Tip: Links to the other System Setting options display at the top of the page. Click here to display a table describing each link.
In this Topic Hide
Use the Payroll tab to define the parameters used to determine the payroll data that will display on the Payroll page. You can also select the primary job codes defined in Alio that employees can view in the LINQ Employee Portal. By default, no primary job codes are available to the employees.
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Tip: Links to the other System Setting options display at the top of the page. Click here to display a table describing each link. |
Follow these steps to access the Payroll Preferences page:
Click the Preferences link on the Admin Home page to display the System Settings page.
On the System Settings page, click the Payroll tab.
Define the payroll preferences based on your organization's business practices. Refer to the Payroll Preference Settings table for more information.
Click the 
button to save the general preference settings. The message "Payroll
Preference Settings Updated" displays.
Click the 
button to close the dialog box.
The following table defines the available payroll preference items.
System Default |
Description |
Default |
W-2 Year Range |
Click the first Drop
Down List button Click the second Drop Down
List button The W-2 record for a particular year is available to Employee Portal after the W-2 Print is run in Alio for that year. The W-2 is not visible to the employee until the W-2 Start Year field is equal to or less than that year. Important: if your organization uses LINQ Employee Portal, you must run a W-2 Print report (HEW2S10S.RLINQ EP or HEW2S90S.RLINQ EP) to populate the Box 12 codes and amounts before making the W-2s available in LINQ Employee Portals. |
2005 through 2015 |
1095-C Year Range |
Click the first Drop
Down List button Click the second Drop Down
List button The 1095-C Form for a particular year is available to Employee Portal after the 1095-C Print is run in Alio for that year. The 1095-C Forms is not visible to the employee until the 1095-C Start Year field is equal to or less than that year. Important: if your organization uses LINQ Employee Portal, you must run program EFDEPH01A.FMX to extract the 1095-C employee data and print the 1095-C Form. |
2015 through 2015 |
Calendar Year Range |
Click the first Drop
Down List button Click the second Drop Down
List button |
2005 through 2015 |
Show Original W-2s |
Click to select this check box to display the original W-2 forms from the same year as the year entered in the W-2 End Year field. Reissued W-2 forms will display for all prior years. Leave this check box clear to display reissued W-2 forms for all years. |
This check box is not selected. |
Show Original 1095-Cs |
Click to select this check
box to display the original 1095-C Forms from the same year as
the year entered in the Leave this check box clear to display reissued 1095-C Forms for all years. |
This check box is not selected. |
Mask W-2 SSN |
Click to select this check box to mask the first five digits of the employee's social security number on the W-2 Form, e.g., XXX-XX-1234. Leave this check box clear to display the employee's social security number on the W-2 Form. |
This check box is not selected. |
Mask 1095-C SSN |
Click to select this check box to mask the first five digits of the employee's social security number on the 1095-C Form, e.g., XXX-XX-1234. Leave this check box clear to display the employee's social security number on the 1095-C Form. |
This check box is not selected. |
E-Consent W-2 |
Click to select this check box to allow the employee to request receipt of their W-2 Form electronically or manually. The "I agree to receive my W-2 form electronically each year in my employee portal" and "I would like to receive a paper W-2 form" check boxes display on the W-2 page. Leave this check box clear to not allow the employee to select the W-2 Form receipt method, e.g., all employees must receive their W-2 Form electronically in their employee portal. The "I agree to receive my W-2 form electronically each year in my employee portal" and "I would like to receive a paper W-2 form" check boxes do not display on the W-2 page. |
This check box is not selected. |
E-Consent 1095-C |
