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changes.mady.by.user Will Lafferty

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New Version 48

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UI Expand
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titleEmployment

Employment 

Anchor
employment
employment

How to UseVisual
DashboardThis section of Toolbox is focussed on Employee information, with the Dashboard being an informational summary.  See the table below for more details about each section!

BenefitsThe Benefits section provides information regarding your current insurance and cafeteria-plan selections.

Direct Deposit

The Direct Deposit Tool allows you to select and

upate

update the bank account(s) used for payment for payroll and reimbursement direct deposits.

Note

The Direct Deposit Tool will not allow you to make any edits if Payroll or Reimbursement batches are currently being processed. The ability to make changes to bank account information will be blocked until after those payments have been completed in our system. 

  • The
tool
  • Tool starts
in
  • with a summary view of an
employees existing direc deposits.
  • employee's existing direct deposit information
  • The
edit
  • EDIT view allows
adding
  • for individual bank accounts as line items for separating an
employees direct deposit.
  • employee's net pay amount
  • Each line item has an amount type which can be a fixed amount or a percentage of the gross paycheck
, or a fixed amount.
  • The final line will always be the "remaining balance"

It will ask you to check that you have read and agreed to the terms and conditions before it allows you to select SAVE. You must select SAVE in order for your changes to be updated in our system. 

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UI Expand
titleFinancials
FinancialsHow to UseVisual
Account Statement

This section of toolbox allows ministry workers to see their monthly account statements. Below is what is included:

  • Giving & Fees - Includes all giving from the previous month as well as the fees pulled from the giving, such as admin
  • Payroll Expenses - This can include wages, salaries, parsonage, subsidies, medical insurance, 401k, and FICA.
  • Total Expenses and Transfers - Any transfers directly into the account from another Reliant account. 
  • Net Change - This shows the change in the account balance between payroll and giving

It will also include Account Balance and Advances

  • Balance -  Shows the beginning of the month balance minus the net change to show the final account balance for the month
  • Advances -  Shows the list of advances from that month

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