Setting Miscellaneous Parameters

Set additional parameters for PrismHR using the Miscellaneous Global Parameters form. For example:

Note: You can access the Miscellaneous Global Parameters form by selecting Miscellaneous Parameters on the Actions menu in the System Parameters form.

Maintaining Tax-related Information

Maintain tax-related information using the Miscellaneous Global Parameters panel.

To maintain tax-related information:

Complete the following fields as required:

Field

Description
Use Employer SUI Rate as Company SUI Bill Rate

Bills SUI to clients using an employer’s SUI rate for the applicable work state.

Vertex Tax Geocode Override Option

Override standard GeoCode values that are sent to the Vertex tax calculation engine for processing. This is a global setting, and there are also client and employee settings. Options are:

• Use Worksite GeoCode as listed: Uses the worksite location GeoCode and performs no overrides.
• Override Work GeoCode with Resident GeoCode: Overrides the standard GeoCode values that are sent to the Vertex tax calculation engine for processing. Uses the employee’s resident GeoCode, which is defined in the Employee Details Address tab (either GeoCode or Override GeoCode). This is typically selected when employees work from home.
• Override Work GeoCode with Home Location GeoCode:Uses the employee’s "home" location assignment to supply a GeoCode for the location-based portion of taxes. This is not routinely used.
• Override T/S GeoCode with Resident GeoCode: Uses the employee’s resident GeoCode from the Employee Details Address tab in place of the GeoCode on the time sheet.
Default Federal Tax Rate for Suppl Pay Default tax rate used for special payroll batches. The default is 22% when using Supplemental Pay and the system uses 22% as the tax rate. If you want to use a different rate, enter it here.
Internal ACH Team Runs ACH for internal clients. This setting is for informational purposes only and applies to legacy HRPyramid. The setting will not restrict user access to the internal ACH form, which is maintained through user roles.
Open Enrollment / New Hire Authorization Code Codes for organizations that use OnHRP. Users are prevented from changing Web Sections and Web Categories after running the ACE Process to enable employee enrollments. This authorization code is required to make changes.

Do Not Repeat Data on W-2 PDFs Beginning In

This setting is designed for situations where employee tax data cannot fit on the standard Form W-2, and the employee requires additional pages. If no date is entered here, PrismHR will print those additional Form W-2 pages with all boxes filled out, even if the data in some boxes (such as basic employee information) was already printed on a previous page.

 

If you enter a four-digit year in this field, PrismHR will not repeat information on subsequent employee W-2 pages, unless that information did not fit on the previous page of the form. This affects only W-2s for the specified year and later.

Block SSN Auto W2 Updates
• If unchecked, any update to an employee SSN will update all existing W-2 Forms in the system. This means prior period W-2 Forms (if any) also get updated with the new SSN.
• If checked, any update to an existing employee SSN will NOT update the existing W-2 Forms (if any) in the system. W-2 Forms built after the SSN update will display the new SSN.

This applies to

• SBEA W-2 Forms
• Standard W-2C Forms
• SBEA W-2C Forms

Example:

• If this field is unchecked, and if you updated an employee SSN using the Update Employee W-2 Forms in 2022, it would update the SSN on W-2 Forms for the employee for 2022 and also on the W-2 Forms for the employee existing in the system for prior years also if any.
• If this field is checked, and if you updated an employee SSN using the Update Employee W-2 Forms in 2022, it would update the SSN on W-2 Forms for the employee for 2022 but NOT on the W-2 Forms for the employee existing in the system for prior years if any.

PTM Identifier Number

The PTM Identifier Number is the assigned Processor Entity Identifier Number used to identify employers and clients in PrismHR.

Note:  The purpose is to collect the data from PrismHR processors to import the tax liabilities into PTM’s (Assure Payroll Tax Management) transaction tables. This requires an identifier number to ensure the data stays segregated.

• This field is optional and supports alpha numeric characters.
• The PTM Identifier Number field must be set at the system level on the Miscellaneous Global Parameters form, in order for the PTM Identifier Number field to be available on the Employer Details form.
• If no PTM Identifier Number is set at the system level on the Miscellaneous Global Parameters form, then no PTM Identifier Number will display on the files.
• If an employer PTM Identifier Number on the Employer Details form exists for an employer and the same or a different PTM Identifier Number is set at the system level on the Miscellaneous Global Parameters form, then the employer PTM Identifier Number will override the system level PTM Identifier Number. Then:
• All E and C records associated with that employer will report the employer PTM Identifier Number on the Employer Details form.
• The employer PTM Identifier Number on the Employer Details form will appear on all such records like the Daily Tax Export (including PTM Agency export), the Monthly Tax Export and the Quarterly Tax Export reports.
• This record is not a static position number in the txt file, but will be the last record shown. It will be the last column in the CSV output.
• If an employer PTM Identifier Number does not exist on the Employer Details form, but a system level PTM Identifier Number exists on the Miscellaneous Global Parameters form, then the system level PTM Identifier Number on the Miscellaneous Global Parameters form will appear on all such records like the Daily Tax Export (including PTM Agency export), the Monthly Tax Export and the Quarterly Tax Export reports.

STFP Directory for Multiple ACH File Processing

Location where the system should copy multiple ACH files. (Specifying a location ensures the system will not copy the files to the STFP server.)
Tax Codes

Redirects tax codes when employers pay taxes instead of employees:

• Redir Tax Code: Code paid by the employer instead of the employee.
• Redir To Tax Code: Replaces the code listed in the corresponding Redir Tax Code field.

Suppress Tax Code

Suppresses tax codes on a global basis. Each Tax Description displays.

From Date/To Date

Enter the optional From Date and To Date to only suppress the tax on payrolls calculated within that period. Tax calculation restarts on the first pay date after the To Date.
Internal Client IDs

IDs set up for internal employees. Add the Internal Client IDs for the clients who should be processed through ACH Processing (Internal). These clients will not pull on your regular ACH reports.

Establishing FMLA Information

Establish Family and Medical Leave Act (FMLA) fiscal year information using the FMLA panel.

To establish FMLA information:

1. Complete these fields as required.

Field

Description
FMLA Year Basis

Establishes the Family and Medical Leave Act year basis that the calculation is driven by. Options are:

  • Calendar Year
  • Fiscal Year
  • Anniversary Year
  • First Leave Date
Fiscal End Month Month when the fiscal year ends. Only enter a month if you select Fiscal Year for FMLA Year Basis
Fiscal End Day Day when the fiscal year ends. Only enter a day if you select Fiscal Year for FMLA Year Basis
2. Click Accept. The System Parameters form displays.
3. Click Save.
4. Click Yes in the message to confirm you want to save parameters.

Related Topics

Maintaining System Parameters

Exclude Internal Employees from SBEA Reporting