A profile is a collection of data representing an individual, employee, or scenario. It’s used to load data into the calculators quickly and easily so that you don't have to type out the same information each time you run a calculation.
To build a profile, first navigate to settings in the menu bar and select profiles. From here you will then click on the “add a profile” button.
The only required field is the profile name. From there, you can enter employee information such as name and address. This data is used for viewing, printing, or emailing checks, pay stubs, or earning records.
The general information section is where you include the state, gross pay, pay frequency, filing status, allowances, and more. The state and local information follows.
If you want to print check numbers or employee or company information on your checks, pay stubs, or reports, specify so in the check information section.
You can include details for the gross up, bonus, and 401k calculators in the specialty and 401k sections.
Finally, click “save” to store your profile.
Now that you have created a profile, when you run a calculation, just select the profile for the scenario you are running and all of the data automatically populates into the calculator, saving you time and effort.
This quick video walks you through the process to set up a profile:
To edit a profile once it has been saved, simply navigate to the profile, change or update the information desired, and click save.