About 5-2-1 Employees

You use the 5-2-1 Employees window to create an employee record for each employee who works during the calendar year. The record stores personal and work-related information, and acts as the source for each employee’s hourly pay rates, salary rates, or paygroups.

In addition, you can accrue sick and vacation time, provide direct deposit for employees, and automatically recover payroll advances.

On the Compensation tab, you can enter information about Paygroups, Standard Regular Rate, Commission%, Salary, accrued Sick Available, the accrual Rate, and more. For W-2 Options, you can select the checkboxes Retirement Plan and Third-Party Sick Pay to include these values when preparing the W-2 electronic file. If you have obtained an employee's consent to send their W-2 form by email, select Consent for Electronic W-2 to enable you to send W-2 forms by email to the employee.

If you are required to report an employee's pay classification on their pay statement (as in Oregon), you use the Pay Classification box on the Compensation tab to select the classification.

If you are required by legislation, such as California's Paid Sick Leave Act, to accrue and report on sick leave entitlements, you also enter the maximum amount of paid sick leave an employee can accrue on the Compensation tab. Sage 100 Contractor uses this amount when computing payroll to determine whether sick leave must be accrued for a pay period. At the beginning of a new payroll year, Sage 100 Contractor brings forward any remaining accrued sick time from the previous year and displays the amount in the Carry Forward box. This amount is reported on the Sick Leave Verification Report as the accrued sick balance from the previous year. You can change this amount, if necessary.

On the Direct Deposit tab, you enter employees’ direct deposit information and email address for the direct deposit pay stub.

On the Calculations tab, you can select which payroll calculations to use and customize the calculation rates for each employee. Each employee record stores its own calculation rates. You can create one payroll calculation but set up different calculation rates for each employee. When you trial-compute or final-compute payroll, Sage 100 Contractor uses calculation rates from the employee records to compute the deductions and benefits for each employee.

On the Additional Contacts tab, you can add multiple additional contacts for each employee.

You can also create generic employee records for scheduling resources. A single, generic employee can represent an entire crew, such as a framing crew. Use the generic employee to assign employee resources to tasks in a schedule, thereby preventing the over-allocation of labor . For service work, you can use the generic employee as a placeholder for scheduling work orders in the 11-3 Dispatch Board window.

On the ACA tab, you enter health coverage information for each employee for each month of the year so that you can track hours required for reporting under the Affordable Care Act (ACA). If you offer employees health coverage under a self-ensured plan, you also enter information about their spouse, and their dependents on this tab.