Employees & Payroll

Related topics

Set up and maintain employees

Set up and maintain sales reps

Read about user access to information in the Navigation Centers

Pay employees

Pay employees using time-ticket hours(Sage 50 Premium Accounting and higher)

Enter manual paychecks

Preview check forms before printing them

Preview paychecks

Void paychecks

Synchronize direct deposit payroll transactions

Apply payroll expenses to a job

Troubleshoot payroll tax calculation errors during payroll entry

The Sage 50 Employees & Payroll Navigation Center displays information and access points related to your company's employees. It includes a summary of employee information including your company's 1099 vendors, and access to recently used employee reports.

On the left side of the Navigation Center, you'll see the flow of employee-related tasks. Click the icons to see menus that will take you where you need to go to perform those tasks.

Some of the data that appears in the Sage 50 Navigation Centers can be drilled down on. These spots are marked by blue text. Just click it to go to a related window displaying detail information.

The Employee & Payroll Tasks section provides a graphic representation of the flow of employee-related tasks, as well as access to those tasks. It also provides access to windows where you enter/maintain employee information.

Employees—Maintenance Options

At the top of the section are three buttons that take you to maintenance options and to the Write Checks window:

Employees: Click this to select from a menu of vendor-maintenance options:

  • New Employee: This takes you to the Maintain Employees/Sales Reps, where you can enter a new employee record.
  • View and Edit Employees: This takes you to the Employee List, where you can see a variety of employee-related information.
  • Write Letters to Employees: This takes you to the Write Letters section of the Select a Report window. Click the Create a Letter Template button to activate a wizard that lets you can create custom letters for your employees.
  • Set Up Employee Defaults: This takes you to the Employee Defaults window, where you enter a variety of default information pertaining to employees and payroll.

User Security: Click this to go to the Users window, where you can set up user IDs and passwords to limit user access to Sage 50.

1099s: Click this to select from a menu of options related to 1099 vendors:

  • New 1099 Vendor: This takes you to .
  • Set Up 1099 Defaults: This takes you to
  • Print 1099 Report: This lets you print the Sage 501099 Vendor report, which lets you preview the 1099 forms you will submit to the IRS for your company's 1099 vendors.
  • Print 1099s: This takes you to the Select a Report window, where you can print a batch of vendor 1099 forms.

Employees—Task Flow

The task flow takes you from Time and Expense Tickets, the beginning of an employee transaction, to the printing of payroll checks. Click the appropriate button; a pop-up menu appears. For example, if you click the Pay Employees button, a menu with the following options appears:

The Employees section lists all employees entered through Maintain Employee/Sales Reps. There are four columns of information for each vendor:

  • Last Name
  • First Name
  • Phone Number
  • Pay Method— This column will appear only if you have turned on Sage 50 Managed Payroll through Maintain Employees/Sales Reps.

You can sort the information in any of the columns.

View Detailed List: Click this button (at the top of the section) to see the Employee List, which includes detailed information for all employees.

Right-click menu: Right-click the Employees section to see a pop-up menu with the following options:

  • Add New Employee: Click to go to Maintain Employees/Sales Reps and add a new employee record.
  • View Employee Detail: Click to go to Maintain Employees/Sales Reps and see the complete information entered for this employee.

The 1099 Vendors section lists all vendors who have been set up as 1099 Type Independent Contractor in Maintain Vendors. There are three columns of information for each vendor:

  • 1099 Vendor Name
  • Phone Number
  • Last Payment (dollar amount)

You can sort the information in any of the columns.

View Detailed List: Click this button (at the top of the section) to see the 1099 Vendor List, which includes detailed information for all 1099 vendors.

Right-click menu: Right-click the 1099 Vendors section to see a pop-up menu with the following options:

  • Add New 1099 Vendor: Click to go to Maintain Vendors and add a new 1099 vendor record.
  • View 1099 Vendor Detail: Click to go to Maintain Vendors and see the complete information entered for this vendor.

The Recently Used Employee Reports section lists the five most recently opened reports relating to your company's employees. If this is a new company and you are accessing the Employees & Payroll Navigation Center before opening any employee reports, the following default reports will be listed:

To see a report on the computer screen, click the View link opposite that report. To print the report, click the Print link opposite the report.

At the bottom of the section, there is View All Employee & Payroll Reports link; click this to go to the Sage 50 Select a Report window with the list of Payroll reports preselected.