6820 West Snowville RoadBrecksville, OH 44141 Phone [phone] Fax [phone] www.ahola.com

1
Aholas Generations Software

• Aholas Generations Software
• provides you with the convenience
• and confidence of processing your
• companys payroll with our easy to
• use software program.

2
Generations Software Benefits

• Desktop Access to Employee Payroll Data
• Flexible Data Entry to enter Hours
• Edit Wages, Taxes and Deductions
• Multi User Functionality with Central Database
• User Friendly Graphical Interface
• 24/7 Access to up-to-date Payroll Information
• Ability to Store, Retrieve and Manage Payroll
  Data

• Encrypted Data Transfer to Ahola is secure and
  stable
• Reporting capabilities give you easy to read
  information at your fingertips
• Over 50 Payroll Reports to choose from
• Add, Terminate or Rehire Employees simply and
  quickly
• Optional Time Clock Interface available
  (additional fee)
• On-site Installation and Training

3
System Requirements

• Microsoft Windows XP, 2000 or NT 4.0
• 1.4 GHz or faster processor
• 128MB of RAM
• 600MB free hard drive space
• CD-ROM Drive
• High Speed Internet Connection - No Dial Up
• 15 Monitor with resolution set at 1024 x 768
  pixels - 17 Monitor is preferred

4
Installation

• The Generations software can
• be installed for a Single User on
• any PC or on a Server for
• Multiple User access.
• Multiple User installation allows
• each user to access the same
• database.

5
The Remote Process

• The Flowchart below illustrates the Remote
  Process.

6
Secure Log In

• The Generations software allows for
• multiple users.
• Each user is assigned a User ID and
• Password.

7
Menu Bar Features

• Once you are logged in, the
• Generations software allows you access
• to all of the features on the Menu Bar.
• File
• Company
• Payroll
• Tools
• Admin
• Help

8
File Menu

• The File Menu gives you the option to
• Log out so another user can Log in or
• to Exit the application completely.

9
The Company Menu

• The Company Menu contains all of the
• information that was set up specifically for
• your company.
• Company Master
• Bank Routes
• Billing Items
• Deductions
• Departments
• Earnings
• General Ledger
• Jobs
• Payroll
• Reports
• Taxes
• Time Clock

10
The Company Master

• The Company Master lists all the
• information obtained from your
• company to become a client of Ahola
• Payroll Services. Here you will find such
• information as
• Client
• Company Name and DBA
• Contact Name
• Pay Cycle
• Certain parameters are set on the
• Company Master according to your
• preferences.

11
Bank Routes

• The Bank Route Master contains most
• of the Routing or ABA s for Banking
• Institutions nationwide. If your
• Company has signed up for Aholas
• Direct Deposit service and you have an
• employee whose bank or credit union is
• not listed in the Bank Route Master, you
• will be able to add it here.

12
Deduction Master

• The Deduction Master lists the specific
• Deduction Codes that have been set up
• for your company. There are two tabs.
• The List Tabs shows the list of
• Deduction Codes and the Detail Tab
• shows the information for the
• Deduction Code selected.
• From the Deduction Master, you are
• able to Add, Change or Delete any
• Deduction Code.

13
The Department Master

• The Department Master lists the
• Departments that have been set up for
• for your company. Each employee must
• be assigned to a department. Here you
• have the ability to Add, Change or
• Delete a Department. From the Details
• Tab, you can assign a Work City and
• State for each Department. In addition,
• a NCCI or Workers Compensation
• Code can also be assigned.

14
The Earnings Master

• Much like the Deductions Master, the
• Earnings Master lists the specific
• Earning Codes that have been set up
• for your company. There are two tabs.
• The List Tabs shows the list of
• Earning Codes and the Detail Tab
• shows the information for the
• Earning Code selected.
• From the Earnings Master, you are
• able to Add, Change or Delete any
• Earning Code.

15
The Payroll Calendar

• The Payroll Calendar is set up
• specifically for each client according to
• your Payroll Schedule.
• As you create payroll batches the next
• available pay cycle dates are pulled
• from the Calendar into Enter Time. As
• these cycles are processed, the entries
• with fall off of the Payroll Calendar. The
• Calendar Shows
• Pay Begin
• Pay End
• Check Date
• Frequency
• Pay

16
The Payroll Control

• The Payroll Control gives you a list of all
• your processed payrolls and provides
• such information as
• Check Date
• Processed Date
• Actual Gross
• Taxable Gross
• Net Cash
• Total Checks
• Total Direct Deposits
• of Employee Master Changes