Click to select this check box to allow the employee to request receipt of their 1095-C Form electronically or manually. The "I agree to receive my 1095-C form electronically each year in my employee portal" and "I would like to receive a paper 1095-C form" check boxes display on the 1095-C page. Leave this check box clear to not allow the employee to select the 1095-C Form receipt method, e.g., all employees must receive their 1095-C Form electronically in their employee portal. The "I agree to receive my 1095-C form electronically each year in my employee portal" and "I would like to receive a paper 1095-C form" check boxes do not display on the 1095-C page. |
This check box is not selected. |
E-Consent W-2 Disclosure |
Optionally, type an E-Consent W-2 Disclosure message to the employees if applicable for your organization. This message displays on the W-2 page. The E-Consent W-2 statement must meet the requirements provided in Treasury Regulations Section 31.6051-1(j) and Publication 15-A (https://www.ecfr.gov/cgi-bin/text-idx?SID=f77511573efc68311dc88c62e64fe176&mc=true&node=se26.17.31_16051_61&rgn=div8). |
Blank |
E-Consent 1095-C Disclosure |
Optionally, type an E-Consent
1095-C Disclosure message to the employees if applicable for your
organization. This message displays on the 1095-C page. The E-Consent
1095-C statement must meet the requirements provided in Treasury Regulations Section
31.6051-1(j) and Publication 15-A (https://www.ecfr.gov/cgi-bin/retrieveECFR?gp=1&SID=cfb133a8f444f34a895db6936542cc78&ty=HTML&h=L&mc=true&n=pt26.20.301& |
Blank |
Show Future Checks |
Click to select this check box to display future dated pay checks on the Employee Pay Check Calendar page and the Pay Check/Advice Detail page of the LINQ Employee Portal Employee Interface. Leave this check box clear to not display future dated pay checks. Future dated checks are highlighted in yellow on the Payroll Calendar. |
This check box is not selected. |
Show Ded Ben Reference No on Checks |
Click to select this check box to display an employee's deduction/benefit reference number (e.g., Pension Id) on the Pay Check / Advice Detail if your district tracks this information in the employee's deduction/benefit record in Alio. When the Pay Check / Advice Detail is printed, a Reference No column displays the deduction/benefit reference number in the Deductions/Benefits section of the Earnings/Deductions/Benefits grid. Leave this check box clear to not display an employee's deduction/benefit reference number on the Pay Check / Advice Detail. |
This check box is not selected. |
Show Full Year Salary |
Click to select this check box to display the full-year salary and days information to employees on the Salary Compensation page in the LINQ Employee Portal Employee Interface. Leave this check box clear to not display the full-year salary information. |
This check box is selected. |
Show Budgeted Information |
Click to select this check box to display the budgeted FTE and budgeted hour information to employees on the Salary Compensation page in the LINQ Employee Portal Employee Interface. Leave this check box clear to not display the budget details. |
This check box is selected. |
Show Salary Schedules |
Click to select this check box to display salary schedule details (i.e., Schedule, Schedule Level, and Schedule Step) for the employee on the Salary Compensation page in the LINQ Employee Portal Employee Interface. Leave this check box clear to not display the salary schedule details. |
This check box is not selected. |
Show Pay Dates |
Click to select this check box to display the Pay Start and End Dates on the Salary Compensation page. Leave this check box clear to not display the Pay Start and End Dates. |
This check box is not selected. |
Hide Bank Account Numbers |
Click to select this check box to mask the employee's bank number and bank account numbers with asterisks (*) in the Direct Deposit section of the Pay Check / Advice Detail. Leave this check box clear to display the employee's bank and bank account numbers in the Direct Deposit section of the Pay Check / Advice Detail. |
This check box is selected. |
FTE Display Format |
Click the Drop
Down List button |
Whole Number |
Primary Pay Flag |
Click the Drop
Down List button |
1 |
By default, an employee has no access to the primary job codes defined in Alio in the LINQ Employee Portal. Optionally, you can select the primary job codes available to the employees by moving a primary job code from the Primary Job Codes Hidden list to the Primary Job Codes Available list.
To move a hidden primary job code to the Primary Job Codes Available list:
In the Primary Job Codes Hidden list, hold down the Ctrl key on your keyboard, and click each primary job code to be visible to the employees.
