- EBMS Knowledge Base
- Labor
- 3rd Party Payroll Service
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Client Resources
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EBMS Main Documentation
- Introduction
- Getting Started
- Getting Started | Initial Installation
- Company Setup
- EBMS Guide for Accountants
- Features
- Reports
- Security
- Server Manager
- Technical
- Technical | Data Import and Export Utility
- Technical | SQL Mirror
- Automotive
- Automotive | Parts Catalog
- Automotive | Pricing
- Automotive | Point of Sale
- Automotive | Product Application
- Automotive | Keystone Interface
- Metal Supply
- Fuel Sales
- Horticulture
- Horticulture | Farm Setup
- Horticulture | Processing Payroll
- Horticulture | Managing the Farm
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Sales
- Introduction
- Customers
- Customers | Miscellaneous Customers
- Proposals
- Proposals | Processing Proposals
- Proposals | Sets and Templates
- MyProposals
- MyOrders
- Sales Orders
- Invoices
- Materials Lists
- Sales and Use Tax
- Sales and Use Tax | TaxJar
- CRM
- CRM | Auto Send
- Recurring Billing
- Credits
- Customer Payments
- Payment Card Processing
- Payment Card Processing | Gift Cards
- Payment Card Processing | Loyalty Cards
- Payment Card Processing | Verifone Gateway
- Freight and Shipping Tools
- General Ledger Transactions
- Point of Sale
- Point of Sale | Point of Sale Hardware
- Point of Sale | Xpress POS System
- Point of Sale | Advanced Tools
- Signature Capture
- Salesperson Commissions
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Inventory
- Product Catalog
- Product Catalog | Using Product Codes for No Count Items
- Product Pricing
- Product Pricing | Special Pricing
- Tracking Counts
- Unit of Measure
- Purchasing
- Special Orders and Drop Shipped Items
- Receiving Product
- Barcodes
- MyInventory and Scanner
- Components (BOM) and Accessories
- Components (BOM) and Accessories | Component Formula Tool
- Made-to-Order Kitting
- Configure-to-Order Kitting
- Multiple Inventory Locations
- Multiple Inventory Locations | Creating Locations
- Multiple Inventory Locations | Using Multiple Locations
- Multiple Inventory Locations | Product Catalog Sync
- Multi-Vendor Catalog
- Serialized Items
- Serialized Items | Purchasing or Manufacturing an Item
- Serialized Items | Selling and/or Associating an item with a customer
- Lots
- Product Attributes
- Product Attributes | Selling and Purchasing Items with Attributes
- Product Attributes | Custom Attributes
- Mobile Scanner (Legacy)
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Labor
- Getting Started
- Workers
- Taxes and Deductions
- Work Codes
- Time and Attendance
- Time and Attendance | Time Track App
- Processing Payroll
- Closing the Payroll Year
- Processing Payroll - Advanced
- Salaried Pay
- Piecework Pay
- Direct Deposit
- 3rd Party Payroll Service
- Subcontract Workers
- Flag Pay
- Prevailing Wages
- MyDispatch
- MyTasks
- MyTime
- MyTime | Communications
- MyTime | Setup
- Tasks
- Tasks | Getting Started
- Tasks | Creating Tasks
- Tasks | Scheduling Tasks
- Tasks | Customizing Task Views
- Tasks | Managing Tasks
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Financials
- Introduction
- Fiscal Year
- Chart of Accounts
- Budget
- Financial Reporting
- Transactions and Journals
- Transactions and Journals | Journals
- Account Reconciliation
- 1099
- Departments and Profit Centers
- Fund Accounts
- Bank Accounts
- Bank Feed
- Vendors
- Vendors | Miscellaneous Vendors
- Purchase Orders
- Expense Invoices
- Vendor Payments
- AP Transactions
- Landed Cost
- Fixed Assets and Depreciation
- Fixed Assets and Depreciation | Fixed Assets
- Fixed Assets and Depreciation | Fixed Assets | Adding Assets
- Fixed Assets and Depreciation | Processing Depreciation
- Fixed Assets and Depreciation | Disposing Assets
- MyJobs
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E-commerce
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Rental
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Job Costing
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Manufacturing
Configuring EBMS for 3rd Party Pay
The EBMS software must be configured properly to allow a 3rd party payroll service to process labor and payroll information. This configuration allows the user to collect time, process detailed labor expense transactions, and compile important information for the 3rd party payroll service.
Configure EBMS for 3rd Party Payroll
Open the payroll options by selecting Labor > Labor Options > General tab from the main EBMS menu.
The Enable 3rd Party Pay Service & Subcontractors option should be checked ON.
Click OK to save the payroll options. Review the Labor and Payroll Settings section for more information on the payroll options.
Change Worker Defaults for 3rd Party Payroll
Change the employee pay Method setting for all employees that will be paid using the 3rd party payroll service by completing the following steps:
From Labor > Workers, choose a category folder or subfolder to edit. (Select a subfolder if Labor > Workers contains subcontractors or other non-employee staff.) With the employee group selected and highlighted, right-click and select Edit Defaults from the context menu. In the example below, the defaults will be for the Workers / Clerical subfolder.
From the category defaults, click on the Pay tab and select Payroll Service as the Method.
Filter down the Payroll Service Method option by right-clicking on the field and selecting Filter Down from the context menu. Review the Edit Defaults, Filter Down Data and Globally Change Data article for more details on apply default changes to all records within a folder or subfolder.
- Verify that the Payroll Payable setting within the Advanced tab of each worker record that will be paid using the 3rd party is set to a common G/L code.
- Verify individual employee settings such as pay rates and pay types are set properly. Settings such as employee taxes, exemptions, and many other tax-related settings can be ignored since the 3rd party service will process these legal details. Review the Changing Worker Information section for more details on employee settings.
Review the Processing 3rd Party Pay section to process labor within EBMS for a 3rd party service.