General Employee Information

<< Click to Display Table of Contents >>

Navigation:  MLS 2026 Fully Integrated Accounting > Payroll > Setup of Employee Records >

General Employee Information

 

FiPayEmploy

 

The Employee Data Editor (EDE) is the central location for maintaining employee payroll information within MLS 2026.

Because employees may:

be paid differently

have different deductions

receive commissions

work under different compensation plans

each employee must have an individual payroll record.

The Employee Data Editor maintains:

employee identification information

payroll settings

withholding information

deduction records

pay calculation methods

payroll totals

notes and history


Employee Data Editor Layout

The Employee Data Editor contains:

a browse list of employees in the lower section of the screen

multiple folders (tabs) across the upper portion

These folders organize information such as:

basic employee data

withholding settings

payroll totals

pay calculation methods

employee notes

As you highlight employees in the browse list, the upper sections automatically update to display the selected employee’s information.


Employee Processing Controls

The following controls are available on the Employee Data Editor screen.


addnew   Add

Use:

👉 Add

to create a new employee record.

⚠️ Important:

Never overwrite an old employee record simply because the employee no longer works for the company.

Always create:

a new employee record

for new personnel.

This prevents:

payroll history corruption

reporting contamination

W-2 inaccuracies

year-end calculation problems


save   Save

Use:

👉 Save

to permanently save:

additions

edits

payroll changes

made to the highlighted employee record.

⚠️ Changes are not retained until the Save button is selected.


trash   Delete

Use:

👉 Delete

to remove an employee record.

⚠️ Use extreme caution with this option.

Do NOT delete employees who:

worked during the current year

received payroll

appear on reports

require W-2 reporting

Deleting active payroll records can create:

reporting errors

missing payroll history

tax reporting problems

In most situations, former employees should simply remain inactive within the system.


calc   Re-Calc

Use:

👉 Re-Calc

to:

recalculate payroll totals

verify employee balances

refresh payroll history totals

This can be especially useful if:

data corruption is suspected

totals appear incorrect

adjustments were made manually


clock   Edit

Use:

👉 Edit

to:

edit employee timecards

create manual timecards

adjust payroll time information

This option is commonly used when:

correcting hours

entering missed time

handling special payroll adjustments


process   Process

Use:

👉 Process

to access payroll processing functions from the dropdown menu.

These functions include:

payroll preparation

paycheck processing

payroll accounting

payroll posting

The Process menu controls the actual payroll cycle workflow.


report   Reports

Use:

👉 Reports

to access Payroll reports.

These reports include:

payroll summaries

employee earnings

tax reports

deduction reports

payroll registers

year-end reports


tools   Tools

Use:

👉 Tools

to access Payroll setup utilities and support functions.

These utilities control:

payroll configuration

deduction setup

tax tables

payroll defaults

other system-wide payroll settings

Please review the:

👉 Payroll System Setup / Utilities

section carefully before processing payroll.


Basic Employee Data

Each employee record contains:

employee name

address

phone number

employee code

The:

👉 Employee Code

is extremely important because it connects:

payroll

workorders

commissions

labor tracking

payroll reports

throughout MLS 2026.


Choosing Employee Codes

Although any code may technically be used:

👉 simple, recognizable codes are strongly recommended.

Most businesses use:

initials

first names

abbreviated technician names

because they are easier to recognize on:

workorders

invoices

payroll reports

technician productivity reports

Example:

JS = John Smith

MIKE = Mike Johnson

RB = Robert Brown

Consistent naming makes payroll and labor tracking much easier.


Why Employee Setup Matters

The employee record controls:

how employees are paid

how taxes are calculated

how commissions are tracked

how payroll posts to accounting

Accurate setup is critical for:

payroll accuracy

tax reporting

labor costing

year-end processing

A few extra minutes spent reviewing employee setup can prevent many payroll problems later.


Recommended Best Practices

When setting up employees:

Use consistent employee codes

Verify all personal information carefully

Review withholding setup thoroughly

Confirm deduction settings

Keep payroll records current

Never overwrite old employee records


Recommended Companion Sections

This section works closely with:

Payroll Overview

Employee Record Setup

Employee Setup Overview

Payroll Processing

Payroll Reports

Costing Setup

Payroll Troubleshooting

Together, these sections provide a complete employee payroll management workflow within MLS 2026.