Click the Left
Arrow button 
to move the selected primary
job codes to the Primary Job Codes
Available list.
Click the
button. The message "Payroll Preference Settings Updated"
displays.
Click the
button to close the dialog box.
To move a leave type to the Primary Job Codes Hidden list:
In the Primary Job Codes Available list, hold down the Ctrl key on your keyboard, and click each primary job code to be hidden from view.
Click the Right
Arrow button 
to move the selected primary
job codes to the Primary Job Codes
Hidden list.
Click the
button. The message "Payroll Preference Settings Updated"
displays.
Click the
button to close the dialog box.
Follow these steps to sequence the primary job codes that display in the Primary Job Codes Available and Primary Job Codes Hidden lists. Use this option to control the sequence in which the primary job codes display to the employee.
This procedure explains how to sequence the Primary Job Codes Available list. You can use the same functionality to sequence the Primary Job Codes Hidden list.
To sequence the primary job codes:
In the Primary Job Codes Available list, click and drag the blue handle that corresponds to the primary job code to be moved. You can drag the primary job handle up or down in the list.
Repeat step 1 until the primary job codes are sequenced to your satisfaction.
Click the
button. The message "Payroll Preference Settings Updated"
displays.
Click the
button to close the dialog box.
By default, an employee with an inactive employment status in Alio does not have permission to use the LINQ Employee Portal to submit requests (for example, a retired employee). If allowed by your organization, you can grant employees assigned a specific inactive employment status in Alio permission to submit Demographic, Dependent, Emergency Contact, Deduction, Benefit, Direct Deposit, and Tax Requests.
An employee assigned an inactive employment status in Alio that does not have permission to submit requests will receive the following message: “Employee is not currently an active Alio employee (999999).”
To grant an employee with an inactive status in Alio permission to submit requests:
In the Inactive Employment Statuses Hidden for Requests list, hold down the Ctrl key on your keyboard, and click the inactive employment statuses that may be assigned to inactive employees in Alio that have permission to use LINQ EP to submit requests.
Click the Left
Arrow button to move the selected employment
status codes to the Inactive Employment
Statuses Allowed for Requests list.
Click the
button. The message "Payroll Preference Settings Updated"
displays.
Click the
button to close the dialog box.
To revoke permission for employees with an inactive status in Alio to submit requests:
In the Inactive Employment Statuses Allowed for Requests list, hold down the Ctrl key on your keyboard, and click the inactive employment statuses that may be assigned to inactive employees in Alio that do not have permission to use LINQ EP to submit requests.
Click the Right
Arrow button to move the selected inactive
employment status codes to the Inactive
Employment Statuses Hidden for Requests list.
Click the
button. The message "Payroll Preference Settings Updated"
displays.
Click the
button to close the dialog box.
Follow these steps to populate the Available Years of Experience list. The Available Years of Experience list shows the Years of Experience amounts that will display in the Years of Experience page.
To populate the Available Years of Experience List:
In the Hidden Years of Experience list, hold down the Ctrl key on your keyboard, and click the Years of Experience codes that will be visible to the user in the Years of Experience page.
Click the Left
Arrow button to move the selected Years of Experience codes to the
Available Years of Experience list.
Click the
button. The message "Payroll Preference Settings Updated"
displays.
Click the
button to close the dialog box.
To remove Years of Experience codes from the Available Years Experience list:
In the Available Years of Experience list, hold down the Ctrl key on your keyboard, and click the Years of Experience codes that will not display on the Years of Experience page.
Click the Right
Arrow button to move the selected Years
of Experience codes to the Hidden
Years of Experience list.
Click the
button. The message "Payroll Preference Settings Updated"
displays.
Click the
button to close the dialog box.
to select the first year for which W-2 statements will display
on the View W-2s page in the LINQ Employee Portal Employee Interface.