17
Additional Features

• Additional Features are available on the lower
  portion of the Company Menu
• that not all clients will use. But so you are
  aware, they are briefly outlined
• below
• General Ledger - Ahola can enter your Chart of
  Accounts and cross reference them with specific
  payroll expenditures. The information is then
  made available to you each pay period in a
  General Ledger Report.
• Jobs - Commonly used with Construction Companies,
  the Jobs Master allows you to set up Jobs that
  occur in different cites and are used for Labor
  Distribution.
• Payroll - This commonly used feature highlights
  your payroll Calendar and Payroll Control.
• Taxes - The Tax Master shows the tax setup for
  Federal, State, Local, School District, NCCI and
  Misc. The Tax Master is meant for viewing
  purposes only. Any changes should be made only
  by the Ahola Tax Department.
• Time Clock - Ahola offers an optional Time Clock
  Interface which can be set up here.
• Unions - This feature is currently under
  development for future use.

18
The Payroll Menu

• The Payroll Menu offers you features to
• maintain employee payroll data, enter
• payroll and run reports.
• Employee Master
• Enter Time
• Quick Checks
• View Checks
• View YTD
• Retrieve Update
• Report Catalog

19
The Employee Master

• The Employee Master allows you to Add
• New Hires, make changes to existing
• employees data and Terminate
• Employees. There are 7 Tabs in the
• Employee Master to store pertinent
• data that relates to payroll.
• Address
• Status
• Fed/State/Local
• Earnings
• Deductions
• Direct Deposit
• Labor

20
The Address Tab

• The Address tab is the first tab in the
• Employee Master. To add a New Hire,
• you would click the Add button in the
• lower right corner.
• On the Address tab, in addition to the
• employees name and address, you will
• enter the Date of Birth, Hire Date, Term
• Date or Rehire Date.
• The employees home department is
• also listed on the Address Tab.

21
The Status Tab

• The Status Tab is designed for internal
• information. There is nothing in the Status
• Tab that is required to process your
• companys payroll, however, you may choose
• to use it to keep track of such information as
• Gender
• Ethnic Origin
• Salutation
• Nickname
• Employee Type
• Badge
• Date of Seniority
• Next Pay Raise
• New Hire File Date

22
The Fed/State/Local Tab

• The Tax Tab is divided into 4 sections.
• Federal
• State
• Local
• Withholdings
• Here you will enter the employees
• Filing Status, Exceptions, Additional
• Withholdings, Fixed Withholdings and
• NCCI Code.

23
The Earnings Tab

• The Earnings Tab is where you will
• designate the Pay Type of each
• employee. Ex. Salary or Hourly
• The Earnings that you add for each
• employee are pulled from the Earnings
• Master.
• Here you can enter the employees Base
• Rate and/or Annual Pay. In addition,
• you can designate when an Earning is
• paid in the Apply to Months Pay
• section.

24
The Deductions Tab

• Similar to the Earnings Tab, the
• Deductions Tab is where you will
• specify any voluntary or involuntary
• deductions for a specific employee.
• For Deductions with a limit, like 401(k),
• the limit can be entered and as the
• deduction is applied, the limit will be
• adjusted. When the limit is reached,
• the deduction will no longer come out
• of the employees pay check.

25
The Direct Deposit Tab

• The Direct Deposit Tab is where you will
• add your employees checking or
• savings account information. By
• default, each employee can have up to
• 3 Direct Deposit Accounts.
• However, if more are needed, Ahola can
• accommodate up to 11 accounts per
• employee.
• A specific amount or percentage can be
• chosen for an account with the net
• amount going to another account.

26
The Labor Tab

• If you have employees whose time is
• always divided between the same
• Department or City, you can designate
• that on the Labor Tab.
• For example, an employee spends
• 50 of her time in the Bakery and 50
• of her time in the office. Her hours,
• wages and taxes will be distributed
• evenly to each department and will
• show the same way on all payroll
• reports.

27
Find Employee

• From the Employee Master, you can
• easily search for employees using the
• Find Employee button. You can also
• sort on any of the 5 headers by clicking
• on them. To view Terminated, Inactive
• or Lien employees, check the box under
• the Look for Name field.

28
View YTD

• From the Employee Master, you can
• view any employees Year-To-Date
• totals. This window will show you YTD
• totals for
• Earnings
• Deductions
• Employee Taxes
• Employer Taxes

29
Other Features

• Other Features available from the Employee
• Master are
• View Checks
• Quick Checks
• View Checks gives you the Earnings,
• Deductions and Taxes for each check for any
• employee.
• Quick Checks allows you to create a payroll
• batch for one of the types of checks listed
• below for one specific employee.
• Regular
• Manual
• Net-To-Gross
• 3rd Party Sick Pay

30
Enter Time

• The first step in Enter Time is to create
• your payroll batch. You have the ability
• to create multiple batches, however,
• most of the time you will only create
• one batch for your regularly scheduled
• cycle. The Batch/Selection and Creation
• window will open with all fields grayed
• out. When you are ready to create your
• batch, click the ADD button or OK to
• exit.

