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Ahola’s Generations Software

Ahola’s Generations Software. Ahola’s Generations Software provides you with the convenience and confidence of processing your company’s payroll with our easy to use software program. Desktop Access to Employee Payroll Data Flexible Data Entry to enter Hours

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Ahola’s Generations Software

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  1. Ahola’s Generations Software Ahola’s Generations Software provides you with the convenience and confidence of processing your company’s payroll with our easy to use software program. 6820 West Snowville RoadBrecksville, OH 44141Phone 440.717.7620 Fax 440.717.7690 www.ahola.com

  2. 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 Generations Software Benefits: 6820 West Snowville RoadBrecksville, OH 44141Phone 440.717.7620 Fax 440.717.7690 www.ahola.com

  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 6820 West Snowville RoadBrecksville, OH 44141Phone 440.717.7620 Fax 440.717.7690 www.ahola.com

  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. 6820 West Snowville RoadBrecksville, OH 44141Phone 440.717.7620 Fax 440.717.7690 www.ahola.com

  5. The Remote Process The Flowchart below illustrates the Remote Process. 6820 West Snowville RoadBrecksville, OH 44141Phone 440.717.7620 Fax 440.717.7690 www.ahola.com

  6. Secure Log In The Generations software allows for multiple users. Each user is assigned a User ID and Password. 6820 West Snowville RoadBrecksville, OH 44141Phone 440.717.7620 Fax 440.717.7690 www.ahola.com

  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 6820 West Snowville RoadBrecksville, OH 44141Phone 440.717.7620 Fax 440.717.7690 www.ahola.com

  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. 6820 West Snowville RoadBrecksville, OH 44141Phone 440.717.7620 Fax 440.717.7690 www.ahola.com

  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 6820 West Snowville RoadBrecksville, OH 44141Phone 440.717.7620 Fax 440.717.7690 www.ahola.com

  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. 6820 West Snowville RoadBrecksville, OH 44141Phone 440.717.7620 Fax 440.717.7690 www.ahola.com

  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 Ahola’s 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. 6820 West Snowville RoadBrecksville, OH 44141Phone 440.717.7620 Fax 440.717.7690 www.ahola.com

  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. 6820 West Snowville RoadBrecksville, OH 44141Phone 440.717.7620 Fax 440.717.7690 www.ahola.com

  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. 6820 West Snowville RoadBrecksville, OH 44141Phone 440.717.7620 Fax 440.717.7690 www.ahola.com

  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. 6820 West Snowville RoadBrecksville, OH 44141Phone 440.717.7620 Fax 440.717.7690 www.ahola.com

  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 # 6820 West Snowville RoadBrecksville, OH 44141Phone 440.717.7620 Fax 440.717.7690 www.ahola.com

  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 6820 West Snowville RoadBrecksville, OH 44141Phone 440.717.7620 Fax 440.717.7690 www.ahola.com

  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. 6820 West Snowville RoadBrecksville, OH 44141Phone 440.717.7620 Fax 440.717.7690 www.ahola.com

  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 6820 West Snowville RoadBrecksville, OH 44141Phone 440.717.7620 Fax 440.717.7690 www.ahola.com

  19. The Employee Master The Employee Master allows you to Add New Hires, make changes to existing employee’s 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 6820 West Snowville RoadBrecksville, OH 44141Phone 440.717.7620 Fax 440.717.7690 www.ahola.com

  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 employee’s name and address, you will enter the Date of Birth, Hire Date, Term Date or Rehire Date. The employee’s home department is also listed on the Address Tab. 6820 West Snowville RoadBrecksville, OH 44141Phone 440.717.7620 Fax 440.717.7690 www.ahola.com

  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 company’s 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 6820 West Snowville RoadBrecksville, OH 44141Phone 440.717.7620 Fax 440.717.7690 www.ahola.com

  22. The Fed/State/Local Tab The Tax Tab is divided into 4 sections. • Federal • State • Local • Withholdings Here you will enter the employee’s Filing Status, Exceptions, Additional Withholdings, Fixed Withholdings and NCCI Code. 6820 West Snowville RoadBrecksville, OH 44141Phone 440.717.7620 Fax 440.717.7690 www.ahola.com

