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Do not pay this resource
Click to select Yes if you do not want to include this resource (e.g., an owner or conference room) in the pay process. -
Self Scope
Click to select Yes if the resource does their own scoping. -
Priority Level
Order of preference or availability. Priority levels, including the default, are defined in Lists > Resources.
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Pay Group
Categories of time periods your company uses to pay resources, e.g., Monthly, Weekly, On Demand. Pay groups are set up in Lists > Resources.
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Pay Rate Group
Set of pay rate tables. A resource must be connected to a pay rate group. Pay rate groups, which determine which pay rates the resource is paid using, are set up in Lists > Accounting. -
Pay Rate
Assign a default pay rate table. Pay rate tables listed here come from the Pay Rate Group. The default can be overridden at the time of billing. Pay rates are set up in Pay Rates. -
Tax ID
Federal tax ID number, if this resource is an independent contractor, another court reporting agency or other entity that you submit 1099-NEC forms for. -
Payroll Ref. No.
Some reporters or agencies who work for other agencies have their own reference number for their invoices. A number entered here will appear on the Resource Pay Statements report and their payroll checks. -
Print 1099 Form
Click to select Yes if you provide this resource with their federal 1099-NEC forms. -
Direct Deposit
If you want to direct deposit this resource’s pay:- Check Direct Deposit box.
- Enter the resource’s bank account number in Bank Account No.
- Select the resource’s Account Type in the drop-down.
- Enter the resource’s bank’s routing number in Bank Routing No.
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Original Term
Number of days from the date of the invoice before this resource is paid on originals. Defaults are set in System Preferences > Entities > Resources.
- “9999” if you pay only after the client has paid.
- “0” if you guarantee the original and use a cutoff date to specify the waiting period between when you are paid for an invoice and the resource is paid.
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Copy Term
Number of days from the date of the invoice before this resource is paid on copies. Defaults are set in System Preferences > Entities > Resources.
- “9999” if you pay only after the client has paid.
- “0” if you guarantee the copies and use a cutoff date to specify the waiting period.
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Commission Rate (When Covering)
For a resource with their own clients (Client Of), enter a percentage for extra commission pay. For example, you might pay an extra 5% in addition to the regular pay when the resource’s client initiates a job and the resource covers the job — or the resource covers a job that is part of a case for which they are the designated Client Of resource (see Entering general case information).
For a sales rep (account executive), enter a percentage for sales commissions.
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Commission Rate (When Not Covering)
For a resource with their own clients (Client Of), enter a percentage for extra commission pay. For example, you might pay an extra 3% in addition to the regular pay when the resource’s client initiates a job, but a different resource covers the job, or when a different resource covers a job that is part of a case for which this resource is the designated Client Of resource.
For a sales rep (account executive), enter a percentage for sales commissions.
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Recurring Amount
If you are adding or subtracting a set amount on the resource’s paychecks for a specific amount of time (for example, the resource is paying back an advance in installments), enter the regularly occuring amount. Enter paycheck deductions as negative numbers.
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Recurring From/Recurring To
If an amount is entered in Recurring Amount, enter start (Recurring From) and end dates (Recurring To) in the fields or click
to select dates in Date Navigator, for when the amount will be deducted from the resource’s paycheck.