31
Batch Selection/Creation

• When creating a batch, you have the
• ability to select certain parameters. For
• instance, you can create a batch for
• Hourly employees only.
• When creating a batch for Commissions
• only, you can select that earning only
• and uncheck the deductions.
• There is a Batch Check Stub Message
• window where you can enter a message
• that will print on all checks.
• When you have set your parameters,
• you will save your batch.

32
The Detail Entry Tab

• Entering a batch brings you to the
• Enter Time window where you can
• enter hours for your hourly employees
• on the Detail Entry Tab.
• Salaried employees per pay rate is
• automatically pulled into the batch from
• the Employee Master.
• Any one time changes to Earnings
• and/or Deductions can be made on the
• Details Tab in Enter Time.

33
The Check Tab

• After entering hours on the Detail Entry
• Tab, you can view the employees
• Gross-To-Net wages on the Check Tab.
• You also have the ability to enter one
• time fixed or additional withholdings for
• Federal or State taxes.
• On the bottom on the Check Tab is a
• Check Stub Message window where you
• can enter a message that will print on
• the selected employees check only.

34
Punch Detail Report

• After you are done entering hours
• and/or editing earnings and deductions,
• you can print a Punch Detail Report
• that will allow you to review your data
• entry. This report will print each
• employee in the batch whether or not
• that are being paid. It allows you to
• double check your work and verify if
• everyone who is suppose to be paid,
• gets paid.

35
Payroll Batch Totals

• The Sigma button on the Enter Time
• window will bring up the Payroll Batch
• Totals. This is a snap shot of all totals
• for the current batch. This tool allows
• you to balance your payroll and verify
• totals.

36
Enter Time - Other Features

• The Spreadsheet Mode can be activated at anytime
  in Enter Time and is useful for quick data
  entry.
• Labor Distribution can also be activated at any
  time in Enter Time allowing you to distribute
  employee hours or wages among multiple
  departments, cities or jobs.

37
Transmitting Payroll

• When you have completed balancing
• your batch entries, you are ready to
• transmit this data to Ahola. The
• Transmit feature in Enter Time,
• compresses your data and encrypts it
• preparing it for transfer to Ahola.
• Using your existing Internet
• Connection, the Transmit feature will
• connect to Aholas FTP site and transfer
• your data to Ahola making it available
• to your Ahola Payroll Processor who will
• verify your batch totals and run your
• payroll.

38
Retrieve Update

• The Retrieve Update features allows
• you to connect to Aholas FTP site and
• retrieve the payroll data that was
• processed. This feature updates all
• YTD Totals.
• In addition, if software changes and/or
• enhancements have been made, they
• will be updated at the same time.
• The Retrieve Update should be
• performed each and every time you
• receive your payroll delivery.

39
The Report Catalog

• The Report Catalog gives you access to
• over 50 Payroll and Employee Reports
• that you can preview and print.
• After choosing a specific report, you can
• select various parameters to run the
• report.
• Date Range ?Hire Date
• Pay Cycle ?Check
• Employee ?Department

40
Tools and Admin Menu

• From the Tools Menu you can change
• your password.
• The Admin Menu allows you to add,
• change or delete users.

41
The Help Menu

• From the Help Menu you can access the
• Generations Reference Guide, viewable
• in Adobe Acrobat Reader.
• There are also the following features
• Ahola Payroll on the web
• Technical Support
• Calculator
• About Generations

42
Additional Features

• Accruals
• Vacation Accruals can be set up so that
• each employees earns the appropriate
• amount of time per pay, month or other
• time frame designated.

Accrual Balances can be printed on each employees
pay stub, if desired, showing Beginning Balances,
Amount Accrued, Amount Used and Balance Available.
43
Time Clock Interface

• Aholas Generations Software has an optional
  interface for the following Time and
• Attendance Software Applications
• Attendance for Windows
• Attendance Professional
• MITC
• Qquest Gold
• Time Trak
• Tru Time
• Versys
• Additional Time Clock Interfaces can be developed
  by our IS Staff with custom
• programming.

• Advance Time
• Cleveland Time
• Magna HR
• Quetzel
• Unix Windows Facetwin

44
For More Information

• Please contact your
• Ahola Sales Representative
• [phone]
• or
• Richard A. Shimko, Sr
• Remote Payroll Technician
• [phone] Ext. 125
• rshimko_at_ahola.com

45

• Thank you for your time and attention.