  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 employee’s Base Rate and/or Annual Pay. In addition, you can designate when an Earning is paid in the “Apply to Month’s Pay” section. 6820 West Snowville RoadBrecksville, OH 44141Phone 440.717.7620 Fax 440.717.7690 www.ahola.com

  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 employee’s pay check. 6820 West Snowville RoadBrecksville, OH 44141Phone 440.717.7620 Fax 440.717.7690 www.ahola.com

  25. The Direct Deposit Tab The Direct Deposit Tab is where you will add your employee’s 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. 6820 West Snowville RoadBrecksville, OH 44141Phone 440.717.7620 Fax 440.717.7690 www.ahola.com

  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. 6820 West Snowville RoadBrecksville, OH 44141Phone 440.717.7620 Fax 440.717.7690 www.ahola.com

  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. 6820 West Snowville RoadBrecksville, OH 44141Phone 440.717.7620 Fax 440.717.7690 www.ahola.com

  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 6820 West Snowville RoadBrecksville, OH 44141Phone 440.717.7620 Fax 440.717.7690 www.ahola.com

  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 6820 West Snowville RoadBrecksville, OH 44141Phone 440.717.7620 Fax 440.717.7690 www.ahola.com

  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. 6820 West Snowville RoadBrecksville, OH 44141Phone 440.717.7620 Fax 440.717.7690 www.ahola.com

  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. 6820 West Snowville RoadBrecksville, OH 44141Phone 440.717.7620 Fax 440.717.7690 www.ahola.com

  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 employee’s 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. 6820 West Snowville RoadBrecksville, OH 44141Phone 440.717.7620 Fax 440.717.7690 www.ahola.com

  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 employee’s check only. 6820 West Snowville RoadBrecksville, OH 44141Phone 440.717.7620 Fax 440.717.7690 www.ahola.com

  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. 6820 West Snowville RoadBrecksville, OH 44141Phone 440.717.7620 Fax 440.717.7690 www.ahola.com

  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. 6820 West Snowville RoadBrecksville, OH 44141Phone 440.717.7620 Fax 440.717.7690 www.ahola.com

  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. 6820 West Snowville RoadBrecksville, OH 44141Phone 440.717.7620 Fax 440.717.7690 www.ahola.com

  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 Ahola’s 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. 6820 West Snowville RoadBrecksville, OH 44141Phone 440.717.7620 Fax 440.717.7690 www.ahola.com

  38. Retrieve Update The Retrieve Update features allows you to connect to Ahola’s 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. 6820 West Snowville RoadBrecksville, OH 44141Phone 440.717.7620 Fax 440.717.7690 www.ahola.com

  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 6820 West Snowville RoadBrecksville, OH 44141Phone 440.717.7620 Fax 440.717.7690 www.ahola.com

  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. 6820 West Snowville RoadBrecksville, OH 44141Phone 440.717.7620 Fax 440.717.7690 www.ahola.com

  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 6820 West Snowville RoadBrecksville, OH 44141Phone 440.717.7620 Fax 440.717.7690 www.ahola.com

  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. 6820 West Snowville RoadBrecksville, OH 44141Phone 440.717.7620 Fax 440.717.7690 www.ahola.com

  43. Time Clock Interface Ahola’s 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 6820 West Snowville RoadBrecksville, OH 44141Phone 440.717.7620 Fax 440.717.7690 www.ahola.com

  44. For More Information Please contact your Ahola Sales Representative (440) 717-7620 or Richard A. Shimko, Sr Remote Payroll Technician (440) 717-7620 Ext. 125 rshimko@ahola.com 6820 West Snowville RoadBrecksville, OH 44141Phone 440.717.7620 Fax 440.717.7690 www.ahola.com

  45. Thank you for your time and attention. 6820 West Snowville RoadBrecksville, OH 44141Phone 440.717.7620 Fax 440.717.7690 www.ahola.com

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