ‘Next’

Step 4: “Choose Country” select ‘US’ from the drop-down. Click ‘Next’

Step 5: “Do you want to create a Payroll Permission Set and a Payroll Role Center?”

  • Set ‘Yes we do’ to true – Toggle Switch will fill in and move to the right
  • Click ‘Next”

Step 6: “Specify New or Existing No. Series to Use”

  • By default, all No. Series will
    pre-populate

    • Example – Using detail below, the first Employee Number will be EM10001, then sequenced after that
  • Click ‘Next’

Step 7: “Create Default Codes for the Following Payroll Types”

  • By default, all options should be set to True
  • Click ‘Next’

Step 8: “Do You Have Local Taxes?”

  • Set ‘Yes we do’ to true
  • Click ‘Next’

Step 9: “Do You Have State Income Tax?”

  • Set ‘Yes, we do – One State’ to True
  • Click ‘Next’

Step 10: “Please Indicate in Which State You Operate”

  • In ‘Primary State Abbreviation’ select ‘CA’ from the drop-down menu
  • Enter ‘Primary State Tax ID Number’ of 123456789
  • Click ‘Next’

Step 11: “Please Select Pay Cycle Periods Applicable for Your Company”

  • Set ‘Weekly’ to True
  • Set ‘Semimonthly’ to True
  • Click ‘Next’

Step 12: “Do You Want to Config Posting Setup?”

  • Set ‘Yes, we do’ to
  • Click ‘Next’

Step 13: “Please Click on Each Checkbox and Config-Related Posting Setup”

  • Set ‘Employee Posting Setup’ to True
  • Employee Posting Groups Setup window will immediately pop up
  • Select ‘Bank Account No’ Field and select a bank account from the drop-down menu
  • Click ‘Close’

Step 14: “Please Click on Each Checkbox and Config-Related Posting Setup”

  • Set ‘Payroll Earnings’ to True
  • Payroll Earnings Posting Setup window will immediately pop
  • Select ‘G/L Account’ in ‘Account Type’ field and enter/select a G/L Account number for ‘Account ‘
  • Repeat this for all Earnings Codes
  • Click ‘Close’

Step 15: Click on each checkbox and config related posting setup

  • Set ‘Payroll Withholding / Deduction’ to True
  • Payroll Withholding / Deduction Setup window will immediately pop up
  • Select ‘Vendor’ in ‘Account Type’ field and enter/select a vendor number for ‘Account ‘
  • Repeat this for all Withholding / Deduction Codes
  • Click ‘Close’

Step 16: Click on each checkbox and config related posting setup

  • Set ‘Payroll Employer Tax’ to True
  • Payroll Employer Tax Posting Setup window will immediately pop up
  • For ‘Debit Account Type,’ select ‘G/L Account’, and for ‘Debit Account ‘ select an account number
  • For ‘Credit Account Type’ Select ‘Vendor’ and for ‘Debit Account ‘ select an account number
  • Repeat this for all Payroll Employer Tax Codes
  • Click ‘Close’

Step 17: Click on each checkbox and config related posting setup

  • Set ‘Payroll Payment Setup’ to True
  • Payroll Payment Setup window will immediately pop up
  • For ‘Account Type’ field, select ‘Posting Group Bank Account’
  • Repeat this for all Payroll Payment Setup Codes
  • Click ‘Close’

Step 18: The Posting Setups are complete. Click ‘Next’

Step 19: Specify information for a tax form

  • Enter info that will appear on tax forms
  • Click ‘Next’

Step 20: Do you want to import signature for a tax form and check

  • Set ‘No, we don’t’ to True
  • Click ‘Next’

Step 21: “Do you want to create test employee?”

  • Set ‘Yes, we do’ to True
  • Click ‘Next’

Step 22: That’s it! Click ‘Finish’ to complete the setup wizard

Navigating to the PR Now Role Center:

  • Use the cog in the upper right corner of the screen and select My Settings
  • Use the ellipsis to choose the Payroll NOW Role Center to go to the Payroll NOW home screen
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