Understanding and Using the Pick List #

Overview #

The Pick List is a crucial component of the ProPay payroll software, designed to streamline the process of creating and customizing tax forms. This article will guide you through the various features and functionalities of the Pick List, helping you efficiently manage your payroll documentation.

Key Features #

Field Selection #

• The Pick List displays a numbered list of available fields (variable names) for tax form creation.
• Fields are categorized as DATE, CHARACTER, or NUMBER.
• Single-click a field for a brief explanation in the status bar.
• Double-click a field to select it for the tax form.

Coordinate System #

• X-Coordinate: Determines vertical positioning (rows from the top of the page).
• Y-Coordinate: Determines horizontal positioning (columns from the left of the page).

Field Types #

1. Date (D)
2. Character (C)
3. Number (N)
4. Repeat (R)
5. Formula (F)

Detailed Usage Guide #

Using Basic Field Types (Date, Character, Number) #

1. Double-click the desired field from the Pick List.
2. Enter the X-Coordinate value (typical range: 45-58 rows).
3. Enter the Y-Coordinate value (typical range: 75 columns).
4. The field type will be automatically populated.

Working with Repeat Fields #

1. Select a field that needs to be repeated (e.g., employee name, SSN, wages).
2. Set the field type as (R) for Repeat.
3. Specify the number of (T)imes the field should be repeated on the page.
4. Set the Line Increment for spacing between repeated items (1 for single-spacing, 2 for double-spacing, or use decimals for custom spacing).

Creating and Using Formulas #

1. Set the field type as (F) for Formula.
2. Construct the formula using field numbers, operators, and values:
   • Use [#FieldNumber] to reference fields (e.g., [#22]+[#27]).
   • Available operators: + (addition), – (subtraction), X (multiplication), / (division).
   • Use [@Text] to add custom text to the form (e.g., [@X] to place an “X”).

Troubleshooting #

Issue: Incorrect Field Positioning #

1. Review the X and Y coordinate values.
2. Adjust values incrementally and reprint to fine-tune positioning.
3. Consider using decimal values for more precise adjustments.

Issue: Repeat Fields Not Spacing Correctly #

1. Check the Line Increment value.
2. Experiment with different decimal values (e.g., 1.5, 1.8) for optimal spacing.
3. Reprint and adjust as necessary.

Issue: Formula Not Calculating Correctly #

1. Verify that all field numbers in the formula are correct.
2. Ensure proper syntax: each field or value must be enclosed in [ ] brackets.
3. Double-check the operators used in the formula.

Best Practices #

1. Review existing forms from other states to understand field placement and formatting.
2. Test your form layout by printing drafts before finalizing.
3. Use the status bar explanations for quick field information.
4. Start with standard spacing values (1 or 2) and adjust as needed.

Additional Support #

For further assistance or questions about the Pick List or other ProPay features:

• Access the help menu within the ProPay payroll software.
• Visit our website at https://www.Paysoft.com for additional resources and support.

We value your feedback! If you have suggestions for improving this documentation or encounter any issues not addressed here, please contact our support team through the ProPay software or our website.